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ProShares Ultra Financials (UYG) Institutional Ownership

ProShares Ultra Financials logo
$79.53 +0.01 (+0.01%)
Closing price 04:10 PM Eastern
Extended Trading
$79.56 +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.
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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)
$8.70M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$7.38M
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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
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%
2/17/2026 WealthCare 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%
2/13/2026 Wealthspire 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%
2/2/2026 Truist 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%
1/26/2026 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%
11/21/2025CIBC 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%
10/23/2025 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%
8/15/2025Tower 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%
8/8/2025 Sculati 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%
7/14/2025 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%


UYG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UYG shares?

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 ($3.33M), WealthCare Asset Management LLC ($2.74M), Toth Financial Advisory Corp ($2.74M), Focus Partners Wealth ($2.30M), Hamilton Wealth LLC ($1.71M), 9258 Wealth Management LLC ($1.04M), and Waverly Advisors LLC ($876K).Learn more on ProShares Ultra Financials' institutional investors.

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

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), Hamilton Wealth LLC ($25.05K), Focus Partners Wealth ($15.17K), Waverly Advisors LLC ($10.25K), Freedom Investment Management Inc. ($7.78K), and Jane Street Group LLC ($7.65K).

How much institutional buying is happening at ProShares Ultra Financials?

Institutional investors have bought a total of 93,175 shares in the last 24 months. This purchase volume represents approximately $8.70M 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: Envestnet Asset Management Inc. ($32.09K), Toth Financial Advisory Corp ($16.85K), Tower Research Capital LLC TRC ($5.64K), HighTower Advisors LLC ($5.53K), Simplex Trading LLC ($3.39K), Osaic Holdings Inc. ($3.13K), and Bank of Montreal Can ($3K).

How much institutional selling is happening at ProShares Ultra Financials?

Institutional investors have sold a total of 78,214 shares in the last 24 months. This volume of shares sold represents approximately $7.38M in transactions.


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This page (NYSEARCA:UYG) was last updated on 5/5/2026 by MarketBeat.com Staff.
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