Public ownership evidence

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

Read ISPY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

ProShares S&P 500 High Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
12,585
Value (USD)
$529,724
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read ISPY fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read ISPY fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-2912,585$529,724None
Kingsview Wealth Management, LLC2026-06-302026-08-2029,041$1,399,469None
WNY Asset Management, LLC2026-06-302026-08-189,616$463,379None
Equitable Holdings, Inc.2026-06-302026-08-1864,369$3,101,924None
Synergy Investment Management, LLC2026-06-302026-08-15826$39,789None
Murphy & Mullick Capital Management Corp2026-06-302026-08-151,847$88,970None
KKM Financial LLC2026-06-302026-08-155,171$249,190None
Mutual Advisors, LLC2026-06-302026-08-1546,996$2,264,717None
Wick Capital Partners, LLC2026-06-302026-08-1528,473$1,372,119None
Foundations Investment Advisors, LLC2026-06-302026-08-154,690$226,007None
IFG Advisory, LLC2026-06-302026-08-1512,179$586,911None
OSAIC HOLDINGS, INC.2026-06-302026-08-15985$47,444None
OSAIC HOLDINGS, INC.2026-06-302026-08-15145,336$7,004,386None
JANE STREET GROUP, LLC2026-06-302026-08-156,139$295,838None
Regal Investment Advisors LLC2026-06-302026-08-1512,569$605,721None
HRT FINANCIAL LP2026-06-302026-08-1513,608$655,000None
&PARTNERS2026-06-302026-08-155,210$251,087None
Pinnacle Financial Partners, Inc.2026-06-302026-08-155,730$276,129None
ROYAL BANK OF CANADA2026-06-302026-08-151,009,351$48,641,000None
ROYAL BANK OF CANADA2026-06-302026-08-152,000$96,000None
Larson Financial Group LLC2026-06-302026-08-15238$11,469None
IHT Wealth Management, LLC2026-06-302026-08-15105,259$5,072,427None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-1541,192$1,985,043None
World Investment Advisors2026-06-302026-08-1510,695$463,631None
GROUP ONE TRADING LLC2026-06-302026-08-15689$33,203None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1523,021$1,109,382None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15763,704$36,802,905None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15730,301$35,193,203None
COZAD ASSET MANAGEMENT INC2026-06-302026-08-155,044$243,070None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15579,439$27,923,183None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15130,122$6,270,583None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15660,620$31,835,278None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15919,071$44,290,016None
Ankerstar Wealth, LLC2026-06-302026-08-142,915$140,474None
Sanctuary Advisors, LLC2026-06-302026-08-14320,220$15,431,382None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14220,274$10,615,024None
Morse Asset Management, Inc2026-06-302026-08-145,803$279,623None
UBS Group AG2026-06-302026-08-1443,265$2,084,940None
Creative Planning2026-06-302026-08-1433,649$1,621,545None
CIBC Bancorp USA Inc.2026-06-302026-08-144,492$216,469None
MARK SHEPTOFF FINANCIAL PLANNING, LLC2026-06-302026-08-14448$21,604None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1423,761$1,145,064None
MORGAN STANLEY2026-06-302026-08-144,527,034$218,157,775None
HUNTINGTON NATIONAL BANK2026-06-302026-08-141,000$48,190None
Regatta Research & Money Management2026-06-302026-08-13728$35,083None
Pitti Group Wealth Management, LLC2026-06-302026-08-1338,921$1,875,581None
Integrated Wealth Concepts LLC2026-06-302026-08-13104,975$5,058,840None
Strategic Wealth Partners, Ltd.2026-06-302026-08-1335,224$1,697,454None
Cetera Investment Advisers2026-06-302026-08-1328,622$1,379,309None
Advisory Services Network, LLC2026-06-302026-08-135,072$244,443None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Kingsview Wealth Management, LLC ↗WNY Asset Management, LLC ↗Equitable Holdings, Inc. ↗Synergy Investment Management, LLC ↗Murphy & Mullick Capital Management Corp ↗KKM Financial LLC ↗Mutual Advisors, LLC ↗Wick Capital Partners, LLC ↗Foundations Investment Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.