TWM Institutional Ownership & Shareholders
PROSHARES ULTRASHORT R2000 (TWM) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $34.88M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Trek Financial, Llc is currently the largest disclosed institutional shareholder of TWM tracked by InsiderSet, reporting ownership valued at approximately $21.51M in its September 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 $21.35M, representing an estimated loss of -0.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed TWM value among the investors covered in this analysis. Major shareholders include Trek Financial, Llc, Wasserstein Management, L.P., Hillsdale Investment Management Inc., and several other long-term asset managers with concentrated positions in PROSHARES ULTRASHORT R2000 (TWM).
This page ranks the largest institutional TWM 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
15
Total Reported Value
$34.88M
Largest Holder
Trek Financial, Llc
Largest Position
$21.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
23
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Trek Financial, Llc | 1.00% | 890,323 | $21,510,198 | $21,349,946 | -$160,252 | -0.75% | |
| Wasserstein Management, L.P. | 2.73% | 315,900 | $6,532,812 | $7,575,282 | +$1,042,470 | +15.96% | |
| Hillsdale Investment Management Inc. | 0.07% | 144,442 | $2,987,061 | $3,463,719 | +$476,658 | +15.96% | |
| Imc-Chicago, Llc | 0.01% | 50,957 | $1,053,791 | $1,221,949 | +$168,158 | +15.96% | |
| Gts Securities Llc | 0.02% | 39,866 | $825,058 | $955,987 | +$130,929 | +15.87% | |
| Jane Street Group, Llc | 0.00% | 37,472 | $774,921 | $898,579 | +$123,658 | +15.96% | |
| Susquehanna International Group, Llp | 0.00% | 23,718 | $490,488 | $568,758 | +$78,270 | +15.96% | |
| Tower Research Capital Llc (Trc) | 0.01% | 21,858 | $452,023 | $524,155 | +$72,132 | +15.96% | |
| Hrt Financial Lp | 0.00% | 10,038 | $207,000 | $240,711 | +$33,711 | +16.29% | |
| Qube Research & Technologies Ltd | 0.00% | 1,491 | $30,834 | $35,754 | +$4,920 | +15.96% | |
| Oakworth Capital, Inc. | 0.00% | 300 | $7,248 | $7,194 | -$54 | -0.75% | |
| Ubs Group Ag | 0.00% | 287 | $5,935 | $6,882 | +$947 | +15.96% | |
| Sterling Capital Management Llc | 0.00% | 89 | $2,150 | $2,134 | -$16 | -0.73% | |
| Jpmorgan Chase & Co | 0.00% | 80 | $1,672 | $1,918 | +$246 | +14.74% | |
| Morgan Stanley | 0.00% | 2 | $50 | $48 | -$2 | -4.08% |
Frequently asked questions about TWM
Who are the largest institutional holders of TWM?
The largest institutional holders of TWM reported in the latest SEC Form 13F filings include Trek Financial, Llc, Wasserstein Management, L.P., Hillsdale Investment Management Inc., Imc-Chicago, Llc, and Gts Securities Llc. InsiderSet ranks institutional holders by their latest reported TWM position.
What is TWM institutional ownership?
This page tracks TWM positions reported by institutional investment managers through SEC Form 13F. PROSHARES ULTRASHORT R2000 (TWM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TWM?
InsiderSet currently tracks 15 institutional managers reporting TWM 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 TWM shareholders.
How much TWM stock do institutions own?
Institutional investment managers disclosed approximately $34.88M in TWM holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TWM institutional ownership last updated?
The latest TWM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 TWM 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 TWM position after the reporting date.
Are institutions buying or selling TWM?
Institutional buying and selling can be analyzed by comparing TWM positions across consecutive 13F reporting periods. InsiderSet's TWM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TWM ownership changes.
How has TWM institutional ownership changed over time?
InsiderSet tracks TWM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.