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 85 institutions that hold shares in the stock, with a total of 389,894 shares, which have been reported (via 13F filing form) to have a value of $36.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
39,193
shares
|
$3.63 Million
0.45% of portfolio
|
Q2 2025
Reduced 16.09%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
34,801
shares
|
$3.22 Million
0.08% of portfolio
|
Q2 2025
Added 25.18%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
23,736
shares
|
$2.2 Million
0.0% of portfolio
|
Q2 2025
Added 32.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
19,466
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Added 595.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
15,894
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.24%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
15,000
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
13,440
shares
|
$1.24 Million
0.41% of portfolio
|
N/A
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,250
shares
|
$949,252
0.12% of portfolio
|
Q3 2024
Reduced 36.92%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
10,250
shares
|
$949,252
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
9,758
shares
|
$903,688
0.0% of portfolio
|
Q1 2025
Reduced 23.23%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
9,455
shares
|
$875,627
0.12% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
8,957
shares
|
$829,507
0.03% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
8,498
shares
|
$786,999
0.4% of portfolio
|
Q3 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
8,139
shares
|
$753,752
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
7,781
shares
|
$720,598
0.0% of portfolio
|
Q2 2025
Reduced 21.7%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
7,715
shares
|
$714,486
0.02% of portfolio
|
Q1 2021
Reduced 0.21%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
7,408
shares
|
$686,054
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,093
shares
|
$656,882
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
6,146
shares
|
$569,181
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
6,140
shares
|
$568,625
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,484
shares
|
$507,873
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
5,484
shares
|
$507,873
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$463,050
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$463,050
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,815
shares
|
$445,917
0.0% of portfolio
|
Q2 2025
Reduced 86.95%
|