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ProShares Ultra Russell 2000 (UWM) Institutional Ownership

$66.34 +0.96 (+1.47%)
As of 08/21/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for ProShares Ultra Russell 2000 (NYSEARCA:UWM)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$33.73M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$122.43M
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UWM Institutional Buying and Selling by Quarter

ProShares Ultra Russell 2000 Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Wealthcare Advisory Partners LLC67,410$4.53M0.1%-1.0%1.550%
7/9/2026 Client First Investment Management LLC119,587$8.04M3.4%N/A2.749%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.3,588$241K0.1%N/A0.082%
5/6/2026 Independent Financial Group LLC14,513$677K0.0%N/A0.341%
4/28/2026 Bogart Wealth LLC1,000$47K0.0%N/A0.023%
4/18/2026 Legacy Wealth Partners LLC29,802$1.39M0.3%+4.6%0.670%
2/18/2026 Quadrature Capital Ltd71,119$3.34M0.0%N/A1.259%
2/18/2026 OLD Mission Capital LLC32,273$1.52M0.0%N/A0.571%
2/17/2026 Integrated Advisors Network LLC16,820$791K0.0%-23.5%0.298%
2/16/2026 Bard Associates Inc.15,675$737K0.2%-11.2%0.277%
2/13/2026 Kestra Advisory Services LLC6,732$317K0.0%N/A0.119%
2/12/2026 Federation des caisses Desjardins du Quebec1,000$47K0.0%N/A0.018%
2/12/2026 HRT Financial LP5,783$271K0.0%N/A0.102%
2/12/2026 Renaissance Technologies LLC8,300$390K0.0%N/A0.147%
2/4/2026 One Wealth Map LLC4,016$189K0.1%-50.0%0.070%
2/4/2026 Meridian Wealth Management LLC4,390$206K0.0%-14.0%0.076%
1/29/2026 Verdence Capital Advisors LLC6,103$287K0.0%-6.2%0.105%
1/26/2026CWM LLC63,004$2.96M0.0%+91.6%1.135%
1/20/2026 Thurston Springer Miller Herd & Titak Inc.600$28K0.0%-66.9%0.012%
1/20/2026 Toth Financial Advisory Corp83,432$3.92M0.4%+20.0%1.604%
1/14/2026 Global View Capital Management LLC30,487$1.43M0.3%+15.0%0.616%
1/14/2026 Wealthcare Advisory Partners LLC68,080$3.20M0.1%N/A1.375%
11/24/2025CIBC Private Wealth Group LLC660$31K0.0%-54.8%0.013%
11/17/2025 Harvest Investment Services LLC9,031$419K0.1%-10.8%0.172%
11/17/2025 Polymer Capital Management HK LTD9,000$417K0.1%N/A0.171%
11/17/2025 Bank of America Corp DE2,596$120K0.0%N/A0.049%
11/17/2025 Bard Associates Inc.17,650$818K0.2%-1.7%0.336%
11/14/2025 Tower Research Capital LLC TRC 29,038$1.35M0.0%-38.2%0.553%
11/12/2025 One Wealth Map LLC8,032$374K0.2%N/A0.153%
11/12/2025 Orion Porfolio Solutions LLC9,822$455K0.0%-15.9%0.187%
11/12/2025 Kingsview Wealth Management LLC4,919$228K0.0%N/A0.094%
11/12/2025 Integrated Advisors Network LLC21,982$1.02M0.0%+61.2%0.419%
11/5/2025 Capital Investment Advisory Services LLC38,100$1.77M0.1%+786.0%0.726%
11/5/2025 Envestnet Asset Management Inc.255,961$11.87M0.0%-90.7%4.875%
11/4/2025 IMC Chicago LLC30,976$1.44M0.0%-10.4%0.590%
11/4/2025 Atlatl Advisers LLC9,880$458K0.2%N/A0.188%
11/4/2025 Meridian Wealth Management LLC5,107$237K0.0%N/A0.097%
10/31/2025 Capital Investment Counsel Inc51,102$2.37M0.3%-4.8%0.973%
10/30/2025 Simplicity Wealth LLC8,018$372K0.0%-93.2%0.148%
10/29/2025 Global View Capital Management LLC26,516$1.23M0.3%N/A0.491%
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10/29/2025 Verdence Capital Advisors LLC6,503$320K0.0%-7.5%0.120%
10/21/2025Crowley Wealth Management Inc.71,360$3.31M2.6%+3.1%1.334%
10/20/2025 Forefront Wealth Partners LLC7,945$368K0.1%N/A0.147%
10/16/2025 Silverleafe Capital Partners LLC4,892$227K0.1%N/A0.091%
10/15/2025CWM LLC32,882$1.52M0.0%N/A0.615%
10/15/2025 Client First Investment Management LLC108,750$5.04M2.6%N/A1.977%
