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ProShares Short S&P500
SH

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$54.7M +$21.1M +441,578 +58%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$12.9M +$13.7M +286,767 +6,517%
OC
3
Oakworth Capital
Alabama
$10.7M -$372K -7,768 -3%
UBS Group
4
UBS Group
Switzerland
$10.6M +$1.67M +34,899 +18%
CI
5
CPR Investments
Michigan
$9.4M -$1.8M -37,643 -15%
Citadel Advisors
6
Citadel Advisors
Florida
$7.81M +$5.92M +123,582 +260%
MCP
7
Mirador Capital Partners
California
$7.57M +$1.73M +36,035 +28%
BRWA
8
B. Riley Wealth Advisors
Florida
$7.25M -$5.67M -118,375 -43%
AWM
9
Axxcess Wealth Management
California
$6.94M +$1.16M +24,126 +19%
Jane Street
10
Jane Street
New York
$5.67M +$5.68M +118,568 +2,070%
OC
11
Oppenheimer & Co
New York
$5.44M +$1.35M +28,123 +31%
LPL Financial
12
LPL Financial
California
$5.35M -$1.07M -22,274 -16%
SPW
13
Surience Private Wealth
Washington
$5.32M +$5.58M +116,555 New
FNC
14
First National Corp
Massachusetts
$4.87M +$1.72M +35,945 +51%
TI
15
Tidal Investments
Wisconsin
$4.43M +$1.14M +23,718 +32%
SIM
16
Sterling Investment Management
Arizona
$4.28M -$1.16M -24,155 -20%
CWP
17
Capital Wealth Planning
Florida
$4.28M +$1.28M +26,671 +40%
AFS
18
AFG Fiduciary Services
Massachusetts
$3.86M +$4.1M +85,693 New
BPA
19
Beacon Pointe Advisors
California
$3.55M -$283K -5,913 -7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.37M +$258K +5,385 +8%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$3.03M -$594K -12,412 -16%
CCFM
22
Clear Creek Financial Management
Washington
$2.73M +$60.5K +1,263 +2%
VAM
23
Verity Asset Management
North Carolina
$2.52M +$2.65M +55,296 New
HSBC Holdings
24
HSBC Holdings
United Kingdom
$2.05M – – –
OP
25
ORG Partners
Indiana
$2.01M +$2.12M +44,221 New
1
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