Who owns SPXE?
ProShares S&P 500 ex-Energy ETF · ProShares
36 institutions reported holding SPXE, worth $41.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SPXE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| BWM Planning, LLC | The Woodlands, TX | $11.2M | 139,194 | No change |
| Goldman Sachs Group Inc. | New York, NY | $9.5M | 118,000 | No change |
| JPMorgan Chase & Co | New York, NY | $4.2M | 52,090 | No change |
| Pathstone Holdings, LLC | Englewood, NJ | $3.3M | 41,073 | No change |
| LPL Financial LLC | Fort Mill, SC | $2.5M | 30,717 | −403 shares |
| Equitable Holdings, Inc. | New York, NY | $1.2M | 14,854 | −300 shares |
| Mather Group, LLC. | Chicago, IL | $823K | 10,200 | No change |
| Citadel Advisors LLC | Miami, FL | $807K | 9,996 | +6,162 shares |
| Private Advisor Group, LLC | Morristown, NJ | $790K | 9,793 | No change |
| Capstone Wealth Management Group, Inc. | Bend, OR | $616K | 7,628 | New position |
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 SPXE?
36 institutional managers reported holding SPXE in Form 13F filings for June 30, 2026, worth $41.2M in total. The largest reported position was held by BWM Planning, LLC, at $11.2M.
Did institutions buy or sell SPXE last quarter?
Reported 13F value rose 20.5% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 1 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 SPXE 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.