Who Owns ProShares - S&P 500 Ex-Health Care ETF (SPXV)?Hedge Fund & Institutional Holders

$72.38-0.41 (-0.57%)Financial ServicesNYSE_ARCA

Institutional Holders

27

as of Q4 2025

Total Institutional Value

$4.000000998000449e+54T

% of Float Held

—

QoQ Change in Holders

+10 / -0

Price History

$53.11$58.87$64.64$70.40$76.16Sep 24Jun 25Mar 26

SPXV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
TRUEFG, LLCNew Position+13K+$998.0M
CENTRAL TRUST CoNew Position+620+$46.0M
SG Americas Securities, LLCNew Position+80K+$6.0M
MATHER GROUP, LLC.New Position+9K+$689K
FORTERIS WEALTH MANAGEMENT INC.New Position+6K+$450K
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+8K+$0
Tidal Investments LLCNew Position+9K+$0
Western Wealth Management, LLCNew Position+5K+$0
Kestra Advisory Services, LLCNew Position+2K+$0
BlackRock, Inc.New Position+5K+$0
Federation des caisses Desjardins du QuebecIncreased+67+$-837K
LPL Financial LLCIncreased+3K+$-727.9M

SPXV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Creative PlanningDecreased-60-$2.0B
GOLDMAN SACHS GROUP INCDecreased-15-$945.1M
UBS Group AGDecreased-111-$8.2M
American Trust Investment Advisors, LLCDecreased-168-$6.0M
BANK OF AMERICA CORP /DE/Decreased-3K-$475K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BARCLAYS PLC60,000$4.0B0.00%Share
2TRUEFG, LLC13,391$998.0M0.27%Share
3American Trust Investment Advisors, LLC6,033$449.0M0.24%Share
4CENTRAL TRUST Co620$46.0M0.00%Share
5Abound Wealth Management166$12.0M0.00%Share
6Legacy Wealth Managment, LLC/ID110$8.0M0.00%Share
7SG Americas Securities, LLC80,000$6.0M0.01%Share
8UBS Group AG14$1.0M0.00%Share
9MATHER GROUP, LLC.9,239$689K0.01%Share
10FORTERIS WEALTH MANAGEMENT INC.6,044$450K0.44%Share
11Creative Planning27,425$2K0.00%Share
12BlackRock, Inc.5,083$00.00%Share
13LPL Financial LLC12,857$00.00%Share
14ROTHSCHILD INVESTMENT LLC400$00.00%Share
15COZAD ASSET MANAGEMENT INC2,770$00.00%Share
16Federation des caisses Desjardins du Quebec11,528$00.00%Share
17Kestra Advisory Services, LLC1,801$00.00%Share
18Tidal Investments LLC8,860$00.00%Share
19SUSQUEHANNA INTERNATIONAL GROUP, LLP8,033$00.00%Share
20BANK OF AMERICA CORP /DE/1,395$00.00%Share
21BANK OF AMERICA CORP /DE/1,599$00.00%Share
22BANK OF AMERICA CORP /DE/328$00.00%Share
23JPMORGAN CHASE & CO8,288$00.00%Share
24GOLDMAN SACHS GROUP INC12,867$00.00%Share
25Western Wealth Management, LLC5,151$00.00%Share
26MORGAN STANLEY1$00.00%Share
27Steward Partners Investment Advisory, LLC450$00.00%Share

SPXV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202525$5.5B+10
Q3 202515$9.4B-6
Q2 202521$6.8B+1
Q1 202520$8.6B+3
Q4 202417$7.8B+5
Q3 202412$260.7B-2
Q2 202414$4.8B+2
Q1 202412$567.3T—

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As of Q4 2025, 27 institutional investors hold SPXV (ProShares - S&P 500 Ex-Health Care ETF). The largest holder is BARCLAYS PLC with $4.0B in shares. This quarter, 10 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own SPXV?

As of Q4 2025, 27 institutional investors report holding SPXV (ProShares - S&P 500 Ex-Health Care ETF) in their 13F filings.

Who is the largest institutional holder of SPXV?

The largest institutional holder of SPXV is BARCLAYS PLC with $4.0B in shares.

Is institutional ownership of SPXV increasing or decreasing?

This quarter, 10 institutions opened new positions in SPXV and 0 closed their positions.