URTY Institutional Ownership & Shareholders
PROSHARES ULTRAPRO RUSS2000 (URTY) is currently held by 38 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $26.17M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cassaday & Co Wealth Management Llc is currently the largest disclosed institutional shareholder of URTY tracked by InsiderSet, reporting ownership valued at approximately $4.40M 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 $4.39M, representing an estimated loss of -0.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed URTY value among the investors covered in this analysis. Major shareholders include Cassaday & Co Wealth Management Llc, Mfg Wealth Management, Inc., Imc-Chicago, Llc, and several other long-term asset managers with concentrated positions in PROSHARES ULTRAPRO RUSS2000 (URTY).
This page ranks the largest institutional URTY 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
38
Total Reported Value
$26.17M
Largest Holder
Cassaday & Co Wealth Management Llc
Largest Position
$4.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cassaday & Co Wealth Management Llc | 0.08% | 65,697 | $4,403,670 | $4,391,187 | -$12,483 | -0.28% | |
| Mfg Wealth Management, Inc. | 2.77% | 56,946 | $3,817,076 | $3,806,271 | -$10,805 | -0.28% | |
| Imc-Chicago, Llc | 0.03% | 43,348 | $3,786,014 | $2,897,380 | -$888,634 | -23.47% | |
| Jane Street Group, Llc | 0.00% | 19,567 | $1,708,982 | $1,307,858 | -$401,124 | -23.47% | |
| Ubs Group Ag | 0.00% | 15,382 | $1,343,464 | $1,028,133 | -$315,331 | -23.47% | |
| Jump Financial, Llc | 0.01% | 15,000 | $1,310,100 | $1,002,600 | -$307,500 | -23.47% | |
| Two Sigma Securities, Llc | 0.11% | 14,310 | $1,249,835 | $956,480 | -$293,355 | -23.47% | |
| Susquehanna International Group, Llp | 0.00% | 13,889 | $1,213,065 | $928,341 | -$284,724 | -23.47% | |
| Gts Securities Llc | 0.02% | 13,529 | $1,182,376 | $904,278 | -$278,098 | -23.52% | |
| Millington Financial Advisors, Llc | 0.37% | 11,494 | $936,728 | $768,259 | -$168,469 | -17.98% | |
| Group One Trading Llc | 0.03% | 10,622 | $927,725 | $709,974 | -$217,751 | -23.47% | |
| Tower Research Capital Llc (Trc) | 0.02% | 9,300 | $812,262 | $621,612 | -$190,650 | -23.47% | |
| Toth Financial Advisory Corp | 0.08% | 11,627 | $779,360 | $777,149 | -$2,211 | -0.28% | |
| Founders Financial Securities Llc | 0.03% | 9,912 | $664,392 | $662,518 | -$1,874 | -0.28% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 7,360 | $642,822 | $491,942 | -$150,880 | -23.47% | |
| Ascentis Independent Advisors | 0.03% | 7,593 | $511,180 | $507,516 | -$3,664 | -0.72% | |
| International Private Wealth Advisors Llc | 0.26% | 5,788 | $505,524 | $386,870 | -$118,654 | -23.47% | |
| Axxcess Wealth Management, Llc | 0.02% | 7,240 | $485,297 | $483,922 | -$1,375 | -0.28% | |
| Stonex Group Inc. | 0.01% | 5,490 | $388,370 | $366,952 | -$21,418 | -5.51% | |
| Allegheny Financial Group | 0.04% | 4,164 | $363,718 | $278,322 | -$85,396 | -23.48% | |
| Morse Asset Management, Inc | 0.05% | 3,386 | $295,733 | $226,320 | -$69,413 | -23.47% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 4,000 | $265,960 | $267,360 | +$1,400 | +0.53% | |
| Prime Capital Investment Advisors, Llc | 0.00% | 3,660 | $245,329 | $244,634 | -$695 | -0.28% | |
| Beacon Pointe Advisors, Llc | 0.00% | 2,800 | $244,552 | $187,152 | -$57,400 | -23.47% | |
| Waverly Advisors, Llc | 0.00% | 2,553 | $222,979 | $170,643 | -$52,336 | -23.47% | |
| Optiver Holding B.V. | 0.00% | 1,211 | $105,769 | $80,943 | -$24,826 | -23.47% | |
| William Mack & Associates, Inc. | 0.01% | 672 | $45,045 | $44,916 | -$129 | -0.29% | |
| Harbour Investments, Inc. | 0.00% | 202 | $17,674 | $13,502 | -$4,172 | -23.61% | |
| Main Street Group, Ltd | 0.00% | 216 | $14,478 | $14,437 | -$41 | -0.28% | |
| Physician Wealth Advisors, Inc. | 0.00% | 206 | $13,817 | $13,769 | -$48 | -0.35% | |
| Bnp Paribas Financial Markets | 0.00% | 152 | $13,276 | $10,160 | -$3,116 | -23.47% | |
| Farther Finance Advisors, Llc | 0.00% | 164 | $10,993 | $10,962 | -$31 | -0.28% | |
| Qube Research & Technologies Ltd | 0.00% | 117 | $10,219 | $7,820 | -$2,399 | -23.47% | |
| Meriwether Wealth & Planning, Llc | 0.00% | 85 | $5,698 | $5,681 | -$17 | -0.29% | |
| Parallel Advisors, Llc | 0.00% | 40 | $2,681 | $2,674 | -$7 | -0.28% | |
| Osaic Holdings, Inc. | 0.00% | 6 | $524 | $401 | -$123 | -23.47% | |
| Morgan Stanley | 0.00% | 1 | $174 | $67 | -$107 | -61.59% |
Frequently asked questions about URTY
Who are the largest institutional holders of URTY?
The largest institutional holders of URTY reported in the latest SEC Form 13F filings include Cassaday & Co Wealth Management Llc, Mfg Wealth Management, Inc., Imc-Chicago, Llc, Jane Street Group, Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported URTY position.
What is URTY institutional ownership?
This page tracks URTY positions reported by institutional investment managers through SEC Form 13F. PROSHARES ULTRAPRO RUSS2000 (URTY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own URTY?
InsiderSet currently tracks 38 institutional managers reporting URTY 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 URTY shareholders.
How much URTY stock do institutions own?
Institutional investment managers disclosed approximately $26.17M in URTY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was URTY institutional ownership last updated?
The latest URTY 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 URTY 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 URTY position after the reporting date.
Are institutions buying or selling URTY?
Institutional buying and selling can be analyzed by comparing URTY positions across consecutive 13F reporting periods. InsiderSet's URTY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View URTY ownership changes.
How has URTY institutional ownership changed over time?
InsiderSet tracks URTY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.