Proshares Ultrapro S&P 500UPROETF
13F holders, Q4 2025 (December 31)145holders +17
28new positions
18sold out
1famous investor
$103.17avg. 13F price*
At the end of Q4 2025, 145 institutions reported holding Proshares Ultrapro S&P 500 (UPRO) in their 13F filings, up 17 from Q3 2025. 28 opened new positions and 18 sold out. The largest holders were Howard Capital Management, LLC ($118.7M), Turner Capital Investments, LLC ($37.0M) and Ridgepath Capital Management LLC ($23.2M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Proshares Ultrapro S&P 500
- CUSIP
- 74347X864
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $32.2M |
| Exits | 18 | $240.0M |
All 13F filers, Q3 2025 → Q4 2025: 609,158 shares bought and 2,646,751 shares sold, net −2,037,593 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| Howard Capital Management, LLC | 1.54% | Reduce -13.8% | 1,025,589 | $118.7M |
| Turner Capital Investments, LLC | 41.89% | — | 525,554 | $37.0M |
| Ridgepath Capital Management LLC | 10.65% | No change | 207,947 | $23.2M |
| Axxcess Wealth Management, LLC | 0.41% | Reduce -4.5% | 198,096 | $22.9M |
| Revere Asset Management, Inc | 8.04% | Add +8.6% | 197,317 | $22.8M |
| Robinson Value Management, Ltd. | 9.15% | New | 146,158 | $16.9M |
| Spectrum Financial Alliance Ltd LLC | 2.87% | Add +37.8% | 125,596 | $14.5M |
| Susquehanna International Group, LLP | 0.01% | Add +889.9% | 66,341 | $7.7M |
| Main Street Group, LTD | 2.01% | Reduce -0.9% | 50,361 | $5.8M |
| Diversified Trust Co. | 0.11% | No change | 50,000 | $5.8M |
| Creative Planning | 0.00% | Add +10.9% | 37,606 | $4.4M |
| Jump Financial, LLC | 0.05% | New | 30,559 | $3.5M |
| BXM Wealth LLC | 2.55% | New | 201,623 | $3.3M |
| Tower Research Capital LLC (TRC) | 0.08% | Reduce -37.5% | 27,244 | $3.2M |
| Encompass More Asset Management | 0.58% | Reduce -17.7% | 27,208 | $3.1M |
| Millington Financial Advisors, LLC | 1.36% | Reduce -5.3% | 25,920 | $3.1M |
| Independent Financial Group, LLC | 0.06% | Reduce -11.3% | 23,883 | $2.8M |
| Prosperity Wealth Management, Inc. | 0.92% | Add +0.1% | 23,807 | $2.8M |
| Headlands Technologies LLC | 0.21% | Add +277.5% | 22,087 | $2.6M |
| Uniting Wealth Partners, LLC | 0.75% | No change | 21,000 | $2.4M |
| Corient Private Wealth LP | 0.00% | Add +7.1% | 20,140 | $2.3M |
| Safe Harbor Fiduciary, LLC | 2.03% | — | 19,836 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.4% | 19,383 | $2.2M |
| Flow Traders U.S. LLC | 0.07% | Add +408.4% | 18,512 | $2.1M |
| DeDora Capital, Inc. | 0.50% | No change | 18,280 | $2.1M |
| Lido Advisors, LLC | 0.01% | No change | 18,713 | $2.1M |
| EverSource Wealth Advisors, LLC | 0.07% | Reduce -31.1% | 15,586 | $1.8M |
| Ascentis Independent Advisors | 0.27% | Reduce -1.8% | 14,222 | $1.6M |
| Toth Financial Advisory Corp. | 0.18% | Reduce -12.3% | 14,115 | $1.6M |
| HRT Financial LP | 0.01% | New | 13,716 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -25.7% | 13,600 | $1.6M |
| Ellis Investment Partners, LLC | 0.20% | Reduce -1.3% | 10,021 | $1.2M |
| Howard Capital Management Group, LLC | 0.07% | New | 10,000 | $1.2M |
| World Investment Advisors | 0.02% | Add +3.1% | 9,179 | $1.1M |
| UBS Group AG | 0.00% | Reduce -81.4% | 9,040 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -30.8% | 8,715 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 8,580 | $993K |
| Westmount Partners, LLC | 0.24% | Add +0.7% | 8,377 | $970K |
