USD Institutional Ownership & Shareholders
PROSHARES ULTRA SEMICONDUCT (USD) is currently held by 71 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $182.03M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Integrated Wealth Concepts Llc is currently the largest disclosed institutional shareholder of USD tracked by InsiderSet, reporting ownership valued at approximately $69.19M 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 $43.81M, representing an estimated loss of -36.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed USD value among the investors covered in this analysis. Major shareholders include Integrated Wealth Concepts Llc, Dale Q Rice Investment Management Ltd, Mariner, Llc, and several other long-term asset managers with concentrated positions in PROSHARES ULTRA SEMICONDUCT (USD).
This page ranks the largest institutional USD 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
71
Total Reported Value
$182.03M
Largest Holder
Integrated Wealth Concepts Llc
Largest Position
$69.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
94
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | 0.45% | 663,610 | $69,187,979 | $43,811,532 | -$25,376,447 | -36.68% | |
| Dale Q Rice Investment Management Ltd | 24.11% | 459,544 | $44,244,925 | $30,339,095 | -$13,905,830 | -31.43% | |
| Mariner, Llc | 0.01% | 8,704,468 | $9,114,916 | $574,668,977 | +$565,554,061 | +6204.71% | |
| Mercer Global Advisors Inc | 0.01% | 81,681 | $8,516,050 | $5,392,580 | -$3,123,470 | -36.68% | |
| Dedeker Financial Llc | 4.71% | 85,904 | $8,270,855 | $5,671,382 | -$2,599,473 | -31.43% | |
| Blair William & Co/Il | 0.02% | 58,182 | $6,066,069 | $3,841,176 | -$2,224,893 | -36.68% | |
| Hub Investment Partners, Llc | 0.05% | 25,253 | $2,632,843 | $1,667,203 | -$965,640 | -36.68% | |
| Avaii Wealth Management, Llc | 0.72% | 24,864 | $2,510,767 | $1,641,521 | -$869,246 | -34.62% | |
| Retirement Planning Co Of New England, Inc. | 0.89% | 24,276 | $2,337,319 | $1,602,702 | -$734,617 | -31.43% | |
| Beaton Management Co. Inc. | 0.83% | 19,480 | $2,031,000 | $1,286,070 | -$744,930 | -36.68% | |
| Simplicity Wealth,Llc | 0.06% | 20,849 | $2,007,375 | $1,376,451 | -$630,924 | -31.43% | |
| Quantinno Capital Management Lp | 0.00% | 16,953 | $1,767,545 | $1,119,237 | -$648,308 | -36.68% | |
| Focus Partners Wealth | 0.00% | 15,236 | $1,588,531 | $1,005,881 | -$582,650 | -36.68% | |
| Chung Wu Investment Group, Llc | 0.99% | 14,370 | $1,498,216 | $948,707 | -$549,509 | -36.68% | |
| Sbi Securities Co., Ltd. | 0.03% | 15,385 | $1,481,268 | $1,015,718 | -$465,550 | -31.43% | |
| Morse Asset Management, Inc | 0.23% | 13,397 | $1,396,771 | $884,470 | -$512,301 | -36.68% | |
| Susquehanna International Group, Llp | 0.00% | 9,773 | $1,018,933 | $645,213 | -$373,720 | -36.68% | |
| Farther Finance Advisors, Llc | 0.01% | 10,404 | $1,001,671 | $686,872 | -$314,799 | -31.43% | |
| Citadel Advisors Llc | 0.00% | 9,421 | $982,233 | $621,974 | -$360,259 | -36.68% | |
| Prime Capital Investment Advisors, Llc | 0.01% | 9,976 | $960,489 | $658,616 | -$301,873 | -31.43% | |
| Valeo Financial Advisors, Llc | 0.02% | 9,200 | $885,776 | $607,384 | -$278,392 | -31.43% | |
| Harbor Group, Inc. | 0.09% | 8,000 | $770,240 | $528,160 | -$242,080 | -31.43% | |
| Hrt Financial Lp | 0.00% | 6,994 | $729,000 | $461,744 | -$267,256 | -36.66% | |
| Jpmorgan Chase & Co | 0.00% | 7,342 | $719,810 | $484,719 | -$235,091 | -32.66% | |
| Pure Financial Advisors, Llc | 0.01% | 6,872 | $716,475 | $453,689 | -$262,786 | -36.68% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 6,898 | $662,415 | $455,406 | -$207,009 | -31.25% | |
