ProShares Ultra Russell2000 (UWM) Institutional Ownership

$45.01

+1.42 (+3.26%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 15
Total Institutional Inflows (last 12 months): $26.63M

Number of Institutional Sellers (last 12 months): 6
Total Institutional Outflows (last 12 months): $5.38M

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UWM Institutional Buying and Selling by Quarter

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ProShares Ultra Russell2000 Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/22/2024	Capital Investment Counsel Inc	53,115	$1.98M	0.3%	+50.3%	0.957%
5/16/2024	Innova Wealth Partners	14,619	$597K	0.5%	+43.3%	0.263%
5/3/2024	Clarity Capital Partners LLC	34,826	$1.42M	0.9%	+26.0%	0.627%
4/25/2024	Capital Investment Advisory Services LLC	4,150	$169K	0.0%	+15.3%	0.073%
4/16/2024	Toth Financial Advisory Corp	24,177	$987K	0.1%	+18.2%	0.428%
2/20/2024	Clarity Capital Partners LLC	27,640	$1.05M	0.7%	N/A	0.570%
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2/14/2024	Cassaday & Co Wealth Management LLC	7,716	$294K	0.0%	-88.6%	0.159%
2/13/2024	Peapack Gladstone Financial Corp	30,209	$1.15M	0.0%	N/A	0.623%
2/13/2024	Bard Associates Inc.	20,025	$762K	0.3%	-3.8%	0.413%
2/12/2024	Harvest Investment Services LLC	11,436	$435K	0.2%	+61.4%	0.236%
2/9/2024	Cassaday & Co Wealth Management LLC	7,716	$294K	0.0%	-88.6%	0.159%
2/9/2024	Corient Private Wealth LLC	26,069	$992K	0.0%	N/A	0.538%
2/8/2024	Kingsview Wealth Management LLC	8,459	$322K	0.0%	N/A	0.174%
2/8/2024	Innova Wealth Partners	10,201	$388K	0.3%	N/A	0.210%
2/6/2024	Aveo Capital Partners LLC	345,468	$13.15M	1.6%	N/A	7.123%
2/5/2024	Capital Investment Counsel Inc	35,340	$1.35M	0.2%	+18.2%	0.729%
2/1/2024	Capital Investment Advisory Services LLC	3,600	$137K	0.0%	N/A	0.074%
1/26/2024	Toth Financial Advisory Corp	20,452	$778K	0.1%	+35.5%	0.422%
1/16/2024	Kingswood Wealth Advisors LLC	8,592	$327K	0.0%	N/A	0.177%
1/12/2024	Guild Investment Management Inc.	60,850	$2.32M	3.7%	N/A	1.255%
11/14/2023	Tower Research Capital LLC TRC	39,503	$1.19M	0.0%	+641.8%	0.814%
11/8/2023	HighTower Advisors LLC	18,250	$552K	0.0%	-42.5%	0.376%
11/8/2023	Fort Point Capital Partners LLC	9,766	$295K	0.0%	-17.4%	0.201%
11/2/2023	Capital Investment Counsel Inc	29,890	$904K	0.2%	+25.1%	0.616%
11/1/2023	Simplex Trading LLC	5,071	$153K	0.0%	N/A	0.105%
10/24/2023	Windsor Wealth Management Inc.	26,036	$787K	0.1%	-10.4%	0.537%
10/12/2023	Toth Financial Advisory Corp	15,095	$456K	0.1%	+28.4%	0.311%
10/11/2023	Geneos Wealth Management Inc.	4,331	$131K	0.0%	-39.9%	0.089%
8/11/2023	Harvest Investment Services LLC	10,618	$365K	0.2%	+57.7%	0.219%
8/8/2023	Geneos Wealth Management Inc.	7,212	$248K	0.0%	-33.7%	0.149%
8/8/2023	Aveo Capital Partners LLC	59,969	$2.06M	0.3%	N/A	1.236%
8/7/2023	Cassaday & Co Wealth Management LLC	67,888	$2.34M	0.1%	+105.0%	1.400%
7/28/2023	Capital Investment Counsel Inc	23,890	$822K	0.2%	+7.3%	0.562%
7/12/2023	Windsor Group LTD	29,048	$999K	0.2%	-32.1%	0.683%
5/15/2023	HAP Trading LLC	13,901	$442K	0.1%	-25.5%	0.316%
5/12/2023	Forefront Analytics LLC	15,092	$480K	0.2%	-10.5%	0.343%
5/9/2023	Tower Research Capital LLC TRC	68,388	$2.18M	0.1%	+134.7%	1.554%
5/3/2023	Cassaday & Co Wealth Management LLC	33,122	$1.05M	0.0%	-28.9%	0.753%
5/1/2023	Csenge Advisory Group	13,110	$417K	0.0%	N/A	0.298%
4/27/2023	Capital Investment Counsel Inc	22,265	$708K	0.2%	+5.6%	0.506%
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4/25/2023	Geneos Wealth Management Inc.	10,885	$346K	0.0%	-22.9%	0.247%
4/24/2023	Toth Financial Advisory Corp	11,147	$355K	0.1%	+97.8%	0.253%
4/19/2023	Windsor Group LTD	42,785	$1.32M	0.3%	-23.8%	0.972%
2/13/2023	Kingsview Wealth Management LLC	11,260	$351K	0.0%	-39.0%	0.259%
2/10/2023	Bard Associates Inc.	20,390	$635K	0.3%	+40.7%	0.469%
