Who owns ProShares - Merger ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MRGR from SEC Form 13F filings across 15 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.
As of the 2026-06-30 reporting period, 15 institutions disclosed 143,944 shares of ProShares - Merger ETF worth $6.5M — about 48.3% of shares outstanding; the largest disclosed holder is Savant Capital, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
15
13F holders
$6.5M
value, 2026 filers
48.3%
of shares outstanding (143,944 sh)
2
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 MRGR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Savant Capital, LLCNEW | 33,823 | $1.5M | 0.0% | 11.4% | new |
| 2 | Syntegra Private Wealth Group, LLC | 31,159 | $1.4M | 0.1% | 10.5% | -3.8% |
| 3 | Creative Planning | 21,599 | $981,527 | 0.0% | 7.2% | +7.7% |
| 4 | ROYAL BANK OF CANADA | 17,617 | $800,000 | 0.0% | 5.9% | -54.3% |
| 5 | JANE STREET GROUP, LLC | 15,757 | $716,042 | 0.0% | 5.3% | +104.3% |
| 6 | City Center Advisors, LLC | 7,541 | $342,684 | 0.3% | 2.5% | +24.0% |
| 7 | Ethos Financial Group, LLC | 6,754 | $306,921 | 0.0% | 2.3% | -16.4% |
| 8 | Kestra Advisory Services, LLC | 5,110 | $232,231 | 0.0% | 1.7% | -3.9% |
| 9 | OSAIC HOLDINGS, INC. | 1,793 | $81,618 | 0.0% | 0.6% | -0.8% |
| 10 | 1620 INVESTMENT ADVISORS, INC. | 1,649 | $74,935 | 0.0% | 0.6% | 0.0% |
| 11 | HARBOUR INVESTMENTS, INC. | 623 | $28,311 | 0.0% | 0.2% | +36.3% |
| 12 | UBS Group AGNEW | 294 | $13,360 | 0.0% | 0.1% | new |
| 13 | IMG Wealth Management, Inc. | 174 | $7,898 | 0.0% | 0.1% | +0.6% |
| 14 | AE Wealth Management LLC | 50 | $2,272 | 0.0% | 0% | 0.0% |
| 15 | MORGAN STANLEY | 1 | $89 | 0.0% | 0% | -50.0% |
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.