Proshares Ultra RUSSELL2000UWMETF
13F holders, Q1 2025 (March 31)54holders −14
8new positions
20sold out
2famous investors
$33.45avg. 13F price*
At the end of Q1 2025, 54 institutions reported holding Proshares Ultra RUSSELL2000 (UWM) in their 13F filings, down 14 from Q4 2024. 8 opened new positions and 20 sold out. The largest holders were Envestnet Asset Management Inc. ($97.6M), Personal Cfo Solutions, LLC ($11.3M) and Envestnet Portfolio Solutions, Inc. ($8.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.0M |
| Exits | 20 | $20.4M |
All 13F filers, Q4 2024 → Q1 2025: 187,168 shares bought and 1,034,645 shares sold, net −847,477 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Envestnet Asset Management Inc. | 0.03% | Reduce -3.4% | 2,917,722 | $97.6M |
| Personal Cfo Solutions, LLC | 2.30% | Reduce -7.1% | 339,375 | $11.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -17.6% | 263,390 | $8.8M |
| Park Avenue Securities LLC | 0.11% | Add +30.1% | 256,145 | $8.6M |
| Atria Investments, Inc | 0.04% | Reduce -2.2% | 104,751 | $3.5M |
| Simplicity Wealth,LLC | 0.27% | Add +12.5% | 101,911 | $3.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.8% | 75,245 | $2.5M |
| IMC-Chicago, LLC | 0.09% | Add +101.5% | 71,955 | $2.4M |
| Crowley Wealth Management, Inc. | 2.20% | No change | 69,200 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -37.4% | 68,543 | $2.3M |
| GTS Securities LLC | 0.08% | Reduce -37.2% | 52,915 | $1.8M |
| Toth Financial Advisory Corp. | 0.21% | Reduce -20.2% | 51,825 | $1.7M |
| Capital Investment Counsel, Inc | 0.26% | Add +14.2% | 51,599 | $1.7M |
| Prospera Financial Services Inc | 0.03% | Reduce -4.1% | 35,178 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -20.2% | 29,326 | $981K |
| Squarepoint Ops LLC | 0.00% | New | 28,926 | $967K |
| Quadrature Capital Ltd | 0.02% | Reduce -77.1% | 26,683 | $891K |
| WealthBridge Capital Management, LLC | 0.19% | Add +11.7% | 20,395 | $682K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -39.1% | 18,513 | $619K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +16.2% | 18,310 | $612K |
| Bard Associates Inc. | 0.23% | No change | 18,015 | $604K |
| Absolute Capital Management, LLC | 0.29% | Reduce -34.9% | 14,795 | $496K |
| GWN Securities Inc. | 0.02% | New | 13,080 | $437K |
| Aptus Capital Advisors, LLC | 0.00% | Add +17.4% | 12,728 | $426K |
| Integrated Advisors Network LLC | 0.02% | Reduce -46.5% | 12,704 | $425K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -2.6% | 8,941 | $299K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +12.5% | 8,386 | $280K |
| Renaissance Technologies | 0.00% | New | 8,300 | $278K |
| Forefront Analytics, LLC | 0.30% | No change | 7,887 | $264K |
| Mgo One Seven LLC | 0.01% | New | 7,860 | $263K |
| Atlatl Advisers LLC | 0.17% | Add +0.9% | 7,657 | $256K |
| Veracity Capital LLC | 0.10% | Reduce -55.7% | 7,233 | $242K |
| Principal Securities, Inc. | 0.01% | No change | 5,744 | $240K |
| Quadcap Wealth Management, LLC | 0.03% | No change | 7,115 | $238K |
| Verdence Capital Advisors LLC | 0.02% | No change | 7,028 | $235K |
| Osaic Holdings, Inc. | 0.00% | Reduce -73.3% | 5,702 | $191K |
| US Bancorp \de | 0.00% | No change | 5,341 | $179K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +19.4% | 4,300 | $144K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -21.5% | 2,224 | $74K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +924.5% | 2,049 | $69K |
| Larson Financial Group LLC | 0.00% | No change | 1,600 | $54K |
| HHM Wealth Advisors, LLC | 0.01% | New | 1,400 | $47K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,460 | $37K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -41.1% | 870 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -99.4% | 535 | $18K |
| Morgan Stanley | 0.00% | New | 429 | $14K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 326 | $11K |
| Citadel Advisors | 0.00% | Reduce -99.2% | 307 | $10K |
| Whittier Trust Co. | 0.00% | No change | 235 | $8K |
| UBS Group AG | 0.00% | Reduce -94.5% | 141 | $5K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 100 | $3K |
| Assetmark, Inc. | 0.00% | No change | 50 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 36 | $1K |
| Wells Fargo & Company | 0.00% | No change | 1 | $23 |
"% of holder's portfolio" is UWM's weight in each manager's 13F, not the share of Proshares Ultra RUSSELL2000 the manager owns.