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

ProShares S&P 500 Aristocrats ETF logo
$57.71 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for ProShares S&P 500 Aristocrats ETF (BATS:NOBL)

Number of
Institutional Buyers
(last 12 months)
470
Total
Institutional Inflows
(last 12 months)
$320.17M
Number of
Institutional Sellers
(last 12 months)
450
Total
Institutional Outflows
(last 12 months)
$410.22M
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Skip Chart & View Institutional Buying and Selling Data

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
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%
6/3/2026Parallel Advisors LLC8,960$950K0.0%+16.3%0.008%
6/3/2026NewEdge Advisors LLC145,177$15.39M0.1%-5.0%0.128%
6/1/2026Dala Group LLC16,949$1.80M1.5%N/A0.015%
5/29/2026Ipsen 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%
5/28/2026Lavelle Capital LP4,313$457K0.3%N/A0.004%
5/27/2026Allen Capital Group LLC36,423$3.86M0.3%-2.4%0.032%
5/26/2026Glenmede Trust Co. NA4,284$454K0.0%+111.2%0.004%
5/26/2026Summit 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%
5/22/2026Independent Wealth Advisors LLC44,633$4.73M4.6%+2.3%0.039%
5/22/2026Verus Capital Partners LLC31,795$3.37M0.2%-4.5%0.028%
5/19/2026Western Wealth Management LLC3,983$422K0.0%-7.3%0.004%
5/19/2026Paragon 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%
5/19/2026Arkadios 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%
5/16/2026Quantinno Capital Management LP20,389$2.16M0.0%-22.2%0.018%
5/15/2026Gateway 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%
5/15/2026Everest Financial Group LLC31,974$3.39M0.6%N/A0.028%
5/15/2026Waverly Advisors LLC165,696$17.57M0.1%+22.8%0.146%
5/14/2026Hilltop Holdings Inc.3,466$367K0.0%-8.3%0.003%
5/14/2026Liberty One Investment Management LLC20,162$2.14M0.2%+7.3%0.018%
5/14/2026Lido Advisors LLC19,910$2.11M0.0%-9.2%0.018%
5/13/2026Cetera Investment Advisers573,165$60.76M0.1%-11.3%0.505%
5/13/2026NewEdge Wealth LLC7,987$847K0.0%-1.4%0.007%
5/12/2026Fortis Capital Management LLC4,683$496K0.1%+21.4%0.004%
5/8/2026PNC Financial Services Group Inc.33,136$3.51M0.0%-31.7%0.029%
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5/8/2026Cassaday & Co Wealth Management LLC644,773$68.35M1.5%-0.9%0.569%
5/8/2026Cutler Investment Counsel LLC31,882$3.38M0.3%-1.1%0.028%
5/7/2026Earned Wealth Advisors LLC3,710$393K0.0%N/A0.003%
5/7/2026Parallel Advisors LLC8,960$950K0.0%+16.3%0.008%
5/7/2026Pacific Wealth Strategies Group Inc.196,184$20.80M13.0%+2.9%0.173%
5/6/2026Centennial Bank AR 14,200$1.51M0.5%-17.7%0.013%
5/6/2026Gryphon Financial Partners LLC5,516$585K0.1%-12.3%0.005%
5/6/2026Fiscal Wisdom Wealth Management LLC10,648$1.13M1.1%-2.9%0.009%
5/6/2026Bessemer Group Inc.7,463$791K0.0%+136.9%0.007%
5/6/2026Gerald Baker Financial Group LLC93,856$9.34M3.1%N/A0.083%
5/6/2026One Day In July LLC4,142$439K0.0%N/A0.004%
5/6/2026Independent Financial Group LLC18,773$1.99M0.1%N/A0.017%
5/5/2026Wealthfront Advisers LLC4,868$516K0.0%+136.9%0.004%
5/5/2026D.A. Davidson & CO.73,986$7.84M0.0%-0.7%0.065%
5/5/2026Marks Group Wealth Management Inc6,068$643K0.1%-4.9%0.005%
5/5/2026Bank of New York Mellon Corp13,094$1.39M0.0%-2.4%0.012%
5/5/2026Geneos Wealth Management Inc.16,924$1.79M0.0%+2.4%0.015%
5/5/2026Harel Insurance Investments & Financial Services Ltd.3,597$381K0.0%-7.7%0.003%
5/5/2026SouthState Bank Corp58,867$6.24M0.3%+700.0%0.052%
5/5/2026Sanctuary Advisors LLC152,023$16.12M0.1%-40.9%0.134%
5/5/2026BlueChip Wealth Advisors LLC7,985$846K0.4%-3.3%0.007%
5/5/2026Sigma Planning Corp26,423$2.80M0.1%-3.1%0.023%
5/5/20261ST Source Bank5,620$596K0.0%-40.4%0.005%
