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ProShares Merger ETF (MRGR) Institutional Ownership

$45.52 +0.04 (+0.09%)
As of 07/31/2026 04:10 PM Eastern
Compare

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)
6
Total
Institutional Outflows
(last 12 months)
$460.25K
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MRGR Institutional Buying and Selling by Quarter

ProShares Merger ETF Major Shareholders & Ownership History

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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%
5/18/2026Royal 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%
2/17/2026Royal 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%
2/9/2026Harbour 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%
1/20/2026Ethos Financial Group LLC8,078$360K0.0%-5.8%3.231%
1/5/2026 City Center Advisors LLC4,650$207K0.2%N/A1.860%
11/17/2025Susquehanna International Group LLP9,647$416K0.0%-12.8%3.859%
11/14/2025Creative Planning18,331$791K0.0%N/A7.332%
10/27/2025Exencial Wealth Advisors LLC26,013$1.12M0.0%-3.6%10.405%
8/14/2025Jane 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%
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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%
5/12/2022HighTower Advisors LLC82,313$3.36M0.0%+93.8%0.000%
5/10/2022ProShare Advisors LLC43,478$1.77M0.0%+6.8%0.000%
5/9/2022Advisors Preferred LLC2,387$97K0.0%N/A0.000%


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: Jane Street Group LLC ($6.77K), 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 10,797 shares in the last 24 months. This volume of shares sold represents approximately $460.25K in transactions.


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This page (BATS:MRGR) was last updated on 8/2/2026 by MarketBeat.com Staff.
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