Quick Takeaways
- EXENCIAL WEALTH ADVISORS, LLC filed SCHEDULE 13G/A for PROSHARES TRUST ProShares Merger ETF (MRGR).
- Disclosed ownership: 9.5%.
- Date of event: 30 Sep 2025.
EXENCIAL WEALTH ADVISORS, LLC - 30 Sep 2025 SCHEDULE 13G/A Report for PROSHARES TRUST ProShares Merger ETF (MRGR)
- Filing Manager
- EXENCIAL WEALTH ADVISORS, LLC
- Reporting Manager
- EXENCIAL WEALTH ADVISORS, LLC
- Security
- PROSHARES TRUST ProShares Merger ETF
- Symbol
- MRGR
- Shares outstanding
- 274,687 shares
- Disclosed Ownership
- 26,095 shares
- Ownership
- 9.5%
- Form type
- SCHEDULE 13G/A
- Filing time
- 08 Oct 2025, 12:34:18 UTC
- Date of event
- 30 Sep 2025
- Previous filing
- 03 Apr 2025
- SEC
- View on sec.gov
Quoteable Key Fact
"EXENCIAL WEALTH ADVISORS, LLC disclosed 9.5% ownership in PROSHARES TRUST ProShares Merger ETF (MRGR) on 30 Sep 2025."
What Changed
- Previous schedule filing date: 03 Apr 2025.
- Current filing was accepted on 08 Oct 2025, 12:34.
Why This Matters
- This page explains what this Schedule 13D/13G filing tells you before manager-level rows.
- You can verify ownership claims directly against the original SEC filing.
Source Evidence
Backed by Schedule 13D/13G
See Original Filing
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting Managers (2)
| Name | Ownership | Shares Owned | sole voting power | shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| EXENCIAL WEALTH ADVISORS, LLC | 9.5% | 26,095 | 0 | 26,095 | Alex Berney | Chief Operations Officer and Chief Compliance Officer | |
| Burns Wealth Management, Inc. | 9.5% | 26,095 | 0 | 26,095 | John Burns | Shareholder |