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ProShares S&P 500 Aristocrats ETF (NOBL) Institutional Ownership

ProShares S&P 500 Aristocrats ETF logo
$57.70 -0.36 (-0.62%)
As of 09/4/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for ProShares S&P 500 Aristocrats ETF (BATS:NOBL)

Number of
Institutional Buyers
(last 12 months)
439
Total
Institutional Inflows
(last 12 months)
$370.34M
Number of
Institutional Sellers
(last 12 months)
380
Total
Institutional Outflows
(last 12 months)
$318.58M
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NOBL Institutional Buying and Selling by Quarter

ProShares S&P 500 Aristocrats ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2026 Parkside Financial Bank & Trust1,218$68K0.0%+100.0%0.001%
8/28/2026 NWM Advisors LLC4,344$244K0.2%+100.0%0.004%
8/27/2026 Corient Private Wealth LP114,118$6.41M0.0%+105.2%0.101%
8/23/2026 Hyundai Investments Co. Ltd.10,095$569K0.6%+288.0%0.009%
8/23/2026 Ameritas Advisory Services LLC37,229$2.09M0.0%+603.5%0.033%
8/23/2026 Kintra Wealth LLC5,606$328K0.0%+97.0%0.005%
8/23/2026 Anson Capital Inc.4,116$231K0.2%+81.0%0.004%
8/23/2026 Operose Advisors LLC744$42K0.0%+100.0%0.001%
8/23/2026 HB Wealth Management LLC18,559$1.04M0.0%+143.8%0.016%
8/23/2026 Azimuth Capital Investment Management LLC11,049$621K0.0%+105.6%0.010%
8/23/2026 Chokshi & Queen Wealth Advisors Inc67,332$3.78M1.8%+114.6%0.059%
8/22/2026 Compass Financial Management LLC3,566$200K0.0%N/A0.003%
8/22/2026 NBH Bank3,950$222K0.1%N/A0.003%
8/22/2026 William John Sempolinski59,884$3.36M1.4%N/A0.053%
8/22/2026 Succession Financial Inc.19,980$1.12M1.1%N/A0.018%
8/22/2026 Cornerstone Advisors Asset Management LLC59,750$3.36M0.4%+100.0%0.053%
8/22/2026 Investor s Fiduciary Advisor Network LLC36,012$2.02M0.7%+92.4%0.032%
8/22/2026 TD Waterhouse Canada Inc.372,694$21.13M0.1%+101.8%0.329%
8/22/2026 Syntax Research Inc.167,585$9.41M6.9%+200.5%0.148%
8/22/2026 United Community Bank1,050$59K0.0%+100.0%0.001%
8/22/2026 Kickstand Ventures LLC.13,090$735K0.1%+100.0%0.012%
8/22/2026 Concurrent Investment Advisors LLC67,623$3.80M0.0%+279.8%0.060%
8/21/2026 Retireful LLC5,845$328K0.3%N/A0.005%
8/21/2026 Paragon Private Wealth Management LLC15,301$859K0.2%+91.3%0.013%
8/21/2026 Continuum Advisory LLC45,952$2.58M0.2%+91.1%0.041%
8/21/2026 Twin Lakes Capital Management LLC1,233$69K0.0%+100.8%0.001%
8/21/2026 MBA Advisors LLC28,114$1.58M0.5%+139.6%0.025%
8/21/2026 Emergent Wealth Advisors LLC11,146$626K0.3%+141.0%0.010%
8/21/2026 SkyOak Wealth LLC16,042$901K0.1%+100.0%0.014%
8/21/2026 Tsfg LLC1,274$72K0.0%+100.0%0.001%
8/21/2026 KFA Private Wealth Group LLC14,612$821K0.2%+97.8%0.013%
8/21/2026 Sound Financial Strategies Group LLC23,045$1.29M0.8%+106.0%0.020%
8/21/2026 Acorn Wealth Advisors LLC13,173$740K0.2%N/A0.012%
8/21/2026 Investors Research Corp938$53K0.0%+100.0%0.001%
8/21/2026 Triumph Capital Management3,488$196K0.0%+93.5%0.003%
8/20/2026 Avant Capital LLC61,541$3.46M2.2%+85.6%0.054%
8/20/2026 Renasant Bank5,545$311K0.2%N/A0.005%
8/20/2026 JNBA Financial Advisors965$54K0.0%N/A0.001%
8/20/2026 Strategic Advisors LLC5,232$294K0.1%+100.0%0.005%
8/20/2026 Wedbush Securities Inc.180,932$10.96M0.3%+269.1%0.160%
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8/7/2026 Trust Co. of Vermont1,398$79K0.0%N/A0.001%
7/10/2026 Investors Research Corp938$53K0.0%+100.0%0.001%
7/10/2026 Annex Advisory Services LLC6,082$342K0.0%+19.8%0.005%
7/10/2026 Whitener Capital Management Inc.14,578$819K0.2%+131.8%0.013%
7/10/2026 Heck Capital Advisors LLC45,415$2.55M0.2%+98.5%0.040%
