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ProShares Ultra Financials (UYG) Institutional Ownership

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$95.22 +0.57 (+0.60%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for ProShares Ultra Financials (NYSEARCA:UYG)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$11.49M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$6.71M
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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
5/14/2025Freedom 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%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
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%
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%
7/30/2024Bryn Mawr Capital Management LLC5,278$370K0.0%-4.1%0.050%
7/29/2024Arkadios Wealth Advisors5,400$346K0.0%N/A0.052%
6/24/2024Lazari 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%
5/17/2024Citizens Financial Group Inc. RI3,621$247K0.0%N/A0.035%
5/9/2024Blair William & Co. IL6,180$422K0.0%-8.8%0.059%
5/2/2024Bryn Mawr Capital Management LLC5,502$376K0.0%-3.8%0.053%
4/16/2024Toth Financial Advisory Corp89,668$6.13M0.8%-1.8%0.853%
2/23/2024Chicago Partners Investment Group LLC6,714$382K0.0%-6.8%0.058%
2/5/2024Savant Capital LLC4,250$235K0.0%-32.0%0.037%
2/1/2024CWM LLC931$51K0.0%+2,903.2%0.008%
1/29/2024Tennessee Valley Asset Management Partners602$33K0.0%N/A0.005%
1/29/2024Kennedy Investment Group4,100$226K0.1%N/A0.035%
1/26/2024 Harbor Investment Advisory LLC2,100$116K0.0%-48.8%0.018%
1/26/2024Toth Financial Advisory Corp91,353$5.04M0.7%+1.7%0.790%
12/6/2023Citigroup Inc.1,435$63K0.0%-69.4%0.012%
12/1/2023Dimension Capital Management LLC5,100$222K0.1%N/A0.044%
11/13/2023PNC Financial Services Group Inc.8,190$357K0.0%-16.4%0.071%
11/8/2023HighTower Advisors LLC47,524$2.07M0.0%+5.4%0.411%
11/8/2023Bryn Mawr Capital Management LLC5,885$257K0.0%N/A0.051%
11/7/2023Savant Capital LLC6,250$273K0.0%-31.7%0.054%
10/12/2023Toth Financial Advisory Corp89,834$3.92M0.6%-2.2%0.777%
8/11/2023Huntington National Bank600$27K0.0%N/A0.005%
8/11/2023PNC Financial Services Group Inc.9,800$447K0.0%-42.4%0.085%
8/7/2023Cassaday & Co Wealth Management LLC30,801$1.41M0.1%+82.4%0.266%
8/2/2023Bank 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%
5/9/2023Tower Research Capital LLC TRC4,918$207K0.0%-70.3%0.041%
5/3/2023Cassaday & Co Wealth Management LLC16,887$713K0.0%-21.6%0.142%
5/3/2023Savant Capital LLC9,150$386K0.0%N/A0.077%
4/27/2023Simplicity Solutions LLC6,060$256K0.0%N/A0.051%
4/24/2023Toth Financial Advisory Corp90,399$3.82M0.6%+0.9%0.759%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
2/9/2023Chicago Partners Investment Group LLC7,004$379K0.0%+6.8%0.058%
2/8/2023Founders Financial Securities LLC4,735$216K0.0%-36.0%0.039%
2/7/2023Cassaday & Co Wealth Management LLC21,546$983K0.0%N/A0.179%
2/7/2023IFP Advisors Inc7,491$313K0.0%-39.2%0.062%
2/7/2023Envestnet Asset Management Inc.5,701$260K0.0%-44.1%0.047%
2/3/20239258 Wealth Management LLC17,600$803K0.2%-18.5%0.147%
1/31/2023Kestra Advisory Services LLC16,527$754K0.0%-9.2%0.138%
1/24/2023Toth Financial Advisory Corp89,609$4.09M0.7%-21.3%0.746%
1/23/2023 Parisi Gray Wealth Management5,332$243K0.1%N/A0.044%
11/8/20229258 Wealth Management LLC21,600$820K0.2%-7.7%0.178%
(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, 59 institutional investors and hedge funds held shares of ProShares Ultra Financials. The most heavily invested institutionals were Toth Financial Advisory Corp ($4.17M), Envestnet Asset Management Inc. ($3.29M), Cassaday & Co Wealth Management LLC ($2.38M), Hamilton Wealth LLC ($1.71M), 9258 Wealth Management LLC ($1.04M), Focus Partners Wealth ($999K), 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 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), Cassaday & Co Wealth Management LLC ($13.91K), Waverly Advisors LLC ($10.25K), Parisi Gray Wealth Management ($8.05K), 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 138,064 shares in the last 24 months. This purchase volume represents approximately $11.49M in transactions.

Which of ProShares Ultra Financials' major shareholders have been selling company stock?

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: Toth Financial Advisory Corp ($37.20K), Envestnet Asset Management Inc. ($10.25K), Corient Private Wealth LLC ($9.35K), PNC Financial Services Group Inc. ($7.29K), Simplex Trading LLC ($3.39K), Cassaday & Co Wealth Management LLC ($3K), and Kovitz Investment Group Partners LLC ($2.95K).

How much institutional selling is happening at ProShares Ultra Financials?

Institutional investors have sold a total of 78,936 shares in the last 24 months. This volume of shares sold represents approximately $6.71M in transactions.


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This page (NYSEARCA:UYG) was last updated on 7/9/2025 by MarketBeat.com Staff
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