SPXN ProShares S&P 500 Ex-Financials ETF
NYSE ARCA| Ex-date | Split | Type |
|---|---|---|
| April 10, 2024 | 2-for-1 | Forward |
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Institutional owners (13F) 25 filers · $22.7M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 4 (0 vs prior Q) | 1 (-1 vs prior Q) | 9 (+7 vs prior Q) | 3 (-4 vs prior Q) | -19K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| LPL Financial LLC | $4,193,237 | 50,972 | 18.45% | Shares |
| BARCLAYS PLC | $4,113,275 | 50,000 | 18.10% | Shares |
| GOLDMAN SACHS GROUP INC | $2,653,803 | 32,259 | 11.68% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,499,782 | 18,231 | 6.60% | Shares |
| Investors Research Corp | $1,472,519 | 20,778 | 6.48% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $1,348,055 | 16,387 | 5.93% | Shares |
| MML INVESTORS SERVICES, LLC | $1,328,287 | 16,146 | 5.84% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $1,012,524 | 12,308 | 4.45% | Shares |
| MORGAN STANLEY | $909,033 | 11,050 | 4.00% | Shares |
| OSAIC HOLDINGS, INC. | $804,892 | 9,783 | 3.54% | Shares |
| Modera Wealth Management, LLC | $703,864 | 8,556 | 3.10% | Shares |
| RAYMOND JAMES FINANCIAL INC | $580,275 | 7,053 | 2.55% | Shares |
| Fortitude Family Office, LLC | $477,140 | 5,800 | 2.10% | Shares |
| Focus Partners Wealth | $425,066 | 5,167 | 1.87% | Shares |
| JANE STREET GROUP, LLC | $379,984 | 4,619 | 1.67% | Shares |
| Advance Capital Management, Inc. | $375,775 | 4,568 | 1.65% | Shares |
| EP Wealth Advisors, LLC | $193,159 | 2,348 | 0.85% | Shares |
| Silver Grove Financial Group, Inc. | $166,999 | 2,030 | 0.73% | Shares |
| Guerra Advisors Inc | $40,906 | 568 | 0.18% | Shares |
| FMR LLC | $17,338 | 211 | 0.08% | Shares |
| SG Americas Securities, LLC | $13,162 | 160,000 | 0.06% | Shares |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $12,340 | 150 | 0.05% | Shares |
| UBS Group AG | $4,771 | 58 | 0.02% | Shares |
| Institute for Wealth Management, LLC. | $1,738 | 21 | 0.01% | Shares |
| DHJJ Financial Advisors, Ltd. | $659 | 8 | 0.00% | Shares |
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