Who Owns ProShares - Ultra Financials (UYG)?Hedge Fund & Institutional Holders

$71.67+0.19 (+0.27%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.194274027402e+117T

% of Float Held

—

QoQ Change in Holders

+15 / -8

Price History

$68.55$77.41$86.28$95.15$104.01Sep 24Jun 25Mar 26

UYG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WealthCare Asset Management, LLCNew Position+28K+$2.7M
Sanctuary Advisors, LLCNew Position+12K+$1.1M
Pinnacle Financial Partners, Inc.New Position+15K+$1.0M
Chicago Partners Investment Group LLCNew Position+10K+$838K
Capital Investment Counsel, IncNew Position+9K+$812K
TRUIST FINANCIAL CORPNew Position+7K+$671K
Coastal Bridge Advisors, LLCNew Position+5K+$503K
DIMENSION CAPITAL MANAGEMENT LLCNew Position+5K+$458K
Bryn Mawr Trust Advisors, LLCNew Position+5K+$453K
KENNEDY INVESTMENT GROUPNew Position+4K+$376K
Texas Capital Bank Wealth Management Services IncNew Position+4K+$351K
LAZARI CAPITAL MANAGEMENT, INC.New Position+4K+$322K
James J. Burns & Company, LLCNew Position+3K+$262K
Parisi Gray Wealth ManagementNew Position+2K+$225K
Sollinda Capital Management LLCNew Position+2K+$225K

UYG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
TOTH FINANCIAL ADVISORY CORPDecreased-5K-$3.5B
CITADEL ADVISORS LLCClosed Position-25K-$2.5B
SYNOVUS FINANCIAL CORPClosed Position-15K-$1.5B
JANE STREET GROUP, LLCDecreased-11K-$1.4B
Kovitz Investment Group Partners, LLCClosed Position-10K-$968.5M
HighTower Advisors, LLCDecreased-5K-$809.5M
OSAIC HOLDINGS, INC.Decreased-680-$730.1M
CIBC Bancorp USA Inc.Closed Position-7K-$708.6M
BANK OF MONTREAL /CAN/Decreased-3K-$653.0M
Creative PlanningDecreased-173-$426.4M
GREAT VALLEY ADVISOR GROUP, INC.Decreased-42-$274.0M
Glenmede Investment Management, LPClosed Position-2K-$244.5M
Corient Private Wealth LLCClosed Position-2K-$228.4M
Sculati Wealth Management, LLCClosed Position-2K-$208.4M
ROYAL BANK OF CANADAClosed Position-2K-$173.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Cassaday & Co Wealth Management LLC34,801$3.2M0.07%Share
2WealthCare Asset Management, LLC28,089$2.7M1.73%Share
3TOTH FINANCIAL ADVISORY CORP29,854$2.7M0.30%Share
4Focus Partners Wealth24,179$2.0M0.00%Share
5CITADEL ADVISORS LLC13,100$1.0M0.00%Call
6Pinnacle Financial Partners, Inc.15,000$1.0M0.01%Share
7CITADEL ADVISORS LLC19,400$1.0M0.00%Put
8Chicago Partners Investment Group LLC9,811$838K0.02%Share
9Capital Investment Counsel, Inc8,855$812K0.10%Share
10TRUIST FINANCIAL CORP7,314$671K0.00%Share
11Coastal Bridge Advisors, LLC5,484$503K0.04%Share
12DIMENSION CAPITAL MANAGEMENT LLC5,000$458K0.06%Share
13Bryn Mawr Trust Advisors, LLC4,940$453K0.02%Share
14KENNEDY INVESTMENT GROUP4,100$376K0.14%Share
15Texas Capital Bank Wealth Management Services Inc3,829$351K0.02%Share
16LAZARI CAPITAL MANAGEMENT, INC.3,510$322K0.11%Share
17Sanctuary Advisors, LLC3,035$289K0.00%Share
18United Advisor Group, LLC3,134$287K0.04%Share
19Sanctuary Advisors, LLC3,025$277K0.00%Share
20Sanctuary Advisors, LLC3,034$270K0.00%Share
21Sanctuary Advisors, LLC3,034$270K0.00%Share
22James J. Burns & Company, LLC2,857$262K0.04%Share
23LOWERY THOMAS, LLC2,687$246K0.14%Share
24Sollinda Capital Management LLC2,454$225K0.06%Share
25Parisi Gray Wealth Management2,462$225K0.05%Share
26B. Riley Wealth Advisors, Inc.2,351$215K0.01%Share
27Regent Peak Wealth Advisors LLC2,256$207K0.04%Share
28HARBOR INVESTMENT ADVISORY, LLC2,100$192K0.01%Share
29CWM, LLC1,380$127K0.00%Share
30FLAGSHIP HARBOR ADVISORS, LLC1,047$96K0.00%Share
31Spire Wealth Management805$73K0.00%Share
32Farther Finance Advisors, LLC750$68K0.00%Share
33Hartford Financial Management Inc.420$38K0.01%Share
34Plante Moran Financial Advisors, LLC372$34K0.00%Share
35US BANCORP \DE\300$27K0.00%Share
36Steigerwald, Gordon & Koch Inc.300$27K0.00%Share
37MCF Advisors LLC300$27K0.00%Share
38UBS Group AG149$13K0.00%Share
39UBS Group AG136$12K0.00%Share
40VALLEY NATIONAL ADVISERS INC120$11K0.00%Share
41Geneos Wealth Management Inc.114$10K0.00%Share
42HAZLETT, BURT & WATSON, INC.67$6K0.00%Share
43Beacon Capital Management, Inc.44$4K0.00%Share
44CIBC Private Wealth Group LLC7,155$00.00%Share
45SUSQUEHANNA INTERNATIONAL GROUP, LLP5,785$00.00%Share
46SUSQUEHANNA INTERNATIONAL GROUP, LLP4,447$00.00%Share
47SUSQUEHANNA INTERNATIONAL GROUP, LLP2,200$00.00%Put
48SUSQUEHANNA INTERNATIONAL GROUP, LLP5,900$00.00%Call
49Creative Planning4,123$00.00%Share
50Private Advisor Group, LLC3,000$00.00%Share

UYG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202572$20.0M+25
Q3 202547$26.7B-16
Q2 202563$30.1B-13
Q1 202576$33.3B+4
Q4 202472$3.9T+21
Q3 202451$12.8T+6
Q2 202445$7.5T+3
Q1 202442$10.1T—

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As of Q4 2025, 50 institutional investors hold UYG (ProShares - Ultra Financials). The largest holder is Cassaday & Co Wealth Management LLC with $3.2M in shares. This quarter, 15 institutions opened new positions and 8 closed their positions.

Frequently Asked Questions

How many hedge funds own UYG?

As of Q4 2025, 50 institutional investors report holding UYG (ProShares - Ultra Financials) in their 13F filings.

Who is the largest institutional holder of UYG?

The largest institutional holder of UYG is Cassaday & Co Wealth Management LLC with $3.2M in shares.

Is institutional ownership of UYG increasing or decreasing?

This quarter, 15 institutions opened new positions in UYG and 8 closed their positions.