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ProShares UltraPro S&P 500 (UPRO) Institutional Ownership

ProShares UltraPro S&P 500 logo
$98.75 +2.15 (+2.23%)
Closing price 04:00 PM Eastern
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$99.27 +0.52 (+0.53%)
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Institutional Ownership Changes (13F Filings) for ProShares UltraPro S&P 500 (NYSEARCA:UPRO)

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$302.30M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$41.64M
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UPRO Institutional Buying and Selling by Quarter

ProShares UltraPro S&P 500 Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/6/2025 Legacy Wealth Managment LLC ID700$64K0.0%N/A0.001%
8/5/2025 Simplex Trading LLC1,599$146K0.0%-94.8%0.003%
8/5/2025 Prosperity Wealth Management Inc.36,839$3.37M1.2%N/A0.077%
8/5/2025 Uniting Wealth Partners LLC21,000$1.92M0.7%+250.0%0.044%
8/4/2025 Assetmark Inc.2,943$269K0.0%N/A0.006%
8/4/2025 Spire Wealth Management1,101$101K0.0%N/A0.002%
8/4/2025 World Investment Advisors9,231$845K0.0%+40.8%0.019%
8/4/2025 Mayflower Financial Advisors LLC2,967$271K0.0%N/A0.006%
8/1/2025 Howard Capital Management Inc.1,190,076$109.09M1.3%N/A2.503%
8/1/2025 SYM FINANCIAL Corp5,136$470K0.1%N/A0.011%
8/1/2025 Ashton Thomas Private Wealth LLC26,184$2.40M0.1%+329.9%0.055%
8/1/2025 Envestnet Asset Management Inc.2,724$249K0.0%N/A0.006%
7/29/2025 Koshinski Asset Management Inc.5,525$505K0.0%+99.8%0.012%
7/28/2025 Triton Wealth Management PLLC4,244$417K0.2%N/A0.009%
7/28/2025 Axxcess Wealth Management LLC182,914$16.73M0.4%+2,778.3%0.385%
7/25/2025 Ellis Investment Partners LLC10,205$933K0.2%+5.1%0.021%
7/23/2025 Vontobel Holding Ltd.4,500$411K0.0%N/A0.009%
7/22/2025 CPR Investments Inc.8,218$751K0.6%N/A0.017%
7/21/2025 Precedent Wealth Partners LLC3,264$298K0.1%N/A0.007%
7/17/2025 LexAurum Advisors LLC2,475$226K0.0%N/A0.005%
7/16/2025 Signaturefd LLC414$38K0.0%-71.5%0.001%
7/15/2025 Main Street Group LTD48,829$4.47M1.5%+10.5%0.102%
7/15/2025 Kwmg LLC8,042$735K0.1%+45.7%0.017%
7/14/2025 Golden 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%
7/14/2025 Physician Wealth Advisors Inc.846$77K0.0%+100.5%0.002%
7/11/2025 Farther Finance Advisors LLC2,033$186K0.0%+608.4%0.004%
7/10/2025 Marshall Financial Group LLC11,717$1.08M0.2%N/A0.025%
7/9/2025 Westmount Partners LLC8,226$752K0.2%+3.4%0.017%
7/8/2025 Silverleafe Capital Partners LLC5,847$535K0.2%+85.1%0.012%
7/7/2025 Wealth Alliance Advisory Group LLC5,287$483K0.1%-29.9%0.011%
7/7/2025 Discipline Wealth Solutions LLC9,111$833K0.3%N/A0.019%
6/17/2025Ridgepath Capital Management LLC6,782$501K0.2%-3.6%0.014%
5/16/2025 Ashton 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%
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5/13/2025EverSource Wealth Advisors LLC23,804$1.76M0.1%+128.8%0.047%
5/12/2025 Simplex 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%
5/2/2025 Signaturefd LLC1,453$107K0.0%+39.8%0.003%
4/29/2025 World Investment Advisors6,554$485K0.0%+40.5%0.013%
4/29/2025 Calamos Wealth Management LLC3,165$234K0.0%N/A0.006%
4/25/2025Sollinda Capital Management LLC13,740$1.02M0.3%+238.4%0.027%
4/25/2025 Uniting Wealth Partners LLC6,000$443K0.2%N/A0.012%
4/21/2025 Silverleafe 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%
4/14/2025 IMC Chicago LLC210,116$15.53M0.0%N/A0.440%
4/14/2025 Toth Financial Advisory Corp19,452$1.44M0.2%-27.0%0.041%
