Go Pro
→ The cat is out the bag (From Porter & Company) (Ad)tc pixel Free UYG Stock Alerts

ProShares Ultra Financials (UYG) Institutional Ownership

ProShares Ultra Financials logo
$99.62 -0.35 (-0.35%)
Closing price 04:10 PM Eastern
Extended Trading
$99.65 +0.03 (+0.03%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for ProShares Ultra Financials (NYSEARCA:UYG)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$8.23M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.78M
Get UYG Insider Trade Alerts

Want to know when executives and insiders are buying or selling ProShares Ultra Financials stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

UYG Institutional Buying and Selling by Quarter

ProShares Ultra Financials Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Western Wealth Management LLC420$31K0.0%N/A0.005%
5/16/2026 Quantinno Capital Management LP12,721$934K0.0%+307.1%0.145%
5/8/2026 Cassaday & Co Wealth Management LLC39,801$2.92M0.1%+14.4%0.453%
5/6/2026 Main Street Group LTD600$44K0.0%N/A0.007%
5/6/2026 Independent Financial Group LLC5,413$397K0.0%N/A0.062%
5/4/2026 Chicago Partners Investment Group LLC9,477$696K0.0%-3.4%0.108%
2/17/2026Osaic Holdings Inc.6,671$612K0.0%-9.3%0.076%
2/17/2026 WealthCare Asset Management LLC28,089$2.74M1.8%N/A0.318%
2/16/2026 Focus Partners Wealth24,179$2.30M0.0%+71.3%0.274%
2/16/2026 Arax Advisory Partners2,091$192K0.0%N/A0.024%
2/13/2026 Wealthspire Advisors LLC3,992$366K0.0%+399,100.0%0.045%
2/12/2026 Bank of Montreal Can3,579$328K0.0%-45.6%0.041%
2/11/2026 LPL Financial LLC4,221$387K0.0%+33.6%0.048%
2/9/2026 Texas Capital Bank Wealth Management Services Inc3,829$351K0.0%N/A0.043%
2/6/2026 HighTower Advisors LLC3,060$281K0.0%-62.5%0.035%
2/4/2026 Bryn Mawr Trust Advisors LLC4,940$453K0.0%+4.2%0.056%
2/2/2026 Truist Financial Corp7,314$671K0.0%+103.2%0.083%
1/28/2026 Chicago Partners Investment Group LLC9,811$839K0.0%+10.7%0.111%
1/26/2026 Lowery Thomas LLC2,687$247K0.1%+9.1%0.030%
1/26/2026 United Advisor Group LLC3,134$288K0.0%+4.3%0.035%
1/23/2026 Capital Investment Counsel Inc8,855$813K0.1%-5.3%0.100%
1/21/2026 Flagship Harbor Advisors LLC1,047$96K0.0%N/A0.012%
1/20/2026 Toth Financial Advisory Corp29,854$2.74M0.3%-14.5%0.338%
1/15/2026 Sollinda Capital Management LLC2,454$225K0.1%-14.8%0.028%
1/7/2026 Parisi Gray Wealth Management2,462$226K0.1%+8.7%0.028%
11/24/2025CIBC Private Wealth Group LLC7,140$709K0.0%-12.3%0.080%
11/21/2025 CIBC Bancorp USA Inc.7,140$709K0.0%N/A0.080%
11/17/2025 Northwestern Mutual Wealth Management Co.822$82K0.0%N/A0.009%
11/17/2025 Focus Partners Wealth14,116$1.40M0.0%+20.6%0.159%
11/17/2025Bank of America Corp DE5,820$578K0.0%-5.3%0.066%
11/14/2025 Creative Planning4,296$426K0.0%+16.0%0.048%
11/10/2025MAI Capital Management1,055$105K0.0%+19.9%0.012%
10/23/2025 Steigerwald Gordon & Koch Inc.300$30K0.0%N/A0.003%
10/23/2025 Spire Wealth Management898$89K0.0%-22.6%0.010%
10/17/2025 Parisi Gray Wealth Management2,264$225K0.1%-16.3%0.025%
10/16/2025 Regent Peak Wealth Advisors LLC2,256$224K0.0%N/A0.025%
10/9/2025 Toth Financial Advisory Corp34,920$3.47M0.4%-10.9%0.393%
9/4/2025Osaic 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%
Why I'm sending this one to my own family (Ad)

Behind the Markets editor Kelly Maguire says she has never sent an email quite like this one. A sealed congressional session, two executive orders signed in a single afternoon, and a quiet government stake in a $20 company have pushed Dylan Jovine to release his most urgent briefing yet. Inside: the day U.S. intelligence has reportedly flagged, a 41-year-old strategy tied to a wave of new millionaires, and growing warnings from the World Economic Forum about a two-tier financial system taking shape.tc pixel

Watch Dylan Jovine's full briefing now before it's taken down
8/15/2025Bank of America Corp DE6,146$587K0.0%+2.1%0.068%
8/14/2025Dimension Capital Management LLC5,000$478K0.1%N/A0.055%
8/14/2025Cerity 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%
7/25/2025CWM 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%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

Download your copy now.
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%


UYG Institutional Ownership - Frequently Asked Questions

During the previous two years, 69 institutional investors and hedge funds held shares of ProShares Ultra Financials. The most heavily invested institutionals were Cassaday & Co Wealth Management LLC ($2.92M), WealthCare Asset Management LLC ($2.74M), Toth Financial Advisory Corp ($2.74M), Focus Partners Wealth ($2.30M), Quantinno Capital Management LP ($934K), Waverly Advisors LLC ($876K), and Kovitz Investment Group Partners LLC ($870K).Learn more on ProShares Ultra Financials' institutional investors.

Of the 56 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), WealthCare Asset Management LLC ($28.09K), Focus Partners Wealth ($15.17K), Cassaday & Co Wealth Management LLC ($12K), Waverly Advisors LLC ($10.25K), Quantinno Capital Management LP ($9.60K), and Freedom Investment Management Inc. ($7.78K).

Institutional investors have bought a total of 92,681 shares in the last 24 months. This purchase volume represents approximately $8.23M in transactions.

Of the 12 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 ($9.34K), Tower Research Capital LLC TRC ($5.64K), HighTower Advisors LLC ($5.10K), Osaic Holdings Inc. ($3.13K), Bank of Montreal Can ($3K), CIBC Private Wealth Group LLC ($999.00), and Capital Investment Counsel Inc ($500.00).

Institutional investors have sold a total of 29,489 shares in the last 24 months. This volume of shares sold represents approximately $2.78M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:UYG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/19/2026. New 13F filings are added each quarter as they're published.
From Our Partners
After KDA, PRE, and OCEAN—this is the one
17,556% on KDA. Here's what I'm buying now. It's a coin under $1.00 that most investors have never heard of...
Crypto 101 Media | Sponsoredtc pixel
Why I'm sending this one to my own family
Behind the Markets editor Kelly Maguire says she has never sent an email quite like this one. A sealed congres...
Behind the Markets | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel