Who Owns MRGR?

ProShares - Merger ETF — Institutional Ownership & 13F Holdings

$45.24

+0.00 (+0.00%)

Market Cap

$13.3M

Shares Outstanding

298,007

Institutional Holders

11

Total Inst. Value

$3.4M

% of Float Held

QoQ Holder Change

+2

Institutional data as of Q1 2025

New Positions

3

Closed Positions

3

Increased

5

Decreased

1

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1EXENCIAL WEALTH ADVISORS, LLC$1.1M25,607
2Syntegra Private Wealth Group, LLC$868K20,790
3JANE STREET GROUP, LLC$503K12,048
4Ethos Financial Group, LLCNew$358K8,576
5ROYAL BANK OF CANADA$282K6,751
6Geneos Wealth Management Inc.New$218K5,231
7OSAIC HOLDINGS, INC.$99K2,367
81620 INVESTMENT ADVISORS, INC.$40K959
9IMG Wealth Management, Inc.$7K168
10AE Wealth Management LLC$2K50

Biggest Buyers & Sellers This Quarter

Top Sellers

FundShares RemovedValue
Syntegra Private Wealth Group, LLC-26K$868K

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Frequently Asked Questions

How many institutional investors hold MRGR?

As of Q1 2025, 11 institutional investors report holding MRGR (ProShares - Merger ETF) in their 13F filings.

Which hedge fund owns the most MRGR?

The largest institutional holder of MRGR is EXENCIAL WEALTH ADVISORS, LLC with $1.1M in shares.

Are institutions buying or selling MRGR?

This quarter, 3 institutions opened new positions in MRGR and 3 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.