UYG

Proshares Ultra Financials$81.31 0.54%
UnclassifiedUSCUSIP 74347X633· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
46
-3 QoQ
13F Value (tracked)
$17.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)7 adding · 2 trimming
Insider net (180d)$0

Price & smart-money activity

$81.31 0.54%5Y +34.1%
$32.98$51.91$70.84$89.78$108.712021202220232024202520268536262352272433525452733747362748374
Hover for who · click for detailEnd-of-day closing prices52w $68.89 – $104.01
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Ask your agent who owns UYG

This stock page is the Follow view. The Build view lets your agent query UYG owners, fund changes, insider filings, and source links through REST or MCP.

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  "https://arkolith.com/api/v1/stocks/UYG"
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which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

46 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Cassaday & Co Wealth Management LLC
$2.9M
40K
+14%
Added · +5K sh
Q1 2026
2Focus Partners Wealth
$1.8M
24K
+1.1%
Added · +271 sh
Q1 2026
3CITADEL ADVISORS LLC
$1.4M
19K
Added
Added · +19K sh
Q1 2026
4Pinnacle Financial Partners, Inc.
$1.1M
15K
Held
Q1 2026
5Quantinno Capital Management LP
$934K
13K
+307%
Added · +10K sh
Q1 2026
6Chicago Partners Investment Group LLC
$773K
9K
−3.4%
Reduced · −334 sh
Q1 2026
7Waverly Advisors, LLC
$752K
10K
Held
Q1 2026
8SUSQUEHANNA INTERNATIONAL GROUP, LLP
$645K
9K
−14%
Reduced · −1K sh
Q1 2026
9TRUIST FINANCIAL CORP
$537K
7K
Held
Q1 2026
10CIBC Bancorp USA Inc.
$500K
7K
New
+7K sh
Q1 2026
11BLAIR WILLIAM & CO/IL
$449K
6K
−0.4%
Reduced · −25 sh
Q1 2026
12BANK OF AMERICA CORP /DE/
$427K
6K
Held
Q1 2026
13INDEPENDENT FINANCIAL GROUP, LLC
$397K
5K
Held
Q1 2026
14Cerity Partners LLC
$367K
5K
Held
Q1 2026
15Bryn Mawr Trust Advisors, LLC
$363K
5K
+0.1%
Added · +5 sh
Q1 2026
16Creative Planning
$336K
5K
+11%
Added · +451 sh
Q1 2026
17Wealthspire Advisors, LLC
$294K
4K
+0.3%
Added · +13 sh
Q1 2026
18Texas Capital Bank Wealth Management Services Inc
$281K
4K
Held
Q1 2026
19Savant Capital, LLC
$278K
4K
+0.3%
Added · +11 sh
Q1 2026
20Summit Trail Advisors, LLC
$266K
4K
−50%
Reduced · −4K sh
Q1 2026
21BANK OF MONTREAL /CAN/
$263K
4K
Held
Q1 2026
22Lido Advisors, LLC
$259K
4K
Held
Q1 2026
23ENVESTNET ASSET MANAGEMENT INC
$256K
3K
−34%
Reduced · −2K sh
Q1 2026
24MERCER GLOBAL ADVISORS INC /ADV
$239K
3K
New
+3K sh
Q1 2026
25HighTower Advisors, LLC
$225K
3K
+0.1%
Added · +2 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
4
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

47 funds+19 since Q2 2022
02651Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $17.8M

Share classes

Class13F holdersValue held
TQQQcs157 funds$462.3M
UPROcs68 funds$60.4M
UYGthis pageULTRA FNCLS NEW47 funds$17.8M
UDOWULTRPRO DOW3039 funds$26.4M
TBFSHRT 20+YR TRE24 funds$11.7M
URTYULTR RUSSL200019 funds$12.2M
UREULT R/EST NEW11 funds$3.4M
EETMSCI EMRG ETF9 funds$9.7M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own UYG also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA26 funds$10.0B
ISHARES CORE S&P 500 ETFIVV26 funds$8.8B
SS SPDR S&P 500 ETF TRUST-USSPY26 funds$7.9B
MICROSOFT CORPMSFT26 funds$7.2B
JPMORGAN CHASE & COJPM26 funds$3.7B
ALPHABET INC-CL CGOOG26 funds$3.7B
BROADCOM INCAVGO26 funds$3.5B
META PLATFORMS INC-CLASS AMETA26 funds$3.0B
JOHNSON & JOHNSONJNJ26 funds$2.3B
COSTCO WHOLESALE CORPCOST26 funds$2.3B
MICRON TECHNOLOGY INCMU26 funds$2.2B
VANGUARD FTSE DEVELOPED ETFVEA26 funds$2.2B

Ranked by how many of UYG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UYG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.