SPXN Institutional Ownership
ProShares - S&P 500 Ex-Financials ETF
1W: +0.1%
1M: +1.9%
3M: +3.7%
YTD: +15.3%
1Y: +17.7%
3Y: +89.5%
5Y: +90.7%
$85.25
+0.68 (+0.80%)
Weekly Expected Move ±1.6%
$82
$84
$85
$87
$88
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPXN
25
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
23M
Total Invested
4
New Positions
9
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (26 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SG Americas Securities, LLC | 160,000 | 14M | — | +0.0% | 13Q | SEC ↗ |
| 2 | LPL Financial LLC | 50,972 | 4M | -15,307 | -23.1% | 13Q | SEC ↗ |
| 3 | BARCLAYS PLC | 50,000 | 4M | — | +0.0% | 13Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC | 32,259 | 3M | -14,528 | -31.1% | 15Q | SEC ↗ |
| 5 | Investors Research Corp | 20,430 | 2M | -348 | -1.7% | 28Q | SEC ↗ |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,231 | 2M | +2,781 | +18.0% | 2Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 16,387 | 1M | +7,631 | +87.2% | 12Q | SEC ↗ |
| 8 | MML INVESTORS SERVICES, LLC | 16,146 | 1M | +9,163 | +131.2% | 6Q | SEC ↗ |
| 9 | CAPTRUST FINANCIAL ADVISORS | 12,308 | 1M | +1,168 | +10.5% | 3Q | SEC ↗ |
| 10 | MORGAN STANLEY | 11,050 | 942K | +11,049 | +1104900.0% | 6Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 9,783 | 834K | -40 | -0.4% | 22Q | SEC ↗ |
| 12 | Modera Wealth Management, LLC | 8,556 | 729K | — | +0.0% | 7Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 7,053 | 601K | +1,186 | +20.2% | 4Q | SEC ↗ |
| 14 | Fortitude Family Office, LLC | 5,800 | 494K | — | +0.0% | 7Q | SEC ↗ |
| 15 | Focus Partners Wealth | 5,167 | 440K | +1,136 | +28.2% | 3Q | SEC ↗ |
| 16 | JANE STREET GROUP, LLC NEW | 4,619 | 394K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Advance Capital Management, Inc. | 4,568 | 389K | +246 | +5.7% | 2Q | SEC ↗ |
| 18 | EP Wealth Advisors, LLC NEW | 2,348 | 200K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Silver Grove Financial Group, Inc. | 2,030 | 173K | — | +0.0% | 3Q | SEC ↗ |
| 20 | FMR LLC | 211 | 18K | +200 | +1818.2% | 3Q | SEC ↗ |
| 21 | BEACON INVESTMENT ADVISORY SERVICES, I | 150 | 13K | — | +0.0% | 2Q | SEC ↗ |
| 22 | UBS Group AG NEW | 58 | 5K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Institute for Wealth Management, LLC. NEW | 21 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 24 | DHJJ Financial Advisors, Ltd. | 8 | 1K | — | +0.0% | 12Q | SEC ↗ |
| 25 | BANK OF AMERICA CORP /DE | 0 | 0K | -14,535 | -100.0% | 6Q | SEC ↗ |
| 26 | Cambridge Investment Research Advisors | 0 | 0K | -9,503 | -100.0% | 11Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 4,619 | 394K |
| EP Wealth Advisors, LLC | 2,348 | 200K |
| UBS Group AG | 58 | 5K |
| Institute for Wealth Management, LL | 21 | 2K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BANK OF AMERICA CORP /DE | 14,535 | 1M |
| Cambridge Investment Research Advis | 9,503 | 810K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +11,049 | +1104900.0% | 11,050 |
| MML INVESTORS SERVICES, LLC | +9,163 | +131.2% | 16,146 |
| ENVESTNET ASSET MANAGEMENT INC | +7,631 | +87.2% | 16,387 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +2,781 | +18.0% | 18,231 |
| RAYMOND JAMES FINANCIAL INC | +1,186 | +20.2% | 7,053 |
| CAPTRUST FINANCIAL ADVISORS | +1,168 | +10.5% | 12,308 |
| Focus Partners Wealth | +1,136 | +28.2% | 5,167 |
| Advance Capital Management, Inc. | +246 | +5.7% | 4,568 |
| FMR LLC | +200 | +1818.2% | 211 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -15,307 | -23.1% | 50,972 |
| GOLDMAN SACHS GROUP INC | -14,528 | -31.1% | 32,259 |
| Investors Research Corp | -348 | -1.7% | 20,430 |
| OSAIC HOLDINGS, INC. | -40 | -0.4% | 9,783 |