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ProShares UltraPro S&P 500 (UPRO) Institutional Ownership

ProShares UltraPro S&P 500 logo
$108.76 -0.48 (-0.44%)
Closing price 04:10 PM Eastern
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$108.94 +0.18 (+0.17%)
As of 08:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for ProShares UltraPro S&P 500 (NYSEARCA:UPRO)

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$316.89M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$46.88M
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UPRO Institutional Buying and Selling by Quarter

ProShares UltraPro S&P 500 Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2025Wealth Alliance Advisory Group LLC4,242$473K0.1%-19.8%0.010%
10/14/2025Farther Finance Advisors LLC3,052$340K0.0%+50.1%0.007%
10/14/2025Westmount Partners LLC8,321$938K0.2%+1.2%0.020%
10/14/2025CPR Investments Inc.6,905$770K0.5%-16.0%0.017%
10/10/2025 Flputnam Investment Management Co.6,099$680K0.0%+14.0%0.014%
10/9/2025 Surience Private Wealth LLC8,096$903K0.8%N/A0.019%
10/9/2025 Ridgepath Capital Management LLC207,947$23.18M9.9%+13.4%0.487%
10/9/2025 Toth Financial Advisory Corp16,091$1.79M0.2%-41.0%0.038%
10/8/2025 Kwmg LLC6,816$760K0.1%-15.2%0.016%
9/26/2025Corient Private Wealth LLC24,907$2.28M0.0%+31.1%0.052%
8/16/2025Headlands Technologies LLC2,847$260K0.0%-3.8%0.006%
8/15/2025Tower Research Capital LLC TRC 27,153$2.48M0.1%-14.0%0.057%
8/15/2025Corient Private Wealth LLC24,907$2.28M0.0%+31.1%0.052%
8/15/2025Group One Trading LLC19,502$1.78M0.0%N/A0.041%
8/15/2025Bank of America Corp DE983$90K0.0%N/A0.002%
8/14/2025Spectrum Financial Alliance Ltd LLC83,958$8.23M2.2%+185.4%0.175%
8/13/2025StoneX Group Inc.6,497$595K0.0%+26.1%0.014%
8/13/2025EverSource Wealth Advisors LLC9,325$853K0.0%-60.8%0.019%
8/13/2025Millington Financial Advisors LLC28,481$2.79M1.4%+4.2%0.059%
8/13/2025Quadrature Capital Ltd71,070$6.50M0.1%N/A0.148%
8/13/2025Safe Harbor Fiduciary LLC423$39K0.0%-98.1%0.001%
8/12/2025CreativeOne Wealth LLC5,366$491K0.0%+22.8%0.011%
8/12/2025Erickson Financial Group LLC8,998$823K0.6%+9.9%0.019%
8/12/2025JPMorgan Chase & Co.32,117$2.94M0.0%+8,796.7%0.067%
8/11/2025GR Financial Group LLC3,059$280K0.1%N/A0.006%
8/8/2025Creative Planning36,494$3.34M0.0%+14.5%0.077%
8/8/2025Mittelman Wealth Management4,345$397K0.3%N/A0.009%
8/8/2025SBI Securities Co. Ltd.1,460$134K0.0%+14.6%0.003%
8/7/2025Allworth Financial LP627$57K0.0%+96.6%0.001%
8/7/2025HC Advisors LLC2,681$245K0.2%N/A0.006%
8/6/2025Legacy Wealth Managment LLC ID700$64K0.0%N/A0.001%
8/5/2025Simplex Trading LLC1,599$146K0.0%-94.8%0.003%
8/5/2025Prosperity Wealth Management Inc.36,839$3.37M1.2%N/A0.077%
8/5/2025Uniting Wealth Partners LLC21,000$1.92M0.7%+250.0%0.044%
8/4/2025Assetmark Inc.2,943$269K0.0%N/A0.006%
8/4/2025Spire Wealth Management1,101$101K0.0%N/A0.002%
8/4/2025World Investment Advisors9,231$845K0.0%+40.8%0.019%
8/4/2025Mayflower Financial Advisors LLC2,967$271K0.0%N/A0.006%
8/1/2025Howard Capital Management Inc.1,190,076$109.09M1.3%N/A2.503%
8/1/2025SYM FINANCIAL Corp5,136$470K0.1%N/A0.011%
8/1/2025Ashton Thomas Private Wealth LLC26,184$2.40M0.1%+329.9%0.055%
8/1/2025Envestnet Asset Management Inc.2,724$249K0.0%N/A0.006%
7/29/2025Koshinski Asset Management Inc.5,525$505K0.0%+99.8%0.012%
7/28/2025Triton Wealth Management PLLC4,244$417K0.2%N/A0.009%
7/28/2025Axxcess Wealth Management LLC182,914$16.73M0.4%+2,778.3%0.385%
