Form
SCHEDULE 13G/A
Passive or exempt beneficial ownership filing.
EXENCIAL WEALTH ADVISORS, LLC - 31 Mar 2025 SCHEDULE 13G/A Report for PROSHARES TRUST ProShares Merger ETF (MRGR)
- Filing manager
- EXENCIAL WEALTH ADVISORS, LLC
- Reporting owner
- EXENCIAL WEALTH ADVISORS, LLC
- Security
- PROSHARES TRUST ProShares Merger ETF
- Beneficially owned shares
- 25,607 shares
- Large-stake signal
-
Ownership
10%Beneficial ownership of this reported class.
Shares
25,607 sharesShares beneficially owned as disclosed.
Event date
31 Mar 2025Date tied to the ownership event or amendment.
Accepted by SEC
03 Apr 2025EDGAR acceptance date.
How to read this large-stake filing
- Schedule 13D/G filings focus on beneficial ownership stakes, not a full portfolio.
- Compare this filing with the holder history and issuer page before treating the percentage as a current position.
- Use amendments to understand whether the disclosed stake increased, decreased, or changed reporting status.
- Class ownership
- 10%
- Symbol
- MRGR
- Shares outstanding
- 248,612 shares
- SEC form
- SCHEDULE 13G/A
- Accepted by SEC
- 03 Apr 2025, 17:28:02 UTC
- Event date
- 31 Mar 2025
- Prior SEC filing
- 12 Feb 2025
- Next SEC filing
- 08 Oct 2025
- Source filing
- View source filing
Ownership signal
CIK-linked ownership evidence from parsed SEC filings.
2 signals
Subject security
Names, identifiers, and filing context for this profile.
2 source fields
Source evidence
Original filing metadata and source links for verification.
6 source fields
Key filing fact
EXENCIAL WEALTH ADVISORS, LLC disclosed 10% ownership in PROSHARES TRUST ProShares Merger ETF (MRGR) on 31 Mar 2025.
Key facts
- EXENCIAL WEALTH ADVISORS, LLC filed SCHEDULE 13G/A for PROSHARES TRUST ProShares Merger ETF (MRGR).
- Disclosed ownership: 10%.
- Date of event: 31 Mar 2025.
Change
- Previous schedule filing date: 12 Feb 2025.
- Current filing was accepted on 03 Apr 2025, 17:28.
Research use
- This page turns one Schedule 13D/G filing into a quick large-stake read before the raw reporting-person rows.
- Use the linked SEC filing as the source of truth for ownership percentages, shares, and reporting-party details.
Evidence
Backed by Schedule 13D/13G
View source filing
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting persons
Disclosed reporting parties (2)
Names, ownership percentages, voting power, signatures, titles, and CIKs as disclosed in this Schedule 13D/G filing.
| Name | Ownership | Shares owned | Sole voting power | Shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| EXENCIAL WEALTH ADVISORS, LLC | 10% | 25,607 | 0 | 25,607 | Caleb Dillard | Chief Operations Officer, Member, and Elected Manager | |
| Burns Wealth Management, Inc. | 10% | 25,607 | 0 | 25,607 | John Burns | Shareholder |
CIK / CUSIP context first