PROSHARES ULTRAPRO S&P 500 (UPRO) Institutional Shareholders
PROSHARES ULTRAPRO S&P 500 (UPRO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $178.58M in UPRO holdings during the latest filing period.
Axxcess Wealth Management, Llc is currently the largest disclosed institutional shareholder of UPRO tracked by InsiderSet, reporting ownership valued at approximately $23.34M 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 $24.08M, representing an estimated gain of +3.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed UPRO value among the investors covered in this analysis. Major shareholders include Axxcess Wealth Management, Llc, Revere Asset Management, Inc, 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
123
Total Reported Value
$178.58M
Largest Holder
Axxcess Wealth Management, Llc
Largest Position
$23.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
165
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Axxcess Wealth Management, Llc | 0.37% | 164,587 | $23,336,791 | $24,082,370 | +$745,579 | +3.19% | |
| Revere Asset Management, Inc | 9.04% | 181,937 | $17,644,250 | $26,621,022 | +$8,976,772 | +50.88% | |
| Ridgepath Capital Management Llc | 8.16% | 169,217 | $16,410,682 | $24,759,831 | +$8,349,149 | +50.88% | |
| Spectrum Financial Alliance Ltd Llc | 2.31% | 110,615 | $15,684,108 | $16,185,187 | +$501,079 | +3.19% | |
| Main Street Group, Ltd | 1.53% | 46,349 | $6,571,832 | $6,781,786 | +$209,954 | +3.19% | |
| Tower Research Capital Llc (Trc) | 0.17% | 67,239 | $6,520,838 | $9,838,410 | +$3,317,572 | +50.88% | |
| Diversified Trust Co | 0.10% | 43,000 | $6,096,970 | $6,291,760 | +$194,790 | +3.19% | |
| Goldman Sachs Group Inc | 0.00% | 50,746 | $4,921,347 | $7,425,155 | +$2,503,808 | +50.88% | |
| Ubs Group Ag | 0.00% | 34,448 | $3,340,767 | $5,040,431 | +$1,699,664 | +50.88% | |
| Millington Financial Advisors, Llc | 1.37% | 25,519 | $3,255,932 | $3,733,940 | +$478,008 | +14.68% | |
| Imc-Chicago, Llc | 0.05% | 33,148 | $3,214,693 | $4,850,215 | +$1,635,522 | +50.88% | |
| Encompass More Asset Management | 0.45% | 21,478 | $3,045,441 | $3,142,661 | +$97,220 | +3.19% | |
| Pnc Financial Services Group, Inc. | 0.00% | 29,066 | $2,818,821 | $4,252,937 | +$1,434,116 | +50.88% | |
| Mariner, Llc | 0.00% | 28,737 | $2,786,921 | $4,204,798 | +$1,417,877 | +50.88% | |
| Independent Financial Group, Llc | 0.05% | 19,589 | $2,777,588 | $2,866,262 | +$88,674 | +3.19% | |
| Ascentis Independent Advisors | 0.21% | 27,940 | $2,709,625 | $4,088,181 | +$1,378,556 | +50.88% | |
| Dedora Capital, Inc. | 0.55% | 17,926 | $2,541,768 | $2,622,932 | +$81,164 | +3.19% | |
| Uniting Wealth Partners, Llc | 0.54% | 26,000 | $2,521,480 | $3,804,320 | +$1,282,840 | +50.88% | |
| Creative Planning | 0.00% | 25,338 | $2,457,252 | $3,707,456 | +$1,250,204 | +50.88% | |
| Susquehanna International Group, Llp | 0.00% | 23,305 | $2,260,119 | $3,409,988 | +$1,149,869 | +50.88% | |
| Bankplus Trust Department | 0.53% | 15,900 | $2,254,461 | $2,326,488 | +$72,027 | +3.19% | |
