PROSHARES S&P HIGH INCOM ETF (ISPY) Institutional Shareholders
PROSHARES S&P HIGH INCOM ETF (ISPY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $783.74M in ISPY holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of ISPY tracked by InsiderSet, reporting ownership valued at approximately $218.16M in its June 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 $217.68M, representing an estimated loss of -0.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed ISPY value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in PROSHARES S&P HIGH INCOM ETF (ISPY).
This page ranks the largest institutional ISPY 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
126
Total Reported Value
$783.74M
Largest Holder
Morgan Stanley
Largest Position
$218.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
130
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 4,527,034 | $218,157,775 | $217,682,430 | -$475,345 | -0.22% | |
| Bank Of America Corp | 0.00% | 1,579,691 | $76,125,294 | $75,959,442 | -$165,852 | -0.22% | |
| Raymond James Financial Inc | 0.02% | 1,517,026 | $73,105,490 | $72,946,195 | -$159,295 | -0.22% | |
| Lpl Financial Llc | 0.01% | 1,220,228 | $58,802,760 | $58,674,663 | -$128,097 | -0.22% | |
| Hennion & Walsh Asset Management, Inc. | 1.44% | 1,047,800 | $50,493,482 | $50,383,463 | -$110,019 | -0.22% | |
| Royal Bank Of Canada | 0.01% | 1,011,351 | $48,737,000 | $48,630,813 | -$106,187 | -0.22% | |
| Capital Investment Advisors, Llc | 0.52% | 825,879 | $39,799,090 | $39,712,392 | -$86,698 | -0.22% | |
| Wells Fargo & Company/Mn | 0.01% | 709,561 | $34,193,766 | $34,119,241 | -$74,525 | -0.22% | |
| Sanctuary Advisors, Llc | 0.07% | 320,220 | $15,431,382 | $15,397,779 | -$33,603 | -0.22% | |
| Pine Valley Investments Ltd Liability Co | 0.59% | 287,723 | $13,865,359 | $13,835,160 | -$30,199 | -0.22% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 220,274 | $10,615,024 | $10,591,875 | -$23,149 | -0.22% | |
| Commonwealth Equity Services, Llc | 0.01% | 185,286 | $8,928,950 | $8,909,477 | -$19,473 | -0.22% | |
| Advisor Os, Llc | 0.58% | 179,938 | $8,671,210 | $8,652,319 | -$18,891 | -0.22% | |
| Mjp Associates Inc | 0.95% | 179,938 | $8,671,210 | $8,652,319 | -$18,891 | -0.22% | |
| Prosperity Financial Group, Inc. | 2.32% | 155,650 | $7,500,797 | $7,484,430 | -$16,367 | -0.22% | |
| Sageguard Financial Group, Llc | 1.03% | 152,134 | $7,331,328 | $7,315,363 | -$15,965 | -0.22% | |
| Osaic Holdings, Inc. | 0.01% | 146,321 | $7,051,830 | $7,035,845 | -$15,985 | -0.23% | |
| Pfg Investments, Llc | 0.23% | 123,346 | $5,944,035 | $5,931,092 | -$12,943 | -0.22% | |
| Iht Wealth Management, Llc | 0.11% | 105,259 | $5,072,427 | $5,061,379 | -$11,048 | -0.22% | |
| Maridea Wealth Management Llc | 0.51% | 98,144 | $4,729,559 | $4,719,254 | -$10,305 | -0.22% | |
| Coral Wealth Management, Llc | 3.77% | 95,393 | $4,596,989 | $4,586,972 | -$10,017 | -0.22% | |
| Bank Of New York Mellon Corp | 0.00% | 86,498 | $4,168,365 | $4,159,256 | -$9,109 | -0.22% | |
