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 91 institutions that hold shares in the stock, with a total of 421,643 shares, which have been reported (via 13F filing form) to have a value of $38.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
46,708
shares
|
$4.12 Million
0.51% of portfolio
|
Q1 2025
Reduced 19.88%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
36,905
shares
|
$3.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.74%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
27,801
shares
|
$2.45 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
22,785
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Added 116.11%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
17,977
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
Added 59.61%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
15,000
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
13,440
shares
|
$1.19 Million
0.41% of portfolio
|
N/A
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,250
shares
|
$904,665
0.12% of portfolio
|
Q3 2024
Reduced 36.92%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
10,250
shares
|
$904,665
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
9,938
shares
|
$877,127
0.0% of portfolio
|
Q1 2025
Reduced 24.87%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
9,758
shares
|
$861,241
0.0% of portfolio
|
Q1 2025
Reduced 23.23%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
9,455
shares
|
$834,498
0.13% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
8,945
shares
|
$789,485
0.03% of portfolio
|
Q1 2025
Added 44.69%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
8,498
shares
|
$750,033
0.4% of portfolio
|
Q3 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
8,139
shares
|
$718,348
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
7,778
shares
|
$686,486
0.06% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
7,715
shares
|
$680,925
0.02% of portfolio
|
Q1 2021
Reduced 0.21%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
7,693
shares
|
$678,984
0.0% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
6,140
shares
|
$541,916
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
6,100
shares
|
$538,386
0.02% of portfolio
|
Q1 2025
Added 26.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
6,020
shares
|
$531,325
0.0% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
6,000
shares
|
$529,560
0.4% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,500
shares
|
$485,430
0.0% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,484
shares
|
$484,017
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Belvedere Trading LLC
|
May 09, 2025 Q1 2025 |
5,000
shares
|
$441,300
0.0% of portfolio
|
Q1 2025
Added 21.92%
|