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ProShares Ultra Financials (UYG) Institutional Ownership

ProShares Ultra Financials logo
$99.98 +1.79 (+1.82%)
As of 02:02 PM Eastern
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Institutional Ownership Changes (13F Filings) for ProShares Ultra Financials (NYSEARCA:UYG)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$12.78M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$11.25M
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UYG Institutional Buying and Selling by Quarter

ProShares Ultra Financials Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.7,487$715K0.0%-24.7%0.083%
8/19/2025 B. Riley Wealth Advisors Inc.2,248$215K0.0%N/A0.025%
8/15/2025 Tower Research Capital LLC TRC 464$44K0.0%-92.4%0.005%
8/15/2025 Bank of America Corp DE6,146$587K0.0%+2.1%0.068%
8/14/2025 Dimension Capital Management LLC5,000$478K0.1%N/A0.055%
8/14/2025 Cerity Partners LLC5,000$478K0.0%-9.1%0.055%
8/8/2025 Sculati Wealth Management LLC2,100$201K0.1%N/A0.023%
8/8/2025 Creative Planning3,703$354K0.0%-3.1%0.041%
8/6/2025 Bryn Mawr Trust Advisors LLC4,734$452K0.0%-4.5%0.052%
8/5/2025 Cassaday & Co Wealth Management LLC34,801$3.33M0.1%+25.2%0.383%
8/1/2025 Envestnet Asset Management Inc.4,815$460K0.0%-87.0%0.053%
7/25/2025 CWM LLC1,380$132K0.0%+53.3%0.015%
7/14/2025 Toth Financial Advisory Corp39,193$3.75M0.4%-16.1%0.350%
7/11/2025 Farther Finance Advisors LLC760$73K0.0%+26.7%0.008%
5/14/2025Freedom Investment Management Inc.7,778$693K0.1%+8.6%0.084%
5/14/2025Summit Financial LLC2,327$207K0.0%N/A0.025%
5/13/2025Kovitz Investment Group Partners LLC9,758$870K0.0%-23.2%0.105%
5/13/2025HighTower Advisors LLC7,693$686K0.0%-5.4%0.083%
5/12/2025Simplex Trading LLC437$38K0.0%-88.6%0.005%
5/9/2025Belvedere Trading LLC5,000$446K0.0%+21.9%0.053%
5/9/2025Chicago Partners Investment Group LLC8,945$767K0.0%+44.7%0.095%
5/9/2025PNC Financial Services Group Inc.1,500$134K0.0%-50.0%0.016%
5/8/2025US Bancorp DE480$43K0.0%+60.0%0.005%
5/5/2025Lowery Thomas LLC2,446$218K0.1%N/A0.026%
5/1/2025WealthTrust Asset Management LLC6,000$535K0.4%+150.0%0.064%
4/30/2025Cerity Partners LLC5,500$490K0.0%-8.4%0.058%
4/30/2025Allworth Financial LP420$34K0.0%N/A0.004%
4/29/2025Envestnet Asset Management Inc.36,905$3.29M0.0%-21.7%0.392%
4/22/2025Cambridge Investment Research Advisors Inc.4,981$444K0.0%+11.0%0.053%
4/22/2025Dale Q Rice Investment Management Ltd2,414$215K0.1%N/A0.026%
4/14/2025Farther Finance Advisors LLC600$53K0.0%N/A0.006%
4/14/2025Toth Financial Advisory Corp46,708$4.17M0.5%-19.9%0.489%
4/14/2025Regent Peak Wealth Advisors LLC2,256$201K0.0%N/A0.024%
3/6/2025Plotkin Financial Advisors LLC2,593$222K0.1%-9.7%0.027%
2/17/2025Waverly Advisors LLC10,250$876K0.0%N/A0.098%
2/17/2025Focus Partners Wealth11,695$999K0.0%+29.9%0.112%
2/14/2025Jane Street Group LLC7,650$654K0.0%N/A0.073%
2/14/2025Lido Advisors LLC3,881$332K0.0%-8.5%0.037%
2/14/2025Tower Research Capital LLC TRC4,837$413K0.0%+52.4%0.046%
2/14/2025Freedom Investment Management Inc.7,164$612K0.1%N/A0.068%
2/13/2025Envestnet Asset Management Inc.47,158$4.03M0.0%+250.1%0.451%
2/11/2025Simplex Trading LLC3,827$327K0.0%N/A0.037%
2/10/2025WealthTrust Asset Management LLC2,400$205K0.1%N/A0.023%
2/10/2025Corient Private Wealth LLC9,110$779K0.0%-50.7%0.087%
2/10/2025Envestnet Portfolio Solutions Inc.2,402$205K0.0%N/A0.023%
2/7/2025Sollinda Capital Management LLC2,900$248K0.1%N/A0.028%
