Mercer Global Advisors’s ProShares Ulta SmallCap600 SAA Stock Holding History

Mercer Global Advisors’s Portfolio SAA Stock Details SAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$248K	Buy	+6,550	New	+$214K	﹤0.01%	3024

Other funds holding SAA

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors's SAA Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in ProShares Ulta SmallCap600 (SAA) in Q2 2026: 6,550 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #3024 among its holdings.

11 funds tracked by Wall St. Rank hold SAA as of Q2 2026.

Mercer Global Advisors held 6,550 shares of ProShares Ulta SmallCap600 worth $248K as of Q2 2026.
ProShares Ulta SmallCap600 was a new Mercer Global Advisors position in Q2 2026.
ProShares Ulta SmallCap600 made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3024 holding.
11 funds tracked by Wall St. Rank held ProShares Ulta SmallCap600 as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.