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Disclosery

UPRO PROSHARES TR

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ULTRPRO S&P500 (fund)

119 managers (121 13F filers) reported a position in UPRO shares at 2026-03-31, 1,499,416 shares in all. 14 filers opened a position and 36 filers sold out during the quarter.

Managers
119
13F filers
121
New
14
Added
43
Reduced
33
Sold out
36
Shares held by filers
1,499,416

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Revere Asset Management, Inc181,937$17.6M9.04%-15,38013F-HRTimeline
Ridgepath Capital Management LLC169,217$16.4M8.16%-38,73013F-HRTimeline
Spectrum Financial Alliance Ltd LLC129,902$12.6M2.42%+4,30613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…67,239$6.52M0.17%+39,99513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,746$4.92M<0.01%+48,84613F-HRTimelineGroup
FLOW TRADERS U.S. LLC49,760$4.83M0.15%+31,24813F-HRTimeline
Main Street Group, LTD46,896$4.55M1.34%-3,46513F-HRTimeline
DIVERSIFIED TRUST CO43,000$4.17M0.08%-7,00013F-HRTimeline
UBS Group AGin group UBS Group AG34,448$3.34M<0.01%+25,40813F-HRTimelineGroup
Millington Financial Advisors, LLC25,519$3.26M1.37%-40113F-HRTimeline
IMC-Chicago, LLC33,148$3.21M0.05%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…29,066$2.82M<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC28,737$2.79M<0.01%+20,02213F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding28,192$2.73M+13,719Timeline
Uniting Wealth Partners, LLC26,000$2.52M0.54%+5,00013F-HRTimeline
Creative Planningin group Creative Planning25,338$2.46M<0.01%-12,26813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC23,595$2.29M0.05%-28813F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,305$2.26M<0.01%-43,03613F-HRTimelineGroup
GTS SECURITIES LLC21,922$2.13M0.08%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,754$2.12M<0.01%+4,37113F-HR/ATimelineGroup
Safe Harbor Fiduciary, LLC19,693$1.91M1.82%-14313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,275$1.87M<0.01%-86513F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC19,053$1.85M<0.01%new13F-HRTimelineGroup
BXM Wealth LLC18,799$1.82M1.4%-182,82413F-HRTimeline
DeDora Capital, Inc.18,280$1.77M0.43%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…17,568$1.7M0.05%+1,98213F-HR/ATimelineGroup
MFG WEALTH MANAGEMENT, INC.17,541$1.7M1.41%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,522$1.6M0.01%-2,19113F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP13,631$1.32M0.15%-48413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,332$1M0.02%+5,86413F-HRTimelineGroup
Koshinski Asset Management, Inc.10,292$998K0.06%+5,97513F-HRTimeline
Howard Capital Management Group, LLC10,000$970K0.06%013F-HRTimeline
Meridian Wealth Management, LLC9,332$905K0.03%new13F-HRTimeline
World Investment Advisors9,196$892K0.01%+1713F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding9,124$885K+4,562Timeline
Beacon Pointe Advisors, LLC8,998$873K<0.01%+41813F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC8,800$853K0.27%+74713F-HRTimeline
Westmount Partners, LLC8,486$823K0.2%+10913F-HRTimeline
Ellis Investment Partners, LLC7,670$744K0.13%-2,35113F-HRTimeline
Sound Income Strategies, LLC7,266$721K0.03%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,029$682K0.03%-90013F-HRTimeline
Erickson Financial Group, LLC6,952$674K0.42%+21113F-HRTimeline
KWMG, LLC6,840$663K0.06%+1313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,800$659K<0.01%new13F-HRTimelineGroup
American Financial Advisors, LLC5,957$578K0.08%013F-HRTimeline
Qube Research & Technologies Ltd5,828$565K<0.01%-96513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,367$520K0.01%-43613F-HRTimeline
Farther Finance Advisors, LLC4,954$491K<0.01%+1,76113F-HRTimeline
Quantinno Capital Management LP4,918$477K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,861$471K0.01%+4,85013F-HRTimeline
Hickory Point Bank & Trust4,845$470K0.31%-20013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,719$458K0.03%013F-HRTimeline
SYM FINANCIAL Corp4,693$455K0.05%013F-HRTimeline
Sollinda Capital Management LLC4,544$441K0.11%-1,65313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,481$435K<0.01%+98213F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,385$425K0.01%+1,38513F-HRTimeline
Mittelman Wealth Management4,345$421K0.26%013F-HRTimeline
Dedeker Financial LLC4,290$416K0.36%-86713F-HRTimeline
Wealth Alliance Advisory Group, LLC4,247$412K0.07%+513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,210$408K<0.01%-36713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,929$381K0.01%+27513F-HRTimelineGroup
Larson Financial Group LLC3,641$353K0.01%+813F-HRTimeline
Nicholas Hoffman & Company, LLC.3,610$350K0.01%+73313F-HRTimeline
OPTIMA CAPITAL LLC3,363$326K0.15%+30913F-HRTimeline
J.W. COLE ADVISORS, INC.3,116$302K0.01%+813F-HRTimeline
CHOREO, LLC3,084$299K<0.01%-65113F-HRTimeline
LexAurum Advisors, LLC2,832$275K0.04%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,797$271K<0.01%-14613F-HRTimelineGroup
Mayflower Financial Advisors, LLC2,781$270K0.03%-4313F-HRTimeline
Meramec Financial Planners, LLC2,057$256K0.1%013F-HRTimeline
TWO SIGMA SECURITIES, LLC2,595$252K0.03%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,584$251K0.01%-12613F-HRTimelineGroup
Daviman Financial, LLC2,581$250K0.15%-313F-HRTimeline
Summit Trail Advisors, LLC2,518$244K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,333$232K<0.01%new13F-HRTimeline
Visionary Horizons, LLC2,275$221K0.11%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,257$219K0.01%+25013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC2,226$216K0.01%new13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,174$211K0.01%013F-HRTimeline
Segment Wealth Management, LLC2,065$200K0.01%+24013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,000$194K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,915$186K<0.01%013F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.1,718$167K0.01%new13F-HR/ATimelineGroup
Ashton Thomas Private Wealth, LLC1,588$154K<0.01%-1,96913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,591$154K<0.01%+413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MORGAN STANLEYin group MORGAN STANLEY1,006$97.6K<0.01%+46113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,000$97K<0.01%-20013F-HRTimeline
Physician Wealth Advisors, Inc.956$92.7K0.01%+1113F-HRTimeline
Allworth Financial LP752$72.9K<0.01%+47413F-HRTimeline
Provident Wealth Management, LLC685$66.4K0.02%013F-HRTimeline
SBI Securities Co., Ltd.632$61.3K<0.01%-1913F-HRTimeline
NewEdge Advisors, LLC480$46.5K<0.01%013F-HR/ATimeline
Federation des caisses Desjardins du Qu…431$41.8K<0.01%+3513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.400$38.9K<0.01%+38813F-HRTimelineGroup
SIGNATUREFD, LLC388$37.7K<0.01%+7013F-HRTimeline
Glass Jacobson Investment Advisors llc374$36.3K0.01%+3813F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC227$30K0.02%-22513F-HRTimeline
DAGCO, INC.253$24.6K0.01%013F-HRTimeline
Forum Finance Group S.A.240$19K0.01%13F-HRTimeline
Geneos Wealth Management Inc.157$15.2K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC147$14.3K<0.01%-9413F-HRTimeline
Blue Trust, Inc.130$12.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC101$9.77K<0.01%+113F-HRTimelineGroup
LM Advisors LLC921$9.49K0.16%+25913F-HRTimeline
Parkside Financial Bank & Trust93$9.05K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.88$8.53K<0.01%013F-HRTimeline
AE Wealth Management LLC82$7.95K<0.01%013F-HRTimeline
Hamrick Investment Counsel, llc80$7.76K<0.01%new13F-HRTimeline
IFP Advisors, Inc74$7.18K<0.01%+5813F-HRTimeline
Parallel Advisors, LLC60$5.83K<0.01%+113F-HR/ATimeline
AKUNA SECURITIES LLC51$4.95K<0.01%-4,75813F-HRTimeline
Quent Capital, LLC35$3.43K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/30$2.91K<0.01%new13F-HRTimelineGroup
Kings Path Partners LLC26$2.52K<0.01%013F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT25$2.42K<0.01%013F-HRTimeline
Longview Financial Advisors LLC10$970<0.01%013F-HRTimeline
Abound Wealth Management6$582<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$179<0.01%013F-HR/ATimelineGroup
CoreCap Advisors, LLC0$16<0.01%-5513F-HRTimelineAmount filed as zero, left out of ratios.