10/9/2025 Toth Financial Advisory Corp69,523$3.22M0.3%+19.6%1.264%
10/9/2025 North Capital Inc.1,251$58K0.0%N/A0.023%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.1,813$84K0.2%+18.0%0.033%
8/27/2025 Orion Porfolio Solutions LLC11,680$440K0.0%N/A0.134%
8/19/2025 B. Riley Wealth Advisors Inc.16,135$608K0.0%N/A0.185%
8/15/2025 Tower Research Capital LLC TRC 47,015$1.77M0.0%+60.3%0.540%
8/15/2025 Orion Porfolio Solutions LLC11,680$440K0.0%N/A0.134%
8/13/2025 Flow Traders U.S. LLC6,972$263K0.0%N/A0.080%
8/12/2025 Quadcap Wealth Management LLC10,358$390K0.0%+45.6%0.119%
8/12/2025 WealthBridge Capital Management LLC22,114$833K0.2%+8.4%0.254%
8/12/2025 Personal CFO Solutions LLC322,764$12.16M2.2%-4.9%3.710%
8/12/2025 Absolute Capital Management LLC16,064$605K0.3%+8.6%0.185%
8/8/2025 Capital Investment Counsel Inc53,700$2.02M0.3%+4.1%0.617%
8/6/2025 Prospera Financial Services Inc26,477$997K0.0%-24.7%0.304%
8/5/2025 Cassaday & Co Wealth Management LLC9,288$350K0.0%+3.9%0.107%
8/4/2025 Atria Investments Inc119,768$4.51M0.1%+14.3%1.377%
8/1/2025 GWN Securities Inc.26,466$997K0.2%+102.3%0.304%
8/1/2025 Envestnet Asset Management Inc.2,742,841$103.32M0.0%-6.0%31.527%
7/28/2025 Axxcess Wealth Management LLC24,386$919K0.0%+31.7%0.280%
7/25/2025 Envestnet Portfolio Solutions Inc.251,694$9.48M0.0%-4.4%2.893%
7/22/2025 Simplicity Wealth LLC118,610$4.47M0.2%+16.4%1.363%
7/18/2025 Truist Financial Corp5,898$222K0.0%N/A0.068%
7/14/2025 Toth Financial Advisory Corp58,129$2.19M0.3%+12.2%0.657%
7/14/2025 Park Avenue Securities LLC200,268$7.54M0.1%-21.8%2.263%
7/10/2025 Financial Management Network Inc.7,036$283K0.1%N/A0.081%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,537$58K0.0%-81.7%0.018%
5/21/2025Geneos Wealth Management Inc.870$29K0.0%-41.1%0.010%
5/14/2025Northwestern Mutual Wealth Management Co.2,049$69K0.0%+924.5%0.023%
5/14/2025Kestra Advisory Services LLC75,245$2.52M0.0%+4.8%0.831%
5/8/2025HHM Wealth Advisors LLC1,400$47K0.0%N/A0.015%
4/30/2025Axxcess Wealth Management LLC18,513$619K0.0%-39.1%0.195%
4/30/2025Personal CFO Solutions LLC339,375$11.35M2.3%-7.1%3.572%
4/29/2025Envestnet Asset Management Inc.2,917,722$97.57M0.0%-3.4%30.713%
4/29/2025Capital Investment Advisory Services LLC4,300$144K0.0%+19.4%0.045%
4/28/2025Capital Investment Counsel Inc51,599$1.73M0.3%+14.2%0.543%
4/25/2025WealthBridge Capital Management LLC20,395$682K0.2%+11.7%0.215%
4/21/2025Envestnet Portfolio Solutions Inc.263,390$8.81M0.0%-17.6%2.773%
4/15/2025Integrated Advisors Network LLC12,704$425K0.0%-46.5%0.133%
4/15/2025Simplicity Wealth LLC101,911$3.41M0.3%+12.5%1.067%
4/14/2025IMC Chicago LLC71,955$2.41M0.0%+101.4%0.753%
4/14/2025Toth Financial Advisory Corp51,825$1.73M0.2%-20.2%0.543%
4/14/2025Park Avenue Securities LLC256,145$8.57M0.1%+30.1%2.682%
4/10/2025Thurston Springer Miller Herd & Titak Inc.8,386$280K0.0%+12.5%0.088%
4/10/2025Veracity Capital LLC7,233$242K0.1%-55.7%0.076%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
2/25/2025B. Riley Wealth Advisors Inc.15,754$659K0.0%N/A0.160%
2/25/2025Integrated Advisors Network LLC23,725$993K0.0%+141.2%0.241%
2/18/2025GTS Securities LLC84,308$3.53M0.2%-1,224.1%1.519%
2/18/2025Novem Group4,821$202K0.0%N/A0.087%
2/17/2025Quadcap Wealth Management LLC7,115$298K0.0%N/A0.128%
2/17/2025Forefront Analytics LLC7,887$330K0.2%-46.0%0.142%
2/17/2025Aptus Capital Advisors LLC10,843$454K0.0%N/A0.195%
2/14/2025Two Sigma Securities LLC13,194$552K0.1%N/A0.238%
2/14/2025Tower Research Capital LLC TRC36,766$1.54M0.0%+436.6%0.662%
2/14/2025Concourse Financial Group Securities Inc.16,372$729K0.0%N/A0.295%


