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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
4,981
shares
|
$439,623
0.0% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
4,956
shares
|
$437,416
0.03% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Apr 22, 2025 Q1 2025 |
4,100
shares
|
$361,866
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,823
shares
|
$337,417
0.0% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
3,773
shares
|
$333,004
0.0% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
3,621
shares
|
$319,589
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
3,600
shares
|
$317,736
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,534
shares
|
$311,910
0.0% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
3,510
shares
|
$309,792
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
3,069
shares
|
$270,869
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,034
shares
|
$267,780
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
3,000
shares
|
$264,780
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
2,880
shares
|
$254,188
0.07% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
2,857
shares
|
$252,158
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
2,800
shares
|
$247,128
0.0% of portfolio
|
Q1 2025
Reduced 63.4%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
2,747
shares
|
$242,450
0.01% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Parisi Gray Wealth Management
|
Apr 14, 2025 Q1 2025 |
2,697
shares
|
$238,037
0.08% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
2,626
shares
|
$231,770
0.0% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
2,538
shares
|
$224,003
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,463
shares
|
$217,384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
2,446
shares
|
$215,883
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
2,414
shares
|
$213,059
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
2,327
shares
|
$205,381
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
2,256
shares
|
$199,114
0.0% of portfolio
|
Q1 2025
Reduced 19.51%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
2,256
shares
|
$199,114
0.05% of portfolio
|
Q1 2025
New holding
|