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ProShares Ultra Russell 2000 (UWM) Institutional Ownership

$40.22 +0.67 (+1.69%)
As of 07/3/2025 05:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for ProShares Ultra Russell 2000 (NYSEARCA:UWM)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$208.20M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$13.09M
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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
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%
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%
2/13/2025Envestnet Asset Management Inc.3,019,931$126.38M0.0%+50,502.1%54.413%
2/12/2025JPMorgan Chase & Co.3,100$130K0.0%-40.4%0.056%
2/11/2025Crowley Wealth Management Inc.69,200$2.90M2.6%N/A1.247%
2/11/2025Simplex Trading LLC6,948$290K0.0%-19.9%0.125%
2/11/2025Absolute Capital Management LLC22,738$954K0.5%N/A0.410%
2/10/2025Axxcess Wealth Management LLC30,404$1.27M0.0%N/A0.548%
2/10/2025Envestnet Portfolio Solutions Inc.319,492$13.37M0.0%N/A5.757%
2/10/2025EverSource Wealth Advisors LLC86,694$3.63M0.2%N/A1.562%
2/7/2025Global View Capital Management LLC22,811$957K0.3%N/A0.411%
2/7/2025Simplicity Wealth LLC90,572$3.79M0.8%N/A1.632%
2/7/2025Personal CFO Solutions LLC365,348$15.29M3.0%N/A6.583%
2/7/2025Larson Financial Group LLC1,600$67K0.0%-38.5%0.029%
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2/6/2025SP Asset Management LLC7,200$301K0.0%-32.0%0.130%
2/6/2025Atria Investments Inc107,114$4.48M0.1%N/A1.930%
2/6/2025Bard Associates Inc.18,015$754K0.3%-9.1%0.325%
2/6/2025Meridian Wealth Management LLC40,946$1.71M0.1%N/A0.738%
2/5/2025US Bancorp DE5,341$224K0.0%N/A0.096%
2/4/2025World Equity Group Inc.8,000$335K0.1%N/A0.144%
2/3/2025Sigma Planning Corp5,384$225K0.0%N/A0.097%
2/3/2025Capital Investment Counsel Inc45,199$1.89M0.3%-16.0%0.814%
2/3/2025WealthBridge Capital Management LLC18,262$764K0.2%N/A0.329%
2/3/2025Financial Management Network Inc.10,765$465K0.1%N/A0.194%
1/31/2025Truist Financial Corp27,145$1.14M0.0%N/A0.489%
1/30/2025Principal Securities Inc.5,744$240K0.0%N/A0.103%
1/30/2025Aveo Capital Partners LLC29,802$1.25M0.1%-75.9%0.537%
1/27/2025IMC Chicago LLC35,719$1.50M0.0%N/A0.644%
1/21/2025Toth Financial Advisory Corp64,975$2.72M0.3%+42.5%1.171%
1/21/2025Geneos Wealth Management Inc.1,477$62K0.0%-32.2%0.027%
1/17/2025Veracity Capital LLC16,332$683K0.2%N/A0.294%
1/14/2025Park Avenue Securities LLC196,887$8.24M0.1%N/A3.548%
1/6/2025Silverleafe Capital Partners LLC8,220$344K0.1%N/A0.148%
11/15/2024Quadrature Capital Ltd57,618$2.47M0.1%N/A1.038%
11/15/2024Arizona PSPRS Trust5,004$215K0.0%N/A0.090%
11/14/2024Flow Traders U.S. LLC6,658$286K0.0%N/A0.120%
11/12/2024Larson Financial Group LLC2,603$112K0.0%+62.7%0.047%
11/7/2024Peterson Financial Group Inc.3,421$147K0.6%N/A0.062%
10/30/2024Clarity Capital Partners LLC5,106$219K0.1%-64.1%0.092%
10/22/2024Capital Investment Counsel Inc53,796$2.31M0.3%+1.3%0.969%
10/21/2024Toth Financial Advisory Corp45,602$1.96M0.2%+51.4%0.822%
10/11/2024Thurston Springer Miller Herd & Titak Inc.7,264$312K0.1%N/A0.131%
8/14/2024Squarepoint Ops LLC22,043$821K0.0%N/A0.397%
8/9/2024Renaissance Technologies LLC12,100$450K0.0%N/A0.218%
7/22/2024Capital Investment Counsel Inc53,115$1.98M0.3%+50.3%0.957%
5/16/2024Innova Wealth Partners14,619$597K0.5%+43.3%0.263%
5/3/2024Clarity Capital Partners LLC34,826$1.42M0.9%+26.0%0.627%
4/25/2024Capital Investment Advisory Services LLC4,150$169K0.0%+15.3%0.073%
4/16/2024Toth Financial Advisory Corp24,177$987K0.1%+18.2%0.428%
2/20/2024Clarity Capital Partners LLC27,640$1.05M0.7%N/A0.570%
2/14/2024Cassaday & Co Wealth Management LLC7,716$294K0.0%-88.6%0.159%
2/13/2024Peapack Gladstone Financial Corp30,209$1.15M0.0%N/A0.623%
2/13/2024Bard Associates Inc.20,025$762K0.3%-3.8%0.413%
2/12/2024Harvest Investment Services LLC11,436$435K0.2%+61.4%0.236%
2/9/2024Cassaday & Co Wealth Management LLC7,716$294K0.0%-88.6%0.159%
2/9/2024Corient Private Wealth LLC26,069$992K0.0%N/A0.538%
2/8/2024Kingsview Wealth Management LLC8,459$322K0.0%N/A0.174%
2/8/2024Innova Wealth Partners10,201$388K0.3%N/A0.210%
2/6/2024Aveo Capital Partners LLC345,468$13.15M1.6%N/A7.123%
2/5/2024Capital Investment Counsel Inc35,340$1.35M0.2%+18.2%0.729%
2/1/2024Capital Investment Advisory Services LLC3,600$137K0.0%N/A0.074%
1/26/2024Toth Financial Advisory Corp20,452$778K0.1%+35.5%0.422%
1/16/2024Kingswood Wealth Advisors LLC8,592$327K0.0%N/A0.177%
1/12/2024Guild Investment Management Inc.60,850$2.32M3.7%N/A1.255%
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11/14/2023Tower Research Capital LLC TRC39,503$1.19M0.0%+641.8%0.814%
11/8/2023HighTower Advisors LLC18,250$552K0.0%-42.5%0.376%
11/8/2023Fort Point Capital Partners LLC9,766$295K0.0%-17.4%0.201%
11/2/2023Capital Investment Counsel Inc29,890$904K0.2%+25.1%0.616%
11/1/2023Simplex Trading LLC5,071$153K0.0%N/A0.105%
10/24/2023Windsor Wealth Management Inc.26,036$787K0.1%-10.4%0.537%
10/12/2023Toth Financial Advisory Corp15,095$456K0.1%+28.4%0.311%
10/11/2023Geneos Wealth Management Inc.4,331$131K0.0%-39.9%0.089%
8/11/2023Harvest Investment Services LLC10,618$365K0.2%+57.7%0.219%
8/8/2023Geneos Wealth Management Inc.7,212$248K0.0%-33.7%0.149%
(Data available from 1/1/2016 forward)

