Proshares Ultra FinancialsUYGETF
13F holders, Q2 2025 (June 30)73holders −6
6new positions
11sold out
1famous investor
$95.60avg. 13F price*
At the end of Q2 2025, 73 institutions reported holding Proshares Ultra Financials (UYG) in their 13F filings, down 6 from Q1 2025. 6 opened new positions and 11 sold out. The largest holders were Toth Financial Advisory Corp. ($3.7M), Cassaday & Co Wealth Management LLC ($3.3M) and Citadel Advisors ($2.3M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.1M |
| Exits | 11 | $3.0M |
All 13F filers, Q1 2025 → Q2 2025: 52,676 shares bought and 89,507 shares sold, net −36,831 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| Toth Financial Advisory Corp. | 0.44% | Reduce -16.1% | 39,193 | $3.7M |
| Cassaday & Co Wealth Management LLC | 0.08% | Add +25.2% | 34,801 | $3.3M |
| Citadel Advisors | 0.00% | Add +32.0% | 23,736 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +595.2% | 19,466 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.2% | 15,894 | $1.5M |
| Synovus Financial Corp. | 0.02% | No change | 15,000 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +0.1% | 11,703 | $1.1M |
| Waverly Advisors, LLC | 0.01% | No change | 10,250 | $979K |
| NorthCoast Asset Management LLC | 0.00% | No change | 9,758 | $932K |
| Capital Investment Counsel, Inc | 0.12% | No change | 9,455 | $903K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.1% | 8,957 | $872K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 8,139 | $778K |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.7% | 7,487 | $715K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.7% | 7,408 | $708K |
| Northern Trust Corp. | 0.00% | New | 7,093 | $678K |
| Bank of America Corp. | 0.00% | Add +2.1% | 6,146 | $587K |
| Blair William & Co. | 0.00% | No change | 6,140 | $587K |
| Coastal Bridge Advisors, LLC | 0.04% | New | 5,484 | $524K |
| Independent Financial Group, LLC | 0.01% | No change | 5,443 | $520K |
| Dimension Capital Management LLC | 0.07% | New | 5,000 | $478K |
| Cerity Partners LLC | 0.00% | Reduce -9.1% | 5,000 | $478K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -87.0% | 4,815 | $460K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -4.5% | 4,734 | $452K |
| Kennedy Investment Group, Inc. | 0.17% | No change | 4,100 | $392K |
| Savant Capital, LLC | 0.00% | No change | 3,773 | $361K |
| Creative Planning | 0.00% | Reduce -3.1% | 3,703 | $354K |
| Summit Trail Advisors, LLC | 0.01% | No change | 3,621 | $346K |
| Truist Financial Corp. | 0.00% | No change | 3,600 | $344K |
| Lido Advisors, LLC | 0.00% | No change | 3,534 | $338K |
| Lazari Capital Management, Inc. | 0.13% | No change | 3,510 | $335K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.0% | 3,035 | $290K |
| Private Advisor Group, LLC | 0.00% | No change | 3,000 | $287K |
| Sollinda Capital Management LLC | 0.07% | No change | 2,880 | $275K |
| James J. Burns & Company, LLC | 0.04% | No change | 2,857 | $273K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.2% | 2,752 | $263K |
| LPL Financial LLC | 0.00% | New | 2,708 | $259K |
| Parisi Gray Wealth Management | 0.07% | Add +0.3% | 2,704 | $258K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.2% | 2,632 | $252K |
| Goldman Sachs Group Inc. | 0.00% | No change | 2,538 | $243K |
| Glenmede Investment Management, LP | 0.00% | — | 2,463 | $235K |
| Lowery Thomas, LLC | 0.15% | Add +0.3% | 2,453 | $234K |
| Summit Financial, LLC | 0.01% | Add +0.2% | 2,332 | $223K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.2% | 2,248 | $215K |
| Sculati Wealth Management, LLC | 0.08% | New | 2,100 | $201K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,100 | $201K |
| Arax Advisory Partners | 0.01% | No change | 2,091 | $200K |
| Royal Bank of Canada | 0.00% | No change | 1,740 | $166K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,500 | $143K |
| Cwm, LLC | 0.00% | Add +53.3% | 1,380 | $132K |
| Strategic Investment Solutions, Inc. | 0.03% | No change | 1,200 | $115K |
| Spire Wealth Management | 0.00% | Reduce -5.5% | 1,160 | $111K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,133 | $108K |
| Bank of Montreal | 0.00% | No change | 1,129 | $108K |
| Morgan Stanley | 0.00% | Reduce -3.7% | 936 | $89K |
| MAI Capital Management | 0.00% | Reduce -0.6% | 880 | $84K |
| Barclays PLC | 0.00% | No change | 846 | $81K |
| Farther Finance Advisors, LLC | 0.00% | Add +26.7% | 760 | $73K |
| Global Retirement Partners, LLC | 0.00% | — | 720 | $69K |
| Main Street Group, LTD | 0.02% | No change | 600 | $57K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.4% | 464 | $44K |
| Hartford Financial Management Inc. | 0.01% | No change | 420 | $40K |
| Allworth Financial LP | 0.00% | No change | 420 | $40K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 372 | $36K |
| MCF Advisors LLC | 0.00% | No change | 300 | $29K |
| US Bancorp \de | 0.00% | Reduce -37.5% | 300 | $29K |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.9% | 250 | $24K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $19K |
| Valley National Advisers Inc. | 0.00% | No change | 120 | $11K |
| Geneos Wealth Management Inc. | 0.00% | No change | 102 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 60 | $6K |
| Beacon Capital Management, Inc. | 0.00% | New | 44 | $4K |
| Copia Wealth Management | 0.00% | No change | 5 | $478 |
| Wells Fargo & Company | 0.00% | No change | 1 | $49 |
"% of holder's portfolio" is UYG's weight in each manager's 13F, not the share of Proshares Ultra Financials the manager owns.