7/25/2025Ellis Investment Partners LLC10,205$933K0.2%+5.1%0.021%
7/23/2025Vontobel Holding Ltd.4,500$411K0.0%N/A0.009%
7/22/2025CPR Investments Inc.8,218$751K0.6%N/A0.017%
7/21/2025Precedent Wealth Partners LLC3,264$298K0.1%N/A0.007%
7/17/2025LexAurum Advisors LLC2,475$226K0.0%N/A0.005%
7/16/2025Signaturefd LLC414$38K0.0%-71.5%0.001%
7/15/2025Main Street Group LTD48,829$4.47M1.5%+10.5%0.102%
7/15/2025 Kwmg LLC8,042$735K0.1%+45.7%0.017%
7/14/2025Golden State Equity Partners14,676$1.34M0.2%-1.8%0.031%
7/14/2025 Toth Financial Advisory Corp27,267$2.49M0.3%+40.2%0.057%
7/14/2025Physician Wealth Advisors Inc.846$77K0.0%+100.5%0.002%
7/11/2025Farther Finance Advisors LLC2,033$186K0.0%+608.4%0.004%
7/10/2025 Marshall Financial Group LLC11,717$1.08M0.2%N/A0.025%
7/9/2025Westmount Partners LLC8,226$752K0.2%+3.4%0.017%
7/8/2025Silverleafe Capital Partners LLC5,847$535K0.2%+85.1%0.012%
7/7/2025Wealth Alliance Advisory Group LLC5,287$483K0.1%-29.9%0.011%
7/7/2025Discipline Wealth Solutions LLC9,111$833K0.3%N/A0.019%
6/17/2025 Ridgepath Capital Management LLC6,782$501K0.2%-3.6%0.014%
5/16/2025Ashton Thomas Private Wealth LLC6,091$451K0.0%-84.7%0.013%
5/15/2025Safe Harbor Fiduciary LLC22,184$1.64M1.7%+94.6%0.046%
5/14/2025CreativeOne Wealth LLC4,371$323K0.0%-8.4%0.009%
5/14/2025Flow Traders U.S. LLC50,252$3.71M0.2%N/A0.104%
5/13/2025EverSource Wealth Advisors LLC23,804$1.76M0.1%+128.8%0.047%
5/12/2025Simplex Trading LLC30,560$2.26M0.0%-50.6%0.060%
5/9/2025Headlands Technologies LLC2,958$219K0.0%N/A0.006%
5/8/2025XTX Topco Ltd10,837$801K0.0%N/A0.021%
5/7/2025Spectrum Financial Alliance Ltd LLC29,417$2.17M0.7%N/A0.058%
5/2/2025SBI Securities Co. Ltd.1,274$94K0.0%+30.4%0.002%
5/2/2025Signaturefd LLC1,453$107K0.0%+39.8%0.003%
4/29/2025World Investment Advisors6,554$485K0.0%+40.5%0.013%
4/29/2025Calamos Wealth Management LLC3,165$234K0.0%N/A0.006%
4/25/2025Sollinda Capital Management LLC13,740$1.02M0.3%+238.4%0.027%
4/25/2025Uniting Wealth Partners LLC6,000$443K0.2%N/A0.012%
4/21/2025Silverleafe Capital Partners LLC3,159$233K0.1%N/A0.007%
4/15/2025Erickson Financial Group LLC8,184$605K0.5%+6.1%0.017%
4/14/2025Millington Financial Advisors LLC27,342$2.02M1.2%-15.0%0.057%
4/14/2025IMC Chicago LLC210,116$15.53M0.0%N/A0.440%
4/14/2025Toth Financial Advisory Corp19,452$1.44M0.2%-27.0%0.041%
4/9/2025Kwmg LLC5,518$408K0.0%+7.6%0.012%
2/26/2025Discipline Wealth Solutions LLC7,333$650K0.3%+47.4%0.016%
2/17/2025Safe Harbor Fiduciary LLC11,399$1.01M1.0%+22,698.0%0.025%
2/17/2025Main Street Group LTD43,274$3.84M1.4%+0.7%0.093%
2/17/2025Bank of America Corp DE400$35K0.0%-50.0%0.001%
2/14/2025Tudor Investment Corp ET AL8,503$754K0.0%N/A0.018%
2/14/2025Two Sigma Securities LLC5,041$447K0.1%-78.5%0.011%
2/14/2025Tower Research Capital LLC TRC10,123$897K0.0%-78.9%0.022%
2/13/2025Insigneo Advisory Services LLC4,719$418K0.0%N/A0.010%
2/13/2025Jump Financial LLC14,479$1.28M0.0%-88.3%0.031%
2/13/2025CreativeOne Wealth LLC4,771$423K0.0%-8.1%0.010%
2/13/2025Stone House Investment Management LLC11,220$995K0.3%-15.2%0.024%
2/13/2025DRW Securities LLC6,989$620K0.0%+14.2%0.015%
2/12/2025CIBC Private Wealth Group LLC1,520$137K0.0%-16.4%0.003%
2/12/2025Blair William & Co. IL1,522$135K0.0%N/A0.003%
2/12/2025JPMorgan Chase & Co.41,932$3.72M0.0%+24.1%0.090%
2/11/2025Simplex Trading LLC61,882$5.49M0.0%N/A0.133%
(Data available from 1/1/2016 forward)