| Fortress Private Ledger, LLC | 0.31% | Add +40.0% | 8,053 | $932K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | No change | 7,929 | $918K |
| Timonier Family Office, LTD. | 0.29% | Reduce -3.6% | 7,868 | $911K |
| Sound Income Strategies, LLC | 0.04% | New | 7,266 | $873K |
| Kwmg, LLC | 0.07% | Add +0.2% | 6,827 | $790K |
| Qube Research & Technologies Ltd | 0.00% | Add +76.8% | 6,793 | $786K |
| Erickson Financial Group, LLC | 0.48% | Reduce -17.3% | 6,741 | $780K |
| Founders Financial Securities LLC | 0.05% | Reduce -16.2% | 6,608 | $765K |
| Sollinda Capital Management LLC | 0.18% | Reduce -50.1% | 6,197 | $717K |
| Discipline Wealth Solutions, LLC | 0.13% | Reduce -13.0% | 6,174 | $715K |
| American Financial Advisors, LLC | 0.09% | Reduce -1.4% | 5,957 | $690K |
| Flputnam Investment Management Co. | 0.01% | Reduce -4.8% | 5,803 | $672K |
| CPR Investments Inc. | 0.44% | Reduce -17.1% | 5,723 | $663K |
| Dedeker Financial LLC | 0.53% | — | 5,157 | $597K |
| Edgestream Partners, L.P. | 0.02% | New | 5,120 | $593K |
| StoneX Group Inc. | 0.03% | Add +58.8% | 5,067 | $587K |
| Hickory Point Bank & Trust | 0.42% | No change | 5,045 | $584K |
| Quantinno Capital Management LP | 0.00% | No change | 4,918 | $569K |
| Akuna Securities LLC | 0.22% | New | 4,809 | $557K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -0.9% | 4,719 | $546K |
| SYM FINANCIAL Corp | 0.06% | Reduce -2.0% | 4,693 | $543K |
| Mercer Global Advisors Inc. | 0.00% | Add +15.8% | 4,577 | $530K |
| Calamos Wealth Management LLC | 0.02% | Add +44.1% | 4,562 | $528K |
| Jane Street Group, LLC | 0.00% | New | 4,515 | $523K |
| XTX Topco Ltd | 0.01% | New | 4,468 | $517K |
| Mittelman Wealth Management | 0.33% | No change | 4,345 | $503K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -26.1% | 4,317 | $500K |
| T3 Companies, LLC | 0.64% | — | 4,268 | $494K |
| Wealth Alliance Advisory Group, LLC | 0.08% | No change | 4,242 | $491K |
| Silverleafe Capital Partners, LLC | 0.14% | Reduce -32.2% | 4,178 | $484K |
| Stonebridge Financial Group, LLC | 0.04% | New | 4,000 | $463K |
| Choreo, LLC | 0.01% | No change | 3,735 | $444K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -5.6% | 3,654 | $423K |
| Larson Financial Group LLC | 0.01% | Reduce -2.3% | 3,633 | $421K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -28.1% | 3,557 | $412K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.1% | 3,499 | $405K |
| DV Trading LLC | 0.03% | — | 3,486 | $385K |
| GR Financial Group, LLC | 0.08% | Add +28.5% | 3,258 | $377K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.6% | 3,193 | $370K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.3% | 3,108 | $360K |
| Brookstone Capital Management | 0.00% | New | 3,072 | $356K |
| Optima Capital LLC | 0.15% | New | 3,054 | $354K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 3,000 | $347K |
| Assetmark, Inc. | 0.00% | Reduce -98.6% | 2,943 | $341K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 2,877 | $333K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -2.3% | 2,824 | $327K |
| Bank of America Corp. | 0.00% | Add +90.5% | 2,823 | $327K |
| Essex Financial Services, Inc. | 0.02% | Add +0.4% | 2,710 | $314K |
| Daviman Financial, LLC | 0.18% | — | 2,584 | $299K |
| Summit Trail Advisors, LLC | 0.01% | No change | 2,518 | $291K |
| BNP Paribas Financial Markets | 0.00% | New | 2,410 | $279K |
| Visionary Horizons, LLC | 0.14% | No change | 2,275 | $263K |
