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

$72.71+1.08 (+1.51%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.0000001000000103e+178T

% of Float Held

—

QoQ Change in Holders

+14 / -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
Focus Partners WealthIncreased+10K+$598.9M
Coastal Bridge Advisors, LLCNew Position+5K+$503.0M
KENNEDY INVESTMENT GROUPNew Position+4K+$376.0M
Texas Capital Bank Wealth Management Services IncNew Position+4K+$351.0M
LAZARI CAPITAL MANAGEMENT, INC.New Position+4K+$322.0M
Parisi Gray Wealth ManagementNew Position+2K+$225.0M
Sollinda Capital Management LLCNew Position+2K+$225.0M
B. Riley Wealth Advisors, Inc.New Position+2K+$215.0M
Regent Peak Wealth Advisors LLCNew Position+2K+$207.0M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+1K+$96.0M
Spire Wealth ManagementNew Position+805+$73.0M
Hartford Financial Management Inc.New Position+420+$38.0M
MCF Advisors LLCNew Position+300+$27.0M
UBS Group AGNew Position+285+$25.0M
Geneos Wealth Management Inc.New Position+114+$10.0M

UYG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
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
ROYAL BANK OF CANADAClosed Position-2K-$173.0M
Strategic Investment Solutions, Inc. /ILClosed Position-1K-$119.1M
BARCLAYS PLCClosed Position-846-$84.0M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-807-$81.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Focus Partners Wealth24,179$2.0B2.28%Share
2CITADEL ADVISORS LLC19,400$1.0B0.15%Put
3CITADEL ADVISORS LLC13,100$1.0B0.15%Call
4Coastal Bridge Advisors, LLC5,484$503.0M0.04%Share
5KENNEDY INVESTMENT GROUP4,100$376.0M0.14%Share
6Texas Capital Bank Wealth Management Services Inc3,829$351.0M0.02%Share
7LAZARI CAPITAL MANAGEMENT, INC.3,510$322.0M0.11%Share
8United Advisor Group, LLC3,134$287.0M0.04%Share
9LOWERY THOMAS, LLC2,687$246.0M0.14%Share
10Sollinda Capital Management LLC2,454$225.0M0.06%Share
11Parisi Gray Wealth Management2,462$225.0M0.05%Share
12B. Riley Wealth Advisors, Inc.2,351$215.0M0.01%Share
13Regent Peak Wealth Advisors LLC2,256$207.0M0.04%Share
14FLAGSHIP HARBOR ADVISORS, LLC1,047$96.0M0.00%Share
15Spire Wealth Management805$73.0M0.00%Share
16Farther Finance Advisors, LLC750$68.0M0.73%Share
17Hartford Financial Management Inc.420$38.0M0.01%Share
18US BANCORP \DE\300$27.0M0.03%Share
19MCF Advisors LLC300$27.0M0.00%Share
20UBS Group AG149$13.0M0.00%Share
21UBS Group AG136$12.0M0.00%Share
22Geneos Wealth Management Inc.114$10.0M0.00%Share
23Beacon Capital Management, Inc.44$4.0M0.00%Share
24Cassaday & Co Wealth Management LLC34,801$3.2M0.07%Share
25TOTH FINANCIAL ADVISORY CORP29,854$2.7M0.30%Share
26WealthCare Asset Management, LLC28,089$2.7M1.73%Share
27Pinnacle Financial Partners, Inc.15,000$1.0M0.01%Share
28Chicago Partners Investment Group LLC9,811$838K0.02%Share
29Capital Investment Counsel, Inc8,855$812K0.10%Share
30TRUIST FINANCIAL CORP7,314$671K0.00%Share
31DIMENSION CAPITAL MANAGEMENT LLC5,000$458K0.06%Share
32Bryn Mawr Trust Advisors, LLC4,940$453K0.02%Share
33James J. Burns & Company, LLC2,857$262K0.04%Share
34HARBOR INVESTMENT ADVISORY, LLC2,100$192K0.01%Share
35CWM, LLC1,380$127K0.00%Share
36Plante Moran Financial Advisors, LLC372$34K0.00%Share
37Steigerwald, Gordon & Koch Inc.300$27K0.00%Share
38VALLEY NATIONAL ADVISERS INC120$11K0.00%Share
39HAZLETT, BURT & WATSON, INC.67$6K0.00%Share
40NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO15$00.00%Share
41MAI Capital Management2,050$00.00%Share
42GREAT VALLEY ADVISOR GROUP, INC.2,718$00.00%Share
43Creative Planning4,123$00.00%Share
44SIMPLEX TRADING, LLC1,933$00.00%Share
45Wealthspire Advisors, LLC3,992$00.00%Share
46Private Advisor Group, LLC3,000$00.00%Share
47Cerity Partners LLC5,000$00.00%Share
48OSAIC HOLDINGS, INC.6,671$00.00%Share
49WELLS FARGO & COMPANY/MN71$00.00%Share
50BLAIR WILLIAM & CO/IL6,140$00.00%Share

UYG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202571$5.3B+24
Q3 202547$18.3B-16
Q2 202563$20.7B-13
Q1 202576$24.0B+4
Q4 202472$3.2T+21
Q3 202451$3.8T+6
Q2 202445$3.3T+3
Q1 202442$3.5T—

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As of Q4 2025, 50 institutional investors hold UYG (ProShares - Ultra Financials). The largest holder is Focus Partners Wealth with $2.0B in shares. This quarter, 14 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 Focus Partners Wealth with $2.0B in shares.

Is institutional ownership of UYG increasing or decreasing?

This quarter, 14 institutions opened new positions in UYG and 8 closed their positions.