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MRGR Institutional Ownership

ProShares - Merger ETF
1W: +0.7% 1M: -0.9% 3M: -0.7% YTD: +1.4% 1Y: +4.4% 3Y: +19.9% 5Y: +18.4%
$45.14
+0.10 (+0.22%)
 
Weekly Expected Move ±0.6%
$45 $45 $45 $45 $46
ETF CBOE · AUM $13.5M

Institutional Ownership — MRGR

15
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
7M
Total Invested
2
New Positions
5
Increased
6
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (18 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Savant Capital, LLC NEW 33,823 2M — +0.0% 1Q SEC ↗
2 Syntegra Private Wealth Group, LLC 31,159 1M -1,226 -3.8% 10Q SEC ↗
3 EXENCIAL WEALTH ADVISORS, LLC 29,101 1M +1,905 +7.0% 16Q SEC ↗
4 Creative Planning 21,599 975K +1,552 +7.7% 4Q SEC ↗
5 ROYAL BANK OF CANADA 17,617 795K -20,933 -54.3% 19Q SEC ↗
6 JANE STREET GROUP, LLC 15,757 711K +8,046 +104.3% 2Q SEC ↗
7 City Center Advisors, LLC 7,541 340K +1,460 +24.0% 3Q SEC ↗
8 Ethos Financial Group, LLC 6,754 305K -1,324 -16.4% 6Q SEC ↗
9 Kestra Advisory Services, LLC 5,110 231K -209 -3.9% 3Q SEC ↗
10 OSAIC HOLDINGS, INC. 1,793 81K -15 -0.8% 9Q SEC ↗
11 1620 INVESTMENT ADVISORS, INC. 1,649 74K — +0.0% 7Q SEC ↗
12 HARBOUR INVESTMENTS, INC. 623 28K +166 +36.3% 4Q SEC ↗
13 UBS Group AG NEW 294 13K — +0.0% 1Q SEC ↗
14 IMG Wealth Management, Inc. 174 8K +1 +0.6% 7Q SEC ↗
15 AE Wealth Management LLC 50 2K — +0.0% 7Q SEC ↗
16 MORGAN STANLEY 1 0K -1 -50.0% 6Q SEC ↗
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 0K -5,476 -100.0% 3Q SEC ↗
18 SageView Advisory Group, LLC 0 0K -591 -100.0% 1Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
Savant Capital, LLC 33,823 2M
UBS Group AG 294 13K
Sold Out (2)
HolderPrev SharesPrev Value
SUSQUEHANNA INTERNATIONAL GROUP, LL 5,476 247K
SageView Advisory Group, LLC 591 27K
Biggest Increases (6)
HolderAddedChange %Total Shares
JANE STREET GROUP, LLC +8,046 +104.3% 15,757
EXENCIAL WEALTH ADVISORS, LLC +1,905 +7.0% 29,101
Creative Planning +1,552 +7.7% 21,599
City Center Advisors, LLC +1,460 +24.0% 7,541
HARBOUR INVESTMENTS, INC. +166 +36.3% 623
IMG Wealth Management, Inc. +1 +0.6% 174
Biggest Decreases (6)
HolderReducedChange %Total Shares
ROYAL BANK OF CANADA -20,933 -54.3% 17,617
Ethos Financial Group, LLC -1,324 -16.4% 6,754
Syntegra Private Wealth Group, LLC -1,226 -3.8% 31,159
Kestra Advisory Services, LLC -209 -3.9% 5,110
OSAIC HOLDINGS, INC. -15 -0.8% 1,793
MORGAN STANLEY -1 -50.0% 1

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms