UGL Institutional Ownership & Shareholders
PROSHARES ULTRA GOLD (UGL) is currently held by 42 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $62.15M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Tb Alternative Assets Ltd. is currently the largest disclosed institutional shareholder of UGL tracked by InsiderSet, reporting ownership valued at approximately $22.05M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.65M, representing an estimated loss of -10.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed UGL value among the investors covered in this analysis. Major shareholders include Tb Alternative Assets Ltd., Quadrature Capital Ltd, China Universal Asset Management Co., Ltd., and several other long-term asset managers with concentrated positions in PROSHARES ULTRA GOLD (UGL).
This page ranks the largest institutional UGL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
42
Total Reported Value
$62.15M
Largest Holder
Tb Alternative Assets Ltd.
Largest Position
$22.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
84
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tb Alternative Assets Ltd. | 4.52% | 482,176 | $22,049,908 | $19,648,672 | -$2,401,236 | -10.89% | |
| Quadrature Capital Ltd | 0.10% | 270,378 | $11,861,483 | $11,017,904 | -$843,580 | -7.11% | |
| China Universal Asset Management Co., Ltd. | 0.39% | 163,900 | $7,573,819 | $6,678,925 | -$894,894 | -11.82% | |
| Jump Financial, Llc | 0.03% | 84,701 | $3,715,833 | $3,451,566 | -$264,267 | -7.11% | |
| Partners Wealth Management, Llc | 0.17% | 35,032 | $1,602,013 | $1,427,554 | -$174,459 | -10.89% | |
| Dedeker Financial Llc | 0.83% | 31,901 | $1,458,892 | $1,299,966 | -$158,926 | -10.89% | |
| Pmv Capital Advisers, Llc | 2.06% | 31,306 | $1,373,394 | $1,275,720 | -$97,675 | -7.11% | |
| Thor Trading Advisors, Llc | 0.39% | 28,396 | $1,245,733 | $1,157,137 | -$88,596 | -7.11% | |
| Imc-Chicago, Llc | 0.01% | 27,087 | $1,188,307 | $1,103,795 | -$84,512 | -7.11% | |
| Bnp Paribas Financial Markets | 0.00% | 19,297 | $846,559 | $786,353 | -$60,206 | -7.11% | |
| Global Assets Advisory, Llc | 0.19% | 18,478 | $836,869 | $752,979 | -$83,891 | -10.02% | |
| Mai Capital Management | 0.00% | 17,396 | $763,163 | $708,887 | -$54,276 | -7.11% | |
| Flow Traders U.S. Llc | 0.03% | 16,910 | $742,000 | $689,083 | -$52,918 | -7.13% | |
| Cary Street Partners Financial Llc | 0.02% | 16,000 | $701,920 | $652,000 | -$49,920 | -7.11% | |
| Cwm, Llc | 0.00% | 10,590 | $650,861 | $431,543 | -$219,319 | -33.70% | |
| Ubs Group Ag | 0.00% | 14,186 | $622,340 | $578,080 | -$44,261 | -7.11% | |
| Advisory Alpha, Llc | 0.01% | 13,220 | $579,961 | $538,715 | -$41,246 | -7.11% | |
| Stonex Group Inc. | 0.02% | 11,327 | $551,264 | $461,575 | -$89,689 | -16.27% | |
| Hamilton Wealth, Llc | 0.10% | 12,504 | $548,550 | $509,538 | -$39,012 | -7.11% | |
| Two Sigma Securities, Llc | 0.05% | 12,019 | $527,274 | $489,774 | -$37,500 | -7.11% | |
| Mgo One Seven Llc | 0.01% | 10,654 | $487,207 | $434,151 | -$53,057 | -10.89% | |
| Bank Of New York Mellon Corp | 0.00% | 10,001 | $438,756 | $407,541 | -$31,215 | -7.11% | |
| Group One Trading Llc | 0.01% | 6,074 | $266,466 | $247,516 | -$18,951 | -7.11% | |
| Allen Capital Group, Llc | 0.02% | 5,612 | $256,637 | $228,689 | -$27,948 | -10.89% | |
| Lpl Financial Llc | 0.00% | 5,594 | $245,409 | $227,956 | -$17,454 | -7.11% | |
| Cassaday & Co Wealth Management Llc | 0.00% | 4,900 | $224,077 | $199,675 | -$24,402 | -10.89% | |
| Newedge Advisors, Llc | 0.00% | 5,000 | $219,350 | $203,750 | -$15,600 | -7.11% | |
| Morgan Stanley | 0.00% | 3,406 | $149,434 | $138,795 | -$10,640 | -7.12% | |
| Rothschild Investment Llc | 0.00% | 3,000 | $131,610 | $122,250 | -$9,360 | -7.11% | |
| Jpmorgan Chase & Co | 0.00% | 2,177 | $95,483 | $88,713 | -$6,770 | -7.09% | |
| Larson Financial Group Llc | 0.00% | 1,338 | $58,698 | $54,524 | -$4,175 | -7.11% | |
| Barclays Plc | 0.00% | 993 | $43,563 | $40,465 | -$3,098 | -7.11% | |
| Wells Fargo & Company/Mn | 0.00% | 688 | $30,183 | $28,036 | -$2,147 | -7.11% | |
| Citigroup Inc | 0.00% | 497 | $21,803 | $20,253 | -$1,550 | -7.11% | |
| Osaic Holdings, Inc. | 0.00% | 393 | $17,241 | $16,015 | -$1,226 | -7.11% | |
| Tower Research Capital Llc (Trc) | 0.00% | 251 | $11,011 | $10,228 | -$783 | -7.11% | |
| Td Waterhouse Canada Inc. | 0.00% | 120 | $5,548 | $4,890 | -$658 | -11.86% | |
| Toth Financial Advisory Corp | 0.00% | 87 | $3,979 | $3,545 | -$434 | -10.90% | |
| Ascentis Independent Advisors | 0.00% | 50 | $2,286 | $2,038 | -$249 | -10.87% | |
| Ifp Advisors, Inc | 0.00% | 35 | $1,601 | $1,426 | -$175 | -10.92% | |
| Brown Brothers Harriman & Co | 0.00% | 20 | $877 | $815 | -$62 | -7.07% | |
| Country Trust Bank | 0.00% | 4 | $183 | $163 | -$20 | -10.93% |
Frequently asked questions about UGL
Who are the largest institutional holders of UGL?
The largest institutional holders of UGL reported in the latest SEC Form 13F filings include Tb Alternative Assets Ltd., Quadrature Capital Ltd, China Universal Asset Management Co., Ltd., Jump Financial, Llc, and Partners Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported UGL position.
What is UGL institutional ownership?
This page tracks UGL positions reported by institutional investment managers through SEC Form 13F. PROSHARES ULTRA GOLD (UGL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UGL?
InsiderSet currently tracks 42 institutional managers reporting UGL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UGL shareholders.
How much UGL stock do institutions own?
Institutional investment managers disclosed approximately $62.15M in UGL holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UGL institutional ownership last updated?
The latest UGL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UGL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UGL position after the reporting date.
Are institutions buying or selling UGL?
Institutional buying and selling can be analyzed by comparing UGL positions across consecutive 13F reporting periods. InsiderSet's UGL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UGL ownership changes.
How has UGL institutional ownership changed over time?
InsiderSet tracks UGL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.