UWM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UWM shares?

During the previous two years, 65 institutional investors and hedge funds held shares of ProShares Ultra Russell 2000. The most heavily invested institutionals were Envestnet Asset Management Inc. ($97.57M), Personal CFO Solutions LLC ($11.35M), Envestnet Portfolio Solutions Inc. ($8.81M), Park Avenue Securities LLC ($8.57M), Atria Investments Inc ($4.48M), EverSource Wealth Advisors LLC ($3.63M), and GTS Securities LLC ($3.53M).Learn more on ProShares Ultra Russell 2000's institutional investors.

Which institutional investors have been buying ProShares Ultra Russell 2000's stock?

Of the 56 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), Aveo Capital Partners LLC ($405.44K), Personal CFO Solutions LLC ($365.35K), Envestnet Portfolio Solutions Inc. ($319.49K), Park Avenue Securities LLC ($256.15K), Atria Investments Inc ($107.11K), and Simplicity Wealth LLC ($101.91K).

How much institutional buying is happening at ProShares Ultra Russell 2000?

Institutional investors have bought a total of 5,002,917 shares in the last 24 months. This purchase volume represents approximately $208.20M in transactions.

Which of ProShares Ultra Russell 2000's major shareholders have been selling company stock?

Of the 17 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. ($102.21K), Aveo Capital Partners LLC ($93.66K), Envestnet Portfolio Solutions Inc. ($56.10K), Personal CFO Solutions LLC ($25.97K), Toth Financial Advisory Corp ($13.15K), Axxcess Wealth Management LLC ($11.89K), and Integrated Advisors Network LLC ($11.02K).

How much institutional selling is happening at ProShares Ultra Russell 2000?

Institutional investors have sold a total of 358,888 shares in the last 24 months. This volume of shares sold represents approximately $13.09M in transactions.


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This page (NYSEARCA:UWM) was last updated on 7/5/2025 by MarketBeat.com Staff
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