Proshares Ultra FinancialsUYGETF
13F holders, Q3 2024 (September 30)64holders +7
12new positions
5sold out
1famous investor
$76.63avg. 13F price*
At the end of Q3 2024, 64 institutions reported holding Proshares Ultra Financials (UYG) in their 13F filings, up 7 from Q2 2024. 12 opened new positions and 5 sold out. The largest holders were Toth Financial Advisory Corp. ($5.4M), Susquehanna International Group, LLP ($3.3M) and Citadel Advisors ($2.4M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.0M |
| Exits | 5 | $1.3M |
All 13F filers, Q2 2024 → Q3 2024: 120,999 shares bought and 50,830 shares sold, net +70,169 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Toth Financial Advisory Corp. | 0.64% | Reduce -15.5% | 70,942 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Add +403.4% | 42,849 | $3.3M |
| Citadel Advisors | 0.00% | Add +168.1% | 31,465 | $2.4M |
| Cassaday & Co Wealth Management LLC | 0.07% | No change | 30,801 | $2.4M |
| Corient Private Wealth LP | 0.00% | Add +102.4% | 18,460 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.3% | 15,326 | $1.2M |
| Synovus Financial Corp. | 0.01% | No change | 15,000 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.8% | 13,470 | $1.0M |
| Roanoke Asset Management Corp./ NY | 0.33% | No change | 13,440 | $1.0M |
| NorthCoast Asset Management LLC | 0.01% | New | 12,711 | $971K |
| 9258 Wealth Management, LLC | 0.12% | Reduce -36.9% | 10,250 | $783K |
| Capital Investment Counsel, Inc | 0.11% | No change | 9,655 | $738K |
| Focus Partners Wealth | 0.00% | New | 9,000 | $688K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.3% | 8,790 | $672K |
| HighTower Advisors, LLC | 0.00% | Add +1.3% | 8,127 | $622K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -10.9% | 8,138 | $622K |
| Independent Financial Group, LLC | 0.02% | Add +27.7% | 6,911 | $528K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -6.4% | 6,168 | $507K |
| Blair William & Co. | 0.00% | Reduce -0.6% | 6,145 | $470K |
| Bank of America Corp. | 0.00% | Add +103.5% | 6,135 | $469K |
| Cerity Partners LLC | 0.00% | No change | 6,000 | $459K |
| TrinityPoint Wealth, LLC | 0.06% | No change | 5,484 | $419K |
| Belvedere Trading LLC | 0.02% | New | 5,329 | $407K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 5,278 | $403K |
| Lido Advisors, LLC | 0.00% | Add +0.2% | 4,241 | $324K |
| Kennedy Investment Group, Inc. | 0.14% | No change | 4,100 | $313K |
| Jones Financial Companies LLLP | 0.00% | Add +33.3% | 4,000 | $304K |
| Savant Capital, LLC | 0.00% | Reduce -6.2% | 3,803 | $291K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,033 | $286K |
| Citizens Financial Group Inc. | 0.01% | No change | 3,621 | $277K |
| Truist Financial Corp. | 0.00% | No change | 3,600 | $275K |
| Lazari Capital Management, Inc. | 0.11% | No change | 3,510 | $268K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -33.2% | 3,174 | $243K |
| Good Life Advisors, LLC | 0.01% | New | 3,069 | $235K |
| Private Advisor Group, LLC | 0.00% | New | 3,000 | $229K |
| Plotkin Financial Advisors, LLC | 0.13% | New | 2,872 | $219K |
| James J. Burns & Company, LLC | 0.04% | New | 2,857 | $218K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 2,776 | $212K |
| Parisi Gray Wealth Management | 0.07% | New | 2,711 | $207K |
| Creative Planning | 0.00% | New | 2,623 | $200K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -19.8% | 2,619 | $200K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,100 | $160K |
| Arax Advisory Partners | 0.01% | No change | 2,091 | $160K |
| Citigroup Inc. | 0.00% | No change | 1,435 | $110K |
| Spire Wealth Management | 0.00% | Add +6.6% | 1,285 | $98K |
| Strategic Investment Solutions, Inc. | 0.03% | New | 1,200 | $92K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,133 | $87K |
| Bank of Montreal | 0.00% | No change | 1,129 | $86K |
| Cwm, LLC | 0.00% | No change | 900 | $69K |
| Barclays PLC | 0.00% | No change | 846 | $65K |
| Main Street Group, LTD | 0.02% | No change | 600 | $46K |
| US Bancorp \de | 0.00% | Reduce -19.3% | 484 | $37K |
| Hartford Financial Management Inc. | 0.01% | No change | 420 | $32K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 372 | $28K |
| MCF Advisors LLC | 0.00% | No change | 300 | $23K |
| Morgan Stanley | 0.00% | Reduce -87.1% | 211 | $16K |
| Colonial Trust Advisors | 0.00% | Reduce -11.1% | 200 | $15K |
| Valley National Advisers Inc. | 0.00% | No change | 120 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 102 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 60 | $5K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -40.2% | 64 | $5K |
| UBS Group AG | 0.00% | Reduce -58.3% | 15 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1 | $76 |
| Wells Fargo & Company | 0.00% | No change | 1 | $57 |
"% of holder's portfolio" is UYG's weight in each manager's 13F, not the share of Proshares Ultra Financials the manager owns.