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ProShares S&P 500 High Income ETF (ISPY) Institutional Ownership

ProShares S&P 500 High Income ETF logo
$49.12 -0.05 (-0.10%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for ProShares S&P 500 High Income ETF (BATS:ISPY)

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$155.12M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$50.91M
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ISPY Institutional Buying and Selling by Quarter

ProShares S&P 500 High Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Accel Wealth Management37,230$1.79M0.4%-28.4%0.183%
7/10/2026 Sherman Wealth Management LLC12,964$625K0.5%-5.3%0.064%
7/9/2026 Hennion & Walsh Asset Management Inc.1,047,800$50.49M1.4%+4.2%5.156%
6/8/2026 Pine Valley Investments Ltd Liability Co279,318$12.11M0.6%+5.6%1.375%
6/4/2026 Chelsea Counsel Co.600$26K0.0%+71.4%0.003%
6/3/2026 NewEdge Advisors LLC15,894$689K0.0%+1.5%0.078%
5/19/2026Western Wealth Management LLC1,311$57K0.0%N/A0.006%
5/19/2026 NewEdge Advisors LLC15,894$689K0.0%+1.5%0.078%
5/19/2026Bank of America Corp DE1,436,711$62.28M0.0%+4.5%7.070%
5/18/2026 Core Wealth Advisors Inc.9,162$397K0.1%N/A0.045%
5/18/2026Royal Bank of Canada1,037,634$44.98M0.0%-1.2%5.106%
5/15/2026Waverly Advisors LLC16,194$702K0.0%+14.1%0.080%
5/6/2026 Zhang Financial LLC14,900$646K0.0%N/A0.073%
5/5/2026 Bank of New York Mellon Corp90,599$3.93M0.0%+2.2%0.446%
5/5/2026 Sanctuary Advisors LLC318,448$13.81M0.1%+2.1%1.567%
5/4/2026 Chicago Partners Investment Group LLC30,226$1.40M0.0%+41.1%0.149%
5/2/2026 International Assets Investment Management LLC1,553$67K0.0%-17.5%0.008%
5/1/2026 Fifth Third Bancorp4,854$210K0.0%N/A0.024%
4/30/2026 Kestra Advisory Services LLC20,059$870K0.0%+5.8%0.099%
4/29/2026 Richmond Investment Services LLC22,167$961K0.2%-93.3%0.109%
4/27/2026 PFG Investments LLC130,177$5.64M0.3%-6.3%0.641%
4/27/2026World Investment Advisors10,695$464K0.0%N/A0.053%
4/24/2026 Essex Financial Services Inc.58,849$2.55M0.1%+5.4%0.290%
4/23/2026 SageGuard Financial Group LLC113,123$4.90M0.8%+192.7%0.557%
4/22/2026 Patriot Financial Group Insurance Agency LLC61,908$2.68M0.2%+111.5%0.305%
4/22/2026 BKM Wealth Management LLC26,194$1.14M0.4%+3.8%0.129%
4/22/2026 Signature Wealth Management Partners LLC8,925$387K0.2%+29.0%0.044%
4/21/2026 Maridea Wealth Management LLC68,163$2.96M0.4%+29.3%0.335%
4/18/2026Murphy & Mullick Capital Management Corp1,834$79K0.1%-10.6%0.009%
4/17/2026 AdvisorNet Financial Inc2,678$116K0.0%-21.2%0.013%
4/17/2026 PMG Family Office LLC39,771$1.72M1.9%+22.0%0.196%
3/2/2026Wick Capital Partners LLC25,717$1.17M0.2%+12.9%0.099%
2/25/2026 MidFirst Bank1,108$51K0.0%N/A0.004%
2/20/2026Sunbelt Securities Inc.1,350$62K0.0%N/A0.005%
2/20/2026Wick Capital Partners LLC11,005$502K0.0%-51.7%0.042%
2/18/2026 NewEdge Advisors LLC15,666$715K0.0%-8.6%0.060%
2/18/2026KKM Financial LLC9,832$449K0.1%-43.7%0.038%
2/18/2026OLD Mission Capital LLC8,329$380K0.0%N/A0.032%
2/18/2026 Maia Wealth LLC14,608$662K0.1%N/A0.056%
2/18/2026 Core Wealth Partners LLC4,962$226K0.1%N/A0.019%
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2/17/2026 Cetera Investment Advisers21,706$990K0.0%-32.8%0.083%
2/17/2026Equitable Holdings Inc.45,771$2.09M0.0%N/A0.175%
2/17/2026Regal Investment Advisors LLC12,142$554K0.0%N/A0.047%
2/17/2026Osaic Holdings Inc.122,470$5.59M0.0%+21.9%0.469%
2/17/2026 Captrust Financial Advisors24,034$1.10M0.0%+1.2%0.092%
2/17/2026Royal Bank of Canada1,050,626$47.94M0.0%+1.4%4.025%
