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 |
|---|---|---|---|---|---|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2025 Q3 2025 |
2,256
shares
|
$210,011
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
2,100
shares
|
$195,489
0.01% of portfolio
|
Q4 2023
Reduced 48.78%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
2,100
shares
|
$195,489
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,740
shares
|
$161,976
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,600
shares
|
$148,944
0.04% of portfolio
|
Q1 2024
Reduced 13.51%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,500
shares
|
$139,635
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,380
shares
|
$128,464
0.0% of portfolio
|
Q2 2025
Added 53.33%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
1,200
shares
|
$111,708
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,133
shares
|
$105,470
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,055
shares
|
$98,209
0.0% of portfolio
|
Q3 2025
Added 19.21%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
898
shares
|
$83,594
0.0% of portfolio
|
Q3 2025
Reduced 22.59%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
846
shares
|
$78,754
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
822
shares
|
$76,519
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
750
shares
|
$69,817
0.0% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
720
shares
|
$67,024
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
600
shares
|
$55,854
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
420
shares
|
$39,097
0.01% of portfolio
|
Q2 2018
Added 200.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
372
shares
|
$34,629
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
339
shares
|
$31,557
0.0% of portfolio
|
Q3 2025
Reduced 26.94%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
300
shares
|
$27,927
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
300
shares
|
$27,927
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
300
shares
|
$27,927
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
250
shares
|
$23,272
0.0% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
200
shares
|
$18,618
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
192
shares
|
$17,873
0.0% of portfolio
|
Q4 2017
Reduced 66.67%
|
|