Proshares Ultra FinancialsUYGETF
13F holders, Q4 2024 (December 31)78holders +14
17new positions
3sold out
1famous investor
$85.56avg. 13F price*
At the end of Q4 2024, 78 institutions reported holding Proshares Ultra Financials (UYG) in their 13F filings, up 14 from Q3 2024. 17 opened new positions and 3 sold out. The largest holders were Toth Financial Advisory Corp. ($5.0M), Envestnet Asset Management Inc. ($4.0M) and Cassaday & Co Wealth Management LLC ($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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $4.9M |
| Exits | 3 | $581K |
All 13F filers, Q3 2024 → Q4 2024: 97,034 shares bought and 100,485 shares sold, net −3,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Toth Financial Advisory Corp. | 0.59% | Reduce -17.8% | 58,294 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +250.1% | 47,158 | $4.0M |
| Cassaday & Co Wealth Management LLC | 0.06% | Reduce -9.7% | 27,801 | $2.4M |
| Synovus Financial Corp. | 0.02% | No change | 15,000 | $1.3M |
| Roanoke Asset Management Corp./ NY | 0.37% | No change | 13,440 | $1.1M |
| NorthCoast Asset Management LLC | 0.01% | No change | 12,711 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +29.9% | 11,695 | $999K |
| Citadel Advisors | 0.00% | Reduce -64.2% | 11,263 | $963K |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.4% | 10,543 | $901K |
| Waverly Advisors, LLC | 0.01% | New | 10,250 | $876K |
| Capital Investment Counsel, Inc | 0.12% | Reduce -1.0% | 9,555 | $817K |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.7% | 9,548 | $816K |
| Corient Private Wealth LP | 0.00% | Reduce -50.6% | 9,110 | $779K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.0% | 8,139 | $698K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 8,128 | $695K |
| Jane Street Group, LLC | 0.00% | New | 7,650 | $654K |
| Freedom Investment Management, Inc. | 0.05% | New | 7,164 | $612K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.2% | 6,182 | $531K |
| Blair William & Co. | 0.00% | Reduce -0.1% | 6,140 | $525K |
| Bank of America Corp. | 0.00% | No change | 6,135 | $524K |
| Cerity Partners LLC | 0.00% | Add +0.1% | 6,007 | $513K |
| Independent Financial Group, LLC | 0.02% | Reduce -17.4% | 5,707 | $488K |
| TrinityPoint Wealth, LLC | 0.07% | No change | 5,484 | $469K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -6.2% | 4,950 | $423K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +52.4% | 4,837 | $413K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,489 | $384K |
| Belvedere Trading LLC | 0.03% | Reduce -23.0% | 4,101 | $350K |
| Kennedy Investment Group, Inc. | 0.16% | No change | 4,100 | $350K |
| Lido Advisors, LLC | 0.00% | Reduce -8.5% | 3,881 | $332K |
| Simplex Trading, LLC | 0.01% | New | 3,827 | $327K |
| Savant Capital, LLC | 0.00% | No change | 3,803 | $325K |
| Creative Planning | 0.00% | Add +41.8% | 3,720 | $318K |
| Summit Trail Advisors, LLC | 0.01% | New | 3,621 | $309K |
| Truist Financial Corp. | 0.00% | No change | 3,600 | $308K |
| Lazari Capital Management, Inc. | 0.12% | No change | 3,510 | $300K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.0% | 3,034 | $295K |
| Good Life Advisors, LLC | 0.02% | No change | 3,069 | $262K |
| Private Advisor Group, LLC | 0.00% | No change | 3,000 | $256K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -65.9% | 3,000 | $256K |
| Sollinda Capital Management LLC | 0.07% | New | 2,900 | $248K |
| James J. Burns & Company, LLC | 0.04% | No change | 2,857 | $244K |
| Atria Investments, Inc | 0.00% | New | 2,803 | $240K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.1% | 2,779 | $237K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.0% | 2,747 | $235K |
| Parisi Gray Wealth Management | 0.07% | Reduce -0.5% | 2,697 | $230K |
| Plotkin Financial Advisors, LLC | 0.13% | Reduce -9.7% | 2,593 | $222K |
| Goldman Sachs Group Inc. | 0.00% | New | 2,538 | $217K |
| Wharton Business Group, LLC | 0.01% | New | 2,520 | $215K |
| Glenmede Trust Co. NA | 0.00% | New | 2,463 | $210K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 2,402 | $205K |
| WealthTrust Asset Management, LLC | 0.15% | New | 2,400 | $205K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,100 | $179K |
| Arax Advisory Partners | 0.01% | No change | 2,091 | $179K |
| Citigroup Inc. | 0.00% | No change | 1,435 | $123K |
| Spire Wealth Management | 0.00% | Reduce -4.5% | 1,227 | $105K |
| Strategic Investment Solutions, Inc. | 0.03% | No change | 1,200 | $103K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,133 | $97K |
| Bank of Montreal | 0.00% | No change | 1,129 | $96K |
| Cwm, LLC | 0.00% | No change | 900 | $77K |
| MAI Capital Management | 0.00% | New | 885 | $76K |
| Barclays PLC | 0.00% | No change | 846 | $72K |
| Morgan Stanley | 0.00% | Add +206.2% | 646 | $55K |
| Main Street Group, LTD | 0.02% | No change | 600 | $51K |
| Global Retirement Partners, LLC | 0.00% | New | 600 | $51K |
| Hartford Financial Management Inc. | 0.01% | No change | 420 | $36K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 400 | $34K |
| UBS Group AG | 0.00% | Add +2393.3% | 374 | $32K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 372 | $32K |
| MCF Advisors LLC | 0.00% | No change | 300 | $26K |
| US Bancorp \de | 0.00% | Reduce -38.0% | 300 | $26K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $17K |
| Valley National Advisers Inc. | 0.00% | No change | 120 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 102 | $9K |
| Qube Research & Technologies Ltd | 0.00% | No change | 64 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 60 | $5K |
| Copia Wealth Management | 0.00% | — | 5 | $427 |
| FMR LLC | 0.00% | New | 1 | $85 |
| Wells Fargo & Company | 0.00% | No change | 1 | $65 |
"% of holder's portfolio" is UYG's weight in each manager's 13F, not the share of Proshares Ultra Financials the manager owns.