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ProShares UltraPro S&P 500 (UPRO) Institutional Ownership

ProShares UltraPro S&P 500 logo
$155.40 -0.06 (-0.04%)
Closing price 04:10 PM Eastern
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$155.39 -0.01 (-0.01%)
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Institutional Ownership Changes (13F Filings) for ProShares UltraPro S&P 500 (NYSEARCA:UPRO)

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$238.33M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$94.30M
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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
10/9/2026Turner Capital Investments LLC69,727$10.25M9.1%N/A0.194%
10/8/2026Farther Finance Advisors LLC4,252$625K0.0%-14.1%0.012%
10/8/2026Avidian Wealth Enterprises LLC2,235$328K0.0%N/A0.006%
10/7/2026Kwmg LLC6,853$1.01M0.1%N/A0.019%
10/1/2026 Hickory Point Bank & Trust5,222$767K0.5%+6.4%0.015%
9/14/2026Revere Asset Management Inc393,443$55.79M21.5%+116.3%1.071%
9/8/2026Allworth Financial LP278$39K0.0%-63.0%0.001%
8/25/2026Financial Insights Inc.2,251$319K0.1%N/A0.006%
8/22/2026Legacy Wealth Managment LLC ID1,639$232K0.1%N/A0.004%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,365$619K0.1%N/A0.012%
7/8/2026Westmount Partners LLC9,370$1.33M0.3%+10.4%0.025%
5/18/2026EverSource Wealth Advisors LLC17,568$1.70M0.1%+12.7%0.048%
5/14/2026Lido Advisors LLC16,522$1.60M0.0%-10.3%0.045%
5/8/2026PNC Financial Services Group Inc.29,066$2.82M0.0%N/A0.080%
5/8/2026Ridgepath Capital Management LLC169,217$16.41M8.2%-18.6%0.464%
5/6/2026Assetmark Inc.2,797$271K0.0%-5.0%0.008%
5/6/2026Main Street Group LTD46,896$4.55M1.3%-6.9%0.128%
5/6/2026Independent Financial Group LLC20,229$1.96M0.1%N/A0.055%
5/5/2026IMC Chicago LLC33,148$3.22M0.0%N/A0.091%
5/4/2026Calamos Advisors LLC4,562$442K0.0%N/A0.012%
5/4/2026Bryn Mawr Trust Advisors LLC7,029$682K0.0%-11.4%0.019%
5/1/2026Spectrum Financial Alliance Ltd LLC129,902$12.60M2.4%+3.4%0.356%
4/29/2026Nicholas Hoffman & Company LLC.3,610$350K0.0%+25.5%0.010%
4/28/2026Ascentis Independent Advisors27,940$2.71M0.2%+96.5%0.077%
4/28/2026Koshinski Asset Management Inc.10,292$998K0.1%+138.4%0.027%
4/24/2026Essex Financial Services Inc.2,584$251K0.0%-4.6%0.007%
4/23/2026BXM Wealth LLC18,799$1.82M1.4%-90.7%0.050%
4/16/2026Diversified Trust Co43,000$4.17M0.1%-14.0%0.108%
4/16/2026Westmount Partners LLC8,486$823K0.2%+1.3%0.021%
3/13/2026World Investment Advisors9,179$1.06M0.0%+3.1%0.023%
3/9/2026Corient Private Wealth LLC20,140$2.33M0.0%+7.1%0.051%
2/19/2026Axxcess Wealth Management LLC198,096$22.93M0.3%-4.5%0.503%
2/19/2026Corient Private Wealth LLC20,065$2.32M0.0%+6.7%0.051%
2/18/2026Mercer Global Advisors Inc. ADV4,577$530K0.0%+15.8%0.012%
2/18/2026NewEdge Advisors LLC480$56K0.0%-29.4%0.001%
2/18/2026XTX Topco Ltd4,468$517K0.0%N/A0.011%
2/18/2026Safe Harbor Fiduciary LLC19,836$2.30M2.0%N/A0.050%
2/17/2026EFG International AG952$110K0.0%N/A0.002%
2/17/2026Jump Financial LLC30,559$3.54M0.0%N/A0.078%
2/17/2026Tower Research Capital LLC TRC 27,244$3.15M0.1%-37.5%0.069%
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2/17/2026Blair William & Co. IL1,200$139K0.0%-21.2%0.003%
2/16/2026Mariner LLC8,715$1.01M0.0%-30.8%0.022%
2/16/2026LM Advisors LLC662$77K0.0%-87.4%0.002%
2/13/2026Kestra Advisory Services LLC244$28K0.0%N/A0.001%
2/13/2026CreativeOne Wealth LLC3,654$423K0.0%-5.6%0.009%
2/13/2026Headlands Technologies LLC22,087$2.56M0.2%+277.5%0.056%
2/12/2026Federation des caisses Desjardins du Quebec396$46K0.0%+465.7%0.001%
2/12/2026HRT Financial LP13,716$1.59M0.0%N/A0.035%
2/12/2026Commonwealth Equity Services LLC3,499$405K0.0%-9.1%0.009%
2/12/2026Akuna Securities LLC4,809$557K0.0%N/A0.012%
2/12/2026StoneX Group Inc.5,067$587K0.0%+58.8%0.013%
2/12/2026Renaissance Technologies LLC13,600$1.57M0.0%-25.7%0.035%
2/12/2026Fortress Private Ledger LLC8,053$932K0.3%+40.0%0.020%
2/11/2026T3 Companies LLC4,268$494K0.6%N/A0.011%
2/11/2026O Shaughnessy Asset Management LLC241$28K0.0%N/A0.001%
2/10/2026Founders Financial Securities LLC6,608$765K0.0%-16.2%0.017%
2/9/2026Millington Financial Advisors LLC25,920$3.07M1.4%-5.3%0.066%
2/9/2026Flputnam Investment Management Co.5,803$672K0.0%-4.9%0.015%
2/9/2026Revere Asset Management Inc197,317$22.84M8.0%+8.6%0.501%
2/9/2026Hantz Financial Services Inc.1,587$184K0.0%+29.2%0.004%
2/6/2026EverSource Wealth Advisors LLC15,586$1.80M0.1%-31.1%0.040%
2/6/2026Daviman Financial LLC2,584$299K0.2%N/A0.007%
2/6/2026Axxcess Wealth Management LLC198,096$22.93M0.1%-4.5%0.503%
2/6/2026HighTower Advisors LLC1,930$223K0.0%N/A0.005%
2/5/2026Allworth Financial LP278$32K0.0%-53.4%0.001%
2/5/2026GR Financial Group LLC3,258$377K0.1%+28.5%0.008%
2/4/2026World Investment Advisors9,179$1.03M0.0%+3.1%0.023%
2/4/2026Timonier Family Office LTD.7,868$911K0.3%-3.6%0.020%
2/3/2026Koshinski Asset Management Inc.4,317$500K0.0%-26.1%0.011%
2/3/2026Encompass More Asset Management27,208$3.15M0.6%-17.7%0.068%
2/3/2026American Financial Advisors LLC5,957$690K0.1%-1.4%0.015%
2/2/2026Ellis Investment Partners LLC10,021$1.16M0.2%-1.3%0.025%
1/30/2026Spectrum Financial Alliance Ltd LLC125,596$14.54M2.9%+37.8%0.314%
1/29/2026Ashton Thomas Private Wealth LLC3,557$412K0.0%-28.1%0.009%
1/29/2026Golden State Equity Partners14,222$1.65M0.3%-1.8%0.035%
1/29/2026Calamos Wealth Management LLC4,562$528K0.0%+44.1%0.011%
1/28/2026Provident Wealth Management LLC685$79K0.0%-65.8%0.002%
1/26/2026Main Street Group LTD50,361$5.83M2.0%-0.9%0.124%
1/26/2026Discipline Wealth Solutions LLC6,174$715K0.1%-13.0%0.015%
1/26/2026Turner Capital Investments LLC525,554$60.84M3.5%N/A1.296%
1/23/2026Farther Finance Advisors LLC3,193$370K0.0%+4.6%0.008%
1/23/2026Optima Capital LLC3,054$354K0.2%N/A0.008%
1/23/2026Assetmark Inc.2,943$341K0.0%-98.6%0.007%
1/23/2026Howard Capital Management Inc.1,025,589$118.72M1.3%-13.8%2.542%
1/21/2026Sound Income Strategies LLC7,266$873K0.0%N/A0.018%
1/21/2026 Stonebridge Financial Group LLC4,000$463K0.0%N/A0.010%
1/21/2026Erickson Financial Group LLC6,741$780K0.5%-17.3%0.017%
1/20/2026BXM Wealth LLC201,623$23.34M2.3%N/A0.503%
1/20/2026Signaturefd LLC318$37K0.0%-23.2%0.001%
1/20/2026Toth Financial Advisory Corp14,115$1.63M0.2%-12.3%0.035%
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1/16/2026Howard Capital Management Group LLC10,000$1.16M0.1%N/A0.025%
1/15/2026Sollinda Capital Management LLC6,197$717K0.2%-50.2%0.016%
1/15/2026Brookstone Capital Management3,072$356K0.0%N/A0.008%
1/14/2026Spire Wealth Management2,007$232K0.0%-9.0%0.005%
1/14/2026CPR Investments Inc.5,723$663K0.4%-17.1%0.014%
1/13/2026Cadent Capital Advisors LLC2,226$258K0.1%N/A0.006%
1/12/2026 Silverleafe Capital Partners LLC4,178$484K0.1%-32.2%0.010%
1/12/2026Robinson Value Management Ltd.146,158$16.92M9.1%N/A0.366%
1/6/2026Great Oak Capital Partners LLC1,765$205K0.1%N/A0.004%
1/1/2026JPMorgan Chase & Co.21,405$2.39M0.0%-33.4%0.050%


