Proshares Ultra UtilitiesUPWETF
13F holders, Q4 2025 (December 31)10holders +3
2new positions
1sold out
$21.72avg. 13F price*
At the end of Q4 2025, 10 institutions reported holding Proshares Ultra Utilities (UPW) in their 13F filings, up 3 from Q3 2025. 2 opened new positions and 1 sold out. The largest holders were IMC-Chicago, LLC ($646K), Osaic Holdings, Inc. ($608K) and Envestnet Asset Management Inc. ($438K).
- Company
- Proshares Ultra Utilities
- CUSIP
- 74347R685
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $647K |
| Exits | 1 | $24K |
All 13F filers, Q3 2025 → Q4 2025: 29,837 shares bought and 2,694 shares sold, net +27,143 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| IMC-Chicago, LLC | 0.01% | New | 29,762 | $646K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.5% | 27,977 | $608K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 20,144 | $438K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 1,200 | $26K |
| Fifth Third Bancorp | 0.00% | Reduce -2.8% | 280 | $6K |
| Beacon Capital Management, Inc. | 0.00% | No change | 208 | $5K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -0.6% | 175 | $4K |
| UBS Group AG | 0.00% | New | 14 | $304 |
| Morgan Stanley | 0.00% | Reduce -50.0% | 2 | $44 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $13 |
"% of holder's portfolio" is UPW's weight in each manager's 13F, not the share of Proshares Ultra Utilities the manager owns.