Institutional Ownership Proshares Ultra Financials (UYG)
This table provides information about the institutional ownership of Proshares Ultra Financials (UYG). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 389,644 shares, which have been reported (via 13F filing form) to have a value of $37.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
4,734
shares
|
$456,641
0.03% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
4,100
shares
|
$395,486
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
3,773
shares
|
$363,943
0.0% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
3,703
shares
|
$357,191
0.0% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,621
shares
|
$349,281
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,600
shares
|
$347,256
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,534
shares
|
$340,889
0.0% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
3,510
shares
|
$338,574
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,034
shares
|
$292,659
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
3,000
shares
|
$289,380
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
2,880
shares
|
$277,804
0.07% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
2,857
shares
|
$275,586
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
2,752
shares
|
$265,457
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,708
shares
|
$261,213
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
2,704
shares
|
$260,827
0.08% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
2,632
shares
|
$253,882
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
2,538
shares
|
$244,815
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,463
shares
|
$237,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
2,463
shares
|
$237,580
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
2,453
shares
|
$236,616
0.15% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
2,332
shares
|
$224,944
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
2,256
shares
|
$217,613
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
2,248
shares
|
$216,842
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,100
shares
|
$202,566
0.01% of portfolio
|
Q4 2023
Reduced 48.78%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
2,100
shares
|
$202,566
0.08% of portfolio
|
Q2 2025
New holding
|