Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.
| Issuer | % of Class | Filed | |||
|---|---|---|---|---|---|
|
Proshares Trust
13G/A
Amendment 6
MRGR · 74348A566
|
8.3% |
4/29/2026
Event 3/31/2026
|
|||
| Exencial Wealth Advisors, LLC | 8.3% | ||||
| Burns Wealth Management, Inc. | 8.3% | ||||
|
Proshares Trust
13G/A
Amendment 5
MRGR · 74348A566
|
9.5% |
10/8/2025
Event 9/30/2025
|
|||
| Exencial Wealth Advisors, LLC | 9.5% | ||||
| Burns Wealth Management, Inc. | 9.5% | ||||
|
Proshares Trust
13G/A
Amendment 4
MRGR · 74348A566
|
9.5% |
10/8/2025
Event 9/30/2025
|
|||
| Exencial Wealth Advisors, LLC | 9.5% | ||||
| Burns Wealth Management, Inc. | 9.5% | ||||
|
Proshares Trust
13G/A
Amendment 3
MRGR · 74348A566
|
10.3% |
4/3/2025
Event 3/31/2025
|
|||
| Exencial Wealth Advisors, LLC | 10.3% | ||||
| Burns Wealth Management, Inc. | 10.3% | ||||
|
Proshares Trust
13G/A
Amendment 2
MRGR · 74348A566
|
8.9% |
2/12/2025
Event 12/31/2024
|
|||
| Exencial Wealth Advisors, LLC | 8.9% | ||||
| Burns Wealth Management, Inc. | 8.9% | ||||