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UYG Institutional Ownership

ProShares - Ultra Financials
1W: -5.1% 1M: -14.0% 3M: -10.3% YTD: -9.0% 1Y: -14.0% 3Y: +94.9% 5Y: +37.2%
$83.92
-0.04 (-0.05%)
 
Weekly Expected Move ±3.2%
$79 $81 $84 $87 $89
ETF AMEX · AUM $651.1M

Institutional Ownership — UYG

85
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
32M
Total Invested
23
New Positions
10
Increased
17
Reduced
8
Closed
0.50
Put/Call Ratio

Ownership Trends

Top Institutional Holders (93 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Cassaday & Co Wealth Management LLC 40,101 3M +300 +0.8% 15Q SEC ↗
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,736 2M +19,951 +227.1% 9Q SEC ↗
3 TOTH FINANCIAL ADVISORY CORP 27,995 2M — +0.0% 53Q SEC ↗
4 Focus Partners Wealth 24,429 2M -21 -0.1% 8Q SEC ↗
5 JANE STREET GROUP, LLC NEW 17,695 1M — +0.0% 1Q SEC ↗
6 Pinnacle Financial Partners, Inc. 15,000 1M — +0.0% 3Q SEC ↗
7 Quantinno Capital Management LP 12,698 1M -23 -0.2% 4Q SEC ↗
8 Integrated Advisors Network LLC NEW 11,695 981K — +0.0% 1Q SEC ↗
9 Waverly Advisors, LLC 10,250 860K — +0.0% 7Q SEC ↗
10 Chicago Partners Investment Group LLC 9,489 796K +12 +0.1% 24Q SEC ↗
11 Savant Capital, LLC 7,689 645K +3,905 +103.2% 14Q SEC ↗
12 Capital Investment Counsel, Inc 7,555 634K -700 -8.5% 58Q SEC ↗
13 TRUIST FINANCIAL CORP 7,314 614K — +0.0% 10Q SEC ↗
14 Summit Financial, LLC NEW 7,032 590K — +0.0% 1Q SEC ↗
15 CIBC Bancorp USA Inc. 6,806 571K — +0.0% 2Q SEC ↗
16 BLAIR WILLIAM & CO/IL 6,115 513K — +0.0% 42Q SEC ↗
17 BANK OF AMERICA CORP /DE 5,820 488K — +0.0% 15Q SEC ↗
18 Creative Planning 5,589 469K +1,015 +22.2% 8Q SEC ↗
19 Coastal Bridge Advisors, LLC 5,484 460K — +0.0% 6Q SEC ↗
20 INDEPENDENT FINANCIAL GROUP, LLC 5,413 454K — +0.0% 11Q SEC ↗
21 XTX Topco Ltd NEW 5,250 441K — +0.0% 1Q SEC ↗
22 Cerity Partners LLC 5,000 420K — +0.0% 13Q SEC ↗
23 DIMENSION CAPITAL MANAGEMENT LLC 5,000 420K — +0.0% 3Q SEC ↗
24 Bryn Mawr Trust Advisors, LLC 4,897 411K -48 -1.0% 12Q SEC ↗
25 Arax Advisory Partners 4,182 351K +2,091 +100.0% 3Q SEC ↗
26 ENVESTNET ASSET MANAGEMENT INC 4,117 345K +623 +17.8% 32Q SEC ↗
27 KENNEDY INVESTMENT GROUP, INC. 4,100 344K — +0.0% 11Q SEC ↗
28 Texas Capital Bank Wealth Management S 3,829 321K — +0.0% 3Q SEC ↗
29 Wealthspire Advisors, LLC 3,801 319K -204 -5.1% 4Q SEC ↗
30 Summit Trail Advisors, LLC 3,621 304K — +0.0% 7Q SEC ↗
31 BANK OF MONTREAL /CAN 3,579 300K — +0.0% 21Q SEC ↗
32 Lido Advisors, LLC 3,534 297K — +0.0% 9Q SEC ↗
33 LAZARI CAPITAL MANAGEMENT, INC. 3,510 295K — +0.0% 10Q SEC ↗
34 MERCER GLOBAL ADVISORS INC /ADV 3,262 274K — +0.0% 2Q SEC ↗
35 LOWERY THOMAS, LLC NEW 3,242 272K — +0.0% 1Q SEC ↗
36 HighTower Advisors, LLC 3,062 257K — +0.0% 25Q SEC ↗
37 Private Advisor Group, LLC 3,000 252K — +0.0% 8Q SEC ↗
38 Kestra Advisory Services, LLC NEW 2,736 230K — +0.0% 1Q SEC ↗
39 Sanctuary Advisors, LLC 2,627 220K -399 -13.2% 8Q SEC ↗
40 LPL Financial LLC NEW 2,620 220K — +0.0% 1Q SEC ↗
41 GOLDMAN SACHS GROUP INC NEW 2,538 213K — +0.0% 1Q SEC ↗
42 United Advisor Group, LLC NEW 2,470 207K — +0.0% 1Q SEC ↗
43 GREAT VALLEY ADVISOR GROUP, INC. NEW 2,465 207K — +0.0% 1Q SEC ↗
44 GLENMEDE TRUST CO NA NEW 2,463 207K — +0.0% 1Q SEC ↗
45 Sollinda Capital Management LLC NEW 2,454 206K — +0.0% 1Q SEC ↗
46 B. Riley Wealth Advisors, Inc. NEW 2,357 198K — +0.0% 1Q SEC ↗
47 Parisi Gray Wealth Management NEW 2,356 198K — +0.0% 1Q SEC ↗
48 O'SHAUGHNESSY ASSET MANAGEMENT, LLC NEW 2,229 187K — +0.0% 1Q SEC ↗
49 DIVERSIFY WEALTH MANAGEMENT, LLC NEW 2,215 186K — +0.0% 1Q SEC ↗
50 Diversify Advisory Services, LLC NEW 2,215 186K — +0.0% 1Q SEC ↗
Biggest Increases (11)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +19,951 +227.1% 28,736
Savant Capital, LLC +3,905 +103.2% 7,689
Arax Advisory Partners +2,091 +100.0% 4,182
Creative Planning +1,015 +22.2% 5,589
ENVESTNET ASSET MANAGEMENT INC +623 +17.8% 4,117
Cassaday & Co Wealth Management LLC +300 +0.8% 40,101
MCF Advisors LLC +266 +88.7% 566
CWM, LLC +135 +9.8% 1,515
Geneos Wealth Management Inc. +115 +100.9% 229
Chicago Partners Investment Group L +12 +0.1% 9,489
WELLS FARGO & COMPANY/MN +1 +100.0% 2
Biggest Decreases (9)
HolderReducedChange %Total Shares
Capital Investment Counsel, Inc -700 -8.5% 7,555
Sanctuary Advisors, LLC -399 -13.2% 2,627
Wealthspire Advisors, LLC -204 -5.1% 3,801
Spire Wealth Management -69 -9.8% 635
Colonial Trust Advisors -50 -25.0% 150
Bryn Mawr Trust Advisors, LLC -48 -1.0% 4,897
Quantinno Capital Management LP -23 -0.2% 12,698
Focus Partners Wealth -21 -0.1% 24,429
MORGAN STANLEY -1 -50.0% 1

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms