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 425,855 shares, which have been reported (via 13F filing form) to have a value of $32.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
2,400
shares
|
$184,176
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
2,256
shares
|
$173,125
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
2,100
shares
|
$161,154
0.01% of portfolio
|
Q4 2023
Reduced 48.78%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,091
shares
|
$160,463
0.01% of portfolio
|
Q2 2024
Reduced 14.34%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,600
shares
|
$122,783
0.04% of portfolio
|
Q1 2024
Reduced 13.51%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,435
shares
|
$110,121
0.0% of portfolio
|
Q3 2023
Reduced 69.44%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,227
shares
|
$94,159
0.0% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
1,200
shares
|
$92,088
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,133
shares
|
$86,946
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,129
shares
|
$86,639
0.0% of portfolio
|
Q1 2023
Added 35.43%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
900
shares
|
$69,066
0.0% of portfolio
|
Q1 2024
Reduced 3.33%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
885
shares
|
$67,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
846
shares
|
$64,922
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
646
shares
|
$49,574
0.0% of portfolio
|
Q4 2024
Added 206.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
600
shares
|
$46,044
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
600
shares
|
$46,044
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
600
shares
|
$46,044
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
420
shares
|
$32,230
0.01% of portfolio
|
Q2 2018
Added 200.0%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
374
shares
|
$28,700
0.0% of portfolio
|
Q4 2024
Added 2393.33%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
372
shares
|
$28,547
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
300
shares
|
$23,022
0.0% of portfolio
|
Q4 2024
Reduced 38.02%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
300
shares
|
$23,022
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
200
shares
|
$15,347
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
192
shares
|
$14,734
0.0% of portfolio
|
Q4 2017
Reduced 66.67%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
120
shares
|
$9,208
0.0% of portfolio
|
Q2 2018
Added 200.0%
|