Who owns ISPY?
ProShares S&P 500 High Income ETF · ProShares
125 institutions reported holding ISPY, worth $795.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ISPY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $218.2M | 4,527,034 | −24,869 shares |
| Bank of America Corp. | Charlotte, NC | $76.1M | 1,579,691 | +142,980 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $73.1M | 1,517,026 | −676,751 shares |
| LPL Financial LLC | Fort Mill, SC | $58.8M | 1,220,228 | −10,297 shares |
| Hennion & Walsh Asset Management, Inc. | Parsippany, NJ | $50.5M | 1,047,800 | +42,316 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $48.7M | 1,011,351 | −26,283 shares |
| Capital Investment Advisors, LLC | Atlanta, GA | $39.8M | 825,879 | −38,530 shares |
| Wells Fargo & Company | San Francisco, CA | $34.2M | 709,561 | −41,890 shares |
| Sanctuary Advisors, LLC | Indianapolis, IN | $15.4M | 320,220 | +1,772 shares |
| Pine Valley Investments Ltd Liability Co | Marlton, NJ | $13.9M | 287,723 | New position |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ISPY?
125 institutional managers reported holding ISPY in Form 13F filings for June 30, 2026, worth $795.1M in total. The largest reported position was held by Morgan Stanley, at $218.2M.
Did institutions buy or sell ISPY last quarter?
Reported 13F value rose 10.4% from March 31, 2026, which includes price moves as well as buying and selling. 20 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ISPY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.