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Disclosery

SPXE PROSHARES TR

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SP500 EX ENRGY (fund)

35 managers (35 13F filers) reported a position in SPXE shares at 2026-03-31, 516,575 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
35
13F filers
35
New
4
Added
9
Reduced
8
Sold out
1
Shares held by filers
516,575

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.

HolderSharesValue% of portfolioChangeSource
BWM Planning, LLC139,194$9.67M2.55%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC118,000$8.2M<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO52,090$3.52M<0.01%-15013F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC41,073$2.85M0.01%013F-HRTimelineGroup
LPL Financial LLC31,120$2.16M<0.01%+3,41013F-HRTimeline
Range Advisory, LLC16,281$1.13M0.21%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,154$1.12M0.01%-87413F-HRTimelineGroup
MATHER GROUP, LLC.10,200$709K0.01%013F-HRTimeline
Private Advisor Group, LLC9,793$681K<0.01%013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…8,391$583K0.36%013F-HRTimelineGroup
EP Wealth Advisors, LLC8,355$581K<0.01%-3613F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…7,217$502K<0.01%-3013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,890$479K<0.01%+23513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,274$436K<0.01%+813F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC5,800$403K0.05%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,740$329K<0.01%-10,26013F-HRTimelineGroup
SENTINEL TRUST CO LBA4,722$328K0.03%013F-HRTimeline
Sterling Investment Counsel, LLC4,409$306K0.09%+1813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,086$284K<0.01%-13413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,834$266K<0.01%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,522$245K<0.01%+1913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,361$234K<0.01%-1,33313F-HRTimelineGroup
APPLETON PARTNERS INC/MA3,116$217K0.02%-20513F-HRTimeline
Centurion Wealth Management LLC3,039$211K0.05%+713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,000$208K<0.01%013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,250$156K<0.01%+313F-HRTimelineGroup
Nova Wealth Management, Inc.350$24.3K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG205$14.2K<0.01%+2613F-HRTimelineGroup
Steward Partners Investment Advisory, L…51$3.54K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC40$2.81K<0.01%+1013F-HRTimeline
DHJJ Financial Advisors, Ltd.8$556<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC4$278<0.01%13F-HRTimelineGroup
SIMPLEX TRADING, LLC4$277<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$134<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$84<0.01%013F-HR/ATimelineGroup