4/9/2025 Kwmg LLC5,518$408K0.0%+7.6%0.012%
2/26/2025 Discipline 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%
2/17/2025 Main 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%
2/13/2025 Stone 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%
2/12/2025 Blair William & Co. IL1,522$135K0.0%N/A0.003%
2/12/2025JPMorgan Chase & Co.41,932$3.72M0.0%+24.1%0.090%
2/11/2025 Simplex Trading LLC61,882$5.49M0.0%N/A0.133%
2/10/2025Corient Private Wealth LLC17,400$1.54M0.0%-43.8%0.038%
2/10/2025 Commonwealth Equity Services LLC2,740$243K0.0%-8.6%0.006%
2/10/2025 Farther Finance Advisors LLC900$80K0.0%+28.6%0.002%
2/10/2025EverSource Wealth Advisors LLC10,404$922K0.1%N/A0.022%
2/7/2025Sollinda Capital Management LLC4,060$360K0.1%-90.6%0.009%
2/7/2025Larson Financial Group LLC3,716$329K0.0%-22.6%0.008%
2/7/2025 Ashton Thomas Private Wealth LLC39,839$3.53M0.1%-17.9%0.086%
2/6/2025GR Financial Group LLC5,879$521K0.1%+7.8%0.013%
2/6/2025SBI Securities Co. Ltd.977$87K0.0%N/A0.002%
2/5/2025 Hickory Point Bank & Trust4,950$439K0.4%N/A0.011%
2/4/2025Millington Financial Advisors LLC32,149$2.98M1.7%+1.1%0.069%
2/3/2025 Variant Private Wealth LLC67,973$6.03M5.7%N/A0.146%
2/3/2025Timonier Family Office LTD.8,294$735K0.4%N/A0.018%
1/30/2025 Ellis Investment Partners LLC9,867$875K0.2%-9.5%0.021%
1/30/2025 Ellis Investment Partners LLC9,867$875K0.2%-9.5%0.021%
1/30/2025Erickson Financial Group LLC7,710$683K0.5%+3.2%0.017%
1/27/2025Choreo LLC3,703$332K0.0%+21.3%0.008%
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1/24/2025Financial Life Planners4,348$385K0.3%N/A0.009%
1/24/2025 Golden State Equity Partners14,902$1.32M0.3%-3.2%0.032%
1/24/2025 Spire Wealth Management2,005$178K0.0%-12.9%0.004%
1/22/2025 Mayflower Financial Advisors LLC2,599$230K0.0%N/A0.006%
1/22/2025 PFG Investments LLC2,866$254K0.0%-4.6%0.006%
1/21/2025 Toth Financial Advisory Corp26,644$2.36M0.3%-4.2%0.057%
1/21/2025Encompass More Asset Management6,367$564K0.2%-9.8%0.014%
1/16/2025 Koshinski Asset Management Inc.2,793$248K0.0%+8.2%0.006%
1/15/2025 Wealth Alliance Advisory Group LLC7,457$661K0.1%-24.6%0.016%
1/14/2025 CPR Investments Inc.5,530$490K0.4%-40.5%0.012%
(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, 116 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), Axxcess Wealth Management LLC ($16.73M), Quadrature Capital Ltd ($15.55M), IMC Chicago LLC ($15.53M), Cumberland Advisors Inc. ($9.14M), Tidal Investments LLC ($8.20M), and Discovery Value Fund ($6.35M).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 102 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), Jump Financial LLC ($231.26K), Cumberland Advisors Inc. ($215.89K), and Quadrature Capital Ltd ($180.38K).

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

Institutional investors have bought a total of 3,469,188 shares in the last 24 months. This purchase volume represents approximately $302.30M in transactions.

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

Of the 29 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 ($37.77K), and Two Sigma Securities LLC ($18.35K).

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

Institutional investors have sold a total of 485,405 shares in the last 24 months. This volume of shares sold represents approximately $41.64M in transactions.



This page (NYSEARCA:UPRO) was last updated on 8/8/2025 by MarketBeat.com Staff
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