PROSHARES S&P 500 EX-ENERGY (SPXE) Institutional Shareholders
PROSHARES S&P 500 EX-ENERGY (SPXE) 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 $32.58M in SPXE holdings during the latest filing period.
Bwm Planning, Llc is currently the largest disclosed institutional shareholder of SPXE tracked by InsiderSet, reporting ownership valued at approximately $11.23M 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 $11.36M, representing an estimated gain of +1.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed SPXE value among the investors covered in this analysis. Major shareholders include Bwm Planning, Llc, Goldman Sachs Group Inc, Pathstone Holdings, Llc, and several other long-term asset managers with concentrated positions in PROSHARES S&P 500 EX-ENERGY (SPXE).
This page ranks the largest institutional SPXE 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
34
Total Reported Value
$32.58M
Largest Holder
Bwm Planning, Llc
Largest Position
$11.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bwm Planning, Llc | 2.60% | 139,194 | $11,232,477 | $11,360,179 | +$127,702 | +1.14% | |
| Goldman Sachs Group Inc | 0.00% | 118,000 | $8,200,929 | $9,630,452 | +$1,429,523 | +17.43% | |
| Pathstone Holdings, Llc | 0.01% | 41,073 | $2,854,549 | $3,352,132 | +$497,583 | +17.43% | |
| Lpl Financial Llc | 0.00% | 31,120 | $2,162,821 | $2,539,828 | +$377,007 | +17.43% | |
| Equitable Holdings, Inc. | 0.01% | 15,154 | $1,119,588 | $1,236,779 | +$117,191 | +10.47% | |
| Mather Group, Llc. | 0.01% | 10,200 | $823,104 | $832,463 | +$9,359 | +1.14% | |
| Private Advisor Group, Llc | 0.00% | 9,793 | $790,261 | $799,246 | +$8,985 | +1.14% | |
| Capstone Wealth Management Group Llc | 0.36% | 8,391 | $583,169 | $684,823 | +$101,654 | +17.43% | |
| Fort Washington Investment Advisors Inc | 0.00% | 7,217 | $582,387 | $589,008 | +$6,621 | +1.14% | |
| Ep Wealth Advisors, Llc | 0.00% | 8,355 | $580,658 | $681,885 | +$101,227 | +17.43% | |
| Kestra Advisory Services, Llc | 0.00% | 6,281 | $506,894 | $512,618 | +$5,724 | +1.13% | |
| Royal Bank Of Canada | 0.00% | 6,890 | $479,000 | $562,320 | +$83,320 | +17.39% | |
| Twin Focus Capital Partners, Llc | 0.05% | 5,800 | $468,040 | $473,361 | +$5,321 | +1.14% | |
| Sterling Investment Counsel, Llc | 0.08% | 4,429 | $357,405 | $361,468 | +$4,063 | +1.14% | |
| Bank Of America Corp | 0.00% | 4,740 | $329,425 | $386,850 | +$57,425 | +17.43% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 4,086 | $283,975 | $333,475 | +$49,500 | +17.43% | |
| Citadel Advisors Llc | 0.00% | 3,834 | $266,461 | $312,908 | +$46,447 | +17.43% | |
| Centurion Wealth Management Llc | 0.06% | 3,237 | $261,207 | $264,185 | +$2,978 | +1.14% | |
| Independent Financial Group, Llc | 0.00% | 3,000 | $242,090 | $244,842 | +$2,752 | +1.14% | |
| Susquehanna International Group, Llp | 0.00% | 3,361 | $233,587 | $274,305 | +$40,718 | +17.43% | |
| Osaic Holdings, Inc. | 0.00% | 2,250 | $156,414 | $183,632 | +$27,218 | +17.40% | |
| Nova Wealth Management, Inc. | 0.02% | 350 | $28,244 | $28,565 | +$321 | +1.14% | |
| Washington Trust Advisors, Inc. | 0.00% | 200 | $16,139 | $16,323 | +$184 | +1.14% | |
| Ubs Group Ag | 0.00% | 205 | $14,247 | $16,731 | +$2,484 | +17.43% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 51 | $3,544 | $4,162 | +$618 | +17.45% | |
| Pom Investment Strategies, Llc | 0.00% | 41 | $3,270 | $3,346 | +$76 | +2.33% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 8 | $646 | $653 | +$7 | +1.07% | |
| Sentinel Trust Co Lba | 0.03% | 4,722 | $381 | $385,381 | +$385,000 | +101049.95% | |
| Vanguard Advisers Inc | 0.00% | 4 | $278 | $326 | +$48 | +17.43% | |
| Simplex Trading, Llc | 0.00% | 4 | $277 | $326 | +$49 | +17.85% | |
| Appleton Partners Inc/Ma | 0.02% | 3,046 | $246 | $248,596 | +$248,350 | +100955.38% | |
| Thrivent Financial For Lutherans | 0.00% | 3,522 | $245 | $287,445 | +$287,200 | +117224.29% | |
| Morgan Stanley | 0.00% | 1 | $134 | $82 | -$52 | -39.09% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $84 | $82 | -$2 | -2.84% |
Frequently asked questions about SPXE
Who owns the most SPXE stock?
The largest holders of SPXE 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 500 EX-ENERGY (SPXE).
Is SPXE widely held by superinvestors?
Many widely followed stocks like SPXE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPXE 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.