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ProShares Ultra Russell 2000 (UWM) Institutional Ownership

$56.18 -0.37 (-0.65%)
As of 02:54 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)
27
Total
Institutional Inflows
(last 12 months)
$38.24M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$123.64M
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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
10/8/2026Toth Financial Advisory Corp97,217$5.51M0.6%N/A2.493%
9/23/2026Envestnet Asset Management Inc.160,906$10.82M0.0%-10.0%4.291%
9/9/2026Integrated Wealth Concepts LLC600$40K0.0%N/A0.016%
7/10/2026Wealthcare Advisory Partners LLC67,410$4.53M0.1%-1.0%1.550%
7/9/2026Client First Investment Management LLC119,587$8.04M3.4%N/A2.749%
7/8/2026Thurston Springer Miller Herd & Titak Inc.3,588$241K0.1%N/A0.082%
5/6/2026Independent Financial Group LLC14,513$677K0.0%N/A0.341%
4/28/2026Bogart Wealth LLC1,000$47K0.0%N/A0.023%
4/18/2026Legacy Wealth Partners LLC29,802$1.39M0.3%+4.6%0.670%
2/18/2026Quadrature Capital Ltd71,119$3.34M0.0%N/A1.259%
2/18/2026OLD Mission Capital LLC32,273$1.52M0.0%N/A0.571%
2/17/2026Integrated Advisors Network LLC16,820$791K0.0%-23.5%0.298%
2/16/2026Bard Associates Inc.15,675$737K0.2%-11.2%0.277%
2/13/2026Kestra Advisory Services LLC6,732$317K0.0%N/A0.119%
2/12/2026Federation des caisses Desjardins du Quebec1,000$47K0.0%N/A0.018%
2/12/2026HRT Financial LP5,783$271K0.0%N/A0.102%
2/12/2026Renaissance Technologies LLC8,300$390K0.0%N/A0.147%
2/4/2026One Wealth Map LLC4,016$189K0.1%-50.0%0.070%
2/4/2026Meridian Wealth Management LLC4,390$206K0.0%-14.0%0.076%
1/29/2026Verdence Capital Advisors LLC6,103$287K0.0%-6.2%0.105%
1/26/2026CWM LLC63,004$2.96M0.0%+91.6%1.135%
1/20/2026Thurston Springer Miller Herd & Titak Inc.600$28K0.0%-66.9%0.012%
1/20/2026Toth Financial Advisory Corp83,432$3.92M0.4%+20.0%1.604%
1/14/2026Global View Capital Management LLC30,487$1.43M0.3%+15.0%0.616%
1/14/2026Wealthcare Advisory Partners LLC68,080$3.20M0.1%N/A1.375%
11/24/2025CIBC Private Wealth Group LLC660$31K0.0%-54.8%0.013%
11/17/2025Harvest Investment Services LLC9,031$419K0.1%-10.8%0.172%
11/17/2025Polymer Capital Management HK LTD9,000$417K0.1%N/A0.171%
11/17/2025Bank of America Corp DE2,596$120K0.0%N/A0.049%
11/17/2025Bard Associates Inc.17,650$818K0.2%-1.7%0.336%
11/14/2025Tower Research Capital LLC TRC 29,038$1.35M0.0%-38.2%0.553%
11/12/2025One Wealth Map LLC8,032$374K0.2%N/A0.153%
11/12/2025Orion Porfolio Solutions LLC9,822$455K0.0%-15.9%0.187%
11/12/2025Kingsview Wealth Management LLC4,919$228K0.0%N/A0.094%
11/12/2025Integrated Advisors Network LLC21,982$1.02M0.0%+61.2%0.419%
11/5/2025Capital Investment Advisory Services LLC38,100$1.77M0.1%+786.0%0.726%
11/5/2025Envestnet Asset Management Inc.255,961$11.87M0.0%-90.7%4.875%
11/4/2025IMC Chicago LLC30,976$1.44M0.0%-10.4%0.590%
11/4/2025Atlatl Advisers LLC9,880$458K0.2%N/A0.188%
11/4/2025Meridian Wealth Management LLC5,107$237K0.0%N/A0.097%
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10/31/2025Capital Investment Counsel Inc51,102$2.37M0.3%-4.8%0.973%
10/30/2025Simplicity Wealth LLC8,018$372K0.0%-93.2%0.148%
10/29/2025Global View Capital Management LLC26,516$1.23M0.3%N/A0.491%
