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 88 institutions that hold shares in the stock, with a total of 380,486 shares, which have been reported (via 13F filing form) to have a value of $35.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
34,920
shares
|
$3.25 Million
0.39% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
34,801
shares
|
$3.24 Million
0.08% of portfolio
|
Q2 2025
Added 25.18%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
25,323
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
15,000
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,254
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.77%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
13,440
shares
|
$1.25 Million
0.41% of portfolio
|
N/A
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
10,250
shares
|
$954,172
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,250
shares
|
$954,172
0.12% of portfolio
|
Q3 2024
Reduced 36.92%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
9,758
shares
|
$908,372
0.0% of portfolio
|
Q4 2024
Added 30.26%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
9,355
shares
|
$870,856
0.12% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
8,866
shares
|
$825,335
0.03% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
8,498
shares
|
$791,078
0.4% of portfolio
|
Q3 2022
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
8,156
shares
|
$759,242
0.0% of portfolio
|
Q3 2025
Added 10.1%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
7,715
shares
|
$718,189
0.02% of portfolio
|
Q1 2021
Reduced 0.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
7,351
shares
|
$684,304
0.0% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,242
shares
|
$674,157
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
7,140
shares
|
$664,662
0.0% of portfolio
|
Q3 2025
Reduced 12.27%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,140
shares
|
$664,662
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
6,579
shares
|
$612,439
0.0% of portfolio
|
Q3 2025
Added 482.73%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,140
shares
|
$571,572
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
5,860
shares
|
$545,507
0.0% of portfolio
|
Q3 2025
Reduced 63.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
5,820
shares
|
$541,783
0.0% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,484
shares
|
$510,505
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,484
shares
|
$510,505
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
5,000
shares
|
$465,450
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|