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ProShares S&P 500 High Income ETF (ISPY) Institutional Ownership

$43.96 +0.08 (+0.18%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for ProShares S&P 500 High Income ETF (NYSEARCA:ISPY)

Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$363.21M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$60.41M
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ISPY Institutional Buying and Selling by Quarter

ProShares S&P 500 High Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.79,365$3.37M0.0%+43.5%0.377%
8/15/2025Bank of America Corp DE1,099,474$46.65M0.0%-35.1%5.226%
8/14/2025Raymond James Financial Inc.1,658,789$70.38M0.0%+23.6%7.884%
8/14/2025Cary Street Partners Financial LLC43,689$1.85M0.1%-2.4%0.208%
8/13/2025Bernardo Wealth Planning LLC43,699$1.85M0.4%+445.8%0.208%
8/12/2025Richmond Investment Services LLC318,980$13.53M2.9%+104.4%1.516%
8/12/2025Steward Partners Investment Advisory LLC206,535$8.76M0.1%-36.3%0.982%
8/12/2025Coldstream Capital Management Inc.16,267$690K0.0%+45.5%0.077%
8/12/2025Journey Strategic Wealth LLC9,346$397K0.0%-9.0%0.044%
8/8/2025Kingsview Wealth Management LLC109,476$4.65M0.1%+16.8%0.520%
8/8/2025Cetera Investment Advisers26,438$1.12M0.0%+3.0%0.126%
8/8/2025MJP Associates Inc. ADV184,244$7.82M1.2%+23.4%0.876%
8/8/2025Creative Planning36,681$1.56M0.0%-9.1%0.174%
8/7/2025Montag A & Associates Inc.1,598$68K0.0%N/A0.008%
8/6/2025Prospera Financial Services Inc8,113$344K0.0%-15.0%0.039%
8/6/2025Wedbush Securities Inc.36,332$1.54M0.1%+66.6%0.173%
8/1/2025Howard Capital Management Inc.154,840$6.57M0.1%+25.4%0.736%
8/1/2025Envestnet Asset Management Inc.7,322$311K0.0%N/A0.035%
7/31/2025CAP Partners LLC9,989$424K0.3%+10.7%0.047%
7/30/2025Prosperity Financial Group Inc.118,492$5.03M2.1%+4.2%0.564%
7/29/2025Chicago Partners Investment Group LLC14,993$650K0.0%+9.5%0.071%
7/29/2025BKM Wealth Management LLC19,459$826K0.3%+50.4%0.093%
7/29/2025Stratos Wealth Partners LTD.5,721$243K0.0%N/A0.027%
7/29/2025Private Trust Co. NA3,798$161K0.0%N/A0.018%
7/28/2025Mutual Advisors LLC9,447$411K0.0%+10.2%0.045%
7/25/2025MGO One Seven LLC12,593$534K0.0%N/A0.060%
7/25/2025Concurrent Investment Advisors LLC5,729$243K0.0%+12.9%0.027%
7/22/2025Belpointe Asset Management LLC8,896$377K0.0%+14.4%0.043%
7/22/2025Woodmont Investment Counsel LLC5,789$246K0.0%+9.2%0.028%
7/22/2025Wealthcare Advisory Partners LLC7,887$335K0.0%-37.8%0.038%
7/22/2025Accel Wealth Management20,430$867K0.3%+19.7%0.098%
7/22/2025Signature Wealth Management Partners LLC6,827$290K0.2%+5.6%0.033%
7/21/2025Patriot Financial Group Insurance Agency LLC20,797$882K0.1%+4.6%0.100%
7/18/2025PFG Investments LLC134,584$5.71M0.3%+9.0%0.649%
7/18/2025Requisite Capital Management LLC26,003$1.10M0.2%-80.2%0.125%
7/17/2025Capital Investment Advisors LLC731,210$31.03M0.6%+10.0%3.534%
7/17/2025Alpine Bank Wealth Management2,804$119K0.0%N/A0.014%
7/16/2025BOS Asset Management LLC14,225$604K0.2%+6.7%0.069%
7/15/2025Pitti Group Wealth Management LLC32,140$1.36M1.2%+6.7%0.155%
7/15/2025Financial Partners Group Inc15,090$640K0.1%-47.6%0.073%
7/14/2025AdvisorNet Financial Inc2,142$91K0.0%+91.6%0.010%
7/10/2025Signal Advisors Wealth LLC6,277$266K0.0%N/A0.030%
7/9/2025Reyes Financial Architecture Inc.2,505$106K0.1%-60.0%0.012%
5/22/2025BOS Asset Management LLC13,334$561K0.2%+21.5%0.069%
5/22/2025WBI Investments LLC28,154$1.19M0.3%-21.7%0.146%
