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

$42.64 -0.13 (-0.30%)
As of 07/11/2025 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)
70
Total
Institutional Inflows
(last 12 months)
$376.49M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$24.62M
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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
7/10/2025 Signal Advisors Wealth LLC6,277$266K0.0%N/A0.030%
7/9/2025 Reyes 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%
5/1/2025 Reyes 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%
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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%
2/17/2025Cetera Investment Advisers15,791$699K0.0%+56.0%0.108%
2/17/2025Cary Street Partners Financial LLC40,724$1.80M0.1%N/A0.278%
2/17/2025Bank of America Corp DE864,904$38.31M0.0%+26,085.4%5.904%
2/17/2025Aptus Capital Advisors LLC1,545$68K0.0%N/A0.011%
2/14/2025Coldstream Capital Management Inc.4,586$203K0.0%N/A0.199%
2/14/2025Integrated Wealth Concepts LLC28,552$1.27M0.0%+282.0%1.236%
2/14/2025BOS Asset Management LLC10,977$486K0.2%N/A0.475%
2/13/2025NewEdge Advisors LLC12,501$554K0.0%+17.2%0.541%
2/13/2025Barclays PLC60,000$2.66M0.0%-76.9%2.597%
2/13/2025Maxwell Wealth Strategies Inc.39,154$1.73M0.7%+63.6%1.695%
2/13/2025Raymond James Financial Inc.1,112,394$49.27M0.0%N/A48.156%
2/12/2025CIBC Private Wealth Group LLC13,522$601K0.0%+476.9%0.585%
2/11/2025Woodmont Investment Counsel LLC5,600$248K0.0%+5.7%0.242%
2/11/2025LPL Financial LLC787,278$34.87M0.0%+148.4%34.081%
2/10/2025Pitti Group Wealth Management LLC28,281$1.25M1.3%N/A1.224%
2/10/2025Eldridge Investment Advisors Inc.13,213$585K0.1%+1.8%0.572%
2/10/2025Commonwealth Equity Services LLC41,326$1.83M0.0%+231.0%1.789%
2/7/2025Prosperity Financial Group Inc.81,637$3.62M1.8%+7.2%3.534%
2/7/2025Independent Advisor Alliance6,267$278K0.0%N/A0.271%
2/6/2025Raymond James Financial Inc.1,112,394$49.27M0.0%N/A48.156%
2/6/2025Steward Partners Investment Advisory LLC245,166$10.86M0.1%+43.0%10.613%
2/5/2025Maia Wealth LLC4,624$209K0.0%-5.2%0.200%
2/5/2025Advisor OS LLC111,208$4.93M0.6%+66.7%4.814%
2/4/2025Pine Valley Investments Ltd Liability Co165,500$7.33M0.4%N/A7.165%
2/4/2025Howard Capital Management Inc.107,403$4.76M0.1%+26.4%4.649%
1/31/2025BKM Wealth Management LLC11,353$503K0.2%-44.2%0.491%
1/31/2025Atria Wealth Solutions Inc.12,255$543K0.0%+9.9%0.531%
1/31/2025Sanctuary Advisors LLC96,139$4.39M0.0%+8.3%4.162%
1/29/2025CAP Partners LLC5,222$231K0.2%N/A0.226%
1/29/2025Essex Financial Services Inc.11,436$507K0.0%+39.2%0.495%
1/28/2025Kingsview Wealth Management LLC68,851$3.05M0.1%+16.6%2.981%
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1/24/2025Financial Partners Group Inc22,861$1.01M0.1%N/A0.990%
1/24/2025Journey Strategic Wealth LLC10,471$464K0.0%+63.1%0.453%
1/24/2025Chicago Partners Investment Group LLC11,716$521K0.0%+70.6%0.507%
1/23/2025Signature Wealth Management Partners LLC6,183$274K0.2%N/A0.268%
1/23/2025SteelPeak Wealth LLC35,950$1.59M0.1%+0.8%1.556%
1/22/2025Patriot Financial Group Insurance Agency LLC20,364$902K0.1%+13.4%0.882%
1/22/2025Foundations Investment Advisors LLC4,876$216K0.0%N/A0.211%
1/22/2025PFG Investments LLC98,368$4.36M0.3%+68.2%4.258%
1/21/2025Requisite Capital Management LLC113,343$5.02M1.0%N/A4.907%
1/21/2025Accel Wealth Management8,558$379K0.1%N/A0.370%
(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, 73 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. ($56.51M), LPL Financial LLC ($40.11M), Bank of America Corp DE ($38.31M), Royal Bank of Canada ($37.70M), Hennion & Walsh Asset Management Inc. ($32.38M), Capital Investment Advisors LLC ($27.99M), 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 71 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. ($2.45M), Hennion & Walsh Asset Management Inc. ($1.11M), Bank of America Corp DE ($861.60K), Capital Investment Advisors LLC ($665.03K), 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 8,578,762 shares in the last 24 months. This purchase volume represents approximately $376.49M in transactions.

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

Of the 12 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: Hennion & Walsh Asset Management Inc. ($336.58K), Barclays PLC ($200K), BKM Wealth Management LLC ($13.04K), WBI Investments LLC ($7.81K), Gainplan LLC ($5.17K), Grant GrossMendelsohn LLC ($4.24K), and Reyes Financial Architecture Inc. ($3.75K).

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

Institutional investors have sold a total of 573,630 shares in the last 24 months. This volume of shares sold represents approximately $24.62M in transactions.


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This page (NYSEARCA:ISPY) was last updated on 7/12/2025 by MarketBeat.com Staff
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