Free Trial

ProShares Ultra Gold (UGL) Institutional Ownership

ProShares Ultra Gold logo
$34.86 -0.02 (-0.06%)
Closing price 08/15/2025 04:10 PM Eastern
Extended Trading
$34.86 +0.01 (+0.01%)
As of 08/15/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for ProShares Ultra Gold (NYSEARCA:UGL)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$22.79M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$5.34M
Get UGL Insider Trade Alerts

Want to know when executives and insiders are buying or selling ProShares Ultra Gold stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

UGL Institutional Buying and Selling by Quarter

ProShares Ultra Gold Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025Corient Private Wealth LLC10,000$347K0.0%+400.0%0.067%
8/15/2025 Group One Trading LLC2,573$89K0.0%+711.7%0.017%
8/14/2025 Ausdal Financial Partners Inc.6,870$238K0.0%+263.5%0.046%
8/14/2025 Cary Street Partners Financial LLC16,000$555K0.0%+300.0%0.107%
8/13/2025 EverSource Wealth Advisors LLC36,000$1.25M0.1%+195.4%0.240%
8/13/2025 Mayfair Advisory Group LLC7,190$262K0.1%+299.4%0.048%
8/12/2025 Country Trust Bank908$31K0.0%N/A0.006%
8/12/2025 JPMorgan Chase & Co.9,210$319K0.0%+8,272.7%0.061%
8/11/2025 Rothschild Investment LLC3,000$104K0.0%+300.0%0.021%
8/5/2025 Simplex Trading LLC6,285$217K0.0%+45.0%0.044%
8/5/2025 Cassaday & Co Wealth Management LLC35,936$1.25M0.0%+218.5%0.250%
8/1/2025 Advisory Alpha LLC26,812$929K0.0%N/A0.187%
7/28/2025 Innova Wealth Partners9,188$318K0.2%+135.4%0.064%
7/25/2025 MGO One Seven LLC14,694$509K0.0%+152.8%0.102%
7/22/2025 IMC Chicago LLC286,631$9.94M0.0%+370.5%2.011%
7/10/2025 PMV Capital Advisers LLC62,456$2.17M4.8%+252.4%0.453%
7/8/2025 IAM Advisory LLC7,988$277K0.1%+300.0%0.058%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.4,080$141K0.0%+300.0%0.029%
5/16/2025 Everstar Asset Management LLC60,995$7.85M1.5%N/A1.694%
5/16/2025 Jones Financial Companies Lllp2,648$341K0.0%+1,665.3%0.074%
5/14/2025 Flow Traders U.S. LLC10,839$1.40M0.1%-81.3%0.301%
5/13/2025 EverSource Wealth Advisors LLC12,187$1.57M0.1%-28.5%0.317%
5/12/2025Aveo Capital Partners LLC29,102$3.75M0.6%+11.1%0.756%
5/12/2025 Simplex Trading LLC4,335$558K0.0%N/A0.113%
5/9/2025 Cary Street Partners Financial LLC4,000$515K0.0%N/A0.104%
5/7/2025 Drive Wealth Management LLC3,000$386K0.1%-12.4%0.078%
5/6/2025 Innova Wealth Partners3,903$502K0.3%N/A0.101%
4/30/2025China Universal Asset Management Co. Ltd.27,700$3.57M0.3%-68.9%0.719%
4/28/2025 Elevate Capital Advisors LLC1,645$212K0.2%N/A0.043%
4/23/2025 PMV Capital Advisers LLC17,724$2.28M5.5%-16.9%0.460%
4/18/2025 Mayfair Advisory Group LLC1,800$232K0.1%N/A0.051%
4/17/2025 Partners Wealth Management LLC2,100$270K0.3%N/A0.059%
4/16/2025 McElhenny Sheffield Capital Management LLC2,150$277K0.1%N/A0.061%
4/14/2025 IMC Chicago LLC60,919$7.84M0.0%N/A1.716%
4/11/2025 IAM Advisory LLC1,997$257K0.1%N/A0.056%
2/17/2025 BNP Paribas Financial Markets3,163$296K0.0%-81.0%0.107%
2/10/2025Corient Private Wealth LLC3,000$280K0.0%-47.4%0.102%
2/10/2025 EverSource Wealth Advisors LLC17,034$1.59M0.1%N/A0.577%
2/4/2025 Rothschild Investment LLC750$70K0.0%N/A0.025%
1/30/2025Aveo Capital Partners LLC26,191$2.45M0.3%-63.3%0.888%
This stock could leave NVDA in the dust (Ad)

Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla and Nvidia are all on the verge of major disruption. To help protect anyone with money invested in them, he's sharing three exciting stocks to replace them with. He gives away the names and tickers completely free in his brand-new "Sell This, Buy That" broadcast.

