Proshares Ultra FinancialsUYGETF
13F holders, Q1 2026 (March 31)62holders −11
8new positions
18sold out
1famous investor
$73.66avg. 13F price*
At the end of Q1 2026, 62 institutions reported holding Proshares Ultra Financials (UYG) in their 13F filings, down 11 from Q4 2025. 8 opened new positions and 18 sold out. The largest holders were Cassaday & Co Wealth Management LLC ($2.9M), Toth Financial Advisory Corp. ($2.1M) and Focus Partners Wealth ($1.8M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.0M |
| Exits | 18 | $6.6M |
All 13F filers, Q4 2025 → Q1 2026: 43,382 shares bought and 86,184 shares sold, net −42,802 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Cassaday & Co Wealth Management LLC | 0.06% | Add +14.4% | 39,801 | $2.9M |
| Toth Financial Advisory Corp. | 0.23% | Reduce -6.2% | 27,995 | $2.1M |
| Focus Partners Wealth | 0.00% | Add +1.1% | 24,450 | $1.8M |
| Citadel Advisors | 0.00% | New | 19,377 | $1.4M |
| Pinnacle Financial Partners, Inc. | 0.01% | No change | 15,000 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +307.1% | 12,721 | $934K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -3.4% | 9,477 | $773K |
| Waverly Advisors, LLC | 0.01% | No change | 10,250 | $752K |
| Susquehanna International Group, LLP | 0.00% | Reduce -14.1% | 8,785 | $645K |
| Capital Investment Counsel, Inc | 0.07% | Reduce -6.8% | 8,255 | $606K |
| Truist Financial Corp. | 0.00% | No change | 7,314 | $537K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,806 | $500K |
| Blair William & Co. | 0.00% | Reduce -0.4% | 6,115 | $449K |
| Bank of America Corp. | 0.00% | No change | 5,820 | $427K |
| Coastal Bridge Advisors, LLC | 0.03% | No change | 5,484 | $403K |
| Independent Financial Group, LLC | 0.01% | No change | 5,413 | $397K |
| Dimension Capital Management LLC | 0.05% | No change | 5,000 | $367K |
| Cerity Partners LLC | 0.00% | No change | 5,000 | $367K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +0.1% | 4,945 | $363K |
| Creative Planning | 0.00% | Add +10.9% | 4,574 | $336K |
| Kennedy Investment Group, Inc. | 0.12% | No change | 4,100 | $301K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.3% | 4,005 | $294K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | No change | 3,829 | $281K |
| Savant Capital, LLC | 0.00% | Add +0.3% | 3,784 | $278K |
| Captrust Financial Advisors | 0.00% | New | 3,690 | $271K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -50.0% | 3,621 | $266K |
| Bank of Montreal | 0.00% | No change | 3,579 | $263K |
| Lido Advisors, LLC | 0.00% | No change | 3,534 | $259K |
| Lazari Capital Management, Inc. | 0.09% | No change | 3,510 | $258K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -33.6% | 3,494 | $256K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,262 | $239K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 3,062 | $225K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.0% | 3,026 | $222K |
| Private Advisor Group, LLC | 0.00% | No change | 3,000 | $220K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,100 | $154K |
| Arax Advisory Partners | 0.00% | No change | 2,091 | $154K |
| MAI Capital Management | 0.00% | No change | 2,050 | $150K |
| Cwm, LLC | 0.00% | Add +9.8% | 1,515 | $111K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,500 | $110K |
| Strategic Investment Solutions, Inc. | 0.02% | No change | 1,200 | $88K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,133 | $83K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 889 | $65K |
| Farther Finance Advisors, LLC | 0.00% | No change | 750 | $55K |
| Spire Wealth Management | 0.00% | Reduce -12.6% | 704 | $52K |
| Main Street Group, LTD | 0.01% | New | 600 | $44K |
| Osaic Holdings, Inc. | 0.00% | Reduce -92.4% | 506 | $37K |
| Hartford Financial Management Inc. | 0.01% | No change | 420 | $31K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 372 | $27K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 300 | $22K |
| MCF Advisors LLC | 0.00% | No change | 300 | $22K |
| US Bancorp \de | 0.00% | No change | 300 | $22K |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.6% | 216 | $15K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $15K |
| Geneos Wealth Management Inc. | 0.00% | No change | 114 | $8K |
| Valley National Advisers Inc. | 0.00% | No change | 120 | $8K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 75 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 67 | $5K |
| UBS Group AG | 0.00% | Reduce -76.8% | 66 | $5K |
| Qube Research & Technologies Ltd | 0.00% | New | 3 | $220 |
| Morgan Stanley | 0.00% | Reduce -33.3% | 2 | $182 |
| Wells Fargo & Company | 0.00% | Reduce -98.6% | 1 | $96 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $73 |
"% of holder's portfolio" is UYG's weight in each manager's 13F, not the share of Proshares Ultra Financials the manager owns.