UPRO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPRO shares?

During the previous two years, 119 institutional investors and hedge funds held shares of ProShares UltraPro S&P 500. The most heavily invested institutionals were Howard Capital Management Inc. ($109.09M), Ridgepath Capital Management LLC ($23.18M), Axxcess Wealth Management LLC ($16.73M), IMC Chicago LLC ($15.53M), Cumberland Advisors Inc. ($9.14M), Spectrum Financial Alliance Ltd LLC ($8.23M), and Tidal Investments LLC ($8.20M).Learn more on ProShares UltraPro S&P 500's institutional investors.

Which institutional investors have been buying ProShares UltraPro S&P 500's stock?

Of the 108 institutional investors that purchased ProShares UltraPro S&P 500's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: IMC Chicago LLC ($9.61M), Howard Capital Management Inc. ($1.19M), Axxcess Wealth Management LLC ($329.98K), Assetmark Inc. ($309.67K), Quadrature Capital Ltd ($251.45K), Jump Financial LLC ($231.26K), and Cumberland Advisors Inc. ($215.89K).

How much institutional buying is happening at ProShares UltraPro S&P 500?

Institutional investors have bought a total of 3,605,459 shares in the last 24 months. This purchase volume represents approximately $316.89M in transactions.

Which of ProShares UltraPro S&P 500's major shareholders have been selling company stock?

Of the 30 institutional investors that sold ProShares UltraPro S&P 500's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jump Financial LLC ($108.80K), Ashton Thomas Private Wealth LLC ($81.65K), Sollinda Capital Management LLC ($66.25K), Simplex Trading LLC ($60.28K), Axxcess Wealth Management LLC ($51.21K), Tower Research Capital LLC TRC ($42.18K), and Toth Financial Advisory Corp ($24.31K).

How much institutional selling is happening at ProShares UltraPro S&P 500?

Institutional investors have sold a total of 539,286 shares in the last 24 months. This volume of shares sold represents approximately $46.88M in transactions.


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This page (NYSEARCA:UPRO) was last updated on 10/14/2025 by MarketBeat.com Staff
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