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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,091
shares
|
$201,697
0.01% of portfolio
|
Q2 2024
Reduced 14.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,740
shares
|
$167,840
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,600
shares
|
$154,336
0.04% of portfolio
|
Q1 2024
Reduced 13.51%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,500
shares
|
$144,690
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,380
shares
|
$133,114
0.0% of portfolio
|
Q2 2025
Added 53.33%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
1,200
shares
|
$115,751
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,160
shares
|
$111,893
0.0% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,133
shares
|
$109,289
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,129
shares
|
$108,903
0.0% of portfolio
|
Q1 2023
Added 35.43%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
936
shares
|
$90,286
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
885
shares
|
$85,367
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
846
shares
|
$81,605
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
760
shares
|
$73,309
0.0% of portfolio
|
Q2 2025
Added 26.67%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
720
shares
|
$69,451
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
600
shares
|
$57,875
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
464
shares
|
$44,757
0.0% of portfolio
|
Q2 2025
Reduced 92.39%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
420
shares
|
$40,513
0.01% of portfolio
|
Q2 2018
Added 200.0%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
420
shares
|
$40,513
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
372
shares
|
$35,883
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
300
shares
|
$28,937
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
300
shares
|
$28,937
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
260
shares
|
$25,079
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
200
shares
|
$19,292
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
192
shares
|
$18,520
0.0% of portfolio
|
Q4 2017
Reduced 66.67%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
120
shares
|
$11,575
0.0% of portfolio
|
Q2 2018
Added 200.0%
|