Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in ProShares Trust - ProShares Merger ETF include Raymond James Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 26,973 | 5.33 | 1,132 | 5.89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 71 | 3 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 1,594 | 66.21 | 67 | 65.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 9,239 | 36.85 | 388 | 37.59 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11,059 | 464 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 22,016 | 5.90 | 924 | 6.57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 5,231 | 218 |
