Go Pro
→ Do NOT Buy SpaceX – Do This Instead (From Stansberry Research) (Ad)tc pixel Free UYG Stock Alerts

ProShares Ultra Financials (UYG) Institutional Ownership

ProShares Ultra Financials logo
$91.83 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
Extended Trading
$91.84 +0.01 (+0.01%)
As of 07/2/2026 07:52 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)
30
Total
Institutional Inflows
(last 12 months)
$9.64M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$6.64M
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%
5/16/2026Quantinno 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%
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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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, 71 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), 9258 Wealth Management LLC ($1.04M), Quantinno Capital Management LP ($934K), and Waverly Advisors LLC ($876K).Learn more on ProShares Ultra Financials' institutional investors.

Of the 57 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 107,421 shares in the last 24 months. This purchase volume represents approximately $9.64M in transactions.

Of the 16 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: Envestnet Asset Management Inc. ($32.09K), Toth Financial Advisory Corp ($16.85K), Tower Research Capital LLC TRC ($5.64K), HighTower Advisors LLC ($5.10K), Osaic Holdings Inc. ($3.13K), Bank of Montreal Can ($3K), and CIBC Private Wealth Group LLC ($999.00).

Institutional investors have sold a total of 69,936 shares in the last 24 months. This volume of shares sold represents approximately $6.64M in transactions.


Related Companies

This page (NYSEARCA:UYG) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel