SPXE Institutional Ownership & Shareholders
PROSHARES S&P 500 EX-ENERGY (SPXE) is currently held by 34 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $39.89M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $11.25M, representing an estimated gain of +0.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed SPXE value among the investors covered in this analysis. Major shareholders include Bwm Planning, Llc, Goldman Sachs Group Inc, Jpmorgan Chase & Co, 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
$39.89M
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 | $11,253,835 | +$21,358 | +0.19% | |
| Goldman Sachs Group Inc | 0.00% | 118,000 | $9,522,187 | $9,540,300 | +$18,113 | +0.19% | |
| Jpmorgan Chase & Co | 0.00% | 52,090 | $4,167,721 | $4,211,477 | +$43,756 | +1.05% | |
| Pathstone Holdings, Llc | 0.01% | 41,073 | $2,854,549 | $3,320,752 | +$466,203 | +16.33% | |
| Lpl Financial Llc | 0.00% | 30,717 | $2,478,754 | $2,483,469 | +$4,715 | +0.19% | |
| Equitable Holdings, Inc. | 0.01% | 14,854 | $1,198,666 | $1,200,946 | +$2,280 | +0.19% | |
| Mather Group, Llc. | 0.01% | 10,200 | $837,837 | $824,670 | -$13,167 | -1.57% | |
| Citadel Advisors Llc | 0.00% | 9,996 | $806,642 | $808,177 | +$1,535 | +0.19% | |
| Private Advisor Group, Llc | 0.00% | 9,793 | $790,261 | $791,764 | +$1,503 | +0.19% | |
| Fort Washington Investment Advisors Inc | 0.00% | 7,217 | $592,811 | $583,494 | -$9,317 | -1.57% | |
| Capstone Wealth Management Group Llc | 0.36% | 8,391 | $583,169 | $678,412 | +$95,243 | +16.33% | |
| Royal Bank Of Canada | 0.00% | 6,890 | $556,000 | $557,057 | +$1,057 | +0.19% | |
| Kestra Advisory Services, Llc | 0.00% | 6,288 | $516,504 | $508,385 | -$8,119 | -1.57% | |
| Bank Of America Corp | 0.00% | 6,151 | $496,367 | $497,308 | +$941 | +0.19% | |
| Twin Focus Capital Partners, Llc | 0.05% | 5,800 | $468,040 | $468,930 | +$890 | +0.19% | |
| Ep Wealth Advisors, Llc | 0.00% | 5,382 | $434,292 | $435,135 | +$843 | +0.19% | |
| Sentinel Trust Co Lba | 0.03% | 4,722 | $381,000 | $381,774 | +$774 | +0.20% | |
| Sterling Investment Counsel, Llc | 0.08% | 4,336 | $356,163 | $350,566 | -$5,597 | -1.57% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 4,312 | $347,963 | $348,625 | +$662 | +0.19% | |
| Midwest Trust Co | 0.00% | 3,905 | $320,760 | $315,719 | -$5,041 | -1.57% | |
| Independent Financial Group, Llc | 0.01% | 3,491 | $286,754 | $282,247 | -$4,507 | -1.57% | |
| Thrivent Financial For Lutherans | 0.00% | 3,306 | $267,000 | $267,290 | +$290 | +0.11% | |
| Centurion Wealth Management Llc | 0.06% | 3,244 | $266,450 | $262,277 | -$4,173 | -1.57% | |
| Susquehanna International Group, Llp | 0.00% | 2,821 | $227,645 | $228,078 | +$433 | +0.19% | |
| Osaic Holdings, Inc. | 0.00% | 2,752 | $222,197 | $222,499 | +$302 | +0.14% | |
| Nova Wealth Management, Inc. | 0.02% | 350 | $28,244 | $28,297 | +$53 | +0.19% | |
| Ubs Group Ag | 0.00% | 306 | $24,693 | $24,740 | +$47 | +0.19% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 49 | $3,954 | $3,962 | +$8 | +0.19% | |
| Pom Investment Strategies, Llc | 0.00% | 41 | $3,335 | $3,315 | -$20 | -0.60% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 8 | $658 | $647 | -$11 | -1.70% | |
| Vanguard Advisers Inc | 0.00% | 4 | $323 | $323 | +$0 | +0.12% | |
| Appleton Partners Inc/Ma | 0.01% | 2,786 | $229 | $225,248 | +$225,019 | +98261.62% | |
| Morgan Stanley | 0.00% | 2 | $201 | $162 | -$39 | -19.55% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $92 | $81 | -$11 | -12.12% |
Frequently asked questions about SPXE
Who are the largest institutional holders of SPXE?
The largest institutional holders of SPXE reported in the latest SEC Form 13F filings include Bwm Planning, Llc, Goldman Sachs Group Inc, Jpmorgan Chase & Co, Pathstone Holdings, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported SPXE position.
What is SPXE institutional ownership?
This page tracks SPXE positions reported by institutional investment managers through SEC Form 13F. PROSHARES S&P 500 EX-ENERGY (SPXE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPXE?
InsiderSet currently tracks 34 institutional managers reporting SPXE 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 SPXE shareholders.
How much SPXE stock do institutions own?
Institutional investment managers disclosed approximately $39.89M in SPXE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPXE institutional ownership last updated?
The latest SPXE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 SPXE 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 SPXE position after the reporting date.
Are institutions buying or selling SPXE?
Institutional buying and selling can be analyzed by comparing SPXE positions across consecutive 13F reporting periods. InsiderSet's SPXE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPXE ownership changes.
How has SPXE institutional ownership changed over time?
InsiderSet tracks SPXE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.