Proshares Ultra RUSSELL2000UWMETF

13F holders, Q4 2024 (December 31)
68holders +27
32new positions
10sold out
1famous investor
$41.90avg. 13F price*

At the end of Q4 2024, 68 institutions reported holding Proshares Ultra RUSSELL2000 (UWM) in their 13F filings, up 27 from Q3 2024. 32 opened new positions and 10 sold out. The largest holders were Envestnet Asset Management Inc. ($126.4M), Personal Cfo Solutions, LLC ($15.3M) and Envestnet Portfolio Solutions, Inc. ($13.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Proshares Ultra RUSSELL2000
CUSIP
74347R842
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 35Q1 2024Q2 2024: 33Q2 2024Q3 2024: 41Q3 2024Q4 2024: 68Q4 2024Q1 2025: 54Q1 2025Q2 2025: 54Q2 2025Q3 2025: 43Q3 2025Q4 2025: 44Q4 2025Q1 2026: 42Q1 2026Q2 2026: 43Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions32$77.8M
Exits10$3.1M

All 13F filers, Q3 2024 → Q4 2024: 5,201,345 shares bought and 192,087 shares sold, net +5,009,258 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 68 holders

Envestnet Asset Management Inc. 0.04% Add +50502.1% 3,019,931 $126.4M
Personal Cfo Solutions, LLC 3.01% New 365,348 $15.3M
Envestnet Portfolio Solutions, Inc. 0.04% New 319,492 $13.4M
Park Avenue Securities LLC 0.08% New 196,887 $8.2M
Quadrature Capital Ltd 0.10% Add +102.0% 116,389 $4.9M
Susquehanna International Group, LLP 0.01% Add +531.6% 109,506 $4.6M
Atria Investments, Inc 0.06% New 107,114 $4.5M
Jane Street Group, LLC 0.01% New 95,217 $4.0M
Simplicity Wealth,LLC 0.79% New 90,572 $3.8M
Cambridge Investment Research Advisors, Inc. 0.01% New 88,947 $3.7M
EverSource Wealth Advisors, LLC 0.20% New 86,694 $3.6M
Flow Traders U.S. LLC 0.14% Add +1173.2% 84,770 $3.5M
GTS Securities LLC 0.17% New 84,308 $3.5M
Kestra Advisory Services, LLC 0.02% New 71,794 $3.0M
Crowley Wealth Management, Inc. 2.55% — 69,200 $2.9M
Toth Financial Advisory Corp. 0.32% Add +42.5% 64,975 $2.7M
Capital Investment Counsel, Inc 0.28% Reduce -16.0% 45,199 $1.9M
Meridian Wealth Management, LLC 0.08% New 40,946 $1.7M
Tower Research Capital LLC (TRC) 0.03% Add +436.6% 36,766 $1.5M
Prospera Financial Services Inc 0.04% New 36,699 $1.5M
Citadel Advisors 0.00% Add +156.7% 36,061 $1.5M
IMC-Chicago, LLC 0.04% New 35,719 $1.5M
Truist Financial Corp. 0.00% New 27,145 $1.4M
Axxcess Wealth Management, LLC 0.03% New 30,404 $1.3M
Aveo Capital Partners, LLC 0.14% Reduce -75.9% 29,802 $1.2M
Integrated Advisors Network LLC 0.05% Add +141.2% 23,725 $993K
Global View Capital Management LLC 0.34% — 22,811 $957K
Absolute Capital Management, LLC 0.53% New 22,738 $954K
Osaic Holdings, Inc. 0.00% New 21,346 $893K
WealthBridge Capital Management, LLC 0.21% New 18,262 $764K
Bard Associates Inc. 0.26% Reduce -9.1% 18,015 $754K
Concourse Financial Group Securities, Inc. 0.04% Add +0.0% 16,372 $729K
Veracity Capital LLC 0.25% New 16,332 $683K
B. Riley Wealth Advisors, Inc. 0.02% New 15,754 $659K
Two Sigma Securities, LLC 0.10% New 13,194 $552K
Financial Management Network Inc. 0.10% New 10,765 $465K
Aptus Capital Advisors, LLC 0.01% New 10,843 $454K
Cassaday & Co Wealth Management LLC 0.01% No change 9,181 $384K
Harvest Investment Services, LLC 0.09% Reduce -2.4% 8,926 $374K
Silverleafe Capital Partners, LLC 0.11% New 8,220 $344K
World Equity Group, Inc. 0.07% New 8,000 $335K
Forefront Analytics, LLC 0.15% Reduce -46.0% 7,887 $330K
Atlatl Advisers LLC 0.19% — 7,587 $318K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +2.6% 7,452 $312K
SP Asset Management LLC 0.03% Reduce -32.0% 7,200 $301K
Quadcap Wealth Management, LLC 0.04% New 7,115 $298K
Verdence Capital Advisors LLC 0.02% No change 7,028 $294K
Simplex Trading, LLC 0.01% Reduce -19.9% 6,948 $290K
Kingsview Wealth Management, LLC 0.01% Reduce -1.2% 6,498 $272K
Principal Securities, Inc. 0.01% New 5,744 $240K
Sigma Planning Corp 0.01% New 5,384 $225K
US Bancorp \de 0.00% New 5,341 $224K
Legacy Capital Wealth Management, LLC 0.22% — 5,338 $223K
Independent Financial Group, LLC 0.01% New 4,917 $206K
Fort Point Capital Partners LLC 0.02% Reduce -0.6% 4,835 $202K
Novem Group 0.03% — 4,821 $202K
Capital Investment Advisory Services, LLC 0.01% No change 3,600 $151K
JPMorgan Chase & Co. 0.00% Reduce -40.4% 3,100 $130K
Qube Research & Technologies Ltd 0.00% Add +907.8% 2,832 $119K
UBS Group AG 0.00% New 2,554 $107K
Larson Financial Group LLC 0.00% Reduce -38.5% 1,600 $67K
Geneos Wealth Management Inc. 0.00% Reduce -32.2% 1,477 $62K
CIBC Private Wealth Group LLC 0.00% No change 1,460 $61K
Whittier Trust Co. 0.00% Add +17.5% 235 $10K
Northwestern Mutual Wealth Management Co. 0.00% New 200 $8K
Blue Bell Private Wealth Management, LLC 0.00% No change 100 $4K
Assetmark, Inc. 0.00% No change 50 $2K
Wells Fargo & Company 0.00% No change 1 $50

"% of holder's portfolio" is UWM's weight in each manager's 13F, not the share of Proshares Ultra RUSSELL2000 the manager owns.