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Disclosery

UWM PROSHARES TR

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PSHS ULTRUSS2000 (fund)

54 managers (55 13F filers) reported a position in UWM shares at 2025-06-30, 4,569,934 shares in all. 9 filers opened a position and 10 filers sold out during the quarter.

Managers
54
13F filers
55
New
9
Added
16
Reduced
17
Sold out
10
Shares held by filers
4,569,934

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,994,535$113M-186,577Timeline
PERSONAL CFO SOLUTIONS, LLC322,764$12.2M2.25%-16,61113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC200,268$7.54M0.07%-55,87713F-HRTimelineGroup
Atria Investments, Inc119,768$4.51M0.05%+15,01713F-HRTimeline
Simplicity Wealth,LLC118,610$4.47M0.19%+16,69913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC74,417$2.8M0.01%-82813F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.69,200$2.61M2.37%013F-HRTimeline
Cambridge Investment Research Advisors,…67,930$2.56M0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP58,129$2.19M0.26%+6,30413F-HRTimeline
Capital Investment Counsel, Inc53,700$2.02M0.27%+2,10113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…47,015$1.77M0.05%+17,68913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,367$1.33M<0.01%-33,17613F-HRTimelineGroup
IMC-Chicago, LLC34,590$1.3M0.03%-37,36513F-HRTimeline
Prospera Financial Services Inc26,477$997K0.02%-8,70113F-HRTimeline
GWN SECURITIES INC.26,466$997K0.18%+13,38613F-HRTimeline
GTS SECURITIES LLC26,075$983K0.04%-26,84013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC24,386$919K0.02%+5,87313F-HRTimeline
WealthBridge Capital Management, LLC22,114$833K0.21%+1,71913F-HRTimeline
Parsonex Advisory Services, Inc.20,819$784K0.65%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,513$697K<0.01%+18,20613F-HRTimelineGroup
BARD ASSOCIATES INC17,960$677K0.22%-5513F-HRTimeline
B. Riley Wealth Advisors, Inc.16,135$608K0.03%-2,17513F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC16,064$605K0.3%+1,26913F-HRTimeline
Integrated Advisors Network LLC13,635$514K0.02%+93113F-HRTimeline
Aptus Capital Advisors, LLC13,191$497K<0.01%+46313F-HRTimeline
Orion Porfolio Solutions, LLC11,680$440K<0.01%new13F-HR/ATimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC10,720$404K<0.01%-18,20613F-HR/ATimelineGroup
Quadcap Wealth Management, LLC10,358$390K0.05%+3,24313F-HRTimeline
Harvest Investment Services, LLC10,119$381K0.09%new13F-HRTimeline
Cassaday & Co Wealth Management LLC9,288$350K0.01%+34713F-HRTimeline
Forefront Analytics, LLC7,907$298K0.33%+2013F-HR/ATimeline
MGO ONE SEVEN LLC7,746$292K0.01%-11413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC7,036$283K0.05%new13F-HRTimeline
HRT FINANCIAL LP7,103$267K<0.01%new13F-HRTimeline
Verdence Capital Advisors LLC7,028$265K0.02%013F-HRTimeline
FLOW TRADERS U.S. LLC6,972$263K0.01%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,261$236K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,218$234K<0.01%+47413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,898$222K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,702$215K<0.01%013F-HR/ATimelineGroup
Capital Investment Advisory Services, L…4,300$162K0.01%013F-HRTimeline
Larson Financial Group LLC1,600$60.3K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,537$57.9K0.01%-6,84913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,460$55K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC1,400$52.7K0.01%013F-HRTimeline
Geneos Wealth Management Inc.870$32.8K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC326$12.3K0.01%013F-HRTimeline
WHITTIER TRUST CO235$8.85K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY27$1.04K<0.01%-40213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2$75<0.01%-3413F-HRTimelineGroup
UBS Group AGin group UBS Group AG2$75<0.01%-13913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$34<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC10$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.