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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
2,100
shares
|
$185,346
0.01% of portfolio
|
Q4 2023
Reduced 48.78%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,091
shares
|
$184,551
0.01% of portfolio
|
Q2 2024
Reduced 14.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,740
shares
|
$153,572
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,600
shares
|
$141,216
0.04% of portfolio
|
Q1 2024
Reduced 13.51%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,500
shares
|
$132,390
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,435
shares
|
$126,653
0.0% of portfolio
|
Q3 2023
Reduced 69.44%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,227
shares
|
$108,295
0.0% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
1,200
shares
|
$105,912
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,133
shares
|
$99,998
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,129
shares
|
$99,645
0.0% of portfolio
|
Q1 2023
Added 35.43%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
972
shares
|
$85,788
0.0% of portfolio
|
Q1 2025
Added 50.46%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
900
shares
|
$79,434
0.0% of portfolio
|
Q1 2024
Reduced 3.33%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
885
shares
|
$78,110
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
846
shares
|
$74,667
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
600
shares
|
$52,956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
600
shares
|
$52,956
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
600
shares
|
$52,956
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
480
shares
|
$42,364
0.0% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
437
shares
|
$38,569
0.0% of portfolio
|
Q1 2025
Reduced 88.58%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
420
shares
|
$37,069
0.01% of portfolio
|
Q2 2018
Added 200.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
420
shares
|
$37,069
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
372
shares
|
$32,832
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
300
shares
|
$26,478
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
260
shares
|
$22,947
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
200
shares
|
$17,652
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|