| Himension Capital (Singapore) Pte. Ltd. | 0.04% | 5,641 | $588,131 | $372,419 | -$215,712 | -36.68% | |
| J.E. Simmons & Co., P.C. | 0.31% | 5,324 | $555,080 | $351,490 | -$203,590 | -36.68% | |
| Sanctuary Advisors, Llc | 0.00% | 5,280 | $550,493 | $348,586 | -$201,907 | -36.68% | |
| Jane Street Group, Llc | 0.00% | 5,063 | $527,869 | $334,259 | -$193,610 | -36.68% | |
| Moors & Cabot, Inc. | 0.02% | 4,861 | $506,758 | $320,923 | -$185,835 | -36.67% | |
| Rothschild Wealth Llc | 0.04% | 4,500 | $469,170 | $297,090 | -$172,080 | -36.68% | |
| Independent Financial Group, Llc | 0.01% | 4,800 | $462,108 | $316,896 | -$145,212 | -31.42% | |
| Plotkin Financial Advisors, Llc | 0.19% | 4,277 | $445,920 | $282,368 | -$163,552 | -36.68% | |
| Two Sigma Securities, Llc | 0.04% | 4,211 | $439,039 | $278,010 | -$161,029 | -36.68% | |
| Concentrum Wealth Management | 0.10% | 4,080 | $425,381 | $269,362 | -$156,019 | -36.68% | |
| Lpl Financial Llc | 0.00% | 3,066 | $319,661 | $202,417 | -$117,244 | -36.68% | |
| First National Trust Co | 0.01% | 3,174 | $305,592 | $209,547 | -$96,045 | -31.43% | |
| Private Wealth Management Group, Llc | 0.06% | 2,930 | $282,101 | $193,439 | -$88,662 | -31.43% | |
| Peak Retirement Planning, Inc. | 0.04% | 2,693 | $280,807 | $177,792 | -$103,015 | -36.69% | |
| Spire Wealth Management | 0.01% | 2,686 | $280,016 | $177,330 | -$102,686 | -36.67% | |
| Lido Advisors, Llc | 0.00% | 2,483 | $258,921 | $163,928 | -$94,993 | -36.69% | |
| Diversify Advisory Services, Llc | 0.00% | 3,050 | $251,076 | $201,361 | -$49,715 | -19.80% | |
| Diversify Wealth Management, Llc | 0.00% | 3,050 | $251,076 | $201,361 | -$49,715 | -19.80% | |
| Keating Financial Advisory Services, Inc. | 0.03% | 2,240 | $233,542 | $147,885 | -$85,657 | -36.68% | |
| Sequoia Financial Advisors | 0.00% | 2,136 | $222,673 | $141,019 | -$81,654 | -36.67% | |
| Osaic Holdings, Inc. | 0.00% | 1,000 | $104,260 | $66,020 | -$38,240 | -36.68% | |
| Parallel Advisors, Llc | 0.00% | 962 | $100,298 | $63,511 | -$36,787 | -36.68% | |
| Morgan Stanley | 0.00% | 921 | $96,090 | $60,804 | -$35,286 | -36.72% | |
| Fifth Third Bancorp | 0.00% | 869 | $90,602 | $57,371 | -$33,231 | -36.68% |
Frequently asked questions about USD
Who are the largest institutional holders of USD?
The largest institutional holders of USD reported in the latest SEC Form 13F filings include Integrated Wealth Concepts Llc, Dale Q Rice Investment Management Ltd, Mariner, Llc, Mercer Global Advisors Inc, and Dedeker Financial Llc. InsiderSet ranks institutional holders by their latest reported USD position.
What is USD institutional ownership?
This page tracks USD positions reported by institutional investment managers through SEC Form 13F. PROSHARES ULTRA SEMICONDUCT (USD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USD?
InsiderSet currently tracks 71 institutional managers reporting USD 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 USD shareholders.
How much USD stock do institutions own?
Institutional investment managers disclosed approximately $182.03M in USD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USD institutional ownership last updated?
The latest USD 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 USD 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 USD position after the reporting date.
Are institutions buying or selling USD?
Institutional buying and selling can be analyzed by comparing USD positions across consecutive 13F reporting periods. InsiderSet's USD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USD ownership changes.
How has USD institutional ownership changed over time?
InsiderSet tracks USD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.