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ProShares Ultra Gold (UGL) Institutional Ownership

ProShares Ultra Gold logo
$48.29 -0.27 (-0.55%)
As of 03:50 PM Eastern
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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)
$62.89M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$30.75M
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UGL Institutional Buying and Selling by Quarter

ProShares Ultra Gold Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC3,675$226K0.0%-6.0%0.024%
5/27/2026 Allen Capital Group LLC6,113$376K0.0%+8.9%0.040%
5/19/2026NewEdge Advisors LLC3,675$226K0.0%-6.0%0.024%
5/19/2026Genesis Financial Group LLC9,900$608K0.4%-82.6%0.064%
5/18/2026 EverSource Wealth Advisors LLC15,363$944K0.0%-41.0%0.100%
5/14/2026Group One Trading LLC11,998$737K0.0%-71.9%0.078%
5/5/2026Bank of New York Mellon Corp10,002$615K0.0%-60.0%0.065%
5/5/2026IMC Chicago LLC36,666$2.25M0.0%-38.0%0.239%
4/29/2026Integrated Advisors Network LLC4,000$246K0.0%N/A0.026%
4/25/2026 Innova Wealth Partners3,922$241K0.1%-27.4%0.025%
4/18/2026 Legacy Wealth Partners LLC4,662$287K0.1%-86.1%0.028%
4/17/2026PMV Capital Advisers LLC44,642$2.74M4.6%-23.4%0.271%
3/9/2026Corient Private Wealth LLC8,225$457K0.0%+17.5%0.044%
2/19/2026Hamilton Wealth LLC12,504$694K0.1%-22.1%0.066%
2/19/2026Corient Private Wealth LLC8,225$457K0.0%+17.5%0.044%
2/18/2026NewEdge Advisors LLC3,910$217K0.0%N/A0.021%
2/17/2026Jump Financial LLC163,415$9.07M0.1%N/A0.867%
2/13/2026Ausdal Financial Partners Inc.5,330$296K0.0%-24.9%0.028%
2/12/2026Group One Trading LLC42,702$2.37M0.0%+121.3%0.227%
2/11/2026Simplex Trading LLC3,636$202K0.0%-95.1%0.019%
2/10/2026Thoroughbred Financial Services LLC4,000$222K0.0%N/A0.021%
2/9/2026 Allen Capital Group LLC5,615$312K0.0%-19.9%0.030%
2/6/2026 EverSource Wealth Advisors LLC26,017$1.44M0.1%+13.1%0.138%
2/6/2026Advisory Alpha LLC29,342$1.63M0.0%+12.7%0.156%
2/6/2026 IFP Advisors Inc710$39K0.0%+65.1%0.004%
2/4/2026Meridian Wealth Management LLC5,020$279K0.0%N/A0.026%
2/4/2026Prosperitas Financial LLC19,067$1.06M0.4%+143.7%0.100%
2/3/2026 MGO One Seven LLC13,678$759K0.0%-30.5%0.072%
2/3/2026Cassaday & Co Wealth Management LLC4,900$272K0.0%-85.4%0.026%
2/2/2026 Composition Wealth LLC4,064$226K0.0%N/A0.021%
1/29/2026IMC Chicago LLC59,158$3.28M0.0%+36.1%0.318%
1/29/2026 China Universal Asset Management Co. Ltd.386,800$21.48M1.6%+397.2%2.080%
1/26/2026CWM LLC81,865$4.55M0.0%-24.4%0.440%
1/16/2026Genesis Financial Group LLC56,820$3.16M1.8%N/A0.313%
1/7/2026 Innova Wealth Partners5,400$300K0.2%-14.6%0.030%
1/1/2026JPMorgan Chase & Co.7,132$328K0.0%-22.6%0.039%
12/2/2025 Innova Wealth Partners6,325$291K0.2%-31.2%0.035%
11/26/2025Strategic Advocates LLC636$29K0.0%N/A0.003%
11/17/2025Ausdal Financial Partners Inc.7,100$327K0.0%+3.3%0.039%
11/13/2025Quadrature Capital Ltd356,000$16.39M0.2%N/A1.956%
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11/12/2025Advisory Alpha LLC26,043$1.20M0.0%-2.9%0.143%
11/12/2025Group One Trading LLC19,298$889K0.0%+650.0%0.106%
11/12/2025 Kaizen Financial Strategies10,164$489K0.2%N/A0.056%
11/10/2025 EverSource Wealth Advisors LLC23,001$1.06M0.0%-36.1%0.126%
11/10/2025 China Universal Asset Management Co. Ltd.77,800$3.58M0.3%+23.9%0.427%
11/7/2025Cassaday & Co Wealth Management LLC33,636$1.55M0.0%-6.4%0.185%
11/7/2025JPMorgan Chase & Co.7,132$328K0.0%-22.6%0.039%
11/4/2025IMC Chicago LLC43,451$2.00M0.0%-84.8%0.239%
11/3/2025 Hutchens & Kramer Investment Management Group LLC5,284$243K0.1%N/A0.029%
10/31/2025 Global Assets Advisory LLC11,898$548K0.2%N/A0.065%
10/29/2025 Partners Wealth Management LLC10,083$464K0.5%+416.0%0.054%
10/27/2025 Allen Capital Group LLC7,013$323K0.0%-12.9%0.037%
10/27/2025Prosperitas Financial LLC7,825$360K0.1%N/A0.041%
10/24/2025 MGO One Seven LLC19,688$907K0.0%+34.0%0.103%
10/20/2025 IAM Advisory LLC7,309$337K0.1%-8.5%0.038%
10/15/2025CWM LLC108,291$4.99M0.0%N/A0.592%
10/6/2025PMV Capital Advisers LLC58,434$2.69M5.2%-6.4%0.330%
9/26/2025Corient Private Wealth LLC10,000$347K0.0%+400.0%0.067%
8/28/2025 China Universal Asset Management Co. Ltd.62,800$2.18M0.2%+126.7%0.419%
8/15/2025Corient Private Wealth LLC10,000$347K0.0%+400.0%0.067%
8/15/2025Group One Trading LLC2,573$89K0.0%+711.7%0.017%
8/14/2025Ausdal 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%
8/13/2025Mayfair Advisory Group LLC7,190$262K0.1%+299.4%0.048%
8/12/2025 Country Trust Bank908$31K0.0%N/A0.006%
8/12/2025JPMorgan Chase & Co.9,210$319K0.0%+8,272.7%0.061%
8/11/2025Rothschild Investment LLC3,000$104K0.0%+300.0%0.021%
8/5/2025Simplex Trading LLC6,285$217K0.0%+45.0%0.044%
8/5/2025Cassaday & Co Wealth Management LLC35,936$1.25M0.0%+218.5%0.250%
8/1/2025Advisory 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%
7/22/2025IMC Chicago LLC286,631$9.94M0.0%+370.5%2.011%
7/10/2025PMV 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%
5/16/2025Everstar Asset Management LLC60,995$7.85M1.5%N/A1.694%
5/16/2025Jones Financial Companies Lllp2,648$341K0.0%+1,665.3%0.074%
5/14/2025Flow Traders U.S. LLC10,839$1.40M0.1%-81.3%0.301%
5/13/2025EverSource 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%
5/12/2025Simplex Trading LLC4,335$558K0.0%N/A0.113%
5/9/2025Cary Street Partners Financial LLC4,000$515K0.0%N/A0.104%
5/7/2025Drive Wealth Management LLC3,000$386K0.1%-12.4%0.078%
5/6/2025Innova 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%
4/28/2025Elevate Capital Advisors LLC1,645$212K0.2%N/A0.043%
4/23/2025PMV Capital Advisers LLC17,724$2.28M5.5%-16.9%0.460%
4/18/2025Mayfair Advisory Group LLC1,800$232K0.1%N/A0.051%
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4/17/2025Partners Wealth Management LLC2,100$270K0.3%N/A0.059%
4/16/2025McElhenny Sheffield Capital Management LLC2,150$277K0.1%N/A0.061%
4/14/2025IMC Chicago LLC60,919$7.84M0.0%N/A1.716%
4/11/2025IAM Advisory LLC1,997$257K0.1%N/A0.056%
2/17/2025BNP Paribas Financial Markets3,163$296K0.0%-81.0%0.107%
2/10/2025Corient Private Wealth LLC3,000$280K0.0%-47.4%0.102%
2/10/2025EverSource Wealth Advisors LLC17,034$1.59M0.1%N/A0.577%
2/4/2025Rothschild Investment LLC750$70K0.0%N/A0.025%
1/30/2025Aveo Capital Partners LLC26,191$2.45M0.3%-63.3%0.888%
1/24/2025China Universal Asset Management Co. Ltd.89,000$8.32M0.8%+221.3%3.017%


