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

ProShares S&P 500 Aristocrats ETF logo
$57.15 +0.29 (+0.51%)
Closing price 04:10 PM Eastern
Extended Trading
$57.11 -0.04 (-0.07%)
As of 07:30 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)
452
Total
Institutional Inflows
(last 12 months)
$485.19M
Number of
Institutional Sellers
(last 12 months)
372
Total
Institutional Outflows
(last 12 months)
$333.14M
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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
10/16/2026Carroll Advisory Group LLC284,843$15.41M4.9%+3.2%0.251%
10/16/2026Hengehold Capital Management LLC31,265$1.69M0.1%N/A0.028%
10/16/2026TD Waterhouse Canada Inc.375,280$20.39M0.1%+0.7%0.331%
10/16/2026WealthBridge Capital Management LLC28,039$1.52M0.3%-9.6%0.025%
10/16/2026Eagle Bay Advisors LLC6,839$370K0.3%-4.7%0.006%
10/16/2026Aspiriant LLC13,880$751K0.0%+71.3%0.012%
10/16/2026Perryman Financial Advisory Inc. AD7,536$408K0.1%-2.9%0.007%
10/16/2026Annex Advisory Services LLC5,641$305K0.0%-7.3%0.005%
10/16/2026Benchmark Financial LLC122,691$6.64M5.1%-17.8%0.108%
10/16/2026Halbert Hargrove Global Advisors LLC1,090$59K0.0%N/A0.001%
10/16/2026Andrews Advisory Associates LLC5,534$299K0.1%-4.1%0.005%
10/16/2026Split Rock Private Trading & Wealth Management LLC40,769$2.21M1.5%+2.3%0.036%
10/15/2026Whitener Capital Management Inc.15,714$850K0.2%+7.8%0.014%
10/15/2026Financial & Tax Architects LLC135,354$7.32M1.6%+8.8%0.119%
10/15/2026Comprehensive Financial Consultants Institutional Inc.37,883$2.05M0.6%-3.9%0.033%
10/15/2026AdvisorNet Financial Inc5,698$320K0.0%+21.1%0.005%
10/15/2026Summit Financial Wealth Advisors LLC266,181$14.40M1.8%-46.9%0.235%
10/15/2026WealthPlan Investment Management LLC18,409$996K0.0%-17.3%0.016%
10/15/2026Kellett Wealth Advisors LLC12,676$686K0.3%-5.1%0.011%
10/15/2026HBW Advisory Services LLC16,101$871K0.1%+9.9%0.014%
10/15/2026Mather Group LLC.6,597$357K0.0%N/A0.006%
10/15/2026Cliftonlarsonallen Wealth Advisors LLC2,696,373$145.87M1.9%+0.3%2.378%
10/14/2026Finward Bancorp23,322$1.26M0.9%-6.2%0.021%
10/14/2026Boyce & Associates Wealth Consulting Inc.7,005$379K0.2%+5.9%0.006%
10/14/20264WEALTH Advisors Inc.30,032$1.64M1.1%+10.0%0.026%
10/14/2026B. Riley Wealth Advisors Inc.17,249$933K0.0%N/A0.015%
10/13/2026Fagan Associates Inc.187,780$10.16M1.2%+0.3%0.166%
10/13/2026Steel Grove Capital Advisors LLC31,006$1.68M0.1%+15.6%0.027%
10/13/2026Sax Wealth Advisors LLC23,832$1.29M0.0%+113.9%0.021%
10/13/2026Moulton Wealth Management Inc.44,042$2.39M1.6%N/A0.039%
10/13/2026NorthCrest Asset Manangement LLC141,593$7.80M0.2%+3.2%0.125%
10/10/2026Councilor Wealth LLC22,520$1.22M0.5%-7.4%0.020%
10/10/2026Gilpin Wealth Management LLC4,070$220K0.1%-15.9%0.004%
10/10/2026Prism Advisors Inc.126,968$6.99M1.8%-1.1%0.112%
10/9/2026Capital Advisors Wealth Management LLC4,726$256K0.0%-9.1%0.004%
10/9/2026Castle Rock Wealth Management LLC10,207$559K0.1%-2.0%0.009%
10/9/2026Paragon Capital Management Ltd27,046$1.46M0.3%-12.9%0.024%
10/9/2026Gerald Baker Financial Group LLC179,569$9.72M2.7%-0.6%0.158%
10/9/2026Breakwater Capital Group39,513$2.14M0.3%+2.1%0.035%
10/9/2026Chapin Davis Inc.21,106$1.14M0.2%+1.3%0.019%
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10/9/2026Eclectic Associates Inc. ADV6,212$336K0.0%-25.4%0.005%
10/9/2026First Heartland Consultants Inc.25,523$1.38M0.1%-21.8%0.023%
10/9/2026Dorato Capital Management2,269$123K0.1%N/A0.002%
10/8/2026Farther Finance Advisors LLC86,257$4.67M0.0%+24.5%0.076%
10/8/2026CoreCap Advisors LLC13,586$735K0.0%+5.7%0.012%
10/8/2026Avidian Wealth Enterprises LLC131,613$7.12M0.2%N/A0.116%
10/8/2026Tactive Advisors LLC23,699$1.28M0.3%-14.2%0.021%
10/8/2026Toth Financial Advisory Corp345,128$18.67M1.9%N/A0.304%
10/7/2026Venture Visionary Partners LLC76,205$4.12M0.1%-1.4%0.067%
10/7/2026KFA Private Wealth Group LLC14,301$774K0.2%-2.1%0.013%
10/7/2026Wealth Group Ltd49,373$2.68M0.5%-3.9%0.044%
10/6/2026Legacy Private Trust Co.127,975$6.92M0.4%-32.1%0.113%
10/5/2026Rockland Trust Co.1,513,402$81.88M3.1%+1.0%1.335%
10/2/2026 CX Institutional1,498$81K0.0%+181.6%0.001%
