PROSHARES ULTRA RUSSELL2000 (UWM) Top Institutional Shareholders

PROSHARES ULTRA RUSSELL2000 (UWM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $47.98M in UWM holdings during the latest filing period.

Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of UWM tracked by InsiderSet, reporting ownership valued at approximately $8.35M in its March 31, 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 $11.24M, representing an estimated gain of +34.69% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed UWM value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Toth Financial Advisory Corp, Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in PROSHARES ULTRA RUSSELL2000 (UWM).

This page ranks the largest institutional UWM 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

43

Total Reported Value

$47.98M

Largest Holder

Envestnet Asset Management Inc

Largest Position

$8.35M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

57

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Envestnet Asset Management Inc0.00%178,840$8,346,463$11,241,882+$2,895,419+34.69%
Toth Financial Advisory Corp0.45%88,701$4,139,681$5,575,745+$1,436,064+34.69%
Citadel Advisors Llc0.00%83,766$3,909,359$5,265,531+$1,356,172+34.69%
Susquehanna International Group, Llp0.00%82,176$3,835,154$5,165,583+$1,330,429+34.69%
Cwm, Llc0.01%79,742$3,721,559$5,012,582+$1,291,023+34.69%
Global View Capital Management Llc0.98%79,117$3,692,390$4,973,295+$1,280,905+34.69%
Wealthcare Advisory Partners Llc0.06%68,080$3,177,294$4,279,509+$1,102,215+34.69%
Dedeker Financial Llc2.74%67,292$3,140,509$4,229,975+$1,089,466+34.69%
Capital Investment Counsel, Inc0.28%49,354$2,303,371$3,102,392+$799,021+34.69%
Independent Financial Group, Llc0.03%36,920$2,061,586$2,320,791+$259,205+12.57%
Capital Investment Advisory Services, Llc0.12%36,198$1,689,361$2,275,406+$586,045+34.69%
Legacy Wealth Partners, Llc0.35%29,802$1,390,859$1,873,354+$482,495+34.69%
Jane Street Group, Llc0.00%29,740$1,387,966$1,869,456+$481,490+34.69%
Bard Associates Inc0.17%14,900$695,383$936,614+$241,231+34.69%
Ubs Group Ag0.00%13,413$625,985$843,141+$217,156+34.69%
Atlatl Advisers Llc0.41%11,875$554,206$746,463+$192,257+34.69%
Prelude Capital Management, Llc0.04%10,000$466,700$628,600+$161,900+34.69%
Cassaday & Co Wealth Management Llc0.01%9,288$433,471$583,844+$150,373+34.69%
Forefront Analytics, Llc0.34%7,990$372,900$502,251+$129,351+34.69%
Harvest Investment Services, Llc0.05%6,140$286,554$385,960+$99,406+34.69%
Verdence Capital Advisors Llc0.02%6,103$284,827$383,635+$98,808+34.69%
Intercapital, Llc0.15%6,000$280,020$377,160+$97,140+34.69%
Meridian Wealth Management, Llc0.01%5,339$249,178$335,610+$86,432+34.69%
One Wealth Map Llc0.11%3,917$230,202$246,223+$16,021+6.96%
Silverleafe Capital Partners, Llc0.07%4,892$228,310$307,511+$79,201+34.69%
Kingsview Wealth Management, Llc0.00%4,480$209,082$281,613+$72,531+34.69%
Larson Financial Group Llc0.00%1,617$75,458$101,645+$26,187+34.70%
Bogart Wealth, Llc0.00%1,000$46,670$62,860+$16,190+34.69%
Geneos Wealth Management Inc.0.00%824$38,456$51,797+$13,341+34.69%
Simplex Trading, Llc0.00%637$29,728$40,042+$10,314+34.69%
Financial Network Wealth Advisors Llc0.02%326$15,214$20,492+$5,278+34.69%
Group One Trading Llc0.00%315$14,701$19,801+$5,100+34.69%
Bank Of Montreal0.00%300$14,001$18,858+$4,857+34.69%
Portus Wealth Advisors, Llc0.01%211$9,857$13,263+$3,406+34.56%
Root Financial Partners, Llc0.00%192$8,961$12,069+$3,108+34.68%
Whittier Trust Co0.00%110$5,314$6,915+$1,601+30.12%
Ae Wealth Management Llc0.00%104$4,854$6,537+$1,683+34.68%
Allworth Financial Lp0.00%65$3,039$4,086+$1,047+34.45%
Osaic Holdings, Inc.0.00%44$2,053$2,766+$713+34.72%
Qube Research & Technologies Ltd0.00%5$233$314+$81+34.89%
Morgan Stanley0.00%1$83$63-$20-24.27%
Huntington National Bank0.00%1$47$63+$16+33.74%
Wells Fargo & Company/Mn0.00%1$34$63+$29+84.88%

Frequently asked questions about UWM

  • Who owns the most UWM stock?

    The largest holders of UWM 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 ULTRA RUSSELL2000 (UWM).

  • Is UWM widely held by superinvestors?

    Many widely followed stocks like UWM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UWM 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.