Proshares Ultrapro S&P 500UPROETF

13F holders, Q2 2025 (June 30)
116holders +20
31new positions
14sold out
1famous investor
$91.61avg. 13F price*

At the end of Q2 2025, 116 institutions reported holding Proshares Ultrapro S&P 500 (UPRO) in their 13F filings, up 20 from Q1 2025. 31 opened new positions and 14 sold out. The largest holders were Potomac Fund Management Inc. ($291.3M), Howard Capital Management, LLC ($109.1M) and Citadel Advisors ($31.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Proshares Ultrapro S&P 500
CUSIP
74347X864
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 99Q1 2024Q2 2024: 102Q2 2024Q3 2024: 111Q3 2024Q4 2024: 114Q4 2024Q1 2025: 96Q1 2025Q2 2025: 116Q2 2025Q3 2025: 128Q3 2025Q4 2025: 145Q4 2025Q1 2026: 120Q1 2026Q2 2026: 140Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions31$438.0M
Exits14$41.5M

All 13F filers, Q1 2025 → Q2 2025: 5,686,212 shares bought and 782,094 shares sold, net +4,904,118 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 116 holders

Potomac Fund Management Inc. 16.65% New 3,186,032 $291.3M
Howard Capital Management, LLC 1.63% New 1,190,076 $109.1M
Citadel Advisors 0.03% Add +1523.5% 347,277 $31.8M
Ridgepath Capital Management LLC 7.70% Add +2603.3% 183,341 $16.8M
Axxcess Wealth Management, LLC 0.40% Add +2778.3% 182,914 $16.7M
Revere Asset Management, Inc 8.05% New 181,481 $16.6M
Spectrum Financial Alliance Ltd LLC 2.22% Add +185.4% 83,958 $8.2M
UBS Group AG 0.00% Add +16.5% 89,699 $8.2M
Quadrature Capital Ltd 0.11% New 71,070 $6.5M
Susquehanna International Group, LLP 0.01% Reduce -69.2% 50,418 $4.6M
Main Street Group, LTD 1.62% Add +10.4% 48,829 $4.5M
GTS Securities LLC 0.20% Add +553.5% 47,814 $4.4M
Prosperity Wealth Management, Inc. 1.25% New 36,839 $3.4M
Creative Planning 0.00% Add +14.5% 36,494 $3.3M
JPMorgan Chase & Co. 0.00% Add +8796.7% 32,117 $2.9M
Millington Financial Advisors, LLC 1.41% Add +4.2% 28,481 $2.8M
Independent Financial Group, LLC 0.07% Reduce -0.7% 28,057 $2.6M
Toth Financial Advisory Corp. 0.29% Add +40.2% 27,267 $2.5M
Tower Research Capital LLC (TRC) 0.07% Reduce -14.0% 27,153 $2.5M
Ashton Thomas Private Wealth, LLC 0.08% Add +329.9% 26,184 $2.4M
Corient Private Wealth LP 0.00% Add +31.1% 24,907 $2.3M
Uniting Wealth Partners, LLC 0.74% Add +250.0% 21,000 $1.9M
Group One Trading LLC 0.06% New 19,502 $1.8M
DeDora Capital, Inc. 0.44% No change 18,280 $1.7M
Lido Advisors, LLC 0.01% Add +4.7% 17,677 $1.6M
Sollinda Capital Management LLC 0.36% Add +9.2% 15,006 $1.4M
Ascentis Independent Advisors 0.25% Reduce -1.8% 14,676 $1.3M
Marshall Financial Group, LLC 0.21% New 11,717 $1.1M
Encompass More Asset Management 0.24% New 11,375 $1.0M
HRT Financial LP 0.00% New 10,307 $942K
Ellis Investment Partners, LLC 0.18% Add +5.1% 10,205 $933K
EverSource Wealth Advisors, LLC 0.04% Reduce -60.8% 9,325 $853K
World Investment Advisors 0.02% Add +40.9% 9,231 $845K
Discipline Wealth Solutions, LLC 0.32% New 9,111 $833K
Mariner, LLC 0.00% Reduce -37.9% 9,066 $829K
Erickson Financial Group, LLC 0.56% Add +9.9% 8,998 $823K
Beacon Pointe Advisors, LLC 0.01% No change 8,998 $823K
Fort Point Capital Partners LLC 0.08% Reduce -1.4% 8,750 $802K
Founders Financial Securities LLC 0.06% New 8,280 $757K
Timonier Family Office, LTD. 0.28% Reduce -0.5% 8,254 $757K
