Who Owns UYG?
ProShares - Ultra Financials — Institutional Ownership & 13F Holdings
$80.53
+1.38 (+1.74%)
Market Cap
$695.6M
Shares Outstanding
8,048,183
Institutional Holders
76
Total Inst. Value
$26.7M
% of Float Held
—
QoQ Holder Change
+34
Institutional data as of Q1 2025
New Positions
13
Closed Positions
9
Increased
12
Decreased
17
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | TOTH FINANCIAL ADVISORY CORP | $4.2M | 46,708 |
| 2 | Cassaday & Co Wealth Management LLC | $2.5M | 27,801 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 22,785 |
| 4 | Focus Partners Wealth | $1.0M | 11,695 |
| 5 | Waverly Advisors, LLC | $914K | 10,250 |
| 6 | OSAIC HOLDINGS, INC. | $886K | 9,938 |
| 7 | Kovitz Investment Group Partners, LLC | $870K | 9,758 |
| 8 | Capital Investment Counsel, Inc | $843K | 9,455 |
| 9 | Chicago Partners Investment Group LLC | $767K | 8,945 |
| 10 | HighTower Advisors, LLC | $686K | 7,693 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +12K | $2.0M |
| Chicago Partners Investment Group LLC | +3K | $767K |
| Tower Research Capital LLC (TRC) | +1K | $544K |
| WealthTrust Asset Management, LLC | +4K | $535K |
| Belvedere Trading LLC | +899 | $446K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| TOTH FINANCIAL ADVISORY CORP | -12K | $4.2M |
| ENVESTNET ASSET MANAGEMENT INC | -10K | $3K |
| JANE STREET GROUP, LLC | -5K | $250K |
| SIMPLEX TRADING, LLC | -3K | $38K |
| OSAIC HOLDINGS, INC. | -3K | $886K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold UYG?
As of Q1 2025, 76 institutional investors report holding UYG (ProShares - Ultra Financials) in their 13F filings.
Which hedge fund owns the most UYG?
The largest institutional holder of UYG is TOTH FINANCIAL ADVISORY CORP with $4.2M in shares.
Are institutions buying or selling UYG?
This quarter, 13 institutions opened new positions in UYG and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.