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Disclosery

UYG PROSHARES TR

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ULTRA FNCLS NEW (fund)

76 managers (77 13F filers) reported a position in UYG shares at 2026-06-30, 375,732 shares in all. 22 filers opened a position and 7 filers sold out during the quarter.

Managers
76
13F filers
77
New
22
Added
10
Reduced
9
Sold out
7
Shares held by filers
375,732

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Cassaday & Co Wealth Management LLC40,101$3.43M0.06%+30013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,736$2.46M<0.01%+19,95113F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP27,995$2.4M0.23%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth24,429$2.09M<0.01%-2113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,695$1.51M<0.01%new13F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …15,000$1.28M0.01%013F-HRTimelineGroup
Quantinno Capital Management LP12,698$1.09M<0.01%-2313F-HRTimeline
Integrated Advisors Network LLC11,695$1M0.05%new13F-HRTimeline
Waverly Advisors, LLC10,250$877K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC9,489$875K0.02%+1213F-HRTimeline
Capital Investment Counsel, Inc7,555$646K0.07%-70013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,314$626K<0.01%013F-HRTimelineGroup
Savant Capital, LLC7,689$614K<0.01%+3,90513F-HRTimeline
Summit Financial, LLC7,032$602K0.01%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.6,806$582K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL6,115$523K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,820$498K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning5,589$478K<0.01%+1,01513F-HRTimelineGroup
Coastal Bridge Advisors, LLC5,484$469K0.03%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,413$463K0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,250$449K0.01%new13F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC5,000$428K0.05%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,000$428K<0.01%013F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding4,430$424KnewTimeline
Bryn Mawr Trust Advisors, LLC4,897$419K0.02%-4813F-HRTimeline
Arax Advisory Partners4,182$358K<0.01%+2,09113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,117$352K<0.01%+62313F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.4,100$351K0.12%013F-HRTimeline
Texas Capital Bank Wealth Management Se…3,829$328K0.02%013F-HRTimeline
Wealthspire Advisors, LLC3,801$325K<0.01%-20413F-HRTimeline
Summit Trail Advisors, LLC3,621$310K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,579$306K<0.01%013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC3,534$302K<0.01%013F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.3,510$300K0.09%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,262$279K<0.01%013F-HR/ATimeline
LOWERY THOMAS, LLC3,242$277K0.14%new13F-HRTimeline
HighTower Advisors, LLC3,062$262K<0.01%013F-HRTimeline
Private Advisor Group, LLC3,000$257K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,736$234K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC2,627$225K<0.01%-39913F-HRTimeline
LPL Financial LLC2,620$224K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,538$217K<0.01%new13F-HRTimelineGroup
United Advisor Group, LLC2,470$211K0.02%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.2,465$211K<0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,463$211K<0.01%new13F-HRTimelineGroup
Sollinda Capital Management LLC2,454$210K0.04%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.2,357$202K0.01%new13F-HRTimeline
Parisi Gray Wealth Management2,356$202K0.04%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,229$191K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,100$180K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,500$128K<0.01%013F-HRTimelineGroup
EP Wealth Advisors, LLC1,349$115K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,200$103K<0.01%new13F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL1,200$103K0.02%013F-HRTimeline
NewEdge Advisors, LLC1,133$96.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC750$64.2K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management635$54.3K<0.01%-6913F-HRTimelineGroup
Main Street Group, LTD600$51.3K0.01%013F-HRTimeline
MCF Advisors LLC566$48.4K<0.01%+26613F-HRTimeline
Steward Partners Investment Advisory, L…500$42.8K<0.01%new13F-HRTimeline
Hartford Financial Management Inc.420$35.9K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC372$31.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\300$25.7K<0.01%013F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.300$25.7K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.229$19.6K<0.01%+11513F-HRTimeline
VIMA LLC226$19.3K0.02%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO216$18.5K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors150$12.8K<0.01%-5013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC120$10.3K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC75$6.42K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.67$6K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC46$3.94K<0.01%new13F-HRTimelineGroup
Phillip James Consulting Co.38$3.25K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$191<0.01%+113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$127<0.01%-113F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$86<0.01%013F-HRTimelineGroup