5/20/2025Belpointe Asset Management LLC7,779$327K0.0%N/A0.040%
5/20/2025Focus Partners Wealth11,000$463K0.0%+57.1%0.057%
5/16/2025NewEdge Advisors LLC15,828$666K0.0%+26.6%0.082%
5/16/2025Integrated Wealth Concepts LLC45,188$1.90M0.0%+58.3%0.235%
5/15/2025Royal Bank of Canada895,733$37.70M0.0%+21.2%4.651%
5/15/2025OLD Mission Capital LLC18,673$786K0.0%N/A0.097%
5/14/2025Comerica Bank2,137$90K0.0%N/A0.011%
5/13/2025Steward Partners Investment Advisory LLC324,294$13.65M0.1%+32.3%1.684%
5/13/2025Raymond James Financial Inc.1,342,528$56.51M0.0%+20.7%6.971%
5/13/2025Eaton Financial Holdings Company LLC5,070$213K0.1%N/A0.026%
5/12/2025Maia Wealth LLC7,461$291K0.1%+61.4%0.039%
5/9/2025Chicago Partners Investment Group LLC13,688$538K0.0%+16.8%0.071%
5/9/2025Atria Wealth Solutions Inc.15,370$647K0.0%+25.4%0.080%
5/9/2025Cary Street Partners Financial LLC44,741$1.88M0.1%+9.9%0.232%
5/8/2025Signature Wealth Management Partners LLC6,463$272K0.2%+4.5%0.034%
5/8/2025CAP Partners LLC9,027$380K0.3%+72.9%0.047%
5/8/2025Howard Capital Management Inc.123,454$5.20M0.1%+14.9%0.641%
5/7/2025LPL Financial LLC952,878$40.11M0.0%+21.0%4.947%
5/6/2025Cetera Investment Advisers25,675$1.08M0.0%+62.6%0.133%
5/6/2025Advisor OS LLC149,255$6.28M0.7%+34.2%0.775%
5/6/2025Wedbush Securities Inc.21,804$918K0.0%N/A0.113%
5/6/2025Financial Partners Group Inc28,792$1.21M0.2%+25.9%0.149%
5/5/2025BKM Wealth Management LLC12,937$545K0.2%+14.0%0.067%
5/5/2025Morse Asset Management Inc28,380$1.20M0.3%+1.8%0.147%
5/5/2025Kestra Private Wealth Services LLC9,310$392K0.0%N/A0.048%
5/2/2025Kingsview Wealth Management LLC93,752$3.95M0.1%+36.2%0.487%
5/1/2025Reyes Financial Architecture Inc.6,259$263K0.2%N/A0.035%
5/1/2025Grant GrossMendelsohn LLC11,541$456K0.3%-22.8%0.065%
4/30/2025MJP Associates Inc. ADV149,255$6.28M1.1%+39.8%0.839%
4/30/2025Bernardo Wealth Planning LLC8,006$337K0.1%N/A0.045%
4/30/2025Brown Advisory Inc.11,026$464K0.0%N/A0.062%
4/29/2025Concurrent Investment Advisors LLC5,073$214K0.0%N/A0.029%
4/28/2025Mutual Advisors LLC8,575$339K0.0%N/A0.048%
4/25/2025Essex Financial Services Inc.12,700$535K0.0%+11.1%0.071%
4/22/2025Bernardo Wealth Planning LLC8,006$337K0.1%N/A0.045%
4/22/2025Woodmont Investment Counsel LLC5,300$223K0.0%-5.4%0.030%
4/22/2025PFG Investments LLC123,492$5.20M0.3%+25.5%0.694%
4/21/2025JBR Co Financial Management Inc8,000$337K0.2%N/A0.045%
4/15/2025Requisite Capital Management LLC131,543$5.54M1.2%+16.1%0.739%
4/14/2025Capital Investment Advisors LLC665,025$27.99M0.5%+147.4%3.736%
4/14/2025Patriot Financial Group Insurance Agency LLC19,874$837K0.1%-2.4%0.112%
4/11/2025Pitti Group Wealth Management LLC30,111$1.27M1.3%+6.5%0.169%
4/10/2025Gainplan LLC5,241$221K0.1%-47.7%0.030%
4/10/2025Accel Wealth Management17,064$718K0.3%+99.4%0.099%
4/10/2025Hennion & Walsh Asset Management Inc.769,198$32.38M1.4%-30.4%4.454%
4/7/2025AdvisorNet Financial Inc1,118$47K0.0%-23.5%0.006%
2/19/2025Richmond Investment Services LLC71,361$3.16M1.8%N/A0.487%
2/17/2025WBI Investments LLC35,968$1.59M0.4%N/A0.246%
2/17/2025Strategic Wealth Partners Ltd.22,493$1.03M0.1%N/A0.154%
2/17/2025Royal Bank of Canada739,260$32.74M0.0%+102.0%5.046%
2/17/2025Morse Asset Management Inc27,865$1.23M0.3%N/A0.190%
2/17/2025MJP Associates Inc. ADV106,726$4.73M0.8%+60.0%0.729%
2/17/2025KKM Financial LLC15,872$703K0.3%+107.5%0.108%
2/17/2025Focus Partners Wealth7,000$310K0.0%N/A0.048%
2/17/2025CoreCap Advisors LLC766$34K0.0%+91.5%0.005%
(Data available from 1/1/2016 forward)

