Who Owns UGE?
ProShares - Ultra Consumer Staples — Institutional Ownership & 13F Holdings
$19.27
+0.59 (+3.14%)
Market Cap
$9.7M
Shares Outstanding
480,031
Institutional Holders
6
Total Inst. Value
$695K
% of Float Held
—
QoQ Holder Change
-2
Institutional data as of Q1 2025
New Positions
2
Closed Positions
2
Increased
2
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $655K | 34,044 |
| 2 | EverSource Wealth Advisors, LLCNew | $35K | 1,835 |
| 3 | Parallel Advisors, LLC | $3K | 182 |
| 4 | Arax Advisory PartnersNew | $2K | 100 |
| 5 | WELLS FARGO & COMPANY/MN | $17 | 1 |
| 6 | MORGAN STANLEY | $0 | 15 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| EverSource Wealth Advisors, LLCNew | +2K | $35K |
| Parallel Advisors, LLC | +1 | $3K |
| Arax Advisory PartnersNew | +100 | $2K |
| MORGAN STANLEY | +14 | $0 |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -13K | $655K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold UGE?
As of Q1 2025, 6 institutional investors report holding UGE (ProShares - Ultra Consumer Staples) in their 13F filings.
Which hedge fund owns the most UGE?
The largest institutional holder of UGE is OSAIC HOLDINGS, INC. with $655K in shares.
Are institutions buying or selling UGE?
This quarter, 2 institutions opened new positions in UGE and 2 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.