2/7/2023	Cassaday & Co Wealth Management LLC	46,582	$1.45M	0.1%	N/A	1.071%
2/7/2023	IFP Advisors Inc	800	$64K	0.0%	+708.1%	0.018%
2/7/2023	Envestnet Asset Management Inc.	8,335	$260K	0.0%	-75.4%	0.192%
2/2/2023	Institute for Wealth Management LLC.	29,389	$915K	0.2%	-2.3%	0.676%
2/2/2023	Windsor Group LTD	56,180	$1.81M	0.4%	+52.9%	1.291%
2/1/2023	SP Asset Management LLC	10,592	$330K	0.0%	N/A	0.243%
1/31/2023	Geneos Wealth Management Inc.	14,109	$439K	0.0%	-4.1%	0.324%
1/24/2023	Toth Financial Advisory Corp	5,636	$176K	0.0%	+115.8%	0.130%
11/15/2022	Flow Traders U.S. LLC	7,214	$207K	0.0%	-18.1%	0.170%
11/15/2022	Financial Advocates Investment Management	32,208	$1.24M	0.1%	N/A	0.758%
11/10/2022	Tower Research Capital LLC TRC	84,451	$2.43M	0.0%	-9.3%	1.987%
11/9/2022	Fort Point Capital Partners LLC	13,229	$380K	0.1%	-10.2%	0.311%
11/8/2022	IMC Chicago LLC	33,088	$952K	0.0%	-38.6%	0.779%
11/7/2022	Quantbot Technologies LP	2,423	$69K	0.0%	-39.4%	0.057%
11/7/2022	Windsor Group LTD	36,745	$1.10M	0.3%	+2.5%	0.865%
10/14/2022	Toth Financial Advisory Corp	2,612	$75K	0.0%	+76.8%	0.059%
8/13/2022	Flow Traders U.S. LLC	8,804	$272K	0.0%	N/A	0.191%
8/10/2022	Forefront Analytics LLC	16,523	$511K	0.2%	+20.1%	0.359%
8/8/2022	Windsor Group LTD	35,842	$1.13M	0.3%	N/A	0.779%
8/5/2022	IMC Chicago LLC	53,905	$1.67M	0.0%	N/A	1.172%
8/3/2022	Envestnet Asset Management Inc.	22,881	$707K	0.0%	-5.5%	0.497%
7/22/2022	Geneos Wealth Management Inc.	14,714	$464K	0.0%	-5.4%	0.331%
7/19/2022	Harvest Investment Services LLC	10,746	$331K	0.3%	-60.2%	0.241%
5/9/2022	Qube Research & Technologies Ltd	1,725	$80K	0.0%	-14.6%	0.042%
5/4/2022	Advisor Group Holdings Inc.	11,675	$542K	0.0%	+41.4%	0.275%
5/4/2022	Envestnet Asset Management Inc.	24,216	$1.12M	0.0%	+73.2%	0.570%
5/2/2022	Simplex Trading LLC	1,514	$70K	0.0%	-94.3%	0.033%
4/18/2022	AE Wealth Management LLC	6,585	$306K	0.0%	-46.0%	0.150%
4/5/2022	Silverleafe Capital Partners LLC	6,803	$316K	0.1%	-72.4%	0.155%
3/4/2022	Bill Few Associates Inc.	4,000	$222K	0.1%	N/A	0.083%
2/16/2022	Main Management LLC	1,000	$56K	0.0%	N/A	0.020%
2/11/2022	Forefront Analytics LLC	13,761	$764K	0.3%	+32.7%	0.293%
2/10/2022	Qube Research & Technologies Ltd	2,020	$112K	0.0%	+525.4%	0.041%
2/4/2022	Envestnet Asset Management Inc.	13,978	$776K	0.0%	-89.4%	0.282%
2/3/2022	Larson Financial Group LLC	1,847	$103K	0.0%	+15.4%	0.038%
2/3/2022	Advisor Group Holdings Inc.	8,255	$458K	0.0%	-41.1%	0.168%
2/1/2022	Qube Research & Technologies Ltd	2,020	$112K	0.0%	+525.4%	0.041%
1/31/2022	Toth Financial Advisory Corp	1,591	$88K	0.0%	+50.2%	0.032%
1/31/2022	Harvest Investment Services LLC	27,195	$1.51M	0.6%	+10.6%	0.539%
1/27/2022	Centric Wealth Management	28,455	$1.58M	0.5%	N/A	0.547%
1/27/2022	Marshall Financial Group LLC	4,275	$237K	0.1%	N/A	0.082%
1/20/2022	AE Wealth Management LLC	12,194	$677K	0.0%	-31.8%	0.244%
1/11/2022	Brookstone Capital Management	235,568	$12.32M	0.2%	-11.1%	4.665%
1/4/2022	Silverleafe Capital Partners LLC	24,690	$1.37M	0.5%	N/A	0.475%
11/15/2021	Flow Traders U.S. LLC	25,121	$1.36M	0.1%	N/A	0.478%
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11/12/2021	Renaissance Technologies LLC	10,500	$568K	0.0%	-52.7%	0.202%
11/12/2021	Fort Point Capital Partners LLC	14,637	$791K	0.1%	N/A	0.281%
11/9/2021	Geneos Wealth Management Inc.	15,560	$869K	0.0%	-14.6%	0.294%
11/5/2021	IMC Chicago LLC	12,013	$649K	0.0%	N/A	0.231%
11/5/2021	Advisor Group Holdings Inc.	14,019	$758K	0.0%	-96.6%	0.270%
11/3/2021	Brookstone Capital Management	264,977	$14.81M	0.3%	-19.4%	5.408%
11/2/2021	Cambridge Investment Research Advisors Inc.	6,573	$355K	0.0%	N/A	0.134%
11/1/2021	AE Wealth Management LLC	17,891	$967K	0.0%	+142.9%	0.365%
11/1/2021	Cedar Capital LLC	22,184	$1.20M	2.2%	+4.9%	0.453%
10/29/2021	Harvest Investment Services LLC	24,585	$1.33M	0.5%	-4.4%	0.502%

