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 84 institutions that hold shares in the stock, with a total of 449,807 shares, which have been reported (via 13F filing form) to have a value of $43.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
58,294
shares
|
$5.66 Million
0.61% of portfolio
|
Q4 2024
Reduced 17.83%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
47,158
shares
|
$4.58 Million
0.0% of portfolio
|
Q4 2024
Added 250.1%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
27,801
shares
|
$2.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
15,000
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Feb 05, 2025 Q4 2024 |
13,440
shares
|
$1.3 Million
0.37% of portfolio
|
N/A
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
13,227
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
12,711
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
11,263
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 64.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
10,543
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 75.39%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,250
shares
|
$995,172
0.12% of portfolio
|
Q3 2024
Reduced 36.92%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
10,250
shares
|
$995,172
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
9,555
shares
|
$927,694
0.12% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
9,110
shares
|
$884,489
0.0% of portfolio
|
Q4 2024
Reduced 50.65%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
8,498
shares
|
$825,070
0.4% of portfolio
|
Q3 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
8,139
shares
|
$790,215
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
8,128
shares
|
$789,147
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
7,715
shares
|
$749,049
0.02% of portfolio
|
Q1 2021
Reduced 0.21%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,650
shares
|
$742,738
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
7,164
shares
|
$695,552
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
6,182
shares
|
$600,210
0.02% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,140
shares
|
$596,132
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
6,135
shares
|
$595,647
0.0% of portfolio
|
Q3 2024
Added 103.48%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,007
shares
|
$583,219
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,484
shares
|
$532,441
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
4,950
shares
|
$480,595
0.02% of portfolio
|
Q4 2024
Reduced 6.21%
|