2/7/2025PNC Financial Services Group Inc.3,000$256K0.0%-65.9%0.029%
2/6/2025Atria Investments Inc2,803$240K0.0%N/A0.027%
2/5/2025US Bancorp DE300$26K0.0%-38.0%0.003%
2/5/2025Bryn Mawr Capital Management LLC4,950$423K0.0%-6.2%0.047%
2/4/2025Wharton Business Group LLC2,520$215K0.0%N/A0.024%
2/3/2025Cassaday & Co Wealth Management LLC27,801$2.38M0.1%-9.7%0.266%
2/3/2025Bryn Mawr Capital Management LLC4,950$423K0.0%-6.2%0.047%
1/31/2025Global Retirement Partners LLC600$51K0.0%N/A0.006%
1/31/2025Belvedere Trading LLC4,101$350K0.0%-23.0%0.039%
1/29/2025Summit Trail Advisors LLC3,621$309K0.0%N/A0.035%
1/21/2025Toth Financial Advisory Corp58,294$4.98M0.6%-17.8%0.557%
11/25/2024Sanctuary Advisors LLC3,033$232K0.0%N/A0.029%
11/14/2024Plotkin Financial Advisors LLC2,872$219K0.1%N/A0.027%
11/12/2024Great Valley Advisor Group Inc.2,776$212K0.0%N/A0.027%
10/30/2024James J. Burns & Company LLC2,857$218K0.0%N/A0.027%
10/30/2024Belvedere Trading LLC5,329$407K0.0%N/A0.051%
10/29/2024Chicago Partners Investment Group LLC6,168$507K0.0%-6.4%0.059%
10/23/2024Strategic Investment Solutions Inc. IL1,200$92K0.0%N/A0.011%
10/22/2024Private Advisor Group LLC3,000$229K0.0%N/A0.029%
10/21/2024Toth Financial Advisory Corp70,942$5.42M0.6%-15.5%0.678%
10/16/2024Good Life Advisors LLC3,069$235K0.0%N/A0.029%
10/11/2024Creative Planning2,623$200K0.0%N/A0.025%
10/7/2024Parisi Gray Wealth Management2,711$207K0.1%N/A0.026%
8/3/20249258 Wealth Management LLC16,250$1.04M0.2%-6.9%0.155%
7/30/2024Bryn Mawr Capital Management LLC5,278$370K0.0%-4.1%0.050%
7/29/2024Arkadios Wealth Advisors5,400$346K0.0%N/A0.052%
6/24/2024Lazari Capital Management Inc.3,510$240K0.1%N/A0.034%
6/10/2024Hamilton Wealth LLC25,052$1.71M0.5%N/A0.240%
5/20/2024Highlander Capital Management LLC1,600$109K0.0%-13.5%0.015%
5/17/2024Citizens Financial Group Inc. RI3,621$247K0.0%N/A0.035%
5/9/2024Blair William & Co. IL6,180$422K0.0%-8.8%0.059%
5/2/2024Bryn Mawr Capital Management LLC5,502$376K0.0%-3.8%0.053%
4/16/2024Toth Financial Advisory Corp89,668$6.13M0.8%-1.8%0.853%
2/23/2024Chicago Partners Investment Group LLC6,714$382K0.0%-6.8%0.058%
2/5/2024Savant Capital LLC4,250$235K0.0%-32.0%0.037%
2/1/2024CWM LLC931$51K0.0%+2,903.2%0.008%
1/29/2024Tennessee Valley Asset Management Partners602$33K0.0%N/A0.005%
1/29/2024Kennedy Investment Group4,100$226K0.1%N/A0.035%
1/26/2024Harbor Investment Advisory LLC2,100$116K0.0%-48.8%0.018%
1/26/2024Toth Financial Advisory Corp91,353$5.04M0.7%+1.7%0.790%
12/6/2023Citigroup Inc.1,435$63K0.0%-69.4%0.012%
12/1/2023Dimension Capital Management LLC5,100$222K0.1%N/A0.044%
11/13/2023PNC Financial Services Group Inc.8,190$357K0.0%-16.4%0.071%
11/8/2023HighTower Advisors LLC47,524$2.07M0.0%+5.4%0.411%
11/8/2023Bryn Mawr Capital Management LLC5,885$257K0.0%N/A0.051%
11/7/2023Savant Capital LLC6,250$273K0.0%-31.7%0.054%
10/12/2023Toth Financial Advisory Corp89,834$3.92M0.6%-2.2%0.777%
8/11/2023Huntington National Bank600$27K0.0%N/A0.005%
8/11/2023PNC Financial Services Group Inc.9,800$447K0.0%-42.4%0.085%
8/7/2023Cassaday & Co Wealth Management LLC30,801$1.41M0.1%+82.4%0.266%
8/2/2023Bank of Montreal Can1,129$52K0.0%N/A0.010%
7/25/2023Raymond James Financial Services Advisors Inc.4,580$209K0.0%N/A0.039%
7/14/2023Parisi Gray Wealth Management5,334$225K0.1%N/A0.045%
5/9/2023Tower Research Capital LLC TRC4,918$207K0.0%-70.3%0.041%
(Data available from 1/1/2016 forward)

