DaveManuel.com · Institutional Ownership · Who Owns It
PROSHARES TR (IGHG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
67
Reporting holders
$187.6M
Reported value
0.0%
Calls
0.0%
Puts
+8
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $28.6M | 365,223 | 0.01% | 7q | +2122.0%+$27.3M |
| MORGAN STANLEY | $27.4M | 350,159 | 0.00% | 35q | +5.3%+$1.4M |
| AMERIPRISE FINANCIAL INC | $22.2M | 282,798 | 0.00% | 31q | +11.0%+$2.2M |
| LPL Financial LLC | $17.3M | 221,460 | 0.00% | 31q | -7.7%-$1.4M |
| WELLS FARGO & COMPANY/MN | $17.3M | 220,767 | 0.00% | 31q | +17.1%+$2.5M |
| BANK OF AMERICA CORP /DE/ | $12.0M | 153,824 | 0.00% | 31q | +8.6%+$955.5K |
| UBS Group AG | $8.6M | 109,325 | 0.00% | 31q | HELD |
| Larry Mathis Financial Planning, LLC | $5.4M | 69,485 | 4.15% | 3q | +7.2%+$363.7K |
| STEPHENS INC /AR/ | $5.4M | 69,116 | 0.06% | 31q | +7.1%+$361.0K |
| Cambridge Investment Research Advisors, Inc. | $4.9M | 62,308 | 0.01% | 21q | +105.5%+$2.5M |
| OSAIC HOLDINGS, INC. | $3.6M | 45,789 | 0.00% | 26q | +16.3%+$501.8K |
| Certified Advisory Corp | $2.9M | 37,491 | 0.24% | 5q | -3.1%-$92.7K |
| Capital Advisors, Ltd. LLC | $2.5M | 32,048 | 0.25% | 31q | -3.3%-$86.1K |
| ENVESTNET ASSET MANAGEMENT INC | $2.5M | 31,404 | 0.00% | 9q | +32.4%+$601.7K |
| ASSETMARK, INC | $2.4M | 31,164 | 0.00% | new | NEW |
| Cetera Investment Advisers | $2.3M | 28,956 | 0.00% | 10q | +13.0%+$260.1K |
| MML INVESTORS SERVICES, LLC | $2.0M | 25,021 | 0.00% | 23q | +22.4%+$358.8K |
| NorthRock Partners, LLC | $1.9M | 24,582 | 0.03% | 4q | -13.1%-$291.5K |
| Rockefeller Capital Management L.P. | $1.4M | 17,327 | 0.00% | 8q | +8.2%+$102.6K |
| ROYAL BANK OF CANADA | $1.1M | 13,878 | 0.00% | 31q | +56.4%+$391.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 12,809 | 0.00% | 31q | +20.7%+$172.2K |
| HighTower Advisors, LLC | $1.0M | 12,787 | 0.00% | 6q | +1.6%+$16.2K |
| Empirical Asset Management, LLC | $937.5K | 11,969 | 0.21% | 8q | +10.1%+$86.2K |
| STIFEL FINANCIAL CORP | $898.8K | 11,475 | 0.00% | 31q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $808.8K | 10,325 | 0.00% | 6q | +104.6%+$413.5K |
| NICOLET BANKSHARES INC | $808.4K | 10,330 | 0.03% | new | NEW |
| Pinnacle Financial Partners, Inc. | $756.6K | 9,659 | 0.01% | new | NEW |
| SteelPeak Wealth, LLC | $737.9K | 9,420 | 0.02% | 4q | -47.4%-$664.4K |
| Hyundai Investments Co., Ltd. | $669.6K | 8,550 | 0.73% | 3q | +58.3%+$246.6K |
| Kovack Advisors, Inc. | $650.9K | 8,327 | 0.03% | 3q | -11.5%-$85.0K |
| Coastal Bridge Advisors, LLC | $603.4K | 7,704 | 0.04% | 5q | -6.0%-$38.6K |
| PARTNERS WEALTH MANAGEMENT, LLC | $551.5K | 7,040 | 0.54% | 7q | HELD |
| NewEdge Advisors, LLC | $446.3K | 5,698 | 0.00% | 15q | +2.6%+$11.2K |
| Duncan Williams Asset Management, LLC | $438.6K | 5,600 | 0.10% | 8q | HELD |
| Anchor Investment Management, LLC | $419.1K | 5,350 | 0.03% | 3q | -10.1%-$47.0K |
| Red Wave Investments LLC | $397.5K | 5,075 | 0.10% | 18q | HELD |
| JANE STREET GROUP, LLC | $385.2K | 4,918 | 0.00% | 3q | -72.3%-$1.0M |
| MAI Capital Management | $366.2K | 4,675 | 0.00% | 7q | -3.3%-$12.5K |
| Snowden Capital Advisors LLC | $364.2K | 4,650 | 0.01% | new | NEW |
| Savvy Advisors, Inc. | $316.2K | 4,037 | 0.01% | new | NEW |
| OPINICUS CAPITAL, INC. | $311.5K | 3,977 | 0.17% | 11q | -2.0%-$6.5K |
| Farther Finance Advisors, LLC | $296.1K | 3,780 | 0.00% | 3q | +10.8%+$28.9K |
| FIFTH THIRD BANCORP | $294.7K | 3,762 | 0.00% | 2q | +59.3%+$109.7K |
| Private Advisor Group, LLC | $283.6K | 3,620 | 0.00% | new | NEW |