5/4/2026Archer Investment Corp19,819$2.10M0.4%-10.4%0.017%
5/4/2026HBW Advisory Services LLC6,857$727K0.1%+15.6%0.006%
5/4/2026Kellett Wealth Advisors LLC7,178$761K0.4%-1.4%0.006%
5/4/2026Lifeworks Advisors LLC5,101$541K0.1%+6.1%0.004%
5/2/2026International Assets Investment Management LLC3,752$398K0.0%+14.5%0.003%
5/2/2026Anchor Investment Management LLC15,940$1.69M0.1%+8.3%0.014%
5/1/2026Fifth Third Bancorp107,042$11.35M0.0%+9,866.7%0.094%
5/1/2026WealthShield Partners LLC45,509$4.82M0.5%+2.0%0.040%
5/1/2026Simplicity Wealth LLC2,199$233K0.0%N/A0.002%
5/1/2026KLCM Advisors Inc.1,928$204K0.0%N/A0.002%
5/1/2026Paladin Advisory Group LLC7,834$830K0.6%-1.5%0.007%
5/1/2026Carmel Capital Partners LLC48,359$5.13M1.9%+475.5%0.043%
4/30/2026Roman Butler Fullerton & Co.40,043$4.32M1.2%-7.4%0.035%
4/30/2026SkyOak Wealth LLC8,020$850K0.2%+7.2%0.007%
4/30/2026Kestra Advisory Services LLC76,894$8.15M0.0%+27.6%0.068%
4/30/2026Money Concepts Capital Corp90,604$9.61M0.5%+139.5%0.080%
4/30/2026Fidelity D & D Bancorp Inc.6,491$688K0.3%N/A0.006%
4/30/2026Sumitomo Mitsui Trust Group Inc.62,737$6.65M0.0%+7.0%0.055%
4/30/2026Beam Wealth Advisors Inc.20,088$2.13M0.5%-1.3%0.018%
4/30/2026CFS Investment Advisory Services LLC94,463$10.28M0.7%-5.2%0.083%
4/29/2026Axxcess Wealth Management LLC30,408$3.22M0.1%+0.5%0.027%
4/29/2026Cvfg LLC6,823$723K0.1%N/A0.006%
4/29/2026Saxon Interests Inc.3,133$332K0.1%+5.2%0.003%
4/29/2026WealthPLAN Partners LLC3,275$347K0.1%-74.7%0.003%
4/29/2026Red Crane Wealth Management LLC4,092$434K0.4%-23.9%0.004%
4/29/2026Meitav Investment House Ltd.2,366$251K0.0%-23.6%0.002%
4/29/2026Integrated Advisors Network LLC84,847$9.00M0.5%+44.2%0.075%
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4/28/2026Cypress Capital LLC66,649$7.07M2.0%-25.7%0.059%
4/28/2026Westfuller Advisors LLC1,020$108K0.0%-35.4%0.001%
4/28/2026DGS Capital Management LLC2,901$308K0.1%-6.8%0.003%
4/28/2026Ascentis Independent Advisors46,493$4.93M0.4%+237.7%0.041%
4/28/2026Stephens Inc. AR9,405$997K0.0%-44.4%0.008%
4/28/2026NBT Bank N A NY2,720$288K0.0%+2,515.4%0.002%
4/28/2026Koshinski Asset Management Inc.36,857$3.91M0.2%-3.2%0.033%
4/28/2026Latitude Advisors LLC5,653$599K0.3%-5.5%0.005%
4/28/2026QRG Capital Management Inc.3,937$417K0.0%-6.9%0.003%
4/27/2026HB Wealth Management LLC7,611$807K0.0%-9.1%0.007%


NOBL Institutional Ownership - Frequently Asked Questions

During the previous two years, 861 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 704 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 ($6.58M), Raymond James Financial Inc. ($2.25M), Capitolis Liquid Global Markets LLC ($1M), International Assets Investment Management LLC ($904.71K), Rockland Trust Co. ($699.74K), Sanctuary Advisors LLC ($377.66K), and BNP Paribas Financial Markets ($376.90K).

Institutional investors have bought a total of 6,206,973 shares in the last 24 months. This purchase volume represents approximately $320.17M in transactions.

Of the 450 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), Brookstone Capital Management ($496.44K), BNP Paribas Financial Markets ($350.19K), Commonwealth Equity Services LLC ($289.67K), IAM Advisory LLC ($286.54K), Bank of America Corp DE ($231.82K), and JPMorgan Chase & Co. ($223.92K).

Institutional investors have sold a total of 7,946,786 shares in the last 24 months. This volume of shares sold represents approximately $410.22M in transactions.


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This page (BATS:NOBL) was last updated on 7/4/2026 by MarketBeat.com Staff.
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