(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, 32 institutional investors and hedge funds held shares of ProShares Ultra Russell2000. The most heavily invested institutionals were Aveo Capital Partners LLC ($13.15M), Guild Investment Management Inc. ($2.32M), Capital Investment Counsel Inc ($1.98M), Clarity Capital Partners LLC ($1.42M), Financial Advocates Investment Management ($1.24M), Tower Research Capital LLC TRC ($1.19M), and Peapack Gladstone Financial Corp ($1.15M).Learn more on UWM's institutional investors.
Which institutional investors have been buying ProShares Ultra Russell2000 stock?: Of the 24 institutional investors that purchased ProShares Ultra Russell2000 stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Aveo Capital Partners LLC ($405.44K), Cassaday & Co Wealth Management LLC ($81.35K), Tower Research Capital LLC TRC ($73.43K), Guild Investment Management Inc. ($60.85K), Windsor Group LTD ($56.18K), IMC Chicago LLC ($53.91K), and Clarity Capital Partners LLC ($34.83K).
How much institutional buying is happening at ProShares Ultra Russell2000?: Institutional investors have bought a total of 999,573 shares in the last 24 months. This purchase volume represents approximately $35.31M in transactions.

Which ProShares Ultra Russell2000 major shareholders have been selling company stock?: Of the 16 institutional investors that sold ProShares Ultra Russell2000 stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cassaday & Co Wealth Management LLC ($133.80K), Windsor Group LTD ($27.13K), Envestnet Asset Management Inc. ($26.91K), IMC Chicago LLC ($20.82K), HighTower Advisors LLC ($13.50K), Geneos Wealth Management Inc. ($10.38K), and Tower Research Capital LLC TRC ($8.70K).
How much institutional selling is happening at ProShares Ultra Russell2000?: Institutional investors have sold a total of 266,217 shares in the last 24 months. This volume of shares sold represents approximately $9.11M in transactions.