PEX PROSHARES TR
FollowPRIV EQTY-LSTD (fund)
12 managers (12 13F filers) reported a position in PEX shares at 2026-03-31, 106,177 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 2
- Added
- 4
- Reduced
- 3
- Sold out
- 5
- Shares held by filers
- 106,177
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 |
|---|---|---|---|---|---|
| Beta Wealth Group, Inc. | 37,950 | $806K | 0.33% | +7,033 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 24,967 | $530K | <0.01% | +9,198 | 13F-HRTimelineGroup |
| Cambridge Investment Research Advisors,… | 14,865 | $316K | <0.01% | +4,588 | 13F-HRTimeline |
| Cetera Investment Advisers | 14,119 | $300K | <0.01% | -253 | 13F-HRTimeline |
| LPL Financial LLC | 12,332 | $262K | <0.01% | new | 13F-HRTimeline |
| Allworth Financial LP | 900 | $19.1K | <0.01% | 0 | 13F-HRTimeline |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 582 | $12.4K | <0.01% | +581 | 13F-HR/ATimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 300 | $6.37K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 150 | $3.19K | <0.01% | -66 | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 9 | $186 | <0.01% | 0 | 13F-HR/ATimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 2 | $43 | <0.01% | -100 | 13F-HRTimelineGroup |
| BlackRock, Inc.in group BlackRock, Inc. | 1 | $14 | <0.01% | new | 13F-HRTimelineGroup |