UWM Institutional Ownership - Frequently Asked Questions

During the previous two years, 75 institutional investors and hedge funds held shares of ProShares Ultra Russell 2000. The most heavily invested institutionals were Personal CFO Solutions LLC ($12.16M), Envestnet Asset Management Inc. ($11.87M), Envestnet Portfolio Solutions Inc. ($9.48M), Client First Investment Management LLC ($8.04M), Park Avenue Securities LLC ($7.54M), Wealthcare Advisory Partners LLC ($4.53M), and Atria Investments Inc ($4.51M).Learn more on ProShares Ultra Russell 2000's institutional investors.

Of the 63 institutional investors that purchased ProShares Ultra Russell 2000's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($3.01M), Personal CFO Solutions LLC ($365.35K), Envestnet Portfolio Solutions Inc. ($319.49K), Park Avenue Securities LLC ($256.15K), Client First Investment Management LLC ($228.34K), Quadrature Capital Ltd ($128.74K), and Atria Investments Inc ($122.13K).

Institutional investors have bought a total of 670,710 shares in the last 24 months. This purchase volume represents approximately $33.73M in transactions.

Of the 15 institutional investors that sold ProShares Ultra Russell 2000's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($2.49M), Simplicity Wealth LLC ($110.59K), Tower Research Capital LLC TRC ($17.98K), Integrated Advisors Network LLC ($5.16K), One Wealth Map LLC ($4.02K), IMC Chicago LLC ($3.61K), and Capital Investment Counsel Inc ($2.60K).

Institutional investors have sold a total of 2,640,395 shares in the last 24 months. This volume of shares sold represents approximately $122.43M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:UWM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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