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 $747.98M 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 $197.33M in its March 31, 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 $218.31M, representing an estimated gain of +10.63% 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, Raymond James Financial Inc, Bank Of America Corp, 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
117
Total Reported Value
$747.98M
Largest Holder
Morgan Stanley
Largest Position
$197.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
131
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% | 4,551,903 | $197,325,023 | $218,309,268 | +$20,984,245 | +10.63% | |
| Raymond James Financial Inc | 0.03% | 2,193,777 | $95,100,220 | $105,213,545 | +$10,113,325 | +10.63% | |
| Bank Of America Corp | 0.00% | 1,436,711 | $62,281,413 | $68,904,660 | +$6,623,247 | +10.63% | |
| Lpl Financial Llc | 0.01% | 1,230,525 | $53,343,264 | $59,015,979 | +$5,672,715 | +10.63% | |
| Hennion & Walsh Asset Management, Inc. | 1.44% | 1,047,800 | $50,493,482 | $50,252,488 | -$240,994 | -0.48% | |
| Royal Bank Of Canada | 0.01% | 1,037,634 | $44,982,000 | $49,764,927 | +$4,782,927 | +10.63% | |
| Capital Investment Advisors, Llc | 0.60% | 864,409 | $37,472,137 | $41,457,056 | +$3,984,919 | +10.63% | |
| Wells Fargo & Company/Mn | 0.01% | 751,451 | $32,575,404 | $36,039,590 | +$3,464,186 | +10.63% | |
| Pine Valley Investments Ltd Liability Co | 0.59% | 287,723 | $13,865,359 | $13,799,195 | -$66,164 | -0.48% | |
| Sanctuary Advisors, Llc | 0.07% | 318,448 | $13,804,740 | $15,272,766 | +$1,468,026 | +10.63% | |
| Hightower Advisors, Llc | 0.01% | 240,266 | $10,415,583 | $11,523,157 | +$1,107,574 | +10.63% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 223,472 | $9,687,509 | $10,717,717 | +$1,030,208 | +10.63% | |
| Commonwealth Equity Services, Llc | 0.01% | 185,286 | $8,928,950 | $8,886,317 | -$42,633 | -0.48% | |
| Prosperity Financial Group, Inc. | 2.32% | 155,650 | $7,500,797 | $7,464,974 | -$35,823 | -0.48% | |
| Advisor Os, Llc | 0.53% | 169,999 | $7,369,457 | $8,153,152 | +$783,695 | +10.63% | |
| Mjp Associates Inc | 0.90% | 169,999 | $7,369,457 | $8,153,152 | +$783,695 | +10.63% | |
| Sageguard Financial Group, Llc | 1.03% | 152,134 | $7,331,328 | $7,296,347 | -$34,981 | -0.48% | |
| Pfg Investments, Llc | 0.23% | 123,346 | $5,944,035 | $5,915,674 | -$28,361 | -0.48% | |
| Iht Wealth Management, Llc | 0.13% | 127,432 | $5,524,169 | $6,111,639 | +$587,470 | +10.63% | |
| Osaic Holdings, Inc. | 0.01% | 111,929 | $4,852,434 | $5,368,115 | +$515,681 | +10.63% | |
| Bank Of New York Mellon Corp | 0.00% | 90,599 | $3,927,450 | $4,345,128 | +$417,678 | +10.63% | |
| Prevail Innovative Wealth Advisors, Llc | 0.51% | 71,082 | $3,425,440 | $3,409,093 | -$16,347 | -0.48% | |
| Strategic Wealth Partners, Ltd. | 0.11% | 68,917 | $3,049,389 | $3,305,259 | +$255,870 | +8.39% | |
| Maridea Wealth Management Llc | 0.43% | 68,163 | $2,954,866 | $3,269,097 | +$314,231 | +10.63% | |
| Equitable Holdings, Inc. | 0.02% | 61,213 | $2,793,149 | $2,935,775 | +$142,626 | +5.11% | |
| Bernardo Wealth Planning Llc | 0.44% | 53,636 | $2,584,741 | $2,572,383 | -$12,358 | -0.48% | |
| Essex Financial Services, Inc. | 0.14% | 58,849 | $2,551,091 | $2,822,398 | +$271,307 | +10.63% | |
| Integrated Wealth Concepts Llc | 0.02% | 51,512 | $2,233,029 | $2,470,516 | +$237,487 | +10.64% | |
| Mutual Advisors, Llc | 0.04% | 45,907 | $1,990,052 | $2,201,700 | +$211,648 | +10.64% | |
| Pmg Family Office Llc | 1.77% | 39,958 | $1,925,576 | $1,916,386 | -$9,190 | -0.48% | |
| Atria Investments, Inc | 0.02% | 39,727 | $1,914,441 | $1,905,307 | -$9,134 | -0.48% | |
| Ubs Group Ag | 0.00% | 42,648 | $1,848,791 | $2,045,398 | +$196,607 | +10.63% | |
| Accel Wealth Management | 0.40% | 37,230 | $1,794,114 | $1,785,551 | -$8,563 | -0.48% | |
| Patriot Financial Group Insurance Agency, Llc | 0.18% | 35,820 | $1,726,183 | $1,717,927 | -$8,256 | -0.48% | |
| Stillwater Wealth Management Group | 1.01% | 37,750 | $1,636,463 | $1,810,490 | +$174,027 | +10.63% | |
| Chicago Partners Investment Group Llc | 0.03% | 32,538 | $1,539,040 | $1,560,522 | +$21,482 | +1.40% | |
| Pitti Group Wealth Management, Llc | 1.23% | 35,061 | $1,519,905 | $1,681,526 | +$161,621 | +10.63% | |
| Creative Planning | 0.00% | 33,649 | $1,458,684 | $1,613,806 | +$155,122 | +10.63% | |
| Coldstream Capital Management Inc | 0.02% | 33,494 | $1,451,965 | $1,606,372 | +$154,407 | +10.63% | |
| Kingsview Wealth Management, Llc | 0.02% | 30,014 | $1,301,091 | $1,439,471 | +$138,380 | +10.64% | |
| Wick Capital Partners, Llc | 0.22% | 28,270 | $1,225,513 | $1,355,829 | +$130,316 | +10.63% | |
| Bkm Wealth Management, Llc | 0.38% | 22,359 | $1,077,499 | $1,072,338 | -$5,161 | -0.48% | |
| Captrust Financial Advisors | 0.00% | 23,951 | $1,038,296 | $1,148,690 | +$110,394 | +10.63% | |
| Highpoint Advisor Group Llc | 0.04% | 23,717 | $1,028,116 | $1,137,467 | +$109,351 | +10.64% | |
| Gladstone Institutional Advisory Llc | 0.03% | 19,896 | $958,792 | $954,212 | -$4,580 | -0.48% | |
| Pinnacle Financial Partners, Inc. | 0.01% | 21,857 | $947,502 | $1,048,262 | +$100,760 | +10.63% | |
| Cetera Investment Advisers | 0.00% | 21,726 | $941,842 | $1,041,979 | +$100,137 | +10.63% | |
| Private Trust Co Na | 0.07% | 18,466 | $889,877 | $885,629 | -$4,248 | -0.48% | |
| Wealthcare Advisory Partners Llc | 0.02% | 18,237 | $878,831 | $874,647 | -$4,184 | -0.48% | |
| Alpine Bank Wealth Management | 0.12% | 19,721 | $854,905 | $945,819 | +$90,914 | +10.63% |
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.