2/13/2026 Kestra Advisory Services LLC18,959$865K0.0%-15.2%0.073%
2/13/2026 Morgan Stanley4,162,211$189.92M0.0%+29.0%15.947%
2/13/2026 Integrated Wealth Concepts LLC52,644$2.40M0.0%+1.9%0.202%
2/13/2026Wells Fargo & Company MN792,432$36.16M0.0%+56.7%3.036%
2/12/2026Jane Street Group LLC9,372$428K0.0%-38.0%0.036%
2/12/2026Orion Porfolio Solutions LLC4,810$219K0.0%N/A0.018%
2/12/2026 Richmond Investment Services LLC330,464$15.08M2.6%+3.3%1.266%
2/12/2026 Commonwealth Equity Services LLC191,455$8.74M0.0%+7.6%0.734%
2/12/2026 Ankerstar Wealth LLC2,981$136K0.1%N/A0.011%
2/12/2026 Mark Sheptoff Financial Planning LLC783$36K0.0%+74.8%0.003%
2/12/2026 Titleist Asset Management LLC8,563$391K0.0%N/A0.033%
2/12/2026 Steward Partners Investment Advisory LLC217,061$9.91M0.1%+5.0%0.832%
2/12/2026CIBC Private Wealth Group LLC15,758$719K0.0%+16.5%0.060%
2/12/2026 Wedbush Securities Inc.36,519$1.67M0.0%+3.3%0.140%
2/11/2026 Eldridge Investment Advisors Inc.9,628$439K0.1%-29.2%0.037%
2/11/2026 LPL Financial LLC1,114,368$50.85M0.0%+22.2%4.270%
2/10/2026 Sarver Vrooman Wealth Advisors743$34K0.0%N/A0.003%
2/10/2026 Essex Financial Services Inc.55,833$2.55M0.1%+203.0%0.214%
2/10/2026Foundations Investment Advisors LLC7,899$360K0.0%+5.1%0.030%
2/9/2026 Huntington National Bank750$34K0.0%N/A0.003%
2/9/2026Kingsview Wealth Management LLC31,757$1.45M0.0%-57.6%0.122%
2/9/2026Coldstream Capital Management Inc.25,071$1.14M0.0%+9.7%0.096%
2/6/2026 MJP Associates Inc. ADV166,799$7.61M1.0%+11.5%0.639%
2/6/2026 PNC Financial Services Group Inc.1,410$64K0.0%N/A0.005%
2/6/2026 HighTower Advisors LLC229,194$10.46M0.0%-3.9%0.878%
2/4/2026 CAP Partners LLC10,748$490K0.3%-14.1%0.041%
2/4/2026 Advisor OS LLC166,799$7.61M0.6%+4.6%0.640%
2/3/2026 International Assets Investment Management LLC1,883$86K0.0%N/A0.007%
2/3/2026 MGO One Seven LLC10,388$474K0.0%-17.5%0.040%
2/3/2026 Morse Asset Management Inc9,080$414K0.1%-14.1%0.035%
2/2/2026Mutual Advisors LLC26,653$1.22M0.0%+208.6%0.102%
1/29/2026Comerica Bank2,931$134K0.0%+45.5%0.011%
1/29/2026 Sanctuary Advisors LLC311,920$14.23M0.1%+259.8%1.201%
1/29/2026 BKM Wealth Management LLC25,247$1.15M0.4%+28.2%0.097%
1/29/2026 NBC Securities Inc.585$27K0.0%N/A0.002%
1/28/2026 Chicago Partners Investment Group LLC21,425$989K0.0%+10.3%0.082%
1/27/2026 SageGuard Financial Group LLC38,653$1.76M0.3%N/A0.149%
1/27/2026Stillwater Wealth Management Group30,125$1.38M0.9%+108.2%0.116%
1/26/2026 Patriot Financial Group Insurance Agency LLC29,277$1.34M0.2%+16.1%0.113%
1/26/2026 Private Trust Co. NA16,248$741K0.1%+22.6%0.063%
1/26/2026 Prosperity Financial Group Inc.143,472$6.55M2.4%+27.8%0.554%
1/26/2026 PFG Investments LLC138,930$6.34M0.3%+16.1%0.536%
1/26/2026 Bernardo Wealth Planning LLC54,036$2.47M0.5%+4.7%0.208%
1/21/2026 Woodmont Investment Counsel LLC11,251$513K0.0%N/A0.044%
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1/20/2026 Accel Wealth Management64,022$2.92M0.8%+47.6%0.249%
1/15/2026 Alpine Bank Wealth Management20,334$928K0.1%+3.9%0.079%
1/15/2026 Sherman Wealth Management LLC16,439$750K0.6%N/A0.064%
1/14/2026 Hennion & Walsh Asset Management Inc.977,889$44.62M1.5%+5.4%3.835%
1/14/2026 Wealthcare Advisory Partners LLC15,981$729K0.0%+46.4%0.063%
1/14/2026 Sherman Wealth Management LLC14,401$650K0.7%N/A0.056%
1/13/2026 Capital Investment Advisors LLC784,615$35.80M0.5%+3.7%3.077%
1/13/2026 Signal Advisors Wealth LLC5,186$237K0.0%-17.5%0.020%
1/8/2026 Maridea Wealth Management LLC52,734$2.41M0.4%+56.4%0.208%
1/6/2026 JBR Co Financial Management Inc8,520$389K0.2%+6.5%0.034%


