EFO Institutional Ownership & Shareholders
PROSHARES ULTRA MSCI EAFE (EFO) is currently held by 11 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.31M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Discipline Wealth Solutions, Llc is currently the largest disclosed institutional shareholder of EFO tracked by InsiderSet, reporting ownership valued at approximately $4.61M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.57M, representing an estimated loss of -0.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed EFO value among the investors covered in this analysis. Major shareholders include Discipline Wealth Solutions, Llc, Susquehanna International Group, Llp, Pmv Capital Advisers, Llc, and several other long-term asset managers with concentrated positions in PROSHARES ULTRA MSCI EAFE (EFO).
This page ranks the largest institutional EFO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
11
Total Reported Value
$8.31M
Largest Holder
Discipline Wealth Solutions, Llc
Largest Position
$4.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
17
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Discipline Wealth Solutions, Llc | 0.40% | 64,635 | $4,612,344 | $4,569,565 | -$42,779 | -0.93% | |
| Susquehanna International Group, Llp | 0.00% | 24,351 | $1,781,824 | $1,721,567 | -$60,257 | -3.38% | |
| Pmv Capital Advisers, Llc | 1.56% | 14,206 | $1,039,452 | $1,004,336 | -$35,116 | -3.38% | |
| Composition Wealth, Llc | 0.00% | 4,000 | $292,690 | $282,792 | -$9,898 | -3.38% | |
| Elm3 Financial Group, Llc | 0.16% | 3,408 | $243,195 | $240,939 | -$2,256 | -0.93% | |
| Innova Wealth Partners | 0.09% | 3,302 | $235,631 | $233,445 | -$2,186 | -0.93% | |
| Cassaday & Co Wealth Management Llc | 0.00% | 1,173 | $83,706 | $82,929 | -$777 | -0.93% | |
| Harbour Investments, Inc. | 0.00% | 168 | $12,293 | $11,877 | -$416 | -3.38% | |
| Aspect Partners, Llc | 0.00% | 106 | $7,564 | $7,494 | -$70 | -0.93% | |
| Foresight Capital Management Advisors, Inc. | 0.00% | 60 | $4,282 | $4,242 | -$40 | -0.94% | |
| Morgan Stanley | 0.00% | 1 | $141 | $71 | -$70 | -49.86% |
Frequently asked questions about EFO
Who are the largest institutional holders of EFO?
The largest institutional holders of EFO reported in the latest SEC Form 13F filings include Discipline Wealth Solutions, Llc, Susquehanna International Group, Llp, Pmv Capital Advisers, Llc, Composition Wealth, Llc, and Elm3 Financial Group, Llc. InsiderSet ranks institutional holders by their latest reported EFO position.
What is EFO institutional ownership?
This page tracks EFO positions reported by institutional investment managers through SEC Form 13F. PROSHARES ULTRA MSCI EAFE (EFO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EFO?
InsiderSet currently tracks 11 institutional managers reporting EFO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EFO shareholders.
How much EFO stock do institutions own?
Institutional investment managers disclosed approximately $8.31M in EFO holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EFO institutional ownership last updated?
The latest EFO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EFO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EFO position after the reporting date.
Are institutions buying or selling EFO?
Institutional buying and selling can be analyzed by comparing EFO positions across consecutive 13F reporting periods. InsiderSet's EFO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EFO ownership changes.
How has EFO institutional ownership changed over time?
InsiderSet tracks EFO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.