Significant Ownership of EXENCIAL WEALTH ADVISORS, LLC

Signature - Title
Alex Berney - Chief Operations Officer and Chief Compliance Officer
Location
Oklahoma City, OK
Summary
This page shows a list of all the recent SCHEDULE 13D/G filings made by EXENCIAL WEALTH ADVISORS, LLC.

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Significant Ownership of EXENCIAL WEALTH ADVISORS, LLC

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MRGR PROSHARES TRUST ProShares Merger ETF 9.5% $1,126,238 +$21,061 26,095 +1.9% EXENCIAL WEALTH ADVISORS, LLC 30 Sep 2025

Schedules 13D/G Reported by EXENCIAL WEALTH ADVISORS, LLC:

Sym Target Class Ownership Change Current Shares Change Value Reporting name Form Report Period Filing Date
* An asterisk sign (*) next to the price indicates that the price is likely invalid.