Skip to content
Disclosery

UWM PROSHARES TR

Follow

PSHS ULTRUSS2000 (fund)

43 managers (43 13F filers) reported a position in UWM shares at 2025-09-30, 938,892 shares in all. 17 filers opened a position and 28 filers sold out during the quarter.

Managers
43
13F filers
43
New
17
Added
9
Reduced
12
Sold out
28
Shares held by filers
938,892

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding255,961$11.9M-2,738,574Timeline
Client First Investment Management LLC108,750$5.04M2.57%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.71,360$3.31M2.63%+2,16013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP69,523$3.22M0.35%+11,39413F-HRTimeline
Capital Investment Counsel, Inc51,102$2.37M0.29%-2,59813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,090$2.14M<0.01%+10,72313F-HRTimelineGroup
Capital Investment Advisory Services, L…38,100$1.77M0.14%+33,80013F-HRTimeline
CWM, LLCin group CWM, LLC32,882$1.52M<0.01%new13F-HRTimelineGroup
IMC-Chicago, LLC30,976$1.44M0.03%-3,61413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…29,038$1.35M0.04%-17,97713F-HRTimelineGroup
Global View Capital Management LLC26,516$1.23M0.26%new13F-HRTimeline
Integrated Advisors Network LLC21,982$1.02M0.04%+8,34713F-HRTimeline
BARD ASSOCIATES INC17,650$818K0.22%-31013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,176$611K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC11,918$553K0.01%new13F-HRTimeline
Atlatl Advisers LLC9,880$458K0.18%new13F-HRTimeline
Orion Porfolio Solutions, LLC9,822$455K<0.01%-1,85813F-HRTimeline
Cassaday & Co Wealth Management LLC9,288$431K0.01%013F-HRTimeline
Harvest Investment Services, LLC9,031$419K0.08%-1,08813F-HRTimeline
Polymer Capital Management (HK) LTD9,000$417K0.06%new13F-HRTimeline
One Wealth Map LLC8,032$374K0.2%new13F-HRTimeline
Simplicity Wealth,LLC8,018$372K0.02%-110,59213F-HRTimeline
Forefront Analytics, LLC7,945$368K0.35%+3813F-HRTimeline
Forefront Wealth Partners, LLC7,945$368K0.09%new13F-HRTimeline
Verdence Capital Advisors LLC6,503$320K0.02%-52513F-HRTimeline
Meridian Wealth Management, LLC5,107$237K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC4,919$228K<0.01%new13F-HRTimeline
Silverleafe Capital Partners, LLC4,892$227K0.07%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,596$120K<0.01%new13F-HR/ATimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…1,813$84K0.17%+27613F-HRTimeline
Larson Financial Group LLC1,608$74.5K<0.01%+813F-HRTimeline
HHM Wealth Advisors, LLC1,400$64.9K0.01%013F-HRTimeline
North Capital, Inc.1,251$58K0.04%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,117$52K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.845$39.2K<0.01%-2513F-HRTimeline
UBS Group AGin group UBS Group AG833$38.6K<0.01%+83113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.660$30.6K<0.01%-80013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/400$18.5K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc400$18.5K<0.01%new13F-HR/ATimeline
Financial Network Wealth Advisors LLC326$15.1K0.02%013F-HRTimeline
WHITTIER TRUST CO235$11.2K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$81<0.01%-2613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$50<0.01%013F-HRTimelineGroup