Westmount Partners, LLC 0.21% Add +3.4% 8,226 $752K
CPR Investments Inc. 0.58% New 8,218 $751K
Kwmg, LLC 0.07% Add +45.7% 8,042 $735K
Bryn Mawr Trust Advisors, LLC 0.04% No change 7,929 $725K
WMG Financial Advisors, LLC 0.25% No change 7,266 $664K
Fortress Private Ledger, LLC 0.27% Add +37.7% 6,618 $605K
StoneX Group Inc. 0.03% Add +26.1% 6,497 $595K
American Financial Advisors, LLC 0.08% No change 6,042 $553K
Silverleafe Capital Partners, LLC 0.19% Add +85.1% 5,847 $535K
Koshinski Asset Management, Inc. 0.04% Add +99.8% 5,525 $505K
CreativeOne Wealth, LLC 0.01% Add +22.8% 5,366 $491K
Flputnam Investment Management Co. 0.01% No change 5,352 $489K
Wealth Alliance Advisory Group, LLC 0.09% Reduce -29.9% 5,287 $483K
SYM FINANCIAL Corp 0.05% New 5,136 $470K
Hickory Point Bank & Trust 0.37% Add +1.4% 5,020 $459K
Insigneo Advisory Services, LLC 0.04% Add +0.9% 4,761 $435K
Triton Wealth Management, PLLC 0.18% — 4,244 $417K
Vontobel Holding Ltd. 0.00% New 4,500 $411K
Mittelman Wealth Management 0.34% New 4,345 $397K
Morgan Stanley 0.00% Reduce -85.0% 4,329 $396K
BlackRock, Inc. 0.00% No change 4,237 $387K
Commonwealth Equity Services, LLC 0.00% Add +3.0% 3,779 $346K
Choreo, LLC 0.00% Add +0.2% 3,720 $341K
Larson Financial Group LLC 0.01% Add +0.0% 3,717 $340K
Precedent Wealth Partners, LLC 0.07% New 3,264 $298K
Calamos Wealth Management LLC 0.01% No change 3,165 $289K
J.W. Cole Advisors, Inc. 0.01% Add +0.3% 3,086 $282K
GR Financial Group, LLC 0.07% New 3,059 $280K
Mercer Global Advisors Inc. 0.00% Reduce -58.1% 3,027 $277K
Mayflower Financial Advisors, LLC 0.04% New 2,967 $271K
Assetmark, Inc. 0.00% New 2,943 $269K
Nicholas Hoffman & Company, LLC. 0.01% New 2,877 $263K
Headlands Technologies LLC 0.03% Reduce -3.8% 2,847 $260K
Envestnet Asset Management Inc. 0.00% New 2,724 $249K
Essex Financial Services, Inc. 0.02% New 2,697 $247K
HC Advisors, LLC 0.17% New 2,681 $245K
LexAurum Advisors, LLC 0.04% New 2,475 $226K
Farther Finance Advisors, LLC 0.00% Add +608.4% 2,033 $186K
Provident Wealth Management, LLC 0.06% No change 2,000 $183K
Northwestern Mutual Wealth Management Co. 0.00% No change 1,942 $178K
Simplex Trading, LLC 0.00% Reduce -94.8% 1,599 $146K
CIBC Private Wealth Group LLC 0.00% Add +5.8% 1,550 $142K
Blair William & Co. 0.00% No change 1,522 $139K
SBI Securities Co., Ltd. 0.00% Add +14.6% 1,460 $134K
Hantz Financial Services, Inc. 0.00% Add +0.3% 1,222 $112K
Spire Wealth Management 0.00% New 1,101 $101K
NewEdge Advisors, LLC 0.00% No change 984 $90K
Bank of America Corp. 0.00% New 983 $90K
Physician Wealth Advisors, Inc. 0.01% Add +100.5% 846 $77K
Rise Advisors, LLC 0.03% Add +0.3% 720 $66K
Legacy Investment Solutions, LLC 0.03% — 700 $64K
Legacy Wealth Managment, LLC 0.03% New 700 $64K
Parallel Advisors, LLC 0.00% Add +0.3% 629 $57K
Allworth Financial LP 0.00% Add +96.5% 627 $57K
Mark Sheptoff Financial Planning, LLC 0.02% No change 452 $41K
Safe Harbor Fiduciary, LLC 0.04% Reduce -98.1% 423 $39K
Signaturefd, LLC 0.00% Reduce -71.5% 414 $38K
Glass Jacobson Investment Advisors llc 0.01% No change 336 $31K
Dagco, Inc. 0.01% Add +19.0% 251 $23K
Ascentis Wealth Management, LLC 0.01% No change 250 $23K

"% of holder's portfolio" is UPRO's weight in each manager's 13F, not the share of Proshares Ultrapro S&P 500 the manager owns.

Show all 116 holders