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 72 institutions that hold shares in the stock, with a total of 438,646 shares, which have been reported (via 13F filing form) to have a value of $37.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
70,942
shares
|
$6.12 Million
0.66% of portfolio
|
Q3 2024
Reduced 15.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
42,849
shares
|
$3.7 Million
0.0% of portfolio
|
Q3 2024
Added 403.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
31,465
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2024
Added 168.06%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
30,801
shares
|
$2.66 Million
0.07% of portfolio
|
Q2 2023
Added 82.39%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
18,460
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Added 102.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
15,326
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.33%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
15,000
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
13,470
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Oct 28, 2024 Q3 2024 |
13,440
shares
|
$1.16 Million
0.32% of portfolio
|
N/A
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
12,711
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,250
shares
|
$884,472
0.12% of portfolio
|
Q3 2024
Reduced 36.92%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
9,655
shares
|
$833,129
0.11% of portfolio
|
Q2 2024
Added 1.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
8,790
shares
|
$758,489
0.0% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
8,498
shares
|
$733,292
0.4% of portfolio
|
Q3 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
8,138
shares
|
$702,228
0.0% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,127
shares
|
$701,278
0.0% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
7,715
shares
|
$665,727
0.02% of portfolio
|
Q1 2021
Reduced 0.21%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
6,168
shares
|
$532,236
0.02% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,145
shares
|
$530,252
0.0% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,135
shares
|
$529,389
0.0% of portfolio
|
Q3 2024
Added 103.48%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,000
shares
|
$517,740
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
5,484
shares
|
$473,214
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Belvedere Trading LLC
|
Nov 01, 2024 Q3 2024 |
5,329
shares
|
$459,839
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
5,278
shares
|
$455,438
0.02% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,241
shares
|
$365,955
0.0% of portfolio
|
Q3 2024
Added 0.17%
|