| Prevail Innovative Wealth Advisors, Llc | 0.51% | 71,082 | $3,425,440 | $3,417,978 | -$7,462 | -0.22% | |
| Essex Financial Services, Inc. | 0.16% | 66,168 | $3,188,623 | $3,181,688 | -$6,935 | -0.22% | |
| Equitable Holdings, Inc. | 0.02% | 64,369 | $3,101,924 | $3,095,183 | -$6,741 | -0.22% | |
| Bernardo Wealth Planning Llc | 0.44% | 53,636 | $2,584,741 | $2,579,087 | -$5,654 | -0.22% | |
| Integrated Wealth Concepts Llc | 0.02% | 52,489 | $2,529,420 | $2,523,934 | -$5,486 | -0.22% | |
| Mutual Advisors, Llc | 0.04% | 46,996 | $2,264,717 | $2,259,803 | -$4,914 | -0.22% | |
| Wedbush Securities Inc | 0.06% | 44,879 | $2,163,000 | $2,158,007 | -$4,993 | -0.23% | |
| Ubs Group Ag | 0.00% | 43,265 | $2,084,940 | $2,080,398 | -$4,542 | -0.22% | |
| Coldstream Capital Management Inc | 0.02% | 41,192 | $1,985,043 | $1,980,717 | -$4,326 | -0.22% | |
| Pmg Family Office Llc | 1.77% | 39,958 | $1,925,576 | $1,921,380 | -$4,196 | -0.22% | |
| Atria Investments, Inc | 0.02% | 39,727 | $1,914,441 | $1,910,273 | -$4,168 | -0.22% | |
| Pitti Group Wealth Management, Llc | 1.37% | 38,921 | $1,875,581 | $1,871,516 | -$4,065 | -0.22% | |
| Accel Wealth Management | 0.40% | 37,230 | $1,794,114 | $1,790,205 | -$3,909 | -0.22% | |
| Patriot Financial Group Insurance Agency, Llc | 0.18% | 35,820 | $1,726,183 | $1,722,405 | -$3,778 | -0.22% | |
| Strategic Wealth Partners, Ltd. | 0.11% | 35,224 | $1,697,454 | $1,693,746 | -$3,708 | -0.22% | |
| Stillwater Wealth Management Group | 1.01% | 37,750 | $1,636,463 | $1,815,209 | +$178,746 | +10.92% | |
| Chicago Partners Investment Group Llc | 0.03% | 32,538 | $1,539,040 | $1,564,590 | +$25,550 | +1.66% | |
| Sg Americas Securities, Llc | 0.00% | 30,000 | $1,446,000 | $1,442,550 | -$3,450 | -0.24% | |
| Kingsview Wealth Management, Llc | 0.02% | 29,041 | $1,399,469 | $1,396,436 | -$3,033 | -0.22% | |
| Cetera Investment Advisers | 0.00% | 28,622 | $1,379,309 | $1,376,289 | -$3,020 | -0.22% | |
| Wick Capital Partners, Llc | 0.21% | 28,473 | $1,372,119 | $1,369,124 | -$2,995 | -0.22% | |
| Alpine Bank Wealth Management | 0.16% | 25,897 | $1,247,976 | $1,245,257 | -$2,719 | -0.22% | |
| Highpoint Advisor Group Llc | 0.04% | 24,027 | $1,157,837 | $1,155,338 | -$2,499 | -0.22% | |
| Captrust Financial Advisors | 0.00% | 23,761 | $1,145,064 | $1,142,548 | -$2,516 | -0.22% | |
| Bkm Wealth Management, Llc | 0.38% | 22,359 | $1,077,499 | $1,075,133 | -$2,366 | -0.22% | |
| Gladstone Institutional Advisory Llc | 0.03% | 19,896 | $958,792 | $956,699 | -$2,093 | -0.22% | |
| Private Trust Co Na | 0.07% | 18,466 | $889,877 | $887,938 | -$1,939 | -0.22% | |
| Wealthcare Advisory Partners Llc | 0.02% | 18,237 | $878,831 | $876,926 | -$1,905 | -0.22% |
Frequently asked questions about ISPY
Who owns the most ISPY stock?
The largest holders of ISPY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PROSHARES S&P HIGH INCOM ETF (ISPY).
Is ISPY widely held by superinvestors?
Many widely followed stocks like ISPY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ISPY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.