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Disclosery

UYG PROSHARES TR

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ULTRA FNCLS NEW (fund)

75 managers (75 13F filers) reported a position in UYG shares at 2025-09-30, 343,266 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
75
13F filers
75
New
6
Added
17
Reduced
13
Sold out
5
Shares held by filers
343,266

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
TOTH FINANCIAL ADVISORY CORP34,920$3.47M0.37%-4,27313F-HRTimeline
Cassaday & Co Wealth Management LLC34,801$3.45M0.08%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,323$2.51M<0.01%+1,58713F-HRTimelineGroup
SYNOVUS FINANCIAL CORP15,000$1.49M0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,254$1.41M<0.01%-5,21213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth14,116$1.4M<0.01%+2,41313F-HRTimelineGroup
Waverly Advisors, LLC10,250$1.02M0.01%013F-HRTimeline
NorthCoast Asset Management LLC9,758$969K<0.01%013F-HRTimeline
Capital Investment Counsel, Inc9,355$928K0.11%-10013F-HRTimeline
Chicago Partners Investment Group LLC8,866$845K0.02%-9113F-HRTimeline
HighTower Advisors, LLC8,156$809K<0.01%+74813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,351$730K<0.01%-13613F-HRTimelineGroup
Summit Trail Advisors, LLC7,242$719K0.01%+3,62113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,140$709K<0.01%-99913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,579$653K<0.01%+5,45013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL6,140$609K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,860$582K<0.01%-10,03413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,820$578K<0.01%-32613F-HR/ATimelineGroup
Coastal Bridge Advisors, LLC5,484$544K0.04%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,443$540K0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,000$496K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,836$480K<0.01%+2113F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC4,741$471K0.02%+713F-HRTimeline
Creative Planningin group Creative Planning4,296$426K<0.01%+59313F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.4,100$407K0.16%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,773$374K<0.01%013F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,600$357K<0.01%013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC3,534$351K<0.01%013F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.3,510$348K0.12%013F-HRTimeline
LPL Financial LLC3,160$314K<0.01%+45213F-HRTimeline
Sanctuary Advisors, LLC3,037$301K<0.01%+213F-HR/ATimeline
United Advisor Group, LLC3,005$298K0.04%new13F-HRTimeline
Private Advisor Group, LLC3,000$298K<0.01%013F-HRTimeline
Sollinda Capital Management LLC2,880$286K0.08%013F-HRTimeline
James J. Burns & Company, LLC2,857$284K0.04%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,760$274K0.01%+813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,637$262K<0.01%+513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,538$252K<0.01%013F-HRTimelineGroup
LOWERY THOMAS, LLC2,464$245K0.14%+1113F-HRTimeline
Glenmede Investment Management, LP2,463$244K<0.01%013F-HRTimeline
Summit Financial, LLC2,342$232K<0.01%+1013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,302$228K<0.01%new13F-HRTimelineGroup
Parisi Gray Wealth Management2,264$225K0.06%-44013F-HRTimeline
B. Riley Wealth Advisors, Inc.2,257$224K0.01%+913F-HRTimeline
Quantinno Capital Management LP2,256$224K<0.01%new13F-HRTimeline
Regent Peak Wealth Advisors LLC2,256$224K0.04%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,100$208K0.02%013F-HRTimeline
Sculati Wealth Management, LLC2,100$208K0.07%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,740$173K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,500$149K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,380$137K<0.01%013F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL1,200$119K0.03%013F-HRTimeline
NewEdge Advisors, LLC1,133$112K<0.01%013F-HRTimeline
MAI Capital Management1,055$105K<0.01%+17513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management898$89.1K<0.01%-26213F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC846$84K<0.01%013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…822$81.6K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC750$74.4K<0.01%-1013F-HRTimeline
Global Retirement Partners, LLC720$71.5K<0.01%013F-HRTimeline
Main Street Group, LTD600$59.5K0.02%013F-HRTimeline
Hartford Financial Management Inc.420$41.7K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC372$36.9K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…339$33.6K<0.01%-12513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\300$29.8K<0.01%013F-HRTimelineGroup
MCF Advisors LLC300$29.8K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.300$29.8K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO250$24.8K<0.01%013F-HR/ATimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors200$19.9K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.103$10.2K<0.01%+113F-HRTimeline
HAZLETT, BURT & WATSON, INC.60$6K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.44$4.37K<0.01%013F-HRTimeline
Copia Wealth Management5$496<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$180<0.01%-93513F-HR/ATimelineGroup
Wealthspire Advisors, LLC1$100<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$92<0.01%013F-HRTimelineGroup