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Who owns ISPYWhat ISPY owns — n/a

Who owns ProShares - S&P 500 High Income ETF?

Institutional ownership of ISPY from SEC Form 13F filings across 94 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

94

13F holders

$695.4M

value, 2026 filers

55.3%

of shares outstanding (14.5M sh)

14

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of ISPY's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY4.5M$218.2M0.0%17.2%-0.5%
2BANK OF AMERICA CORP /DE/1.6M$76.1M0.0%6%+10.0%
3RAYMOND JAMES FINANCIAL INC1.5M$73.1M0.0%5.8%-30.8%
4LPL Financial LLC1.2M$58.8M0.0%4.6%-0.8%
5ROYAL BANK OF CANADA1.0M$48.7M0.0%3.8%-2.5%
6Capital Investment Advisors, LLC825,879$39.8M0.5%3.1%-52.2%
7WELLS FARGO & COMPANY/MN709,561$34.2M0.0%2.7%-5.6%
8Sanctuary Advisors, LLC320,220$15.4M0.0%1.2%+0.6%
9Pine Valley Investments Ltd Liability CoNEW287,723$13.9M0.5%1.1%new
10Steward Partners Investment Advisory, LLC220,274$10.6M0.1%0.8%-1.4%
11HighTower Advisors, LLC193,169$9.3M0.0%0.7%-19.6%
12COMMONWEALTH EQUITY SERVICES, LLC185,286$8.9M0.0%0.7%+3.1%
13Advisor OS, LLC179,938$8.7M0.6%0.7%+5.8%
14SageGuard Financial Group, LLC152,134$7.3M1.0%0.6%+34.5%
15OSAIC HOLDINGS, INC.146,321$7.1M0.0%0.6%+30.7%
16PFG Investments, LLC123,346$5.9M0.2%0.5%-5.2%
17IHT Wealth Management, LLC105,259$5.1M0.1%0.4%-17.4%
18Integrated Wealth Concepts LLC104,975$5.1M0.0%0.4%+103.8%
19Maridea Wealth Management LLC98,144$4.7M0.5%0.4%+44.0%
20Bank of New York Mellon Corp86,498$4.2M0.0%0.3%-4.5%
21Essex Financial Services, Inc.66,168$3.2M0.2%0.3%+12.4%
22Mutual Advisors, LLC46,996$2.3M0.0%0.2%+2.4%
23WEDBUSH SECURITIES INC44,879$2,1630.1%0.2%+20.0%
24UBS Group AG43,265$2.1M0.0%0.2%+1.4%
25COLDSTREAM CAPITAL MANAGEMENT INC41,192$2.0M0.0%0.2%+23.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.