PROSHARES ULTRA RUSSELL2000 (UWM) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $66.28M 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 +34.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed UWM value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Client First Investment Management Llc, Global View Capital Management 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
45
Total Reported Value
$66.28M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$8.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.00% | 178,840 | $8,346,463 | $11,243,671 | +$2,897,208 | +34.71% | |
| Client First Investment Management Llc | 3.39% | 119,587 | $8,039,834 | $7,518,435 | -$521,399 | -6.49% | |
| Global View Capital Management Llc | 1.31% | 94,336 | $6,342,209 | $5,930,904 | -$411,305 | -6.49% | |
| Toth Financial Advisory Corp | 0.60% | 92,077 | $6,190,366 | $5,788,881 | -$401,485 | -6.49% | |
| Wealthcare Advisory Partners Llc | 0.09% | 67,410 | $4,531,974 | $4,238,067 | -$293,907 | -6.49% | |
| Citadel Advisors Llc | 0.00% | 83,766 | $3,909,359 | $5,266,368 | +$1,357,009 | +34.71% | |
| Susquehanna International Group, Llp | 0.00% | 82,176 | $3,835,154 | $5,166,405 | +$1,331,251 | +34.71% | |
| Cwm, Llc | 0.01% | 79,742 | $3,721,559 | $5,013,380 | +$1,291,821 | +34.71% | |
| Legacy Wealth Partners, Llc | 0.84% | 55,321 | $3,719,231 | $3,478,031 | -$241,200 | -6.49% | |
| Dedeker Financial Llc | 2.74% | 67,292 | $3,140,509 | $4,230,648 | +$1,090,139 | +34.71% | |
| Capital Investment Advisory Services, Llc | 0.16% | 37,577 | $2,526,302 | $2,362,466 | -$163,836 | -6.49% | |
| Tempus Wealth Planning, Llc | 0.44% | 33,257 | $2,235,868 | $2,090,868 | -$145,000 | -6.49% | |
| Jane Street Group, Llc | 0.00% | 29,740 | $1,387,966 | $1,869,754 | +$481,788 | +34.71% | |
| Capital Investment Counsel, Inc | 0.14% | 19,675 | $1,322,737 | $1,236,967 | -$85,770 | -6.48% | |
| Atlatl Advisers Llc | 0.20% | 12,450 | $837,014 | $782,732 | -$54,283 | -6.49% | |
| Independent Financial Group, Llc | 0.01% | 11,435 | $768,775 | $718,918 | -$49,857 | -6.49% | |
| Bard Associates Inc | 0.17% | 14,900 | $695,383 | $936,763 | +$241,380 | +34.71% | |
| Ubs Group Ag | 0.00% | 13,413 | $625,985 | $843,275 | +$217,290 | +34.71% | |
| Prelude Capital Management, Llc | 0.04% | 10,000 | $466,700 | $628,700 | +$162,000 | +34.71% | |
| Cassaday & Co Wealth Management Llc | 0.01% | 9,288 | $433,471 | $583,937 | +$150,466 | +34.71% | |
| Verdence Capital Advisors Llc | 0.02% | 6,103 | $410,305 | $383,696 | -$26,609 | -6.49% | |
| Forefront Analytics, Llc | 0.34% | 7,990 | $372,900 | $502,331 | +$129,431 | +34.71% | |
| Silverleafe Capital Partners, Llc | 0.09% | 4,892 | $328,889 | $307,560 | -$21,329 | -6.49% | |
| Harvest Investment Services, Llc | 0.05% | 6,140 | $286,554 | $386,022 | +$99,468 | +34.71% | |
| Intercapital, Llc | 0.15% | 6,000 | $280,020 | $377,220 | +$97,200 | +34.71% | |
| Kestra Advisory Services, Llc | 0.00% | 3,721 | $250,192 | $233,939 | -$16,253 | -6.50% | |
| Meridian Wealth Management, Llc | 0.01% | 5,339 | $249,178 | $335,663 | +$86,485 | +34.71% | |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.10% | 3,588 | $241,217 | $225,578 | -$15,639 | -6.48% | |
| One Wealth Map Llc | 0.11% | 3,917 | $230,202 | $246,262 | +$16,060 | +6.98% | |
| Kingsview Wealth Management, Llc | 0.00% | 4,480 | $209,082 | $281,658 | +$72,576 | +34.71% | |
| Institute For Wealth Management, Llc. | 0.01% | 2,028 | $136,370 | $127,500 | -$8,870 | -6.50% | |
| Larson Financial Group Llc | 0.00% | 1,617 | $75,458 | $101,661 | +$26,203 | +34.72% | |
| Geneos Wealth Management Inc. | 0.00% | 824 | $38,456 | $51,805 | +$13,349 | +34.71% | |
| Simplex Trading, Llc | 0.00% | 637 | $29,728 | $40,048 | +$10,320 | +34.72% | |
| Financial Network Wealth Advisors Llc | 0.02% | 326 | $21,917 | $20,496 | -$1,421 | -6.49% | |
| Group One Trading Llc | 0.00% | 315 | $14,701 | $19,804 | +$5,103 | +34.71% | |
| Bank Of Montreal | 0.00% | 300 | $14,001 | $18,861 | +$4,860 | +34.71% | |
| Whittier Trust Co | 0.00% | 110 | $7,316 | $6,916 | -$400 | -5.47% | |
| Ae Wealth Management Llc | 0.00% | 104 | $4,854 | $6,538 | +$1,684 | +34.70% | |
| Allworth Financial Lp | 0.00% | 65 | $3,039 | $4,087 | +$1,048 | +34.47% | |
| Osaic Holdings, Inc. | 0.00% | 44 | $2,053 | $2,766 | +$713 | +34.74% | |
| Qube Research & Technologies Ltd | 0.00% | 5 | $233 | $314 | +$81 | +34.91% | |
| Morgan Stanley | 0.00% | 1 | $83 | $63 | -$20 | -24.25% | |
| Huntington National Bank | 0.00% | 1 | $47 | $63 | +$16 | +33.77% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $34 | $63 | +$29 | +84.91% |
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.