| KKM Financial LLC | $262.9K | 3,356 | 0.04% | 9q | -18.4%-$59.4K |
| Patton Albertson Miller Group, LLC | $231.1K | 2,950 | 0.02% | 20q | HELD |
| NOVEM GROUP | $218.6K | 2,791 | 0.02% | 3q | -1.8%-$3.9K |
| Rockport Wealth LLC | $210.4K | 2,686 | 0.04% | 5q | HELD |
| Kingsview Wealth Management, LLC | $204.0K | 2,604 | 0.00% | new | NEW |
| SFE Investment Counsel | $203.7K | 2,600 | 0.03% | 5q | HELD |
| JPMORGAN CHASE & CO | $137.1K | 1,750 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $122.6K | 1,565 | 0.00% | new | NEW |
| Wilmington Savings Fund Society, FSB | $108.6K | 1,386 | 0.00% | 8q | HELD |
| Aptus Capital Advisors, LLC | $92.1K | 1,176 | 0.00% | 7q | -1.8%-$1.6K |
| BFC Planning, Inc. | $71.3K | 910 | 0.00% | 7q | +37.9%+$19.6K |
| Medallion Wealth Advisors, LLC | $60.8K | 776 | 0.02% | 7q | +1.3% |
| IFP Advisors, Inc | $46.0K | 587 | 0.00% | 18q | +1.2% |
| PRIVATE TRUST CO NA | $41.2K | 526 | 0.00% | 16q | HELD |
| Colonial Trust Co / SC | $31.3K | 400 | 0.00% | 2q | -78.9%-$117.5K |
| Geneos Wealth Management Inc. | $27.4K | 350 | 0.00% | 5q | HELD |
| Spire Wealth Management | $25.4K | 324 | 0.00% | 20q | +8.4%+$2.0K |
| Global Retirement Partners, LLC | $19.1K | 244 | 0.00% | 4q | +75.5%+$8.2K |
| IFG Advisory, LLC | $18.8K | 239 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $6.7K | 86 | 0.00% | 27q | +1.2% |
| Rossby Financial, LCC | $6.0K | 77 | 0.00% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $5.1K | 65 | 0.00% | 15q | HELD |
| Allworth Financial LP | $4.3K | 55 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 15 | $16.7M | 214,605 | 2 | 5 | 4 | 0.0% |
| Q2 2026 | 67 | $187.6M | 2,395,165 | 11 | 28 | 15 | 0.0% |
| Q1 2026 | 59 | $145.1M | 1,868,525 | 3 | 20 | 21 | 0.0% |
| Q4 2025 | 67 | $151.8M | 1,935,405 | 10 | 18 | 13 | 0.0% |
| Q3 2025 | 62 | $146.8M | 1,857,996 | 4 | 20 | 16 | 0.0% |
| Q2 2025 | 65 | $156.8M | 2,002,024 | 11 | 19 | 20 | 0.0% |
| Q1 2025 | 57 | $164.8M | 2,142,857 | 6 | 28 | 9 | 0.0% |
| Q4 2024 | 62 | $143.2M | 1,832,655 | 8 | 16 | 16 | 0.0% |
| Q3 2024 | 59 | $151.9M | 2,013,143 | 8 | 16 | 23 | 0.0% |
| Q2 2024 | 66 | $168.0M | 2,201,002 | 13 | 20 | 16 | 0.0% |
| Q1 2024 | 62 | $269.6M | 3,523,294 | 9 | 23 | 16 | 0.0% |
| Q4 2023 | 58 | $238.8M | 3,167,286 | 4 | 17 | 20 | 0.0% |
| Q3 2023 | 58 | $195.3M | 2,637,121 | 7 | 14 | 22 | 0.0% |
| Q2 2023 | 52 | $218.2M | 2,997,717 | 2 | 11 | 26 | 0.0% |
| Q1 2023 | 63 | $250.6M | 3,453,527 | 9 | 11 | 26 | 1.3% |
| Q4 2022 | 60 | $254.2M | 3,525,294 | 5 | 10 | 33 | 1.4% |
| Q3 2022 | 66 | $355.3M | 5,189,932 | 9 | 13 | 29 | 0.3% |
| Q2 2022 | 71 | $441.0M | 6,373,876 | 7 | 14 | 35 | 0.1% |
| Q1 2022 | 81 | $842.5M | 11,658,368 | 10 | 31 | 25 | 0.0% |
| Q4 2021 | 82 | $999.6M | 13,441,752 | 10 | 33 | 14 | 0.0% |
| Q3 2021 | 73 | $904.2M | 11,956,372 | 20 | 31 | 11 | 0.0% |
| Q2 2021 | 58 | $709.5M | 9,271,228 | 14 | 27 | 7 | 0.0% |
| Q1 2021 | 52 | $534.7M | 6,936,167 | 9 | 20 | 7 | 0.0% |
| Q4 2020 | 46 | $432.2M | 5,720,437 | 6 | 11 | 11 | 0.0% |
| Q3 2020 | 44 | $146.2M | 2,027,695 | 5 | 9 | 20 | 0.0% |
| Q2 2020 | 45 | $185.5M | 2,627,642 | 6 | 5 | 16 | 0.0% |
| Q1 2020 | 46 | $277.4M | 4,259,379 | 5 | 9 | 16 | 0.0% |
| Q4 2019 | 54 | $311.9M | 4,032,484 | 10 | 13 | 13 | 0.0% |
| Q3 2019 | 48 | $386.9M | 5,189,547 | 3 | 9 | 20 | 0.0% |
| Q2 2019 | 55 | $521.1M | 6,942,358 | 4 | 14 | 22 | 0.0% |
| Q1 2019 | 62 | $569.7M | 7,682,492 | 7 | 14 | 24 | 0.0% |
| Q4 2018 | 59 | $503.7M | 7,081,676 | 4 | 0 | 3 | 0.0% |
