Proshares Ultra FinancialsUYGETF

13F holders, Q2 2026 (June 30)
77holders +15
22new positions
7sold out
$85.75avg. 13F price*

At the end of Q2 2026, 77 institutions reported holding Proshares Ultra Financials (UYG) in their 13F filings, up 15 from Q1 2026. 22 opened new positions and 7 sold out. The largest holders were Cassaday & Co Wealth Management LLC ($3.4M), Susquehanna International Group, LLP ($2.5M) and Toth Financial Advisory Corp. ($2.4M).

Company
Proshares Ultra Financials
CUSIP
74347X633
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 56Q1 2024Q2 2024: 57Q2 2024Q3 2024: 64Q3 2024Q4 2024: 78Q4 2024Q1 2025: 79Q1 2025Q2 2025: 73Q2 2025Q3 2025: 75Q3 2025Q4 2025: 73Q4 2025Q1 2026: 62Q1 2026Q2 2026: 77Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions22$6.6M
Exits7$2.0M

All 13F filers, Q1 2026 → Q2 2026: 105,444 shares bought and 28,096 shares sold, net +77,348 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

Cassaday & Co Wealth Management LLC 0.06% Add +0.8% 40,101 $3.4M
Susquehanna International Group, LLP 0.00% Add +227.1% 28,736 $2.5M
Toth Financial Advisory Corp. 0.23% No change 27,995 $2.4M
Focus Partners Wealth 0.00% Reduce -0.1% 24,429 $2.1M
Jane Street Group, LLC 0.00% New 17,695 $1.5M
Pinnacle Financial Partners, Inc. 0.01% No change 15,000 $1.3M
Quantinno Capital Management LP 0.00% Reduce -0.2% 12,698 $1.1M
Integrated Advisors Network LLC 0.05% New 11,695 $1.0M
Waverly Advisors, LLC 0.01% No change 10,250 $877K
Chicago Partners Investment Group LLC 0.02% Add +0.1% 9,489 $875K
Capital Investment Counsel, Inc 0.07% Reduce -8.5% 7,555 $646K
Truist Financial Corp. 0.00% No change 7,314 $626K
Savant Capital, LLC 0.00% Add +103.2% 7,689 $614K
Summit Financial, LLC 0.01% New 7,032 $602K
CIBC Bancorp USA Inc. 0.00% No change 6,806 $582K
Blair William & Co. 0.00% No change 6,115 $523K
Bank of America Corp. 0.00% No change 5,820 $498K
Creative Planning 0.00% Add +22.2% 5,589 $478K
Coastal Bridge Advisors, LLC 0.03% No change 5,484 $469K
Independent Financial Group, LLC 0.01% No change 5,413 $463K
XTX Topco Ltd 0.01% New 5,250 $449K
Dimension Capital Management LLC 0.05% No change 5,000 $428K
Cerity Partners LLC 0.00% No change 5,000 $428K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -1.0% 4,897 $419K
Arax Advisory Partners 0.00% Add +100.0% 4,182 $358K
Envestnet Asset Management Inc. 0.00% Add +17.8% 4,117 $352K
Kennedy Investment Group, Inc. 0.12% No change 4,100 $351K
Texas Capital Bank Wealth Management Services Inc 0.02% No change 3,829 $328K
Wealthspire Advisors, LLC 0.00% Reduce -5.1% 3,801 $325K
Summit Trail Advisors, LLC 0.00% No change 3,621 $310K
Bank of Montreal 0.00% No change 3,579 $306K
Lido Advisors, LLC 0.00% No change 3,534 $302K
Lazari Capital Management, Inc. 0.09% No change 3,510 $300K
Mercer Global Advisors Inc. 0.00% No change 3,262 $279K
Lowery Thomas, LLC 0.14% New 3,242 $277K
HighTower Advisors, LLC 0.00% No change 3,062 $262K
Private Advisor Group, LLC 0.00% No change 3,000 $257K
Kestra Advisory Services, LLC 0.00% New 2,736 $234K
Sanctuary Advisors, LLC 0.00% Reduce -13.2% 2,627 $225K
LPL Financial LLC 0.00% New 2,620 $224K
Goldman Sachs Group Inc. 0.00% New 2,538 $217K
Diversify Advisory Services, LLC 0.00% New 2,215 $212K
Diversify Wealth Management, LLC 0.00% New 2,215 $212K
United Advisor Group, LLC 0.02% New 2,470 $211K
Great Valley Advisor Group, Inc. 0.00% New 2,465 $211K
Glenmede Trust Co. NA 0.00% New 2,463 $211K
Sollinda Capital Management LLC 0.04% New 2,454 $210K
B. Riley Wealth Advisors, Inc. 0.01% New 2,357 $202K
Parisi Gray Wealth Management 0.04% New 2,356 $202K
O'shaughnessy Asset Management, LLC 0.00% New 2,229 $191K
Harbor Investment Advisory, LLC 0.01% No change 2,100 $180K
PNC Financial Services Group, Inc. 0.00% No change 1,500 $128K
EP Wealth Advisors, LLC 0.00% New 1,349 $115K
Strategic Investment Solutions, Inc. 0.02% No change 1,200 $103K
Ameritas Advisory Services, LLC 0.00% New 1,200 $103K
NewEdge Advisors, LLC 0.00% No change 1,133 $97K
Farther Finance Advisors, LLC 0.00% No change 750 $64K
Spire Wealth Management 0.00% Reduce -9.8% 635 $54K
Main Street Group, LTD 0.01% No change 600 $51K
MCF Advisors LLC 0.00% Add +88.7% 566 $48K
Steward Partners Investment Advisory, LLC 0.00% New 500 $43K
Hartford Financial Management Inc. 0.01% No change 420 $36K
Plante Moran Financial Advisors, LLC 0.00% No change 372 $32K
Steigerwald, Gordon & Koch Inc. 0.00% No change 300 $26K
US Bancorp \de 0.00% No change 300 $26K
Geneos Wealth Management Inc. 0.00% Add +100.9% 229 $20K
Vima LLC 0.02% — 226 $19K
JPMorgan Chase & Co. 0.00% No change 216 $19K
Colonial Trust Advisors 0.00% Reduce -25.0% 150 $13K
Valley National Advisers Inc. 0.00% No change 120 $10K
Ashton Thomas Private Wealth, LLC 0.00% No change 75 $6K
Hazlett, Burt & Watson, Inc. 0.00% No change 67 $6K
Assetmark, Inc. 0.00% New 46 $4K
Phillip James Consulting Co. 0.00% New 38 $3K
Wells Fargo & Company 0.00% Add +100.0% 2 $191
Morgan Stanley 0.00% Reduce -50.0% 1 $127
Russell Investments Group, Ltd. 0.00% No change 1 $86

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