10/29/2025Verdence 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%
10/20/2025Forefront 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%
10/15/2025Client First Investment Management LLC108,750$5.04M2.6%N/A1.977%
10/9/2025Toth Financial Advisory Corp69,523$3.22M0.3%+19.6%1.264%
10/9/2025North Capital Inc.1,251$58K0.0%N/A0.023%
10/7/2025Thurston Springer Miller Herd & Titak Inc.1,813$84K0.2%+18.0%0.033%
8/27/2025Orion Porfolio Solutions LLC11,680$440K0.0%N/A0.134%
8/19/2025B. Riley Wealth Advisors Inc.16,135$608K0.0%N/A0.185%
8/15/2025Tower Research Capital LLC TRC 47,015$1.77M0.0%+60.3%0.540%
8/15/2025Orion Porfolio Solutions LLC11,680$440K0.0%N/A0.134%
8/13/2025Flow Traders U.S. LLC6,972$263K0.0%N/A0.080%
8/12/2025Quadcap Wealth Management LLC10,358$390K0.0%+45.6%0.119%
8/12/2025WealthBridge Capital Management LLC22,114$833K0.2%+8.4%0.254%
8/12/2025Personal CFO Solutions LLC322,764$12.16M2.2%-4.9%3.710%
8/12/2025Absolute Capital Management LLC16,064$605K0.3%+8.6%0.185%
8/8/2025Capital Investment Counsel Inc53,700$2.02M0.3%+4.1%0.617%
8/6/2025Prospera Financial Services Inc26,477$997K0.0%-24.7%0.304%
8/5/2025Cassaday & Co Wealth Management LLC9,288$350K0.0%+3.9%0.107%
8/4/2025Atria Investments Inc119,768$4.51M0.1%+14.3%1.377%
8/1/2025GWN Securities Inc.26,466$997K0.2%+102.3%0.304%
8/1/2025Envestnet Asset Management Inc.2,742,841$103.32M0.0%-6.0%31.527%
7/28/2025Axxcess Wealth Management LLC24,386$919K0.0%+31.7%0.280%
7/25/2025Envestnet Portfolio Solutions Inc.251,694$9.48M0.0%-4.4%2.893%
7/22/2025Simplicity Wealth LLC118,610$4.47M0.2%+16.4%1.363%
7/18/2025Truist Financial Corp5,898$222K0.0%N/A0.068%
7/14/2025Toth Financial Advisory Corp58,129$2.19M0.3%+12.2%0.657%
7/14/2025Park Avenue Securities LLC200,268$7.54M0.1%-21.8%2.263%
7/10/2025Financial Management Network Inc.7,036$283K0.1%N/A0.081%
7/7/2025Thurston 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%
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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%


UWM Institutional Ownership - Frequently Asked Questions

During the previous two years, 76 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. ($10.82M), Envestnet Portfolio Solutions Inc. ($9.48M), Client First Investment Management LLC ($8.04M), Park Avenue Securities LLC ($7.54M), Toth Financial Advisory Corp ($5.51M), and Wealthcare Advisory Partners LLC ($4.53M).Learn more on ProShares Ultra Russell 2000's institutional investors.

Of the 64 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), Toth Financial Advisory Corp ($163.69K), and Quadrature Capital Ltd ($128.74K).

Institutional investors have bought a total of 743,926 shares in the last 24 months. This purchase volume represents approximately $38.24M 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. ($2.50M), 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 2,658,329 shares in the last 24 months. This volume of shares sold represents approximately $123.64M 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 10/8/2026. New 13F filings are added each quarter as they're published.
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