ISPY Institutional Ownership - Frequently Asked Questions

During the previous two years, 127 institutional investors and hedge funds held shares of ProShares S&P 500 High Income ETF. The most heavily invested institutionals were Morgan Stanley ($189.92M), Raymond James Financial Inc. ($84.76M), Bank of America Corp DE ($62.28M), LPL Financial LLC ($50.85M), Hennion & Walsh Asset Management Inc. ($50.49M), Royal Bank of Canada ($44.98M), and Wells Fargo & Company MN ($36.16M).Learn more on ProShares S&P 500 High Income ETF's institutional investors.

Of the 121 institutional investors that purchased ProShares S&P 500 High Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.99M), Bank of America Corp DE ($1.12M), Morgan Stanley ($935.44K), LPL Financial LLC ($838.20K), Capital Investment Advisors LLC ($784.62K), Royal Bank of Canada ($544.01K), and Raymond James & Associates ($496.36K).

Institutional investors have bought a total of 3,412,033 shares in the last 24 months. This purchase volume represents approximately $155.12M in transactions.

Of the 30 institutional investors that sold ProShares S&P 500 High Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($594.63K), Richmond Investment Services LLC ($308.30K), Kingsview Wealth Management LLC ($77.72K), MJP Associates Inc. ADV ($34.62K), PFG Investments LLC ($23.67K), Morse Asset Management Inc ($20.65K), and Accel Wealth Management ($14.76K).

Institutional investors have sold a total of 1,178,657 shares in the last 24 months. This volume of shares sold represents approximately $50.91M in transactions.


Related Companies

Institutional ownership data for BATS:ISPY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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