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ProShares Ultra Financials (UYG) Institutional Ownership

ProShares Ultra Financials logo
$99.09 -0.40 (-0.40%)
As of 11:23 AM 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)
18
Total
Institutional Outflows
(last 12 months)
$11.02M
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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
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%
5/14/2025 Freedom Investment Management Inc.7,778$693K0.1%+8.6%0.084%
5/14/2025 Summit Financial LLC2,327$207K0.0%N/A0.025%
5/13/2025 Kovitz Investment Group Partners LLC9,758$870K0.0%-23.2%0.105%
5/13/2025 HighTower Advisors LLC7,693$686K0.0%-5.4%0.083%
5/12/2025 Simplex Trading LLC437$38K0.0%-88.6%0.005%
5/9/2025 Belvedere Trading LLC5,000$446K0.0%+21.9%0.053%
5/9/2025 Chicago Partners Investment Group LLC8,945$767K0.0%+44.7%0.095%
5/9/2025 PNC Financial Services Group Inc.1,500$134K0.0%-50.0%0.016%
5/8/2025 US Bancorp DE480$43K0.0%+60.0%0.005%
5/5/2025 Lowery Thomas LLC2,446$218K0.1%N/A0.026%
5/1/2025 WealthTrust Asset Management LLC6,000$535K0.4%+150.0%0.064%
4/30/2025 Cerity Partners LLC5,500$490K0.0%-8.4%0.058%
4/30/2025 Allworth Financial LP420$34K0.0%N/A0.004%
4/29/2025 Envestnet Asset Management Inc.36,905$3.29M0.0%-21.7%0.392%
4/22/2025 Cambridge Investment Research Advisors Inc.4,981$444K0.0%+11.0%0.053%
4/22/2025 Dale Q Rice Investment Management Ltd2,414$215K0.1%N/A0.026%
4/14/2025 Farther Finance Advisors LLC600$53K0.0%N/A0.006%
4/14/2025 Toth Financial Advisory Corp46,708$4.17M0.5%-19.9%0.489%
4/14/2025Regent Peak Wealth Advisors LLC2,256$201K0.0%N/A0.024%
3/6/2025 Plotkin Financial Advisors LLC2,593$222K0.1%-9.7%0.027%
2/17/2025 Waverly Advisors LLC10,250$876K0.0%N/A0.098%
2/17/2025 Focus Partners Wealth11,695$999K0.0%+29.9%0.112%
2/14/2025 Jane Street Group LLC7,650$654K0.0%N/A0.073%
2/14/2025 Lido Advisors LLC3,881$332K0.0%-8.5%0.037%
2/14/2025 Tower Research Capital LLC TRC4,837$413K0.0%+52.4%0.046%
2/14/2025 Freedom Investment Management Inc.7,164$612K0.1%N/A0.068%
2/13/2025 Envestnet Asset Management Inc.47,158$4.03M0.0%+250.1%0.451%
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2/11/2025 Simplex Trading LLC3,827$327K0.0%N/A0.037%
2/10/2025 WealthTrust Asset Management LLC2,400$205K0.1%N/A0.023%
2/10/2025 Corient Private Wealth LLC9,110$779K0.0%-50.7%0.087%
2/10/2025 Envestnet Portfolio Solutions Inc.2,402$205K0.0%N/A0.023%
2/7/2025 Sollinda Capital Management LLC2,900$248K0.1%N/A0.028%
2/7/2025 PNC Financial Services Group Inc.3,000$256K0.0%-65.9%0.029%
2/6/2025 Atria Investments Inc2,803$240K0.0%N/A0.027%
2/5/2025 US Bancorp DE300$26K0.0%-38.0%0.003%
2/5/2025 Bryn Mawr Capital Management LLC4,950$423K0.0%-6.2%0.047%
2/4/2025 Wharton Business Group LLC2,520$215K0.0%N/A0.024%
2/3/2025 Cassaday & Co Wealth Management LLC27,801$2.38M0.1%-9.7%0.266%
2/3/2025 Bryn Mawr Capital Management LLC4,950$423K0.0%-6.2%0.047%
1/31/2025 Global Retirement Partners LLC600$51K0.0%N/A0.006%
1/31/2025 Belvedere Trading LLC4,101$350K0.0%-23.0%0.039%
1/29/2025 Summit Trail Advisors LLC3,621$309K0.0%N/A0.035%
1/21/2025 Toth Financial Advisory Corp58,294$4.98M0.6%-17.8%0.557%
