SPXV Institutional Ownership & Shareholders
PROSHARES TRUST-S&P 500 EX-H (SPXV) is currently held by 23 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $19.08M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sg Americas Securities, Llc is currently the largest disclosed institutional shareholder of SPXV tracked by InsiderSet, reporting ownership valued at approximately $6.57M 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 $6.54M, representing an estimated loss of -0.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed SPXV value among the investors covered in this analysis. Major shareholders include Sg Americas Securities, Llc, Barclays Plc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in PROSHARES TRUST-S&P 500 EX-H (SPXV).
This page ranks the largest institutional SPXV 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
23
Total Reported Value
$19.08M
Largest Holder
Sg Americas Securities, Llc
Largest Position
$6.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sg Americas Securities, Llc | 0.00% | 80,000 | $6,571,000 | $6,540,000 | -$31,000 | -0.47% | |
| Barclays Plc | 0.00% | 60,000 | $4,928,616 | $4,905,000 | -$23,616 | -0.48% | |
| Lpl Financial Llc | 0.00% | 16,713 | $1,372,866 | $1,366,288 | -$6,578 | -0.48% | |
| Susquehanna International Group, Llp | 0.00% | 15,116 | $1,241,683 | $1,235,733 | -$5,950 | -0.48% | |
| Truefg, Llc | 0.22% | 11,366 | $950,343 | $929,171 | -$21,173 | -2.23% | |
| Mather Group, Llc. | 0.01% | 11,194 | $935,962 | $915,110 | -$20,853 | -2.23% | |
| Jpmorgan Chase & Co | 0.00% | 8,183 | $664,840 | $668,960 | +$4,120 | +0.62% | |
| American Trust Investment Advisors, Llc | 0.25% | 6,142 | $504,557 | $502,109 | -$2,449 | -0.49% | |
| Goldman Sachs Group Inc | 0.00% | 5,853 | $480,786 | $478,483 | -$2,303 | -0.48% | |
| Forteris Wealth Management Inc. | 0.38% | 5,499 | $459,787 | $449,543 | -$10,244 | -2.23% | |
| Blackrock, Inc. | 0.00% | 5,083 | $417,536 | $415,535 | -$2,001 | -0.48% | |
| Adirondack Trust Co | 0.05% | 1,770 | $147,989 | $144,698 | -$3,292 | -2.22% | |
| Hoey Investments, Inc | 0.02% | 1,500 | $125,420 | $122,625 | -$2,795 | -2.23% | |
| Osaic Holdings, Inc. | 0.00% | 1,027 | $84,357 | $83,957 | -$400 | -0.47% | |
| Blue Trust, Inc. | 0.00% | 727 | $60,787 | $59,432 | -$1,355 | -2.23% | |
| Central Trust Co | 0.00% | 620 | $50,930 | $50,685 | -$245 | -0.48% | |
| Rothschild Investment Llc | 0.00% | 400 | $32,857 | $32,700 | -$157 | -0.48% | |
| Harbour Investments, Inc. | 0.00% | 208 | $17,093 | $17,004 | -$89 | -0.52% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 200 | $16,429 | $16,350 | -$79 | -0.48% | |
| Abound Wealth Management | 0.00% | 166 | $13,880 | $13,571 | -$310 | -2.23% | |
| Vanguard Advisers Inc | 0.00% | 10 | $821 | $818 | -$4 | -0.43% | |
| Morgan Stanley | 0.00% | 1 | $121 | $82 | -$39 | -32.44% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $67 | $82 | +$15 | +22.01% |
Frequently asked questions about SPXV
Who are the largest institutional holders of SPXV?
The largest institutional holders of SPXV reported in the latest SEC Form 13F filings include Sg Americas Securities, Llc, Barclays Plc, Lpl Financial Llc, Susquehanna International Group, Llp, and Truefg, Llc. InsiderSet ranks institutional holders by their latest reported SPXV position.
What is SPXV institutional ownership?
This page tracks SPXV positions reported by institutional investment managers through SEC Form 13F. PROSHARES TRUST-S&P 500 EX-H (SPXV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPXV?
InsiderSet currently tracks 23 institutional managers reporting SPXV 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 SPXV shareholders.
How much SPXV stock do institutions own?
Institutional investment managers disclosed approximately $19.08M in SPXV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPXV institutional ownership last updated?
The latest SPXV 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 SPXV 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 SPXV position after the reporting date.
Are institutions buying or selling SPXV?
Institutional buying and selling can be analyzed by comparing SPXV positions across consecutive 13F reporting periods. InsiderSet's SPXV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPXV ownership changes.
How has SPXV institutional ownership changed over time?
InsiderSet tracks SPXV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.