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 |
|---|---|---|---|---|---|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
4,100
shares
|
$353,789
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
4,000
shares
|
$345,160
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
3,803
shares
|
$328,160
0.0% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,621
shares
|
$312,456
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
3,600
shares
|
$310,644
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
3,510
shares
|
$302,877
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,174
shares
|
$273,884
0.01% of portfolio
|
Q3 2024
Reduced 33.18%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,069
shares
|
$264,824
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
3,033
shares
|
$261,717
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
3,000
shares
|
$258,870
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
2,872
shares
|
$247,824
0.13% of portfolio
|
Q2 2024
Closed
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
2,857
shares
|
$246,530
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,776
shares
|
$239,541
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
2,711
shares
|
$233,932
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
2,623
shares
|
$226,338
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
2,619
shares
|
$225,993
0.0% of portfolio
|
Q3 2024
Reduced 19.81%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
2,100
shares
|
$181,209
0.01% of portfolio
|
Q4 2023
Reduced 48.78%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
2,091
shares
|
$180,432
0.01% of portfolio
|
Q2 2024
Reduced 14.34%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,600
shares
|
$138,064
0.04% of portfolio
|
Q1 2024
Reduced 13.51%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,435
shares
|
$123,826
0.0% of portfolio
|
Q3 2023
Reduced 69.44%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,285
shares
|
$110,882
0.0% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
1,200
shares
|
$103,548
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,133
shares
|
$97,766
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,129
shares
|
$97,421
0.0% of portfolio
|
Q1 2023
Added 35.43%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
900
shares
|
$77,661
0.0% of portfolio
|
Q1 2024
Reduced 3.33%
|