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ProShares Ultra Financials (UYG) Institutional Ownership

ProShares Ultra Financials logo
$88.21 -0.62 (-0.70%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$88.22 +0.01 (+0.01%)
As of 04:02 AM Eastern
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Institutional Ownership Changes (13F Filings) for ProShares Ultra Financials (NYSEARCA:UYG)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$12.90M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.58M
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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
10/8/2026Toth Financial Advisory Corp28,245$2.36M0.2%N/A0.337%
9/23/2026Envestnet Asset Management Inc.4,117$352K0.0%+17.8%0.049%
9/9/2026MCF Advisors LLC566$48K0.0%+88.7%0.007%
8/27/2026Corient Private Wealth LP23,503$2.01M0.0%N/A0.271%
8/23/2026Ameritas Advisory Services LLC2,000$158K0.0%N/A0.023%
8/21/2026Lowery Thomas LLC3,242$277K0.1%N/A0.037%
5/19/2026Western Wealth Management LLC420$31K0.0%N/A0.005%
5/16/2026Quantinno Capital Management LP12,721$934K0.0%+307.1%0.145%
5/8/2026Cassaday & Co Wealth Management LLC39,801$2.92M0.1%+14.4%0.453%
5/6/2026Main Street Group LTD600$44K0.0%N/A0.007%
5/6/2026Independent Financial Group LLC5,413$397K0.0%N/A0.062%
5/4/2026Chicago Partners Investment Group LLC9,477$696K0.0%-3.4%0.108%
2/17/2026Osaic Holdings Inc.6,671$612K0.0%-9.3%0.076%
2/17/2026WealthCare Asset Management LLC28,089$2.74M1.8%N/A0.318%
2/16/2026Focus Partners Wealth24,179$2.30M0.0%+71.3%0.274%
2/16/2026Arax Advisory Partners2,091$192K0.0%N/A0.024%
2/13/2026Wealthspire Advisors LLC3,992$366K0.0%+399,100.0%0.045%
2/12/2026Bank of Montreal Can3,579$328K0.0%-45.6%0.041%
2/11/2026LPL Financial LLC4,221$387K0.0%+33.6%0.048%
2/9/2026Texas Capital Bank Wealth Management Services Inc3,829$351K0.0%N/A0.043%
2/6/2026HighTower Advisors LLC3,060$281K0.0%-62.5%0.035%
2/4/2026Bryn Mawr Trust Advisors LLC4,940$453K0.0%+4.2%0.056%
2/2/2026Truist Financial Corp7,314$671K0.0%+103.2%0.083%
1/28/2026Chicago Partners Investment Group LLC9,811$839K0.0%+10.7%0.111%
1/26/2026Lowery Thomas LLC2,687$247K0.1%+9.1%0.030%
1/26/2026United Advisor Group LLC3,134$288K0.0%+4.3%0.035%
1/23/2026Capital Investment Counsel Inc8,855$813K0.1%-5.3%0.100%
1/21/2026Flagship Harbor Advisors LLC1,047$96K0.0%N/A0.012%
1/20/2026Toth Financial Advisory Corp29,854$2.74M0.3%-14.5%0.338%
1/15/2026Sollinda Capital Management LLC2,454$225K0.1%-14.8%0.028%
1/7/2026Parisi Gray Wealth Management2,462$226K0.1%+8.7%0.028%
11/24/2025CIBC Private Wealth Group LLC7,140$709K0.0%-12.3%0.080%
11/21/2025CIBC Bancorp USA Inc.7,140$709K0.0%N/A0.080%
11/17/2025Northwestern Mutual Wealth Management Co.822$82K0.0%N/A0.009%
11/17/2025Focus Partners Wealth14,116$1.40M0.0%+20.6%0.159%
11/17/2025Bank of America Corp DE5,820$578K0.0%-5.3%0.066%
11/14/2025Creative Planning4,296$426K0.0%+16.0%0.048%
11/10/2025MAI Capital Management1,055$105K0.0%+19.9%0.012%
10/23/2025Steigerwald Gordon & Koch Inc.300$30K0.0%N/A0.003%
10/23/2025Spire Wealth Management898$89K0.0%-22.6%0.010%
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10/17/2025Parisi Gray Wealth Management2,264$225K0.1%-16.3%0.025%
10/16/2025Regent Peak Wealth Advisors LLC2,256$224K0.0%N/A0.025%
10/9/2025Toth Financial Advisory Corp34,920$3.47M0.4%-10.9%0.393%
9/4/2025Osaic Holdings Inc.7,487$715K0.0%-24.7%0.083%
8/19/2025B. Riley Wealth Advisors Inc.2,248$215K0.0%N/A0.025%
8/15/2025Tower Research Capital LLC TRC 464$44K0.0%-92.4%0.005%
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%
8/8/2025Sculati Wealth Management LLC2,100$201K0.1%N/A0.023%
8/8/2025Creative Planning3,703$354K0.0%-3.1%0.041%
8/6/2025Bryn Mawr Trust Advisors LLC4,734$452K0.0%-4.5%0.052%
8/5/2025Cassaday & Co Wealth Management LLC34,801$3.33M0.1%+25.2%0.383%
8/1/2025Envestnet Asset Management Inc.4,815$460K0.0%-87.0%0.053%
7/25/2025CWM LLC1,380$132K0.0%+53.3%0.015%
7/14/2025Toth Financial Advisory Corp39,193$3.75M0.4%-16.1%0.350%
7/11/2025Farther 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%
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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%


UYG Institutional Ownership - Frequently Asked Questions

During the previous two years, 72 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 ($2.36M), Focus Partners Wealth ($2.30M), Corient Private Wealth LP ($2.01M), Quantinno Capital Management LP ($934K), and Waverly Advisors LLC ($876K).Learn more on ProShares Ultra Financials' institutional investors.

Of the 60 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. ($34.31K), Toth Financial Advisory Corp ($28.25K), WealthCare Asset Management LLC ($28.09K), Corient Private Wealth LP ($23.50K), Focus Partners Wealth ($15.17K), Cassaday & Co Wealth Management LLC ($12K), and Waverly Advisors LLC ($10.25K).

Institutional investors have bought a total of 148,186 shares in the last 24 months. This purchase volume represents approximately $12.90M in transactions.

Of the 11 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: HighTower Advisors LLC ($5.10K), Toth Financial Advisory Corp ($5.07K), Bank of Montreal Can ($3K), CIBC Private Wealth Group LLC ($999.00), Osaic Holdings Inc. ($680.00), Capital Investment Counsel Inc ($500.00), and Parisi Gray Wealth Management ($440.00).

Institutional investors have sold a total of 17,129 shares in the last 24 months. This volume of shares sold represents approximately $1.58M in transactions.


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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 10/8/2026. New 13F filings are added each quarter as they're published.
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