EFO PROSHARES TR
FollowULTR MSCI ETF (fund)
7 managers (7 13F filers) reported a position in EFO shares at 2025-12-31, 111,881 shares in all. 0 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 0
- Added
- 2
- Reduced
- 3
- Sold out
- 4
- Shares held by filers
- 111,881
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Discipline Wealth Solutions, LLC | 70,596 | $4.51M | 0.84% | +461 | 13F-HRTimeline |
| Tempus Wealth Planning, LLC | 22,953 | $1.47M | 0.34% | -3,234 | 13F-HRTimeline |
| PMV Capital Advisers, LLC | 8,031 | $513K | 0.93% | -4,440 | 13F-HRTimeline |
| ROVIN CAPITAL /UT/ /ADV | 5,471 | $350K | 0.09% | +69 | 13F-HRTimeline |
| Elm3 Financial Group, LLC | 3,857 | $246K | 0.2% | -85 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 972 | $62.1K | <0.01% | 0 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $70 | <0.01% | 0 | 13F-HR/ATimelineGroup |