PROSHARES TR SP500 EX ENRGY is a security (CUSIP 74347B581) tracked across SEC portfolio filings. 40 institutional managers reported $37.2M on Form 13F as of 2026-06-30.
Showing 15 of 40 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BWM Planning, LLC | THE WOODLANDS, TX | $11.2M | 139,194 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $8.2M | 118,000 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $3.5M | 52,090 |
| Pathstone Holdings, LLC | ENGLEWOOD, NJ | $2.9M | 41,073 |
| LPL Financial LLC | FORT MILL, SC | $2.2M | 31,120 |
| Equitable Holdings, Inc. | NEW YORK, NY | $1.1M | 15,154 |
| MATHER GROUP, LLC. | CHICAGO, IL | $823K | 10,200 |
| Private Advisor Group, LLC | MORRISTOWN, NJ | $790K | 9,793 |
| Capstone Wealth Management Group, Inc. | BEND, OR | $616K | 7,628 |
| Capstone Wealth Management Group LLC | Bend, OR | $583K | 8,391 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Cincinnati, OH | $582K | 7,217 |
| EP Wealth Advisors, LLC | TORRANCE, CA | $581K | 8,355 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $507K | 6,281 |
| Royal Bank of Canada | TORONTO, A6 | $479K | 6,890 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | Boston, MA | $468K | 5,800 |