Who owns PEX?
ProShares Global Listed Private Equity ETF · ProShares
15 institutions reported holding PEX, worth $3.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PEX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Beta Wealth Group, Inc. | San Diego, CA | $939K | 42,838 | +4,888 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $692K | 31,578 | +6,611 shares |
| Cetera Investment Advisers | Schaumburg, IL | $359K | 16,378 | +2,259 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $301K | 13,754 | New position |
| MML Investors Services, LLC | Springfield, MA | $285K | 13,021 | New position |
| LPL Financial LLC | Fort Mill, SC | $263K | 11,986 | −346 shares |
| Rossby Financial, LCC | Melbourne, FL | $226K | 10,306 | New position |
| Jane Street Group, LLC | New York, NY | $209K | 9,535 | New position |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $33K | 1,500 | New position |
| Allworth Financial LP | Folsom, CA | $20K | 900 | No change |
From 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 PEX?
15 institutional managers reported holding PEX in Form 13F filings for June 30, 2026, worth $3.3M in total. The largest reported position was held by Beta Wealth Group, Inc., at $939K.
Did institutions buy or sell PEX last quarter?
Reported 13F value rose 48.1% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 4 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 PEX 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.