Proshares Ultra FinancialsUYGETF
13F holders, Q1 2024 (March 31)56holders
1famous investor
$68.24avg. 13F price*
At the end of Q1 2024, 56 institutions reported holding Proshares Ultra Financials (UYG) in their 13F filings. The largest holders were Toth Financial Advisory Corp. ($6.1M), HighTower Advisors, LLC ($3.2M) and Cassaday & Co Wealth Management LLC ($2.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Proshares Ultra Financials
- CUSIP
- 74347X633
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.8M |
| Exits | 8 | $2.8M |
Ownership 56 holders
| Toth Financial Advisory Corp. | 0.77% | Reduce -1.8% | 89,668 | $6.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.1% | 46,645 | $3.2M |
| Cassaday & Co Wealth Management LLC | 0.07% | No change | 30,801 | $2.1M |
| Citadel Advisors | 0.00% | Add +184.8% | 29,290 | $2.0M |
| Hamilton Wealth, LLC | 0.53% | New | 25,052 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.7% | 18,378 | $1.3M |
| 9258 Wealth Management, LLC | 0.19% | No change | 17,450 | $1.2M |
| Synovus Financial Corp. | 0.01% | No change | 15,000 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.5% | 14,249 | $974K |
| Roanoke Asset Management Corp./ NY | 0.31% | No change | 13,440 | $918K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,699 | $799K |
| Capital Investment Counsel, Inc | 0.11% | Reduce -1.0% | 9,555 | $653K |
| Corient Private Wealth LP | 0.00% | Reduce -8.6% | 9,120 | $623K |
| CWA Asset Management Group, LLC | 0.04% | New | 9,060 | $619K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 9,000 | $606K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,190 | $560K |
| UBS Group AG | 0.00% | Add +2601.0% | 7,860 | $537K |
| LPL Financial LLC | 0.00% | New | 6,834 | $467K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.1% | 6,718 | $435K |
| Blair William & Co. | 0.00% | Reduce -8.8% | 6,180 | $422K |
| Cerity Partners LLC | 0.00% | No change | 6,000 | $410K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -3.8% | 5,502 | $376K |
| TrinityPoint Wealth, LLC | 0.06% | No change | 5,484 | $375K |
| Independent Financial Group, LLC | 0.02% | Add +42.2% | 5,413 | $370K |
| Savant Capital, LLC | 0.00% | No change | 4,250 | $290K |
| Bank of America Corp. | 0.00% | Add +126.7% | 4,115 | $281K |
| Kennedy Investment Group, Inc. | 0.15% | No change | 4,100 | $280K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -1.3% | 3,773 | $258K |
| Plotkin Financial Advisors, LLC | 0.17% | Reduce -91.9% | 3,665 | $250K |
| Citizens Financial Group Inc. | 0.01% | New | 3,621 | $247K |
| Truist Financial Corp. | 0.00% | New | 3,600 | $246K |
| Lazari Capital Management, Inc. | 0.13% | New | 3,510 | $240K |
| Good Life Advisors, LLC | 0.02% | New | 3,069 | $210K |
| Private Advisor Group, LLC | 0.00% | New | 3,000 | $205K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -81.5% | 2,960 | $202K |
| Morgan Stanley | 0.00% | Add +19.2% | 2,871 | $196K |
| Arax Advisory Partners | 0.02% | Reduce -9.1% | 2,441 | $167K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,100 | $143K |
| Highlander Capital Management, LLC | 0.04% | Reduce -13.5% | 1,600 | $109K |
| Citigroup Inc. | 0.00% | No change | 1,435 | $98K |
| Spire Wealth Management | 0.00% | Reduce -5.0% | 1,269 | $87K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,133 | $77K |
| Bank of Montreal | 0.00% | No change | 1,129 | $76K |
| Cwm, LLC | 0.00% | Reduce -3.3% | 900 | $61K |
| US Bancorp \de | 0.00% | No change | 600 | $41K |
| Main Street Group, LTD | 0.02% | No change | 600 | $40K |
| Hartford Financial Management Inc. | 0.01% | No change | 420 | $29K |
| Kelly Financial Services LLC | 0.01% | No change | 360 | $25K |
| Colonial Trust Advisors | 0.00% | No change | 300 | $20K |
| Valley National Advisers Inc. | 0.00% | No change | 120 | $8K |
| Geneos Wealth Management Inc. | 0.00% | New | 102 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 60 | $4K |
| Hollencrest Capital Management | 0.00% | New | 5 | $342 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 1 | $68 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1 | $62 |
| Wells Fargo & Company | 0.00% | Reduce -50.0% | 1 | $35 |
"% of holder's portfolio" is UYG's weight in each manager's 13F, not the share of Proshares Ultra Financials the manager owns.