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 76 institutions that hold shares in the stock, with a total of 427,045 shares, which have been reported (via 13F filing form) to have a value of $41.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
4,100
shares
|
$397,618
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
3,803
shares
|
$368,814
0.0% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,621
shares
|
$351,164
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
3,621
shares
|
$351,164
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
3,600
shares
|
$349,128
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
3,510
shares
|
$340,399
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,174
shares
|
$307,814
0.01% of portfolio
|
Q3 2024
Reduced 33.18%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
3,069
shares
|
$297,631
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,034
shares
|
$294,237
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
3,000
shares
|
$290,940
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
2,872
shares
|
$278,526
0.13% of portfolio
|
Q2 2024
Closed
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
2,857
shares
|
$277,071
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
2,803
shares
|
$271,834
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,776
shares
|
$269,216
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,697
shares
|
$261,555
0.07% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
2,623
shares
|
$254,378
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
2,619
shares
|
$253,990
0.0% of portfolio
|
Q3 2024
Reduced 19.81%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
2,520
shares
|
$244,389
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,100
shares
|
$203,658
0.01% of portfolio
|
Q4 2023
Reduced 48.78%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,091
shares
|
$202,785
0.01% of portfolio
|
Q2 2024
Reduced 14.34%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,600
shares
|
$155,168
0.04% of portfolio
|
Q1 2024
Reduced 13.51%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,435
shares
|
$139,166
0.0% of portfolio
|
Q3 2023
Reduced 69.44%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,227
shares
|
$118,994
0.0% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
1,200
shares
|
$116,376
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,133
shares
|
$109,878
0.0% of portfolio
|
Q4 2022
New holding
|