UPRO Institutional Ownership & Shareholders
PROSHARES ULTRAPRO S&P 500 (UPRO) is currently held by 138 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $277.07M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Revere Asset Management, Inc is currently the largest disclosed institutional shareholder of UPRO tracked by InsiderSet, reporting ownership valued at approximately $55.79M in its June 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 $55.56M, representing an estimated loss of -0.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed UPRO value among the investors covered in this analysis. Major shareholders include Revere Asset Management, Inc, Hrt Financial Lp, Ridgepath Capital Management Llc, and several other long-term asset managers with concentrated positions in PROSHARES ULTRAPRO S&P 500 (UPRO).
This page ranks the largest institutional UPRO 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
138
Total Reported Value
$277.07M
Largest Holder
Revere Asset Management, Inc
Largest Position
$55.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
116
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Revere Asset Management, Inc | 21.41% | 393,443 | $55,786,283 | $55,558,086 | -$228,197 | -0.41% | |
| Hrt Financial Lp | 0.08% | 291,985 | $41,400,000 | $41,231,202 | -$168,798 | -0.41% | |
| Ridgepath Capital Management Llc | 9.30% | 114,939 | $16,892,620 | $16,230,536 | -$662,084 | -3.92% | |
| Spectrum Financial Alliance Ltd Llc | 2.36% | 111,252 | $16,350,737 | $15,709,895 | -$640,842 | -3.92% | |
| Millennium Management Llc | 0.01% | 75,500 | $10,705,145 | $10,661,355 | -$43,790 | -0.41% | |
| Turner Capital Investments, Llc | 8.71% | 69,727 | $10,247,730 | $9,846,150 | -$401,580 | -3.92% | |
| Main Street Group, Ltd | 1.53% | 46,353 | $6,812,482 | $6,545,507 | -$266,975 | -3.92% | |
| Diversified Trust Co | 0.10% | 43,000 | $6,096,970 | $6,072,030 | -$24,940 | -0.41% | |
| Creative Planning | 0.00% | 34,943 | $5,135,566 | $4,934,301 | -$201,265 | -3.92% | |
| Gts Securities Llc | 0.10% | 34,324 | $4,882,617 | $4,846,892 | -$35,725 | -0.73% | |
| Pnc Financial Services Group, Inc. | 0.00% | 29,066 | $4,121,268 | $4,104,410 | -$16,858 | -0.41% | |
| Mariner, Llc | 0.00% | 27,761 | $3,936,222 | $3,920,131 | -$16,091 | -0.41% | |
| Uniting Wealth Partners, Llc | 0.75% | 26,000 | $3,686,540 | $3,671,460 | -$15,080 | -0.41% | |
| Lm Advisors Llc | 0.42% | 25,898 | $3,672,000 | $3,657,057 | -$14,943 | -0.41% | |
| Millington Financial Advisors, Llc | 1.41% | 25,843 | $3,593,471 | $3,649,290 | +$55,819 | +1.55% | |
| Encompass More Asset Management | 0.49% | 23,320 | $3,427,271 | $3,293,017 | -$134,254 | -3.92% | |
| Ubs Group Ag | 0.00% | 21,886 | $3,103,216 | $3,090,522 | -$12,694 | -0.41% | |
| Citadel Advisors Llc | 0.00% | 21,605 | $3,063,373 | $3,050,842 | -$12,531 | -0.41% | |
| Lido Advisors, Llc | 0.01% | 21,112 | $2,993,485 | $2,981,226 | -$12,259 | -0.41% | |
| Jpmorgan Chase & Co | 0.00% | 20,474 | $2,840,972 | $2,891,134 | +$50,162 | +1.77% | |
| Independent Financial Group, Llc | 0.05% | 18,305 | $2,690,288 | $2,584,849 | -$105,439 | -3.92% | |
| Optiver Holding B.V. | 0.04% | 18,732 | $2,656,010 | $2,645,146 | -$10,864 | -0.41% | |
| Dedora Capital, Inc. | 0.59% | 17,926 | $2,634,627 | $2,531,330 | -$103,297 | -3.92% | |
| Larson Financial Group Llc | 0.07% | 18,068 | $2,561,801 | $2,551,382 | -$10,419 | -0.41% | |
| Tower Research Capital Llc (Trc) | 0.06% | 16,181 | $2,294,304 | $2,284,919 | -$9,385 | -0.41% | |
| Safe Harbor Fiduciary, Llc | 1.76% | 15,922 | $2,257,580 | $2,248,346 | -$9,234 | -0.41% | |
| Bankplus Trust Department | 0.53% | 15,900 | $2,254,461 | $2,245,239 | -$9,222 | -0.41% | |
