Proshares Ultra FinancialsUYGETF
13F holders, Q3 2025 (September 30)75holders +2
6new positions
5sold out
1famous investor
$99.15avg. 13F price*
At the end of Q3 2025, 75 institutions reported holding Proshares Ultra Financials (UYG) in their 13F filings, up 2 from Q2 2025. 6 opened new positions and 5 sold out. The largest holders were Toth Financial Advisory Corp. ($3.5M), Cassaday & Co Wealth Management LLC ($3.5M) and Citadel Advisors ($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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $862K |
| Exits | 5 | $1.4M |
All 13F filers, Q2 2025 → Q3 2025: 23,799 shares bought and 37,667 shares sold, net −13,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| Toth Financial Advisory Corp. | 0.37% | Reduce -10.9% | 34,920 | $3.5M |
| Cassaday & Co Wealth Management LLC | 0.08% | No change | 34,801 | $3.5M |
| Citadel Advisors | 0.00% | Add +6.7% | 25,323 | $2.5M |
| Synovus Financial Corp. | 0.02% | No change | 15,000 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -26.8% | 14,254 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +20.6% | 14,116 | $1.4M |
| Waverly Advisors, LLC | 0.01% | No change | 10,250 | $1.0M |
| NorthCoast Asset Management LLC | 0.00% | No change | 9,758 | $969K |
| Capital Investment Counsel, Inc | 0.11% | Reduce -1.1% | 9,355 | $928K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -1.0% | 8,866 | $845K |
| HighTower Advisors, LLC | 0.00% | Add +10.1% | 8,156 | $809K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.8% | 7,351 | $730K |
| Summit Trail Advisors, LLC | 0.01% | Add +100.0% | 7,242 | $719K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -12.3% | 7,140 | $709K |
| Bank of Montreal | 0.00% | Add +482.7% | 6,579 | $653K |
| Blair William & Co. | 0.00% | No change | 6,140 | $609K |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.1% | 5,860 | $582K |
| Bank of America Corp. | 0.00% | Reduce -5.3% | 5,820 | $578K |
| Coastal Bridge Advisors, LLC | 0.04% | No change | 5,484 | $544K |
| Independent Financial Group, LLC | 0.01% | No change | 5,443 | $540K |
| Cerity Partners LLC | 0.00% | No change | 5,000 | $496K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.4% | 4,836 | $480K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +0.1% | 4,741 | $471K |
| Creative Planning | 0.00% | Add +16.0% | 4,296 | $426K |
| Kennedy Investment Group, Inc. | 0.16% | No change | 4,100 | $407K |
| Savant Capital, LLC | 0.00% | No change | 3,773 | $374K |
| Truist Financial Corp. | 0.00% | No change | 3,600 | $357K |
| Lido Advisors, LLC | 0.00% | No change | 3,534 | $351K |
| Lazari Capital Management, Inc. | 0.12% | No change | 3,510 | $348K |
| LPL Financial LLC | 0.00% | Add +16.7% | 3,160 | $314K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 3,037 | $301K |
| United Advisor Group, LLC | 0.04% | New | 3,005 | $298K |
| Private Advisor Group, LLC | 0.00% | No change | 3,000 | $298K |
| Sollinda Capital Management LLC | 0.08% | No change | 2,880 | $286K |
| James J. Burns & Company, LLC | 0.04% | No change | 2,857 | $284K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.3% | 2,760 | $274K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.2% | 2,637 | $262K |
| Goldman Sachs Group Inc. | 0.00% | No change | 2,538 | $252K |
| Lowery Thomas, LLC | 0.14% | Add +0.5% | 2,464 | $245K |
| Glenmede Investment Management, LP | 0.00% | No change | 2,463 | $244K |
| Summit Financial, LLC | 0.00% | Add +0.4% | 2,342 | $232K |
| Corient Private Wealth LP | 0.00% | New | 2,302 | $228K |
| Parisi Gray Wealth Management | 0.06% | Reduce -16.3% | 2,264 | $225K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.4% | 2,257 | $224K |
| Regent Peak Wealth Advisors LLC | 0.04% | — | 2,256 | $224K |
| Quantinno Capital Management LP | 0.00% | New | 2,256 | $224K |
| Sculati Wealth Management, LLC | 0.07% | No change | 2,100 | $208K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,100 | $208K |
| Royal Bank of Canada | 0.00% | No change | 1,740 | $173K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,500 | $149K |
| Cwm, LLC | 0.00% | No change | 1,380 | $137K |
| Strategic Investment Solutions, Inc. | 0.03% | No change | 1,200 | $119K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,133 | $112K |
| MAI Capital Management | 0.00% | Add +19.9% | 1,055 | $105K |
| Spire Wealth Management | 0.00% | Reduce -22.6% | 898 | $89K |
| Barclays PLC | 0.00% | No change | 846 | $84K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 822 | $82K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.3% | 750 | $74K |
| Global Retirement Partners, LLC | 0.00% | No change | 720 | $71K |
| Main Street Group, LTD | 0.02% | No change | 600 | $60K |
| Hartford Financial Management Inc. | 0.01% | No change | 420 | $42K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 372 | $37K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -26.9% | 339 | $34K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 300 | $30K |
| MCF Advisors LLC | 0.00% | No change | 300 | $30K |
| US Bancorp \de | 0.00% | No change | 300 | $30K |
| JPMorgan Chase & Co. | 0.00% | No change | 250 | $25K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $20K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.0% | 103 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 60 | $6K |
| Beacon Capital Management, Inc. | 0.00% | No change | 44 | $4K |
| Copia Wealth Management | 0.00% | No change | 5 | $496 |
| Morgan Stanley | 0.00% | Reduce -99.9% | 1 | $180 |
| Wealthspire Advisors, LLC | 0.00% | New | 1 | $100 |
| Wells Fargo & Company | 0.00% | No change | 1 | $92 |
"% of holder's portfolio" is UYG's weight in each manager's 13F, not the share of Proshares Ultra Financials the manager owns.