As of November 6, 2026, 5 holders' latest Schedule 13D or 13G filings report owning 5% or more of Proshares Trust. The largest reported stake is Leuthold Group, LLC's, at 12.9%. 10 filings are on record since October 8, 2025 (Schedule 13G/A, February 3, 2026).
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Key facts
- · Reporting person: Maytree Asset Management Ltd · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-11-04
- · Holder: Maytree Asset Management Ltd · Percent: 12.8% · SCHEDULE 13G
- · Reporting person: Hennion & Walsh Asset Management, Inc. · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 210,743 · SCHEDULE 13G, 2026-05-12
- · Reporting person: Exencial Wealth Advisors, LLC · Sole voting: 0 · Shared voting: 29,101 · Sole dispositive: 0 · Shared dispositive: 29,101 · SCHEDULE 13G/A, 2026-04-29
- · Reporting person: Leuthold Group, LLC · Sole voting: 865,788 · Shared voting: 0 · Sole dispositive: 865,788 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-02-03
Proshares Trust has 10 Schedule 13D or 13G filings on record since 2025-10-08. 5 holders' latest filing reports 5% or more of shares of beneficial interest of proshares short bitcoin etf. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Leuthold Group, LLC | 12.9% | 865,788 | SCHEDULE 13G/A, 2026-02-03 | 2026-01-31 |
| Exencial Wealth Advisors, LLC | 8.3% | 29,101 | SCHEDULE 13G/A, 2026-04-29 | 2026-03-31 |
| 7.6% | 437,600 | SCHEDULE 13G, 2025-12-11 | 2025-11-19 | |
| 6.2% | 360,000 | SCHEDULE 13G, 2025-12-11 | 2025-11-19 | |
| Hennion & Walsh Asset Management, Inc. | 5.2% | 210,743 | SCHEDULE 13G, 2026-05-12 | 2026-03-31 |
| Baird Robert W & Co Inc | 0.3% | 5,043 | SCHEDULE 13G/A, 2025-11-12 | 2025-09-30 |
| Maytree Asset Management Ltd | 0% | 0 | SCHEDULE 13G/A, 2026-11-04 | 2026-11-02 |
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More on Proshares Trust and the records around it.
Companies that share a holder
- Hennion & Walsh Asset Management, Inc. also filed stake reports on 3 other companies: Amplify ETF Trust (Nov 2026), iShares Trust (Feb 2026)
- BAIRD ROBERT W & CO INC /WI/ also filed stake reports on 6 other companies: FIRST TRUST EXCHANGE-TRADED FUND (Oct 2026), FIRST TRUST EXCHANGE-TRADED FUND III (Aug 2026), Russell Investments Exchange Traded Funds (Aug 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Leuthold Group, LLC | 865,788 | 0 | 865,788 | 0 | SCHEDULE 13G/A, 2026-02-03 |
| Exencial Wealth Advisors, LLC | 0 | 29,101 | 0 | 29,101 | SCHEDULE 13G/A, 2026-04-29 |
| Burns Wealth Management, Inc. | 0 | 29,101 | 0 | 29,101 | SCHEDULE 13G/A, 2026-04-29 |
| Samuel Patton Black IV | 0 | 0 | 437,600 | 0 | SCHEDULE 13G, 2025-12-11 |
| Hennion & Walsh Asset Management, Inc. | 0 | 0 | 0 | 210,743 | SCHEDULE 13G, 2026-05-12 |
| Maytree Asset Management Ltd | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-11-04 |
| Wealthpath OFC | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-11-04 |
| Liu Jie | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-11-04 |
The latest filing identifies Proshares Trust by CUSIP 74347G184 and gives its principal executive office as 7272 WISCONSIN AVENUE, 21ST FLOOR, BETHESDA, MD 20814 (SCHEDULE 13G/A, 2026-11-04).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-10-08 | Exencial Wealth Advisors, LLC | 9.5% | SCHEDULE 13G/A |
| 2025-10-08 | Exencial Wealth Advisors, LLC | 9.5% | SCHEDULE 13G/A |
| 2025-11-12 | Baird Robert W & Co Inc | 0.3% | SCHEDULE 13G/A |
| 2025-12-11 | Christopher William Black | 6.2% | SCHEDULE 13G |
| 2025-12-11 | Samuel Patton Black IV | 7.6% | SCHEDULE 13G |
| 2026-02-03 | Leuthold Group, LLC | 12.9% | SCHEDULE 13G/A |
| 2026-04-29 | Exencial Wealth Advisors, LLC | 8.3% | SCHEDULE 13G/A |
| 2026-05-12 | Hennion & Walsh Asset Management, Inc. | 5.2% | SCHEDULE 13G |
| 2026-11-04 | Maytree Asset Management Ltd | 12.8% | SCHEDULE 13G |
| 2026-11-04 | Maytree Asset Management Ltd | 0% | SCHEDULE 13G/A |
Questions about who owns Proshares Trust
Who owns Proshares Trust?
On this page, 5 holders' latest ownership filings report 5% or more of Proshares Trust: Leuthold Group, LLC (12.9%, Schedule 13G/A, filed 2026-02-03), Exencial Wealth Advisors, LLC (8.3%, Schedule 13G/A, filed 2026-04-29), Samuel Patton Black IV (7.6%, Schedule 13G, filed 2025-12-11), Christopher William Black (6.2%, Schedule 13G, filed 2025-12-11) and Hennion & Walsh Asset Management, Inc. (5.2%, Schedule 13G, filed 2026-05-12).
Who are the largest shareholders of Proshares Trust?
By the share each holder's latest filing reports, the largest holders of Proshares Trust on this page are Leuthold Group, LLC (12.9%), Exencial Wealth Advisors, LLC (8.3%) and Samuel Patton Black IV (7.6%).
When did Leuthold Group, LLC buy into Proshares Trust?
The filings give report dates, not purchase dates. The earliest filing from Leuthold Group, LLC on this page is the Schedule 13G/A, filed 2026-02-03, reporting 12.9%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 10 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.