| Toth Financial Advisory Corp | 0.19% | 13,196 | $1,939,437 | $1,863,407 | -$76,030 | -3.92% | |
| Jane Street Group, Llc | 0.00% | 12,313 | $1,745,860 | $1,738,719 | -$7,141 | -0.41% | |
| Koshinski Asset Management, Inc. | 0.07% | 9,431 | $1,386,096 | $1,331,752 | -$54,344 | -3.92% | |
| Discipline Wealth Solutions, Llc | 0.12% | 9,045 | $1,329,271 | $1,277,244 | -$52,027 | -3.91% | |
| Westmount Partners, Llc | 0.29% | 9,370 | $1,328,558 | $1,323,138 | -$5,420 | -0.41% | |
| Ellis Investment Partners, Llc | 0.19% | 8,790 | $1,291,990 | $1,241,236 | -$50,754 | -3.93% | |
| Genesee Capital Advisors, Llc | 0.41% | 8,750 | $1,285,942 | $1,235,588 | -$50,355 | -3.92% | |
| Beacon Pointe Advisors, Llc | 0.01% | 8,998 | $1,275,827 | $1,270,608 | -$5,219 | -0.41% | |
| Founders Financial Securities Llc | 0.06% | 7,923 | $1,164,443 | $1,118,807 | -$45,636 | -3.92% | |
| Sound Income Strategies, Llc | 0.05% | 6,762 | $1,035,465 | $954,862 | -$80,603 | -7.78% | |
| Kwmg, Llc | 0.07% | 6,853 | $1,007,139 | $967,712 | -$39,427 | -3.91% | |
| Bryn Mawr Trust Advisors, Llc | 0.04% | 7,029 | $996,642 | $992,565 | -$4,077 | -0.41% | |
| Susquehanna International Group, Llp | 0.00% | 6,863 | $973,105 | $969,124 | -$3,981 | -0.41% | |
| Massar Capital Management, Lp | 0.31% | 6,387 | $905,613 | $901,908 | -$3,705 | -0.41% | |
| Surience Private Wealth Llc | 0.87% | 6,131 | $901,073 | $865,759 | -$35,314 | -3.92% | |
| Erickson Financial Group, Llc | 0.47% | 6,149 | $871,867 | $868,300 | -$3,567 | -0.41% | |
| World Investment Advisors | 0.01% | 8,922 | $865,256 | $1,259,876 | +$394,620 | +45.61% | |
| American Financial Advisors, Llc | 0.10% | 5,957 | $844,701 | $841,188 | -$3,513 | -0.42% | |
| Mercer Global Advisors Inc | 0.00% | 5,843 | $828,408 | $825,090 | -$3,318 | -0.40% | |
| Flputnam Investment Management Co | 0.01% | 5,828 | $826,352 | $822,972 | -$3,380 | -0.41% | |
| Hickory Point Bank & Trust | 0.46% | 5,222 | $767,477 | $737,399 | -$30,078 | -3.92% | |
| Quantinno Capital Management Lp | 0.00% | 5,074 | $719,442 | $716,500 | -$2,942 | -0.41% | |
| Sg Americas Securities, Llc | 0.00% | 4,969 | $705,000 | $701,672 | -$3,328 | -0.47% |
Frequently asked questions about UPRO
Who are the largest institutional holders of UPRO?
The largest institutional holders of UPRO reported in the latest SEC Form 13F filings include Revere Asset Management, Inc, Hrt Financial Lp, Ridgepath Capital Management Llc, Spectrum Financial Alliance Ltd Llc, and Millennium Management Llc. InsiderSet ranks institutional holders by their latest reported UPRO position.
What is UPRO institutional ownership?
This page tracks UPRO positions reported by institutional investment managers through SEC Form 13F. PROSHARES ULTRAPRO S&P 500 (UPRO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UPRO?
InsiderSet currently tracks 138 institutional managers reporting UPRO 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 UPRO shareholders.
How much UPRO stock do institutions own?
Institutional investment managers disclosed approximately $277.07M in UPRO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UPRO institutional ownership last updated?
The latest UPRO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 UPRO 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 UPRO position after the reporting date.
Are institutions buying or selling UPRO?
Institutional buying and selling can be analyzed by comparing UPRO positions across consecutive 13F reporting periods. InsiderSet's UPRO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UPRO ownership changes.
How has UPRO institutional ownership changed over time?
InsiderSet tracks UPRO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.