UGL Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 institutional investors and hedge funds held shares of ProShares Ultra Gold. The most heavily invested institutionals were China Universal Asset Management Co. Ltd. ($21.48M), Quadrature Capital Ltd ($16.39M), Jump Financial LLC ($9.07M), Everstar Asset Management LLC ($7.85M), CWM LLC ($4.55M), Aveo Capital Partners LLC ($3.75M), and PMV Capital Advisers LLC ($2.74M).Learn more on ProShares Ultra Gold's institutional investors.

Of the 46 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: China Universal Asset Management Co. Ltd. ($448.10K), Quadrature Capital Ltd ($356K), IMC Chicago LLC ($302.34K), Jump Financial LLC ($163.42K), CWM LLC ($108.29K), Everstar Asset Management LLC ($61.00K), and Genesis Financial Group LLC ($56.82K).

Institutional investors have bought a total of 1,267,098 shares in the last 24 months. This purchase volume represents approximately $62.89M in transactions.

Of the 19 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: IMC Chicago LLC ($265.67K), Simplex Trading LLC ($71.04K), Genesis Financial Group LLC ($46.92K), Cassaday & Co Wealth Management LLC ($31.04K), Group One Trading LLC ($30.70K), Legacy Wealth Partners LLC ($28.82K), and CWM LLC ($26.43K).

Institutional investors have sold a total of 582,039 shares in the last 24 months. This volume of shares sold represents approximately $30.75M in transactions.


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Institutional ownership data for NYSEARCA:UGL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/3/2026. New 13F filings are added each quarter as they're published.
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