Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in ProShares Trust - ProShares MSCI EAFE Dividend Growers ETF include Total Wealth Planning & Management, Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Morgan Stanley | 272,616 | 0.91 | 11,701 | 11.66 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,417 | 6.62 | 104 | 17.05 | ||||
| 2025-08-14 | 13F | UBS Group AG | 11,856 | 23.53 | 509 | 36.56 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 47,552 | 67.82 | 2,041 | 85.71 | ||||
| 2025-07-24 | 13F | Total Wealth Planning & Management, Inc. | 17,746 | 762 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,376 | 67.80 | 102 | 85.45 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 367 | 0.27 | 16 | 7.14 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 57,561 | 45.34 | 2,471 | 60.81 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 151,077 | 0.20 | 6,485 | 10.88 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 15,254 | 50.33 | 655 | 66.41 |