UYG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UYG shares?

During the previous two years, 61 institutional investors and hedge funds held shares of ProShares Ultra Financials. The most heavily invested institutionals were Toth Financial Advisory Corp ($3.75M), Cassaday & Co Wealth Management LLC ($3.33M), Hamilton Wealth LLC ($1.71M), 9258 Wealth Management LLC ($1.04M), Focus Partners Wealth ($999K), Waverly Advisors LLC ($876K), and Kovitz Investment Group Partners LLC ($870K).Learn more on ProShares Ultra Financials' institutional investors.

Which institutional investors have been buying ProShares Ultra Financials' stock?

Of the 48 institutional investors that purchased ProShares Ultra Financials' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($33.69K), Hamilton Wealth LLC ($25.05K), Waverly Advisors LLC ($10.25K), Dimension Capital Management LLC ($10.10K), Freedom Investment Management Inc. ($7.78K), Jane Street Group LLC ($7.65K), and Cassaday & Co Wealth Management LLC ($7K).

How much institutional buying is happening at ProShares Ultra Financials?

Institutional investors have bought a total of 149,778 shares in the last 24 months. This purchase volume represents approximately $12.78M in transactions.

Which of ProShares Ultra Financials' major shareholders have been selling company stock?

Of the 19 institutional investors that sold ProShares Ultra Financials' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Toth Financial Advisory Corp ($44.72K), Envestnet Asset Management Inc. ($42.34K), Corient Private Wealth LLC ($9.35K), PNC Financial Services Group Inc. ($7.29K), Tower Research Capital LLC TRC ($5.64K), Simplex Trading LLC ($3.39K), and Cassaday & Co Wealth Management LLC ($3K).

How much institutional selling is happening at ProShares Ultra Financials?

Institutional investors have sold a total of 126,046 shares in the last 24 months. This volume of shares sold represents approximately $11.25M in transactions.


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This page (NYSEARCA:UYG) was last updated on 9/17/2025 by MarketBeat.com Staff
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