Proshares Ultra FinancialsUYGETF
13F holders, Q4 2025 (December 31)73holders −2
7new positions
10sold out
$92.39avg. 13F price*
At the end of Q4 2025, 73 institutions reported holding Proshares Ultra Financials (UYG) in their 13F filings, down 2 from Q3 2025. 7 opened new positions and 10 sold out. The largest holders were Cassaday & Co Wealth Management LLC ($3.2M), WealthCare Asset Management, LLC ($2.7M) and Toth Financial Advisory Corp. ($2.7M).
- Company
- Proshares Ultra Financials
- CUSIP
- 74347X633
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.3M |
| Exits | 10 | $4.4M |
All 13F filers, Q3 2025 → Q4 2025: 41,862 shares bought and 69,673 shares sold, net −27,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| Cassaday & Co Wealth Management LLC | 0.07% | No change | 34,801 | $3.2M |
| WealthCare Asset Management, LLC | 2.53% | — | 28,089 | $2.7M |
| Toth Financial Advisory Corp. | 0.30% | Reduce -14.5% | 29,854 | $2.7M |
| Focus Partners Wealth | 0.00% | Add +71.3% | 24,179 | $2.3M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 15,000 | $1.4M |
| Waverly Advisors, LLC | 0.01% | No change | 10,250 | $941K |
| Susquehanna International Group, LLP | 0.00% | Add +74.6% | 10,232 | $939K |
| Chicago Partners Investment Group LLC | 0.02% | Add +10.7% | 9,811 | $839K |
| Capital Investment Counsel, Inc | 0.10% | Reduce -5.3% | 8,855 | $813K |
| Truist Financial Corp. | 0.00% | Add +103.2% | 7,314 | $671K |
| Summit Trail Advisors, LLC | 0.01% | No change | 7,242 | $665K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.2% | 7,155 | $657K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.3% | 6,671 | $612K |
| Blair William & Co. | 0.00% | No change | 6,140 | $564K |
| Bank of America Corp. | 0.00% | No change | 5,820 | $534K |
| Coastal Bridge Advisors, LLC | 0.04% | No change | 5,484 | $503K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.6% | 5,413 | $497K |
| Envestnet Asset Management Inc. | 0.00% | Add +8.8% | 5,259 | $483K |
| Dimension Capital Management LLC | 0.06% | New | 5,000 | $459K |
| Cerity Partners LLC | 0.00% | No change | 5,000 | $459K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +4.2% | 4,940 | $453K |
| LPL Financial LLC | 0.00% | Add +33.6% | 4,221 | $387K |
| Creative Planning | 0.00% | Reduce -4.0% | 4,123 | $378K |
| Kennedy Investment Group, Inc. | 0.14% | No change | 4,100 | $376K |
| Wealthspire Advisors, LLC | 0.00% | Add +399100.0% | 3,992 | $366K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | New | 3,829 | $351K |
| Lido Advisors, LLC | 0.00% | No change | 3,534 | $351K |
| Savant Capital, LLC | 0.00% | No change | 3,773 | $346K |
| Bank of Montreal | 0.00% | Reduce -45.6% | 3,579 | $328K |
| Jane Street Group, LLC | 0.00% | Reduce -75.2% | 3,534 | $324K |
| Lazari Capital Management, Inc. | 0.11% | No change | 3,510 | $322K |
| United Advisor Group, LLC | 0.04% | Add +4.3% | 3,134 | $288K |
| Quantinno Capital Management LP | 0.00% | Add +38.5% | 3,125 | $287K |
| HighTower Advisors, LLC | 0.00% | Reduce -62.5% | 3,060 | $281K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.4% | 3,025 | $278K |
| Private Advisor Group, LLC | 0.00% | No change | 3,000 | $275K |
| James J. Burns & Company, LLC | 0.04% | No change | 2,857 | $262K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.6% | 2,731 | $251K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -1.5% | 2,718 | $249K |
| Lowery Thomas, LLC | 0.14% | Add +9.1% | 2,687 | $247K |
| Goldman Sachs Group Inc. | 0.00% | No change | 2,538 | $233K |
| Glenmede Trust Co. NA | 0.00% | — | 2,463 | $226K |
| Parisi Gray Wealth Management | 0.05% | Add +8.8% | 2,462 | $226K |
| Sollinda Capital Management LLC | 0.06% | Reduce -14.8% | 2,454 | $225K |
| Summit Financial, LLC | 0.00% | Add +3.5% | 2,424 | $222K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +4.2% | 2,351 | $216K |
| Regent Peak Wealth Advisors LLC | 0.04% | No change | 2,256 | $207K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,100 | $193K |
| Arax Advisory Partners | 0.01% | New | 2,091 | $192K |
| MAI Capital Management | 0.00% | Add +94.3% | 2,050 | $188K |
| Simplex Trading, LLC | 0.01% | New | 1,933 | $177K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,500 | $138K |
| Cwm, LLC | 0.00% | No change | 1,380 | $127K |
| Strategic Investment Solutions, Inc. | 0.03% | No change | 1,200 | $110K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,133 | $104K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,047 | $96K |
| Spire Wealth Management | 0.00% | Reduce -10.4% | 805 | $74K |
| Farther Finance Advisors, LLC | 0.00% | No change | 750 | $69K |
| Global Retirement Partners, LLC | 0.00% | No change | 720 | $66K |
| Hartford Financial Management Inc. | 0.01% | No change | 420 | $39K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 372 | $34K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 300 | $28K |
| MCF Advisors LLC | 0.00% | No change | 300 | $28K |
| US Bancorp \de | 0.00% | No change | 300 | $28K |
| UBS Group AG | 0.00% | New | 285 | $26K |
| JPMorgan Chase & Co. | 0.00% | No change | 250 | $23K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $18K |
| Valley National Advisers Inc. | 0.00% | New | 120 | $11K |
| Geneos Wealth Management Inc. | 0.00% | Add +10.7% | 114 | $10K |
| Wells Fargo & Company | 0.00% | Add +7000.0% | 71 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +11.7% | 67 | $6K |
| Beacon Capital Management, Inc. | 0.00% | No change | 44 | $4K |
| Morgan Stanley | 0.00% | Add +200.0% | 3 | $359 |
"% of holder's portfolio" is UYG's weight in each manager's 13F, not the share of Proshares Ultra Financials the manager owns.