UPRO Institutional Ownership - Frequently Asked Questions

During the previous two years, 133 institutional investors and hedge funds held shares of ProShares UltraPro S&P 500. The most heavily invested institutionals were Howard Capital Management Inc. ($118.72M), Revere Asset Management Inc ($55.79M), Axxcess Wealth Management LLC ($22.93M), Robinson Value Management Ltd. ($16.92M), Ridgepath Capital Management LLC ($16.41M), Spectrum Financial Alliance Ltd LLC ($12.60M), and Turner Capital Investments LLC ($10.25M).Learn more on ProShares UltraPro S&P 500's institutional investors.

Of the 118 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 ($1.21M), Howard Capital Management Inc. ($1.19M), Turner Capital Investments LLC ($595.28K), Revere Asset Management Inc ($408.82K), Quadrature Capital Ltd ($251.45K), Assetmark Inc. ($210.49K), and BXM Wealth LLC ($201.62K).

Institutional investors have bought a total of 2,026,497 shares in the last 24 months. This purchase volume represents approximately $238.33M in transactions.

Of the 50 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: Assetmark Inc. ($207.69K), BXM Wealth LLC ($182.82K), Howard Capital Management Inc. ($164.49K), Quadrature Capital Ltd ($52.40K), UBS Group AG ($41.03K), Ridgepath Capital Management LLC ($38.73K), and Ashton Thomas Private Wealth LLC ($22.63K).

Institutional investors have sold a total of 858,542 shares in the last 24 months. This volume of shares sold represents approximately $94.30M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:UPRO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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