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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
4,836
shares
|
$450,183
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
4,741
shares
|
$441,339
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,296
shares
|
$399,914
0.0% of portfolio
|
Q3 2025
Added 16.01%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
4,100
shares
|
$381,669
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
3,773
shares
|
$351,228
0.0% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
3,600
shares
|
$335,124
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
3,534
shares
|
$328,980
0.0% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
3,510
shares
|
$326,745
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
3,160
shares
|
$294,164
0.0% of portfolio
|
Q3 2025
Added 16.69%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,034
shares
|
$282,435
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
3,005
shares
|
$279,735
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,000
shares
|
$279,270
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Nov 04, 2025 Q3 2025 |
2,880
shares
|
$268,099
0.08% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
2,857
shares
|
$265,958
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
2,760
shares
|
$256,928
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
2,637
shares
|
$245,478
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
2,538
shares
|
$236,262
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
2,464
shares
|
$229,373
0.14% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,463
shares
|
$229,280
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
2,463
shares
|
$229,280
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
2,342
shares
|
$218,016
0.0% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
2,302
shares
|
$214,293
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parisi Gray Wealth Management
|
Oct 17, 2025 Q3 2025 |
2,264
shares
|
$210,755
0.06% of portfolio
|
Q3 2025
Reduced 16.27%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
2,257
shares
|
$210,104
0.0% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,256
shares
|
$210,011
0.0% of portfolio
|
Q3 2025
New holding
|
|