9/23/2026QRG Capital Management Inc.7,641$429K0.0%+94.1%0.007%
9/23/2026Envestnet Portfolio Solutions Inc.3,991$224K0.0%+99.2%0.004%
9/23/2026Envestnet Asset Management Inc.456,871$25.66M0.0%+100.1%0.403%
9/15/2026Anchor Investment Management LLC31,899$1.79M0.1%+100.1%0.028%
9/15/2026Cherry Tree Wealth Management LLC3,633$204K0.0%+77.8%0.003%
9/9/2026Bouchey Financial Group Ltd.4,060$228K0.0%+100.0%0.004%
9/9/2026Tidal Investments LLC394,025$22.13M0.0%N/A0.347%
9/9/2026MCF Advisors LLC74,383$4.18M0.1%+29,300.4%0.066%
9/9/2026Bienville Capital Management LLC19,644$1.10M0.1%+100.0%0.017%
9/9/2026Gemmer Asset Management LLC17,547$985K0.1%+100.0%0.015%
9/9/2026Capital Analysts LLC11,274$634K0.0%+100.0%0.010%
9/9/2026Integrated Wealth Concepts LLC39,412$2.21M0.0%+86.5%0.035%
9/9/2026NewEdge Advisors LLC296,162$16.63M0.0%+104.0%0.261%
9/9/2026IFP Advisors Inc12,773$717K0.0%+59.1%0.011%
9/9/2026Baird Financial Group Inc.725,687$40.76M0.1%+100.9%0.640%
9/9/2026Beacon Investment Advisory Services Inc.2,400$135K0.0%+100.0%0.002%
9/8/2026Allworth Financial LP82,979$4.66M0.0%+100.6%0.073%
9/8/2026Waverly Advisors LLC327,137$18.37M0.1%+97.4%0.288%
9/8/2026Paragon Capital Management Ltd31,061$1.74M0.3%+49.3%0.027%
9/4/2026Parkside Financial Bank & Trust1,218$68K0.0%+100.0%0.001%
8/28/2026NWM Advisors LLC4,344$244K0.2%+100.0%0.004%
8/27/2026Corient Private Wealth LP114,118$6.41M0.0%+105.2%0.101%
8/23/2026Hyundai Investments Co. Ltd.10,095$569K0.6%+288.0%0.009%
8/23/2026Ameritas Advisory Services LLC37,229$2.09M0.0%+603.5%0.033%
8/23/2026Kintra Wealth LLC5,606$328K0.0%+97.0%0.005%
8/23/2026Anson Capital Inc.4,116$231K0.2%+81.0%0.004%
8/23/2026Operose Advisors LLC744$42K0.0%+100.0%0.001%
8/23/2026HB Wealth Management LLC18,559$1.04M0.0%+143.8%0.016%
8/23/2026Azimuth Capital Investment Management LLC11,049$621K0.0%+105.6%0.010%
8/23/2026Chokshi & Queen Wealth Advisors Inc67,332$3.78M1.8%+114.6%0.059%
8/22/2026Compass Financial Management LLC3,566$200K0.0%N/A0.003%
8/22/2026NBH Bank3,950$222K0.1%N/A0.003%
8/22/2026William John Sempolinski59,884$3.36M1.4%N/A0.053%
8/22/2026Succession Financial Inc.19,980$1.12M1.1%N/A0.018%
8/22/2026Cornerstone Advisors Asset Management LLC59,750$3.36M0.4%+100.0%0.053%
8/22/2026Investor s Fiduciary Advisor Network LLC36,012$2.02M0.7%+92.4%0.032%
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8/22/2026TD Waterhouse Canada Inc.372,694$21.13M0.1%+101.8%0.329%
8/22/2026Syntax Research Inc.167,585$9.41M6.9%+200.5%0.148%
8/22/2026United Community Bank1,050$59K0.0%+100.0%0.001%
8/22/2026Kickstand Ventures LLC.13,090$735K0.1%+100.0%0.012%
8/22/2026Concurrent Investment Advisors LLC67,623$3.80M0.0%+279.8%0.060%
8/21/2026Retireful LLC5,845$328K0.3%N/A0.005%
8/21/2026Paragon Private Wealth Management LLC15,301$859K0.2%+91.3%0.013%
8/21/2026Continuum Advisory LLC45,952$2.58M0.2%+91.1%0.041%
8/21/2026Twin Lakes Capital Management LLC1,233$69K0.0%+100.8%0.001%
8/21/2026MBA Advisors LLC28,114$1.58M0.5%+139.6%0.025%


NOBL Institutional Ownership - Frequently Asked Questions

During the previous two years, 870 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 719 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), Capitolis Liquid Global Markets LLC ($1M), International Assets Investment Management LLC ($904.71K), Rockland Trust Co. ($865.02K), Tidal Investments LLC ($394.03K), and BNP Paribas Financial Markets ($376.90K).

Institutional investors have bought a total of 8,972,099 shares in the last 24 months. This purchase volume represents approximately $482.88M in transactions.

Of the 370 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), Summit Financial Wealth Advisors LLC ($238.50K), Bank of America Corp DE ($225.15K), and Cetera Investment Advisers ($190.67K).

Institutional investors have sold a total of 6,381,639 shares in the last 24 months. This volume of shares sold represents approximately $332.98M in transactions.


Related Companies

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 10/16/2026. New 13F filings are added each quarter as they're published.
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