| Gts Securities Llc | 0.08% | 21,922 | $2,127,918 | $3,207,627 | +$1,079,709 | +50.74% | |
| Safe Harbor Fiduciary, Llc | 1.82% | 19,693 | $1,909,827 | $2,881,480 | +$971,653 | +50.88% | |
| Toth Financial Advisory Corp | 0.19% | 13,459 | $1,908,340 | $1,969,321 | +$60,981 | +3.20% | |
| Corient Private Wealth Llc | 0.00% | 19,275 | $1,870,698 | $2,820,318 | +$949,620 | +50.76% | |
| Squarepoint Ops Llc | 0.00% | 19,053 | $1,847,760 | $2,787,835 | +$940,075 | +50.88% | |
| Lido Advisors, Llc | 0.01% | 16,522 | $1,602,477 | $2,417,499 | +$815,022 | +50.86% | |
| Koshinski Asset Management, Inc. | 0.07% | 9,445 | $1,339,174 | $1,381,992 | +$42,818 | +3.20% | |
| Westmount Partners, Llc | 0.29% | 9,370 | $1,328,558 | $1,371,018 | +$42,460 | +3.20% | |
| Xtx Topco Ltd | 0.02% | 10,332 | $1,001,997 | $1,511,778 | +$509,781 | +50.88% | |
| Discipline Wealth Solutions, Llc | 0.09% | 7,067 | $1,001,972 | $1,034,043 | +$32,071 | +3.20% | |
| Kwmg, Llc | 0.07% | 6,843 | $970,236 | $1,001,268 | +$31,032 | +3.20% | |
| Sound Income Strategies, Llc | 0.04% | 6,762 | $958,784 | $989,416 | +$30,632 | +3.19% | |
| Founders Financial Securities Llc | 0.05% | 6,737 | $955,239 | $985,758 | +$30,519 | +3.19% | |
| Meridian Wealth Management, Llc | 0.03% | 9,332 | $905,017 | $1,365,458 | +$460,441 | +50.88% | |
| World Investment Advisors | 0.01% | 9,196 | $891,829 | $1,345,559 | +$453,730 | +50.88% | |
| Beacon Pointe Advisors, Llc | 0.00% | 8,998 | $872,627 | $1,316,587 | +$443,960 | +50.88% | |
| Erickson Financial Group, Llc | 0.47% | 6,149 | $871,867 | $899,722 | +$27,855 | +3.19% | |
| Fortress Private Ledger, Llc | 0.27% | 8,800 | $853,424 | $1,287,616 | +$434,192 | +50.88% | |
| American Financial Advisors, Llc | 0.10% | 5,957 | $844,701 | $871,628 | +$26,927 | +3.19% | |
| Ellis Investment Partners, Llc | 0.13% | 7,670 | $743,910 | $1,122,274 | +$378,364 | +50.86% | |
| Farther Finance Advisors, Llc | 0.01% | 4,950 | $701,922 | $724,284 | +$22,362 | +3.19% | |
| Hickory Point Bank & Trust | 0.42% | 4,908 | $695,905 | $718,139 | +$22,234 | +3.19% | |
| Bryn Mawr Trust Advisors, Llc | 0.03% | 7,029 | $681,672 | $1,028,483 | +$346,811 | +50.88% | |
| Cpr Investments Inc. | 0.52% | 4,791 | $679,373 | $701,019 | +$21,646 | +3.19% | |
| Vontobel Holding Ltd. | 0.00% | 6,800 | $659,464 | $994,976 | +$335,512 | +50.88% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 4,575 | $648,738 | $669,414 | +$20,676 | +3.19% | |
| Calamos Wealth Management Llc | 0.02% | 4,562 | $646,846 | $667,512 | +$20,666 | +3.19% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.07% | 4,365 | $618,849 | $638,687 | +$19,838 | +3.21% | |
| Commonwealth Equity Services, Llc | 0.00% | 4,012 | $568,817 | $587,036 | +$18,219 | +3.20% |
Frequently asked questions about UPRO
Who owns the most UPRO stock?
The largest holders of UPRO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PROSHARES ULTRAPRO S&P 500 (UPRO).
Is UPRO widely held by superinvestors?
Many widely followed stocks like UPRO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UPRO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.