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Disclosery

UYG PROSHARES TR

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ULTRA FNCLS NEW (fund)

62 managers (62 13F filers) reported a position in UYG shares at 2026-03-31, 299,673 shares in all. 8 filers opened a position and 18 filers sold out during the quarter.

Managers
62
13F filers
62
New
8
Added
10
Reduced
13
Sold out
18
Shares held by filers
299,673

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC39,801$2.92M0.06%+5,00013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP27,995$2.06M0.23%-1,85913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth24,450$1.79M<0.01%+27113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,377$1.42M<0.01%new13F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …15,000$1.1M0.01%013F-HRTimelineGroup
Quantinno Capital Management LP12,721$934K<0.01%+9,59613F-HRTimeline
Chicago Partners Investment Group LLC9,477$773K0.02%-33413F-HRTimeline
Waverly Advisors, LLC10,250$752K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,785$645K<0.01%-1,44713F-HRTimelineGroup
Capital Investment Counsel, Inc8,255$606K0.07%-60013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,314$537K<0.01%013F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.6,806$500K<0.01%13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL6,115$449K<0.01%-2513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,820$427K<0.01%013F-HRTimelineGroup
Coastal Bridge Advisors, LLC5,484$403K0.03%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,413$397K0.01%013F-HR/ATimeline
DIMENSION CAPITAL MANAGEMENT LLC5,000$367K0.05%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,000$367K<0.01%013F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC4,945$363K0.02%+513F-HRTimeline
Creative Planningin group Creative Planning4,574$336K<0.01%+45113F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.4,100$301K0.12%013F-HRTimeline
Wealthspire Advisors, LLC4,005$294K<0.01%+1313F-HRTimeline
Texas Capital Bank Wealth Management Se…3,829$281K0.02%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,784$278K<0.01%+1113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,690$271K<0.01%new13F-HRTimeline
Summit Trail Advisors, LLC3,621$266K<0.01%-3,62113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,579$263K<0.01%013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC3,534$259K<0.01%013F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.3,510$258K0.09%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,494$256K<0.01%-1,76513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,262$239K<0.01%new13F-HRTimeline
HighTower Advisors, LLC3,062$225K<0.01%+213F-HRTimeline
Sanctuary Advisors, LLC3,026$222K<0.01%+113F-HRTimeline
Private Advisor Group, LLC3,000$220K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,100$154K0.01%013F-HRTimeline
Arax Advisory Partners2,091$154K<0.01%013F-HRTimeline
MAI Capital Management2,050$150K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,515$111K<0.01%+13513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,500$110K<0.01%013F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL1,200$88.1K0.02%013F-HRTimeline
NewEdge Advisors, LLC1,133$83.1K<0.01%013F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…889$65.3K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC750$55K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management704$51.7K<0.01%-10113F-HRTimelineGroup
Main Street Group, LTD600$44K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.506$37.2K<0.01%-6,16513F-HRTimelineGroup
Hartford Financial Management Inc.420$30.8K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC372$27.3K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\300$22K<0.01%013F-HRTimelineGroup
MCF Advisors LLC300$22K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.300$22K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO216$15.2K<0.01%-3413F-HR/ATimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors200$14.7K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.114$8.4K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC120$8K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC75$5.51K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.67$5K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG66$4.84K<0.01%-21913F-HRTimelineGroup
Qube Research & Technologies Ltd3$220<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$182<0.01%-113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$96<0.01%-7013F-HR/ATimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$73<0.01%new13F-HRTimelineGroup