Merit Financial Group, LLC ONLN — PROSHARES TR

Ownership history in Merit Financial Group, LLC  ·  18 quarters on record

AI Ownership Summary

Merit Financial Group, LLC reported PROSHARES TR (ONLN) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2023 Q4. The latest visible filing shows ONLN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ONLN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Merit Financial Group, LLC's position in PROSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ONLN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ONLN stock page Merit Financial Group, LLC fund profile Merit Financial Group, LLC full holdings
How Merit Financial Group, LLC held ONLN — position size vs. price
% of Fund (quarterly)    ONLN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 5,744 -238 -4.0% 0.00% $306K 2026-04-15 $59.05
2025 Q4 REDUCED — — — 5,982 -156 -2.5% 0.00% $354K 2026-01-26 $62.12
2025 Q3 REDUCED 5.4% -1.1% ✅ 6,138 -347 -5.4% 0.00% $373K 2025-10-20 $59.44
2025 Q2 ADDED — — — 6,485 +1 +0.0% 0.00% $329K 2025-07-22 $54.85
2025 Q1 REDUCED 10.1% +17.1% ❌ 6,484 -725 -10.1% 0.00% $281K 2025-04-09 $40.48
2024 Q4 REDUCED 29.9% -2.8% ✅ 7,209 -3,082 -29.9% 0.01% $322K 2025-01-15 $45.71
2024 Q3 REDUCED — — — 10,291 -86 -0.8% 0.01% $467K 2024-10-17 $44.60
2024 Q2 REDUCED 23.4% +11.5% ❌ 10,377 -3,171 -23.4% 0.01% $422K 2024-08-13 $39.78
2024 Q1 REDUCED 68.8% +3.4% ❌ 13,548 -29,832 -68.8% 0.01% $555K 2024-05-06 $40.86
2023 Q4 REDUCED 10.9% +8.9% ❌ 43,380 -5,329 -10.9% 0.05% $1.6M 2024-02-06 $33.92
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ONLN

As of 2026 Q1 — sorted by position size

Farther Finance Advisors, LLC 0.0% SG Americas Securities, LLC 3Y 7Y 0.0% VALLEY NATIONAL ADVISERS INC 3Y 7Y 0.0%

FAQ About Merit Financial Group, LLC and ONLN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Merit Financial Group, LLC reported owning ONLN?

Merit Financial Group, LLC reported ONLN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ONLN position in Merit Financial Group, LLC's portfolio?

The largest reported portfolio weight for ONLN was 0.05% in 2023 Q4.

What is the latest reported ONLN position on this page?

The most recent filing on this page is 2026 Q1, when Merit Financial Group, LLC reported 5,744 shares, equal to 0.00% of portfolio, with an estimated market value of $306K.

What does the chart on this ONLN ownership page compare?

The chart compares Merit Financial Group, LLC's quarterly ONLN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Merit Financial Group, LLC time their ONLN position?

Based on 13F filing dates vs. subsequent ONLN price moves, Merit Financial Group, LLC correctly timed 7 out of 16 reported position changes (44%). The annualised alpha on ONLN relative to SPY over the holding period was -9.4%.

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