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

ProShares S&P 500 Aristocrats ETF logo
$58.52 -0.01 (-0.02%)
As of 08/14/2026 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)
428
Total
Institutional Inflows
(last 12 months)
$321.05M
Number of
Institutional Sellers
(last 12 months)
387
Total
Institutional Outflows
(last 12 months)
$319.02M
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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
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%
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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%
7/2/2026 CX Institutional532$30K0.0%+358.6%0.000%
7/1/2026 Eastern Bank11,120$624K0.0%+73.3%0.010%
6/18/2026Western 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%
5/28/2026Cozad 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%
5/26/2026 Glenmede Trust Co. NA4,284$454K0.0%+111.2%0.004%
5/26/2026 Summit Financial Wealth Advisors LLC255,491$27.09M3.8%-1.3%0.225%
5/22/2026WNY Asset Management LLC2,132$226K0.0%N/A0.002%
5/22/2026Coastline Complete Wealth LLC25,068$2.66M1.6%-44.6%0.022%
5/22/2026 Independent Wealth Advisors LLC44,633$4.73M4.6%+2.3%0.039%
5/22/2026 Verus Capital Partners LLC31,795$3.37M0.2%-4.5%0.028%
5/19/2026Western Wealth Management LLC3,983$422K0.0%-7.3%0.004%
5/19/2026 Paragon Private Wealth Management LLC7,998$848K0.3%-9.1%0.007%
5/19/2026Bank of America Corp DE4,432,858$469.93M0.0%-4.8%3.909%
5/19/2026Strait & Sound Wealth Management LLC3,953$419K0.2%N/A0.003%
5/19/2026 Arkadios Wealth Advisors15,666$1.66M0.0%+105.6%0.014%
5/19/2026Claris Financial LLC10,176$1.08M0.6%+21.3%0.009%
5/18/2026Royal Bank of Canada1,360,095$144.18M0.0%-5.2%1.199%
5/18/2026Empowered Funds LLC18,216$1.93M0.0%-8.1%0.016%
5/16/2026Glen Eagle Advisors LLC256,059$27.15M3.8%+59.3%0.226%
5/16/2026 Quantinno Capital Management LP20,389$2.16M0.0%-22.2%0.018%
5/15/2026 Gateway Wealth Partners LLC7,858$833K0.0%+98.3%0.007%
5/15/2026Royal Capital Wealth Management LLC24,180$2.56M1.6%-4.9%0.021%
5/15/2026 Everest Financial Group LLC31,974$3.39M0.6%N/A0.028%
5/15/2026Waverly Advisors LLC165,696$17.57M0.1%+22.8%0.146%
5/14/2026 Hilltop Holdings Inc.3,466$367K0.0%-8.3%0.003%
5/14/2026 Liberty One Investment Management LLC20,162$2.14M0.2%+7.3%0.018%
5/14/2026 Lido Advisors LLC19,910$2.11M0.0%-9.2%0.018%
5/13/2026 Cetera Investment Advisers573,165$60.76M0.1%-11.3%0.505%
5/13/2026 NewEdge Wealth LLC7,987$847K0.0%-1.4%0.007%
5/12/2026 Fortis Capital Management LLC4,683$496K0.1%+21.4%0.004%
5/8/2026 PNC Financial Services Group Inc.33,136$3.51M0.0%-31.7%0.029%
5/8/2026 Cassaday & Co Wealth Management LLC644,773$68.35M1.5%-0.9%0.569%
5/8/2026 Cutler Investment Counsel LLC31,882$3.38M0.3%-1.1%0.028%
5/7/2026Earned Wealth Advisors LLC3,710$393K0.0%N/A0.003%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
5/7/2026 Parallel Advisors LLC8,960$950K0.0%+16.3%0.008%
5/7/2026 Pacific Wealth Strategies Group Inc.196,184$20.80M13.0%+2.9%0.173%
5/6/2026 Centennial Bank AR14,200$1.51M0.5%-17.7%0.013%
5/6/2026 Gryphon Financial Partners LLC5,516$585K0.1%-12.3%0.005%
5/6/2026 Fiscal Wisdom Wealth Management LLC10,648$1.13M1.1%-2.9%0.009%
5/6/2026 Bessemer Group Inc.7,463$791K0.0%+136.9%0.007%
5/6/2026 Gerald Baker Financial Group LLC93,856$9.34M3.1%N/A0.083%
5/6/2026 One Day In July LLC4,142$439K0.0%N/A0.004%
5/6/2026 Independent Financial Group LLC18,773$1.99M0.1%N/A0.017%
5/5/2026 Wealthfront Advisers LLC4,868$516K0.0%+136.9%0.004%


NOBL Institutional Ownership - Frequently Asked Questions

During the previous two years, 859 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 699 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 6,083,503 shares in the last 24 months. This purchase volume represents approximately $321.05M in transactions.

Of the 381 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 6,128,922 shares in the last 24 months. This volume of shares sold represents approximately $319.02M 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 8/7/2026. New 13F filings are added each quarter as they're published.
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