Proshares Ultra FinancialsUYGETF
13F holders, Q2 2024 (June 30)57holders +1
10new positions
7sold out
1famous investor
$64.26avg. 13F price*
At the end of Q2 2024, 57 institutions reported holding Proshares Ultra Financials (UYG) in their 13F filings, up 1 from Q1 2024. 10 opened new positions and 7 sold out. The largest holders were Toth Financial Advisory Corp. ($5.4M), Cassaday & Co Wealth Management LLC ($2.0M) and Osaic Holdings, Inc. ($1.3M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.4M |
| Exits | 7 | $3.6M |
All 13F filers, Q1 2024 → Q2 2024: 44,765 shares bought and 131,421 shares sold, net −86,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Toth Financial Advisory Corp. | 0.68% | Reduce -6.4% | 83,912 | $5.4M |
| Cassaday & Co Wealth Management LLC | 0.06% | No change | 30,801 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +10.2% | 20,253 | $1.3M |
| 9258 Wealth Management, LLC | 0.16% | Reduce -6.9% | 16,250 | $1.0M |
| Synovus Financial Corp. | 0.01% | No change | 15,000 | $960K |
| IMC-Chicago, LLC | 0.03% | New | 14,602 | $934K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.7% | 14,151 | $906K |
| Roanoke Asset Management Corp./ NY | 0.29% | No change | 13,440 | $860K |
| Citadel Advisors | 0.00% | Reduce -59.9% | 11,738 | $751K |
| Capital Investment Counsel, Inc | 0.09% | Add +1.1% | 9,655 | $618K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.5% | 9,138 | $594K |
| Corient Private Wealth LP | 0.00% | No change | 9,120 | $584K |
| Susquehanna International Group, LLP | 0.00% | New | 8,511 | $545K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,190 | $524K |
| HighTower Advisors, LLC | 0.00% | Reduce -82.8% | 8,020 | $514K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -1.9% | 6,591 | $476K |
| Blair William & Co. | 0.00% | No change | 6,180 | $395K |
| Cerity Partners LLC | 0.00% | No change | 6,000 | $384K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -4.1% | 5,278 | $370K |
| TrinityPoint Wealth, LLC | 0.05% | No change | 5,484 | $351K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.0% | 5,412 | $346K |
| Arkadios Wealth Advisors | 0.02% | New | 5,400 | $346K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +474900.0% | 4,750 | $304K |
| Lido Advisors, LLC | 0.00% | New | 4,234 | $271K |
| Kennedy Investment Group, Inc. | 0.13% | No change | 4,100 | $262K |
| Savant Capital, LLC | 0.00% | Reduce -4.6% | 4,053 | $259K |
| Citizens Financial Group Inc. | 0.01% | No change | 3,621 | $232K |
| Truist Financial Corp. | 0.00% | No change | 3,600 | $230K |
| Lazari Capital Management, Inc. | 0.10% | No change | 3,510 | $225K |
| Kestra Advisory Services, LLC | 0.00% | Add +10.3% | 3,266 | $209K |
| Bank of America Corp. | 0.00% | Reduce -26.7% | 3,015 | $193K |
| Jones Financial Companies LLLP | 0.00% | New | 3,000 | $192K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,100 | $134K |
| Arax Advisory Partners | 0.01% | Reduce -14.3% | 2,091 | $134K |
| Morgan Stanley | 0.00% | Reduce -43.1% | 1,633 | $105K |
| Citigroup Inc. | 0.00% | No change | 1,435 | $92K |
| Spire Wealth Management | 0.00% | Reduce -5.0% | 1,205 | $77K |
| Bank of Montreal | 0.00% | No change | 1,129 | $75K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,133 | $72K |
| Cwm, LLC | 0.00% | No change | 900 | $58K |
| Barclays PLC | 0.00% | New | 846 | $54K |
| Main Street Group, LTD | 0.02% | No change | 600 | $39K |
| US Bancorp \de | 0.00% | No change | 600 | $38K |
| Hartford Financial Management Inc. | 0.01% | No change | 420 | $27K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 372 | $24K |
| Kelly Financial Services LLC | 0.01% | No change | 360 | $23K |
| MCF Advisors LLC | 0.00% | New | 300 | $19K |
| Cypress Capital, LLC | 0.00% | New | 257 | $16K |
| Colonial Trust Advisors | 0.00% | Reduce -25.0% | 225 | $14K |
| Valley National Advisers Inc. | 0.00% | No change | 120 | $7K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -97.2% | 107 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 102 | $7K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 75 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 60 | $4K |
| UBS Group AG | 0.00% | Reduce -99.5% | 36 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1 | $72 |
| Wells Fargo & Company | 0.00% | No change | 1 | $56 |
"% of holder's portfolio" is UYG's weight in each manager's 13F, not the share of Proshares Ultra Financials the manager owns.