7/10/2026 JFS Wealth Advisors LLC1,881$106K0.0%+5,125.0%0.002%
7/10/2026 DiNuzzo Private Wealth Inc.456$26K0.0%+100.0%0.000%
7/10/2026 Dagco Inc.4,350$244K0.0%+100.0%0.004%
7/10/2026 Kentucky Trust Co5,144$289K0.1%+100.0%0.005%
7/10/2026 Wealth Group Ltd51,386$2.89M0.6%+93.5%0.045%
7/10/2026 Sherman Wealth Management LLC4,866$273K0.2%+91.3%0.004%
7/10/2026 LVM Capital Management Ltd. MI6,580$370K0.0%+100.0%0.006%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,466$363K0.0%+91.9%0.006%
7/10/2026 Wealthcare Advisory Partners LLC21,178$1.19M0.0%+68.6%0.019%
7/9/2026 Kraft Davis & Associates LLC142,691$8.09M1.7%+94.2%0.126%
7/9/2026 Key Client Fiduciary Advisors LLC11,610$652K0.2%+95.9%0.010%
7/9/2026 Centurion Wealth Management LLC153,824$8.64M2.1%+80.4%0.136%
7/9/2026 Wealthcare Capital Partners LLC14,632$822K0.3%+100.4%0.013%
7/9/2026 Atlas Brown Inc.44,040$2.47M0.7%+100.4%0.039%
7/9/2026 Focus Financial Network Inc.12,524$703K0.0%+87.7%0.011%
7/9/2026 Melone Private Wealth LLC10,807$607K0.2%+100.0%0.010%
7/9/2026 Allied Private Wealth LLC4,364$247K0.2%N/A0.004%
7/9/2026 Tactive Advisors LLC27,621$1.55M0.4%+70.7%0.024%
7/9/2026 Sax Wealth Advisors LLC11,142$626K0.0%+207.6%0.010%
7/9/2026 Breakwater Capital Group38,687$2.17M0.3%+86.6%0.034%
7/8/2026 Beaird Harris Wealth Management LLC854$48K0.0%+100.0%0.001%
7/8/2026 Rockland Trust Co.1,498,301$84.15M3.3%+106.0%1.321%
7/8/2026 Beacon Investment Advisory Services Inc.2,400$135K0.0%+100.0%0.002%
7/8/2026 AAFMAA Wealth Management & Trust LLC16,800$943K0.3%+100.0%0.015%
7/8/2026 First Heartland Consultants Inc.25,403$1.43M0.1%+82.9%0.022%
7/8/2026 Cooper Financial Group4,121$231K0.0%+92.2%0.004%
7/8/2026 Castle Rock Wealth Management LLC10,415$590K0.1%+53.1%0.009%
7/8/2026 Clark Asset Management LLC5,852$329K0.0%+100.0%0.005%
7/8/2026 Eclectic Associates Inc. ADV8,327$468K0.1%+60.2%0.007%
7/8/2026 Chapin Davis Inc.20,827$1.17M0.2%+104.1%0.018%
7/7/2026 Madison Park Capital Advisors LLC25,234$1.35M0.7%+122.0%0.022%
7/7/2026 Dynamic Advisor Solutions LLC22,422$1.26M0.0%+39.4%0.020%
7/7/2026 Graves Light Lenhart Wealth Inc.6,102$343K0.0%+100.0%0.005%
7/7/2026 GAMMA Investing LLC6,430$361K0.0%+100.0%0.006%
7/7/2026 Grant Private Wealth Management Inc4,736$266K0.1%+100.0%0.004%
7/7/2026 Avior Wealth Management LLC5,666$318K0.0%+100.4%0.005%
7/7/2026 Harbor Investment Advisory LLC12,916$725K0.1%+71.2%0.011%
7/7/2026 Sandy Cove Advisors LLC4,074$229K0.1%+100.7%0.004%
7/7/2026 Moody National Bank Trust Division12,868$723K0.1%+100.0%0.011%
7/7/2026 Grove Bank & Trust440$25K0.0%+100.0%0.000%
7/7/2026 CoreCap Advisors LLC12,857$722K0.0%+102.8%0.011%
7/7/2026 Pacific Excel Wealth Advisors Inc.6,608$371K0.1%N/A0.006%
7/2/2026 Kozak & Associates Inc.13,380$758K0.1%+90.5%0.012%
7/2/2026 MassMutual Private Wealth & Trust FSB7,004$393K0.0%+98.2%0.006%
7/2/2026 Hilltop National Bank910$51K0.0%+100.0%0.001%
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7/2/2026 CX Institutional532$30K0.0%+358.6%0.000%
7/1/2026 Eastern Bank11,120$624K0.0%+73.3%0.010%
6/18/2026 Western Wealth Management LLC3,983$422K0.0%-7.3%0.004%
6/3/2026 Parallel Advisors LLC8,960$950K0.0%+16.3%0.008%
6/3/2026 NewEdge Advisors LLC145,177$15.39M0.1%-5.0%0.128%
6/1/2026 Dala Group LLC16,949$1.80M1.5%N/A0.015%
5/29/2026 Ipsen Advisor Group LLC23,234$2.46M1.7%+4.5%0.020%
5/28/2026 Cozad Asset Management Inc.38,499$4.08M0.3%-1.0%0.034%
5/28/2026 Lavelle Capital LP4,313$457K0.3%N/A0.004%
5/27/2026 Allen Capital Group LLC36,423$3.86M0.3%-2.4%0.032%


