Go Pro

ProShares Merger ETF (MRGR) Institutional Ownership

$45.57 -0.01 (-0.02%)
Closing price 09/11/2026 04:10 PM Eastern
Extended Trading
$45.58 +0.01 (+0.02%)
As of 09/11/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for ProShares Merger ETF (BATS:MRGR)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$3.57M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$176.08K
Get MRGR Insider Trade Alerts

Want to know when executives and insiders are buying or selling ProShares Merger ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MRGR Institutional Buying and Selling by Quarter

ProShares Merger ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 City Center Advisors LLC7,541$343K0.3%+24.0%3.016%
5/18/2026 Royal Bank of Canada38,550$1.74M0.0%+83.6%15.420%
4/30/2026 Kestra Advisory Services LLC5,319$240K0.0%+11.6%2.128%
4/27/2026 Syntegra Private Wealth Group LLC32,385$1.46M0.1%+52.9%12.954%
2/17/2026 Royal Bank of Canada20,992$934K0.0%+5,573.5%8.397%
2/13/2026 Kestra Advisory Services LLC4,766$212K0.0%N/A1.906%
2/10/2026 Syntegra Private Wealth Group LLC21,179$943K0.1%-3.8%8.472%
2/9/2026 Harbour Investments Inc.29,435$1.31M0.0%-1.1%11.774%
1/30/2026Exencial Wealth Advisors LLC27,196$1.21M0.0%+4.5%10.878%
1/20/2026 Ethos Financial Group LLC8,078$360K0.0%-5.8%3.231%
1/5/2026 City Center Advisors LLC4,650$207K0.2%N/A1.860%
11/17/2025 Susquehanna International Group LLP9,647$416K0.0%-12.8%3.859%
11/14/2025 Creative Planning18,331$791K0.0%N/A7.332%
10/27/2025Exencial Wealth Advisors LLC26,013$1.12M0.0%-3.6%10.405%
8/14/2025 Jane Street Group LLC5,281$222K0.0%-56.2%2.112%
7/30/2025Exencial Wealth Advisors LLC26,973$1.13M0.0%+5.3%10.789%
7/30/2025 Syntegra Private Wealth Group LLC22,016$924K0.1%+5.9%8.806%
5/21/2025Geneos Wealth Management Inc.5,231$218K0.0%N/A2.092%
5/19/2025Jane Street Group LLC12,048$503K0.0%+56.8%4.819%
5/15/2025Royal Bank of Canada6,751$282K0.0%+84.2%2.700%
5/13/2025Ethos Financial Group LLC8,576$358K0.0%N/A3.430%
5/9/2025Exencial Wealth Advisors LLC25,607$1.07M0.0%+4.6%10.243%
5/9/2025Syntegra Private Wealth Group LLC20,790$868K0.1%-55.5%8.316%
2/14/2025Jane Street Group LLC7,686$315K0.0%-62.4%3.074%
2/6/2025Exencial Wealth Advisors LLC24,477$1.00M0.0%+5.8%9.791%
1/27/2025Syntegra Private Wealth Group LLC46,698$1.92M0.2%+134.2%18.679%
11/15/2024Jane Street Group LLC20,425$854K0.0%+79.3%8.170%
5/9/2024SageView Advisory Group LLC16,088$650K0.0%-7.2%6.435%
5/2/2024Comprehensive Wealth Management LLC4,971$201K0.2%N/A1.988%
3/6/2024SageView Advisory Group LLC17,337$697K0.0%N/A4.953%
2/13/2024Exencial Wealth Advisors LLC19,325$777K0.0%+31.5%5.521%
2/9/2024SageView Advisory Group LLC17,337$697K0.0%N/A4.953%
1/26/2024Geneos Wealth Management Inc.4,454$179K0.0%-20.8%1.273%
11/8/2023HighTower Advisors LLC40,034$1.59M0.0%+10.2%11.438%
11/8/2023Exencial Wealth Advisors LLC14,693$583K0.0%+39.9%4.198%
11/7/2023Advisors Preferred LLC2,872$114K0.0%N/A0.821%
10/12/2023Wealthcare Advisory Partners LLC16,747$665K0.0%+85.5%4.785%
10/11/2023Geneos Wealth Management Inc.5,627$223K0.0%-25.4%1.608%
7/17/2023Wealthcare Advisory Partners LLC9,026$346K0.0%-33.5%2.579%
5/4/2023Wealthcare Advisory Partners LLC13,574$523K0.0%-31.7%3.878%
Earth's biggest energy source: near Grand Canyon (Ad)

The largest energy source on Earth contains 50,000 times every oil and gas reserve on the planet combined - and much of it sits beneath the desert near the Grand Canyon. A drilling crew just hit the DOE's 2035 targets twelve years early, with costs down 50% in 18 months. Google signed on, Gates invested, and the Pentagon made it a priority. One company has been quietly building this infrastructure for sixty years.tc pixel

See the company sitting on the biggest energy source on Earth
4/28/2023Ameritas Advisory Services LLC3,379$131K0.0%N/A0.965%
4/25/2023Geneos Wealth Management Inc.7,540$291K0.0%N/A2.154%
2/13/2023Wealthcare Advisory Partners LLC19,879$778K0.0%-46.9%0.000%
2/9/2023HighTower Advisors LLC43,378$1.70M0.0%-49.6%0.000%
1/10/2023Gradient Investments LLC1,415$55K0.0%-16.1%0.000%
11/8/2022Exencial Wealth Advisors LLC10,467$417K0.0%+83.1%0.000%
11/7/2022Advisors Preferred LLC2,279$91K0.0%-71.5%0.000%
10/14/2022Gradient Investments LLC1,687$67K0.0%-99.9%0.000%
10/14/2022Retirement Planning Group52,214$2.08M0.3%N/A0.000%
8/5/2022Scotia Capital Inc.6,400$257K0.0%N/A0.000%
8/5/2022Personal CFO Solutions LLC5,556$223K0.1%N/A0.000%
7/11/2022Gradient Investments LLC1,208,815$48.55M1.4%-0.2%0.000%
5/26/2022Gradient Investments LLC1,211,083$49.35M1.3%+7.1%0.000%


MRGR Institutional Ownership - Frequently Asked Questions

During the previous two years, 11 institutional investors and hedge funds held shares of ProShares Merger ETF. The most heavily invested institutionals were Royal Bank of Canada ($1.74M), Syntegra Private Wealth Group LLC ($1.46M), Harbour Investments Inc. ($1.31M), Exencial Wealth Advisors LLC ($1.21M), Creative Planning ($791K), Susquehanna International Group LLP ($416K), and Ethos Financial Group LLC ($360K).Learn more on ProShares Merger ETF's institutional investors.

Of the 9 institutional investors that purchased ProShares Merger ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Royal Bank of Canada ($41.27K), Syntegra Private Wealth Group LLC ($39.19K), Creative Planning ($18.33K), Jane Street Group LLC ($13.40K), Ethos Financial Group LLC ($8.58K), City Center Advisors LLC ($6.11K), and Kestra Advisory Services LLC ($5.32K).

Institutional investors have bought a total of 80,329 shares in the last 24 months. This purchase volume represents approximately $3.57M in transactions.

The following institutional investors have sold ProShares Merger ETF stock in the last 24 months: Susquehanna International Group LLP ($1.41K), Exencial Wealth Advisors LLC ($960.00), Syntegra Private Wealth Group LLC ($837.00), Ethos Financial Group LLC ($498.00), and Harbour Investments Inc. ($323.00).

Institutional investors have sold a total of 4,030 shares in the last 24 months. This volume of shares sold represents approximately $176.08K in transactions.



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