Institutional Ownership Proshares Ultra Utilities (UPW)
This table provides information about the institutional ownership of Proshares Ultra Utilities (UPW). We have compiled data on the 12 institutions that hold shares in the stock, with a total of 43,241 shares, which have been reported (via 13F filing form) to have a value of $4.41 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
25,635
shares
|
$2.61 Million
0.0% of portfolio
|
Q2 2025
Added 199.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
8,174
shares
|
$832,767
0.0% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
5,821
shares
|
$593,043
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
3,086
shares
|
$314,401
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
266
shares
|
$27,100
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
73
shares
|
$7,437
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
65
shares
|
$6,622
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
52
shares
|
$5,297
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
44
shares
|
$4,482
0.0% of portfolio
|
Q3 2025
Added 57.14%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
25
shares
|
$2,547
0.0% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|