Click to get the full details on Eric Fry's "Nvidia alternative" right here.
1/24/2025China Universal Asset Management Co. Ltd.89,000$8.32M0.8%+221.3%3.017%
1/22/2025 Drive Wealth Management LLC3,426$320K0.1%N/A0.116%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.1,020$95K0.0%-84.7%0.035%
11/19/2024 Barclays PLC700$67K0.0%N/A0.024%
11/15/2024 Barclays PLC700$67K0.0%N/A0.024%
11/14/2024 Flow Traders U.S. LLC7,348$705K0.0%+24.2%0.249%
11/13/2024 BNP Paribas Financial Markets16,640$1.60M0.0%N/A0.564%
10/25/2024China Universal Asset Management Co. Ltd.27,700$2.66M0.3%N/A0.939%
10/11/2024 Thurston Springer Miller Herd & Titak Inc.6,663$639K0.2%N/A0.226%
10/7/2024 EWG Elevate Inc.14,744$1.41M0.6%N/A0.500%
8/2/2024Aveo Capital Partners LLC33,681$2.60M0.3%-56.9%1.142%
7/30/2024 Kings Path Partners LLC1,017$78K0.0%N/A0.034%
6/10/2024Hamilton Wealth LLC3,000$217K0.1%N/A0.102%
5/16/2024 Innova Wealth Partners3,053$221K0.2%-60.3%0.103%
2/8/2024 Innova Wealth Partners7,699$492K0.4%+87.9%0.252%
2/6/2024Aveo Capital Partners LLC72,525$4.63M0.6%N/A2.378%
2/2/2024 Simplex Trading LLC4,277$273K0.0%N/A0.140%
1/24/2024China Universal Asset Management Co. Ltd.8,000$511K0.1%N/A0.262%
11/6/2023 Cassaday & Co Wealth Management LLC8,525$448K0.0%-22.9%0.280%
10/23/2023 Innova Wealth Partners4,097$216K0.2%-5.8%0.134%
8/11/2023 Capasso Planning Partners LLC17,763$1.04M0.6%+29.6%0.582%
8/9/2023 Flow Traders U.S. LLC8,127$473K0.0%+8.1%0.266%
8/8/2023Aveo Capital Partners LLC36,453$2.12M0.3%-58.1%1.195%
7/14/2023 IMC Chicago LLC21,953$1.28M0.0%+53.9%0.675%
7/13/2023 Innova Wealth Partners4,348$253K0.2%-7.2%0.134%
5/3/2023Aveo Capital Partners LLC86,915$5.48M0.7%+136.8%2.674%
5/2/2023 Capasso Planning Partners LLC13,704$864K0.5%N/A0.422%
4/25/2023 Innova Wealth Partners4,683$295K0.3%+6.2%0.146%
4/24/2023 IMC Chicago LLC14,261$899K0.0%N/A0.446%
4/24/2023Ahrens Investment Partners LLC1,300$82K0.0%-74.0%0.041%
2/10/2023Keene & Associates Inc.4,000$221K0.2%N/A0.125%
2/9/2023Ahrens Investment Partners LLC5,000$276K0.1%N/A0.156%
2/7/2023 Cassaday & Co Wealth Management LLC10,968$606K0.0%N/A0.343%
2/3/2023Aveo Capital Partners LLC36,698$2.03M0.3%N/A1.147%
2/1/2023 Bank of Montreal Can32,427$1.79M0.0%N/A1.013%
1/31/2023 Hutchens & Kramer Investment Management Group LLC6,191$342K0.3%N/A0.193%
1/17/2023 Innova Wealth Partners4,411$244K0.2%N/A0.140%
11/29/2022 London & Capital Asset Management Ltd27,300$1.28M0.1%N/A0.827%
11/8/2022 IMC Chicago LLC57,098$2.68M0.0%-28.8%1.730%
11/7/2022 Evoke Wealth LLC8,699$408K0.0%N/A0.264%
11/4/2022 Simplex Trading LLC918$43K0.0%-29.5%0.028%
8/13/2022 Flow Traders U.S. LLC18,110$1.02M0.1%+107.3%0.458%
8/5/2022 IMC Chicago LLC80,163$4.53M0.0%-21.5%2.029%
8/5/2022Aveo Capital Partners LLC13,975$790K0.1%-51.8%0.354%
5/12/2022E Fund Management Co. Ltd.17,903$1.18M0.0%-13.5%0.348%
5/9/2022 Qube Research & Technologies Ltd1,380$91K0.0%N/A0.027%
5/2/2022 Simplex Trading LLC12,423$821K0.0%+127.8%0.230%
4/29/2022 TB Alternative Assets Ltd.19,100$1.26M0.4%N/A0.354%
4/28/2022Ahrens Investment Partners LLC800$53K0.0%-47.5%0.015%
4/21/2022 K.J. Harrison & Partners Inc5,955$394K0.1%N/A0.111%
This stock could leave NVDA in the dust (Ad)

Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla and Nvidia are all on the verge of major disruption. To help protect anyone with money invested in them, he's sharing three exciting stocks to replace them with. He gives away the names and tickers completely free in his brand-new "Sell This, Buy That" broadcast.

Click to get the full details on Eric Fry's "Nvidia alternative" right here.
4/19/2022 IMC Chicago LLC102,076$6.75M0.0%-13.6%1.908%
4/18/2022 Innova Wealth Partners3,339$221K0.2%N/A0.062%
2/10/2022 OLD Mission Capital LLC9,266$554K0.0%+3.3%0.206%
2/9/2022 BNP Paribas Arbitrage SA9,658$578K0.0%N/A0.215%
2/8/2022 Retirement Planning Co of New England Inc.868$51K0.0%N/A0.019%
2/8/2022 IMC Chicago LLC118,142$7.07M0.0%-26.7%2.625%
1/21/2022Ahrens Investment Partners LLC1,525$91K0.0%N/A0.039%
11/15/2021 Flow Traders U.S. LLC16,492$917K0.0%+45.3%0.418%
11/12/2021 OLD Mission Capital LLC8,966$498K0.0%-24.5%0.227%
11/12/2021E Fund Management Co. Ltd.12,905$717K0.0%N/A0.327%
(Data available from 1/1/2016 forward)

UGL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UGL shares?

During the previous two years, 32 institutional investors and hedge funds held shares of ProShares Ultra Gold. The most heavily invested institutionals were IMC Chicago LLC ($9.94M), Everstar Asset Management LLC ($7.85M), Aveo Capital Partners LLC ($3.75M), China Universal Asset Management Co. Ltd. ($3.57M), PMV Capital Advisers LLC ($2.17M), EWG Elevate Inc. ($1.41M), and Flow Traders U.S. LLC ($1.40M).Learn more on ProShares Ultra Gold's institutional investors.

Which institutional investors have been buying ProShares Ultra Gold's stock?

Of the 32 institutional investors that purchased ProShares Ultra Gold's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: IMC Chicago LLC ($286.63K), China Universal Asset Management Co. Ltd. ($97K), Aveo Capital Partners LLC ($75.44K), Everstar Asset Management LLC ($61.00K), PMV Capital Advisers LLC ($44.73K), EverSource Wealth Advisors LLC ($40.85K), and Advisory Alpha LLC ($26.81K).

How much institutional buying is happening at ProShares Ultra Gold?

Institutional investors have bought a total of 716,113 shares in the last 24 months. This purchase volume represents approximately $22.79M in transactions.

Which of ProShares Ultra Gold's major shareholders have been selling company stock?

Of the 9 institutional investors that sold ProShares Ultra Gold's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: China Universal Asset Management Co. Ltd. ($61.30K), Flow Traders U.S. LLC ($47.07K), Aveo Capital Partners LLC ($45.14K), BNP Paribas Financial Markets ($13.48K), Thurston Springer Miller Herd & Titak Inc. ($5.64K), EverSource Wealth Advisors LLC ($4.85K), and PMV Capital Advisers LLC ($3.62K).

How much institutional selling is happening at ProShares Ultra Gold?

Institutional investors have sold a total of 184,226 shares in the last 24 months. This volume of shares sold represents approximately $5.34M in transactions.



This page (NYSEARCA:UGL) was last updated on 8/17/2025 by MarketBeat.com Staff
From Our Partners