Proshares Ultra FinancialsUYGETF
13F holders, Q1 2025 (March 31)79holders +1
9new positions
6sold out
1famous investor
$88.66avg. 13F price*
At the end of Q1 2025, 79 institutions reported holding Proshares Ultra Financials (UYG) in their 13F filings, up 1 from Q4 2024. 9 opened new positions and 6 sold out. The largest holders were Toth Financial Advisory Corp. ($4.2M), Envestnet Asset Management Inc. ($3.3M) and Cassaday & Co Wealth Management LLC ($2.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.3M |
| Exits | 6 | $1.5M |
All 13F filers, Q4 2024 → Q1 2025: 44,298 shares bought and 54,385 shares sold, net −10,087 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Toth Financial Advisory Corp. | 0.50% | Reduce -19.9% | 46,708 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.7% | 36,905 | $3.3M |
| Cassaday & Co Wealth Management LLC | 0.07% | No change | 27,801 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +116.1% | 22,785 | $2.0M |
| Citadel Advisors | 0.00% | Add +59.6% | 17,977 | $1.6M |
| Synovus Financial Corp. | 0.02% | No change | 15,000 | $1.3M |
| Roanoke Asset Management Corp./ NY | 0.41% | No change | 13,440 | $1.2M |
| Focus Partners Wealth | 0.00% | No change | 11,695 | $1.0M |
| Waverly Advisors, LLC | 0.01% | No change | 10,250 | $914K |
| Osaic Holdings, Inc. | 0.00% | Add +4.1% | 9,938 | $886K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -23.2% | 9,758 | $870K |
| Capital Investment Counsel, Inc | 0.13% | Reduce -1.1% | 9,455 | $843K |
| Chicago Partners Investment Group LLC | 0.03% | Add +44.7% | 8,945 | $767K |
| Freedom Investment Management, Inc. | 0.06% | Add +8.6% | 7,778 | $693K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.3% | 7,693 | $686K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 8,139 | $558K |
| Blair William & Co. | 0.00% | No change | 6,140 | $547K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +26.1% | 6,100 | $544K |
| Bank of America Corp. | 0.00% | Reduce -1.9% | 6,020 | $537K |
| WealthTrust Asset Management, LLC | 0.40% | Add +150.0% | 6,000 | $535K |
| Cerity Partners LLC | 0.00% | Reduce -8.4% | 5,500 | $490K |
| Independent Financial Group, LLC | 0.02% | Reduce -4.6% | 5,443 | $485K |
| Belvedere Trading LLC | 0.04% | Add +21.9% | 5,000 | $446K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.0% | 4,981 | $444K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +0.1% | 4,956 | $442K |
| Kennedy Investment Group, Inc. | 0.17% | No change | 4,100 | $366K |
| Creative Planning | 0.00% | Add +2.8% | 3,823 | $341K |
| Savant Capital, LLC | 0.00% | Reduce -0.8% | 3,773 | $336K |
| Summit Trail Advisors, LLC | 0.01% | No change | 3,621 | $324K |
| Truist Financial Corp. | 0.00% | No change | 3,600 | $321K |
| Lido Advisors, LLC | 0.00% | Reduce -8.9% | 3,534 | $316K |
| Lazari Capital Management, Inc. | 0.13% | No change | 3,510 | $313K |
| Good Life Advisors, LLC | 0.02% | No change | 3,069 | $274K |
| Sanctuary Advisors, LLC | 0.00% | No change | 3,034 | $270K |
| Private Advisor Group, LLC | 0.00% | No change | 3,000 | $267K |
| Sollinda Capital Management LLC | 0.07% | Reduce -0.7% | 2,880 | $257K |
| James J. Burns & Company, LLC | 0.05% | No change | 2,857 | $255K |
| Jane Street Group, LLC | 0.00% | Reduce -63.4% | 2,800 | $250K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 2,747 | $245K |
| Parisi Gray Wealth Management | 0.08% | No change | 2,697 | $240K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.5% | 2,626 | $234K |
| Goldman Sachs Group Inc. | 0.00% | No change | 2,538 | $226K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,463 | $220K |
| Lowery Thomas, LLC | 0.15% | New | 2,446 | $218K |
| Dale Q Rice Investment Management Ltd | 0.11% | New | 2,414 | $215K |
| Summit Financial, LLC | 0.01% | New | 2,327 | $207K |
| Regent Peak Wealth Advisors LLC | 0.05% | New | 2,256 | $201K |
| Atria Investments, Inc | 0.00% | Reduce -19.5% | 2,256 | $201K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 2,243 | $200K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,100 | $187K |
| Arax Advisory Partners | 0.01% | No change | 2,091 | $186K |
| Royal Bank of Canada | 0.00% | New | 1,740 | $155K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -50.0% | 1,500 | $134K |
| Citigroup Inc. | 0.00% | No change | 1,435 | $128K |
| Spire Wealth Management | 0.00% | No change | 1,227 | $109K |
| Strategic Investment Solutions, Inc. | 0.03% | No change | 1,200 | $107K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,133 | $101K |
| Bank of Montreal | 0.00% | No change | 1,129 | $101K |
| Morgan Stanley | 0.00% | Add +50.5% | 972 | $87K |
| Cwm, LLC | 0.00% | No change | 900 | $80K |
| MAI Capital Management | 0.00% | No change | 885 | $79K |
| Barclays PLC | 0.00% | No change | 846 | $75K |
| Main Street Group, LTD | 0.02% | No change | 600 | $53K |
| Farther Finance Advisors, LLC | 0.00% | New | 600 | $53K |
| US Bancorp \de | 0.00% | Add +60.0% | 480 | $43K |
| Simplex Trading, LLC | 0.00% | Reduce -88.6% | 437 | $38K |
| Hartford Financial Management Inc. | 0.01% | No change | 420 | $37K |
| Allworth Financial LP | 0.00% | New | 420 | $34K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 372 | $33K |
| MCF Advisors LLC | 0.00% | No change | 300 | $27K |
| JPMorgan Chase & Co. | 0.00% | New | 260 | $23K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $18K |
| Valley National Advisers Inc. | 0.00% | No change | 120 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 102 | $9K |
| UBS Group AG | 0.00% | Reduce -82.6% | 65 | $6K |
| Qube Research & Technologies Ltd | 0.00% | No change | 64 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 60 | $5K |
| Copia Wealth Management | 0.00% | No change | 5 | $446 |
| Wells Fargo & Company | 0.00% | No change | 1 | $85 |
"% of holder's portfolio" is UYG's weight in each manager's 13F, not the share of Proshares Ultra Financials the manager owns.