Proshares Ultra UtilitiesUPWETF
13F holders, Q1 2026 (March 31)9holders −1
1new positions
2sold out
$24.78avg. 13F price*
At the end of Q1 2026, 9 institutions reported holding Proshares Ultra Utilities (UPW) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 2 sold out. The largest holders were Envestnet Asset Management Inc. ($5.9M), IMC-Chicago, LLC ($834K) and Susquehanna International Group, LLP ($315K).
- Company
- Proshares Ultra Utilities
- CUSIP
- 74347R685
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $315K |
| Exits | 2 | $26K |
All 13F filers, Q4 2025 → Q1 2026: 235,018 shares bought and 26,456 shares sold, net +208,562 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Envestnet Asset Management Inc. | 0.00% | Add +1084.2% | 238,552 | $5.9M |
| IMC-Chicago, LLC | 0.01% | Add +13.1% | 33,657 | $834K |
| Susquehanna International Group, LLP | 0.00% | New | 12,710 | $315K |
| Osaic Holdings, Inc. | 0.00% | Reduce -90.2% | 2,736 | $68K |
| Fifth Third Bancorp | 0.00% | No change | 280 | $7K |
| Beacon Capital Management, Inc. | 0.00% | No change | 208 | $5K |
| Toth Financial Advisory Corp. | 0.00% | Add +2.9% | 180 | $4K |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $31 |
| Wells Fargo & Company | 0.00% | No change | 1 | $15 |
"% of holder's portfolio" is UPW's weight in each manager's 13F, not the share of Proshares Ultra Utilities the manager owns.