EXENCIAL WEALTH ADVISORS, LLC - Mar 31, 2025 Form SCHEDULE 13G/A Schedule Report for PROSHARES TRUST (MRGR)

Reporting Manager
EXENCIAL WEALTH ADVISORS, LLC
Symbol
MRGR
Shares outstanding
249K shares
Disclosed Ownership
25.6K shares
Ownership
10.3%
Form type
SCHEDULE 13G/A
Date filed
4/3/2025, 05:28 PM
Date of event
Mar 31, 2025
Previous filing
Feb 12, 2025

Reporting Managers (2)

Name Ownership Shares Owned sole voting power shared voting power Signature Title CIK
EXENCIAL WEALTH ADVISORS, LLC 10.3% 25.6K 0 25.6K Caleb Dillard Chief Operations Officer, Member, and Elected Manager
Burns Wealth Management, Inc. 10.3% 25.6K 0 25.6K John Burns Shareholder