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Disclosery

UYG PROSHARES TR

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ULTRA FNCLS NEW (fund)

74 managers (74 13F filers) reported a position in UYG shares at 2025-12-31, 357,310 shares in all. 7 filers opened a position and 10 filers sold out during the quarter.

Managers
74
13F filers
74
New
7
Added
21
Reduced
12
Sold out
10
Shares held by filers
357,310

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Cassaday & Co Wealth Management LLC34,801$3.19M0.07%013F-HRTimeline
WealthCare Asset Management, LLC28,089$2.74M2.53%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP29,854$2.74M0.3%-5,06613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth24,179$2.3M<0.01%+10,06313F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …15,000$1.38M0.01%13F-HR/ATimelineGroup
Michael J. Porro & Co. Financial Adviso…13,766$1.26M1.06%13F-HRTimeline
Waverly Advisors, LLC10,250$941K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,232$939K<0.01%+4,37213F-HRTimelineGroup
Chicago Partners Investment Group LLC9,811$839K0.02%+94513F-HRTimeline
Capital Investment Counsel, Inc8,855$813K0.1%-50013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,314$671K<0.01%+3,71413F-HRTimelineGroup
Summit Trail Advisors, LLC7,242$665K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,155$657K<0.01%+1513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,671$612K<0.01%-68013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL6,140$564K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,820$534K<0.01%013F-HRTimelineGroup
Coastal Bridge Advisors, LLC5,484$503K0.04%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,413$497K0.01%-3013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,259$483K<0.01%+42313F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC5,000$459K0.06%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,000$459K<0.01%013F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC4,940$453K0.02%+19913F-HRTimeline
LPL Financial LLC4,221$387K<0.01%+1,06113F-HRTimeline
Creative Planningin group Creative Planning4,123$378K<0.01%-17313F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.4,100$376K0.14%013F-HRTimeline
Wealthspire Advisors, LLC3,992$366K<0.01%+3,99113F-HRTimeline
Texas Capital Bank Wealth Management Se…3,829$351K0.02%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,534$351K<0.01%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC3,773$346K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,579$328K<0.01%-3,00013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,534$324K<0.01%-10,72013F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.3,510$322K0.11%013F-HR/ATimeline
United Advisor Group, LLC3,134$288K0.04%+12913F-HRTimeline
Quantinno Capital Management LP3,125$287K<0.01%+86913F-HRTimeline
HighTower Advisors, LLC3,060$281K<0.01%-5,09613F-HRTimeline
Sanctuary Advisors, LLC3,025$278K<0.01%-1213F-HRTimeline
Private Advisor Group, LLC3,000$275K<0.01%013F-HRTimeline
James J. Burns & Company, LLC2,857$262K0.04%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,731$251K<0.01%+9413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,718$249K<0.01%-4213F-HRTimelineGroup
LOWERY THOMAS, LLC2,687$247K0.14%+22313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,538$233K<0.01%013F-HR/ATimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,463$226K<0.01%13F-HRTimelineGroup
Parisi Gray Wealth Management2,462$226K0.05%+19813F-HRTimeline
Sollinda Capital Management LLC2,454$225K0.06%-42613F-HRTimeline
Summit Financial, LLC2,424$222K<0.01%+8213F-HRTimeline
B. Riley Wealth Advisors, Inc.2,351$216K0.01%+9413F-HRTimeline
Regent Peak Wealth Advisors LLC2,256$207K0.04%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,100$193K0.01%013F-HRTimeline
Arax Advisory Partners2,091$192K0.01%new13F-HRTimeline
MAI Capital Management2,050$188K<0.01%+99513F-HRTimeline
SIMPLEX TRADING, LLC1,933$177K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,500$138K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,380$127K<0.01%013F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL1,200$110K0.03%013F-HRTimeline
NewEdge Advisors, LLC1,133$104K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,047$96.1K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management805$73.9K<0.01%-9313F-HRTimelineGroup
Farther Finance Advisors, LLC750$68.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC720$66.1K<0.01%013F-HRTimeline
Hartford Financial Management Inc.420$38.5K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC372$34.1K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\300$27.5K<0.01%013F-HRTimelineGroup
MCF Advisors LLC300$27.5K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.300$27.5K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG285$26.2K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO250$22.9K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors200$18.4K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC120$11K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.114$10.5K<0.01%+1113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN71$6.54K<0.01%+7013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.67$6K<0.01%+713F-HRTimeline
Beacon Capital Management, Inc.44$4.04K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3$359<0.01%+213F-HR/ATimelineGroup