ETF Holders

Who owns SPXV?

US large cap

ProShares S&P 500 ex-Health Care ETF · ProShares

23 institutions reported holding SPXV, worth $21.2M, in Form 13F filings for June 30, 2026.

13F holders
23
Institutional value
$21.2M
Change from prior quarter
+8.9%
+$1.7M, with price moves
New and sold-out firms
2 / 3
5 added, 4 trimmed

Top 10 institutional holders of SPXV

FirmLocationValueSharesChange
SG Americas Securities, LLCNew York, NY$6.6M80,000No change
Barclays PLCLondon, United Kingdom$4.9M60,000No change
Creative PlanningOverland Park, KS$2.2M27,220−205 shares
LPL Financial LLCFort Mill, SC$1.4M16,713+2,031 shares
Susquehanna International Group, LLPBala Cynwyd, PA$1.2M15,116−3,335 shares
Truefg, LLCCedar Park, TX$968K11,788−121 shares
Mather Group, LLC.Chicago, IL$920K11,194No change
JPMorgan Chase & CoNew York, NY$665K8,183No change
American Trust Investment Advisors, LLCLebanon, NH$505K6,142+102 shares
Goldman Sachs Group Inc.New York, NY$481K5,853No change
13 more firms

The full list comes with the Advisors and Institutions package.

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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 SPXV?

23 institutional managers reported holding SPXV in Form 13F filings for June 30, 2026, worth $21.2M in total. The largest reported position was held by SG Americas Securities, LLC, at $6.6M.

Did institutions buy or sell SPXV last quarter?

Reported 13F value rose 8.9% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 3 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 SPXV 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.