PROSHARES ULTRA FINANCIALS (UYG) Top Institutional Shareholders
PROSHARES ULTRA FINANCIALS (UYG) 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 $22.49M in UYG holdings during the latest filing period.
Cassaday & Co Wealth Management Llc is currently the largest disclosed institutional shareholder of UYG tracked by InsiderSet, reporting ownership valued at approximately $2.92M 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 $3.45M, representing an estimated gain of +18.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed UYG value among the investors covered in this analysis. Major shareholders include Cassaday & Co Wealth Management Llc, Toth Financial Advisory Corp, Focus Partners Wealth, and several other long-term asset managers with concentrated positions in PROSHARES ULTRA FINANCIALS (UYG).
This page ranks the largest institutional UYG 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
61
Total Reported Value
$22.49M
Largest Holder
Cassaday & Co Wealth Management Llc
Largest Position
$2.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
81
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 | 0.06% | 39,801 | $2,921,792 | $3,448,705 | +$526,913 | +18.03% | |
| Toth Financial Advisory Corp | 0.23% | 27,995 | $2,055,113 | $2,425,730 | +$370,617 | +18.03% | |
| Focus Partners Wealth | 0.00% | 24,450 | $1,794,890 | $2,118,561 | +$323,671 | +18.03% | |
| Citadel Advisors Llc | 0.00% | 19,377 | $1,422,466 | $1,678,992 | +$256,526 | +18.03% | |
| Pinnacle Financial Partners, Inc. | 0.01% | 15,000 | $1,101,150 | $1,299,731 | +$198,581 | +18.03% | |
| Quantinno Capital Management Lp | 0.00% | 12,721 | $933,849 | $1,102,258 | +$168,409 | +18.03% | |
| Independent Financial Group, Llc | 0.01% | 14,700 | $896,997 | $1,273,736 | +$376,739 | +42.00% | |
| Chicago Partners Investment Group Llc | 0.02% | 9,477 | $773,301 | $821,170 | +$47,869 | +6.19% | |
| Waverly Advisors, Llc | 0.01% | 10,250 | $752,453 | $888,149 | +$135,696 | +18.03% | |
| Susquehanna International Group, Llp | 0.00% | 8,785 | $644,907 | $761,209 | +$116,302 | +18.03% | |
| Capital Investment Counsel, Inc | 0.07% | 8,255 | $606,000 | $715,285 | +$109,285 | +18.03% | |
| Truist Financial Corp | 0.00% | 7,314 | $536,921 | $633,749 | +$96,828 | +18.03% | |
| Cibc Bancorp Usa Inc. | 0.00% | 6,806 | $499,594 | $589,731 | +$90,137 | +18.04% | |
| Blair William & Co/Il | 0.00% | 6,115 | $448,902 | $529,857 | +$80,955 | +18.03% | |
| Bank Of America Corp | 0.00% | 5,820 | $427,246 | $504,295 | +$77,049 | +18.03% | |
| Coastal Bridge Advisors, Llc | 0.03% | 5,484 | $402,580 | $475,181 | +$72,601 | +18.03% | |
| Cerity Partners Llc | 0.00% | 5,000 | $367,050 | $433,244 | +$66,194 | +18.03% | |
| Dimension Capital Management Llc | 0.05% | 5,000 | $367,050 | $433,244 | +$66,194 | +18.03% | |
| Bryn Mawr Trust Advisors, Llc | 0.02% | 4,945 | $363,007 | $428,478 | +$65,471 | +18.04% | |
| Creative Planning | 0.00% | 4,574 | $335,755 | $396,331 | +$60,576 | +18.04% | |
| Kennedy Investment Group, Inc. | 0.12% | 4,100 | $300,981 | $355,260 | +$54,279 | +18.03% | |
| Wealthspire Advisors, Llc | 0.00% | 4,005 | $294,024 | $347,028 | +$53,004 | +18.03% | |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | 3,829 | $281,087 | $331,778 | +$50,691 | +18.03% | |
| Savant Capital, Llc | 0.00% | 3,784 | $277,784 | $327,879 | +$50,095 | +18.03% | |
| Captrust Financial Advisors | 0.00% | 3,690 | $270,883 | $319,734 | +$48,851 | +18.03% | |
| Summit Trail Advisors, Llc | 0.00% | 3,621 | $265,800 | $313,755 | +$47,955 | +18.04% | |
| Bank Of Montreal | 0.00% | 3,579 | $262,734 | $310,116 | +$47,382 | +18.03% | |
| Lido Advisors, Llc | 0.00% | 3,534 | $259,432 | $306,217 | +$46,785 | +18.03% | |
| Lazari Capital Management, Inc. | 0.09% | 3,510 | $257,669 | $304,137 | +$46,468 | +18.03% | |
| Envestnet Asset Management Inc | 0.00% | 3,494 | $256,476 | $302,751 | +$46,275 | +18.04% | |
| Mercer Global Advisors Inc | 0.00% | 3,262 | $239,427 | $282,648 | +$43,221 | +18.05% | |
| Hightower Advisors, Llc | 0.00% | 3,062 | $224,762 | $265,318 | +$40,556 | +18.04% | |
| Sanctuary Advisors, Llc | 0.00% | 3,026 | $222,172 | $262,199 | +$40,027 | +18.02% | |
| Private Advisor Group, Llc | 0.00% | 3,000 | $220,230 | $259,946 | +$39,716 | +18.03% | |
| Harbor Investment Advisory, Llc | 0.01% | 2,100 | $154,161 | $181,962 | +$27,801 | +18.03% | |
| Arax Advisory Partners | 0.00% | 2,091 | $153,501 | $181,182 | +$27,681 | +18.03% | |
| Mai Capital Management | 0.00% | 2,050 | $150,491 | $177,630 | +$27,139 | +18.03% | |
| Cwm, Llc | 0.00% | 1,515 | $111,185 | $131,273 | +$20,088 | +18.07% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,500 | $110,115 | $129,973 | +$19,858 | +18.03% | |
| Strategic Investment Solutions, Inc. | 0.02% | 1,200 | $88,092 | $103,978 | +$15,886 | +18.03% | |
| Tower Research Capital Llc (Trc) | 0.00% | 889 | $65,261 | $77,031 | +$11,770 | +18.03% | |
| Farther Finance Advisors, Llc | 0.00% | 750 | $55,047 | $64,987 | +$9,940 | +18.06% | |
| Spire Wealth Management | 0.00% | 704 | $51,666 | $61,001 | +$9,335 | +18.07% | |
| Main Street Group, Ltd | 0.01% | 600 | $44,046 | $51,989 | +$7,943 | +18.03% | |
| Osaic Holdings, Inc. | 0.00% | 506 | $37,248 | $43,844 | +$6,596 | +17.71% | |
| Hartford Financial Management Inc. | 0.01% | 420 | $30,833 | $36,392 | +$5,559 | +18.03% | |
| Western Wealth Management, Llc | 0.00% | 420 | $30,833 | $36,392 | +$5,559 | +18.03% | |
| Plante Moran Financial Advisors, Llc | 0.00% | 372 | $27,309 | $32,233 | +$4,924 | +18.03% | |
| Mcf Advisors Llc | 0.00% | 300 | $22,023 | $25,995 | +$3,972 | +18.03% | |
| Steigerwald, Gordon & Koch Inc. | 0.00% | 300 | $22,023 | $25,995 | +$3,972 | +18.03% |
Frequently asked questions about UYG
Who owns the most UYG stock?
The largest holders of UYG 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 FINANCIALS (UYG).
Is UYG widely held by superinvestors?
Many widely followed stocks like UYG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UYG 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.