| Cadent Capital Advisors, LLC | 0.07% | New | 2,226 | $258K |
| Howland Capital Management LLC | 0.01% | No change | 2,174 | $252K |
| Meramec Financial Planners, LLC | 0.10% | — | 2,057 | $244K |
| Spire Wealth Management | 0.01% | Reduce -9.0% | 2,007 | $232K |
| Mill Creek Capital Advisors, LLC | 0.00% | No change | 2,001 | $232K |
| BlackRock, Inc. | 0.00% | Reduce -33.3% | 2,000 | $232K |
| HighTower Advisors, LLC | 0.00% | New | 1,930 | $223K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.5% | 1,915 | $222K |
| Goldman Sachs Group Inc. | 0.00% | No change | 1,900 | $220K |
| Captrust Financial Advisors | 0.00% | Add +1.4% | 1,862 | $216K |
| Segment Wealth Management, LLC | 0.01% | No change | 1,825 | $211K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.1% | 1,806 | $209K |
| Financial Insights, Inc. | 0.07% | No change | 1,794 | $208K |
| Great Oak Capital Partners, LLC | 0.05% | New | 1,765 | $205K |
| Hantz Financial Services, Inc. | 0.00% | Add +29.2% | 1,587 | $184K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 1,552 | $180K |
| Blair William & Co. | 0.00% | Reduce -21.2% | 1,200 | $139K |
| EFG International AG | 0.00% | — | 952 | $110K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +0.1% | 945 | $109K |
| Provident Wealth Management, LLC | 0.02% | Reduce -65.8% | 685 | $79K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -4.5% | 651 | $75K |
| Morgan Stanley | 0.00% | Add +1.9% | 545 | $63K |
| NewEdge Advisors, LLC | 0.00% | Reduce -29.4% | 480 | $56K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 452 | $52K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +465.7% | 396 | $46K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 336 | $39K |
| Signaturefd, LLC | 0.00% | Reduce -23.2% | 318 | $37K |
| Allworth Financial LP | 0.00% | Reduce -53.4% | 278 | $32K |
| Dagco, Inc. | 0.01% | Add +0.4% | 253 | $29K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 251 | $29K |
| Kestra Advisory Services, LLC | 0.00% | New | 244 | $28K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 241 | $28K |
| Geneos Wealth Management Inc. | 0.00% | No change | 157 | $18K |
| Blue Trust, Inc. | 0.00% | New | 130 | $15K |
| Bessemer Group Inc. | 0.00% | New | 109 | $13K |
| Royal Bank of Canada | 0.00% | New | 100 | $12K |
| Cwm, LLC | 0.00% | New | 100 | $12K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 100 | $12K |
| Parkside Financial Bank & Trust | 0.00% | No change | 93 | $11K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 88 | $10K |
| AE Wealth Management LLC | 0.00% | No change | 82 | $9K |
| Parallel Advisors, LLC | 0.00% | Reduce -67.9% | 59 | $7K |
| CoreCap Advisors, LLC | 0.00% | Reduce -45.0% | 55 | $6K |
| LM Advisors LLC | 0.02% | Reduce -87.4% | 662 | $6K |
| Quent Capital, LLC | 0.00% | No change | 35 | $4K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 31 | $4K |
| Kings Path Partners LLC | 0.00% | Reduce -7.1% | 26 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 25 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 16 | $2K |
| Osaic Holdings, Inc. | 0.00% | Reduce -65.7% | 12 | $1K |
| Harbour Investments, Inc. | 0.00% | New | 11 | $1K |
| Longview Financial Advisors LLC | 0.00% | Reduce -28.6% | 10 | $1K |
| Motiv8 Investments LLC | 0.00% | New | 10 | $1K |
| Abound Wealth Management | 0.00% | No change | 6 | $695 |
| Wells Fargo & Company | 0.00% | No change | 2 | $207 |
"% 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.