ISPY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISPY shares?

During the previous two years, 82 institutional investors and hedge funds held shares of ProShares S&P 500 High Income ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($70.38M), Bank of America Corp DE ($46.65M), LPL Financial LLC ($40.11M), Royal Bank of Canada ($37.70M), Hennion & Walsh Asset Management Inc. ($32.38M), Capital Investment Advisors LLC ($31.03M), and Raymond James & Associates ($26.24M).Learn more on ProShares S&P 500 High Income ETF's institutional investors.

Which institutional investors have been buying ProShares S&P 500 High Income ETF's stock?

Of the 78 institutional investors that purchased ProShares S&P 500 High Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.77M), Hennion & Walsh Asset Management Inc. ($1.11M), Bank of America Corp DE ($861.60K), Capital Investment Advisors LLC ($731.21K), LPL Financial LLC ($635.98K), Raymond James & Associates ($541.62K), and Royal Bank of Canada ($529.83K).

How much institutional buying is happening at ProShares S&P 500 High Income ETF?

Institutional investors have bought a total of 8,293,047 shares in the last 24 months. This purchase volume represents approximately $363.21M in transactions.

Which of ProShares S&P 500 High Income ETF's major shareholders have been selling company stock?

Of the 21 institutional investors that sold ProShares S&P 500 High Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($594.63K), Hennion & Walsh Asset Management Inc. ($336.58K), Barclays PLC ($200K), Steward Partners Investment Advisory LLC ($117.76K), Requisite Capital Management LLC ($105.54K), Financial Partners Group Inc ($13.70K), and BKM Wealth Management LLC ($13.04K).

How much institutional selling is happening at ProShares S&P 500 High Income ETF?

Institutional investors have sold a total of 1,417,134 shares in the last 24 months. This volume of shares sold represents approximately $60.41M in transactions.


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This page (NYSEARCA:ISPY) was last updated on 9/10/2025 by MarketBeat.com Staff
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