NOBL Institutional Ownership - Frequently Asked Questions

During the previous two years, 869 institutional investors and hedge funds held shares of ProShares S&P 500 Aristocrats ETF. The most heavily invested institutionals were Morgan Stanley ($1.00B), Bank of America Corp DE ($469.93M), LPL Financial LLC ($324.35M), Wells Fargo & Company MN ($197.92M), Raymond James Financial Inc. ($193.64M), UBS Group AG ($186.08M), and Cresset Asset Management LLC ($166.18M).Learn more on ProShares S&P 500 Aristocrats ETF's institutional investors.

Of the 715 institutional investors that purchased ProShares S&P 500 Aristocrats ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($3.84M), Raymond James Financial Inc. ($2.25M), Rockland Trust Co. ($1.47M), Capitolis Liquid Global Markets LLC ($1M), International Assets Investment Management LLC ($904.71K), Sanctuary Advisors LLC ($377.66K), and BNP Paribas Financial Markets ($376.90K).

Institutional investors have bought a total of 6,956,004 shares in the last 24 months. This purchase volume represents approximately $370.34M in transactions.

Of the 380 institutional investors that sold ProShares S&P 500 Aristocrats ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Morgan Stanley ($1.57M), BNP Paribas Financial Markets ($350.19K), IAM Advisory LLC ($286.54K), Commonwealth Equity Services LLC ($244.51K), Bank of America Corp DE ($225.15K), Cetera Investment Advisers ($190.67K), and Cresset Asset Management LLC ($188.57K).

Institutional investors have sold a total of 6,120,164 shares in the last 24 months. This volume of shares sold represents approximately $318.58M in transactions.


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Institutional ownership data for BATS:NOBL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/4/2026. New 13F filings are added each quarter as they're published.
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