11/25/2024Sanctuary Advisors LLC3,033$232K0.0%N/A0.029%
11/14/2024 Plotkin Financial Advisors LLC2,872$219K0.1%N/A0.027%
11/12/2024 Great Valley Advisor Group Inc.2,776$212K0.0%N/A0.027%
10/30/2024 James J. Burns & Company LLC2,857$218K0.0%N/A0.027%
10/30/2024 Belvedere Trading LLC5,329$407K0.0%N/A0.051%
10/29/2024 Chicago Partners Investment Group LLC6,168$507K0.0%-6.4%0.059%
10/23/2024 Strategic Investment Solutions Inc. IL1,200$92K0.0%N/A0.011%
10/22/2024 Private Advisor Group LLC3,000$229K0.0%N/A0.029%
10/21/2024 Toth Financial Advisory Corp70,942$5.42M0.6%-15.5%0.678%
10/16/2024 Good Life Advisors LLC3,069$235K0.0%N/A0.029%
10/11/2024 Creative Planning2,623$200K0.0%N/A0.025%
10/7/2024 Parisi Gray Wealth Management2,711$207K0.1%N/A0.026%
8/3/20249258 Wealth Management LLC16,250$1.04M0.2%-6.9%0.155%
7/30/2024 Bryn Mawr Capital Management LLC5,278$370K0.0%-4.1%0.050%
7/29/2024 Arkadios Wealth Advisors5,400$346K0.0%N/A0.052%
6/24/2024 Lazari 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%
5/17/2024 Citizens Financial Group Inc. RI3,621$247K0.0%N/A0.035%
5/9/2024 Blair William & Co. IL6,180$422K0.0%-8.8%0.059%
5/2/2024 Bryn Mawr Capital Management LLC5,502$376K0.0%-3.8%0.053%
4/16/2024 Toth Financial Advisory Corp89,668$6.13M0.8%-1.8%0.853%
2/23/2024 Chicago Partners Investment Group LLC6,714$382K0.0%-6.8%0.058%
2/5/2024 Savant Capital LLC4,250$235K0.0%-32.0%0.037%
2/1/2024 CWM LLC931$51K0.0%+2,903.2%0.008%
1/29/2024 Tennessee Valley Asset Management Partners602$33K0.0%N/A0.005%
1/29/2024 Kennedy Investment Group4,100$226K0.1%N/A0.035%
1/26/2024 Harbor Investment Advisory LLC2,100$116K0.0%-48.8%0.018%
1/26/2024 Toth Financial Advisory Corp91,353$5.04M0.7%+1.7%0.790%
12/6/2023 Citigroup Inc.1,435$63K0.0%-69.4%0.012%
12/1/2023 Dimension Capital Management LLC5,100$222K0.1%N/A0.044%
11/13/2023 PNC Financial Services Group Inc.8,190$357K0.0%-16.4%0.071%
11/8/2023 HighTower Advisors LLC47,524$2.07M0.0%+5.4%0.411%
11/8/2023 Bryn Mawr Capital Management LLC5,885$257K0.0%N/A0.051%
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11/7/2023 Savant Capital LLC6,250$273K0.0%-31.7%0.054%
10/12/2023 Toth Financial Advisory Corp89,834$3.92M0.6%-2.2%0.777%
8/11/2023 Huntington National Bank600$27K0.0%N/A0.005%
8/11/2023 PNC Financial Services Group Inc.9,800$447K0.0%-42.4%0.085%
8/7/2023 Cassaday & Co Wealth Management LLC30,801$1.41M0.1%+82.4%0.266%
8/2/2023 Bank of Montreal Can1,129$52K0.0%N/A0.010%
7/25/2023Raymond James Financial Services Advisors Inc.4,580$209K0.0%N/A0.039%
7/14/2023 Parisi Gray Wealth Management5,334$225K0.1%N/A0.045%
5/9/2023 Tower Research Capital LLC TRC4,918$207K0.0%-70.3%0.041%
5/3/2023 Cassaday & Co Wealth Management LLC16,887$713K0.0%-21.6%0.142%
(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, 60 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 18 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 123,595 shares in the last 24 months. This volume of shares sold represents approximately $11.02M in transactions.


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This page (NYSEARCA:UYG) was last updated on 8/28/2025 by MarketBeat.com Staff
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