Free Trial

ProShares Ultra Gold (UGL) Institutional Ownership

ProShares Ultra Gold logo
$61.27 +0.25 (+0.41%)
Closing price 04:10 PM Eastern
Extended Trading
$61.26 -0.01 (-0.01%)
As of 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for ProShares Ultra Gold (NYSEARCA:UGL)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$77.29M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$26.97M
Get UGL Insider Trade Alerts

Want to know when executives and insiders are buying or selling ProShares Ultra Gold stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

UGL Institutional Buying and Selling by Quarter

ProShares Ultra Gold Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026 Bank of New York Mellon Corp10,002$615K0.0%-60.0%0.065%
5/5/2026 IMC Chicago LLC36,666$2.25M0.0%-38.0%0.239%
4/29/2026 Integrated Advisors Network LLC4,000$246K0.0%N/A0.026%
4/25/2026 Innova Wealth Partners3,922$241K0.1%-27.4%0.025%
4/18/2026 Legacy Wealth Partners LLC4,662$287K0.1%-86.1%0.028%
4/17/2026 PMV Capital Advisers LLC44,642$2.74M4.6%-23.4%0.271%
3/9/2026Corient Private Wealth LLC8,225$457K0.0%+17.5%0.044%
2/19/2026Hamilton Wealth LLC12,504$694K0.1%-22.1%0.066%
2/19/2026Corient Private Wealth LLC8,225$457K0.0%+17.5%0.044%
2/18/2026NewEdge Advisors LLC3,910$217K0.0%N/A0.021%
2/17/2026Jump Financial LLC163,415$9.07M0.1%N/A0.867%
2/13/2026Ausdal Financial Partners Inc.5,330$296K0.0%-24.9%0.028%
2/12/2026Group One Trading LLC42,702$2.37M0.0%+121.3%0.227%
2/11/2026Simplex Trading LLC3,636$202K0.0%-95.1%0.019%
2/10/2026Thoroughbred Financial Services LLC4,000$222K0.0%N/A0.021%
2/9/2026Allen Capital Group LLC5,615$312K0.0%-19.9%0.030%
2/6/2026EverSource Wealth Advisors LLC26,017$1.44M0.1%+13.1%0.138%
2/6/2026Advisory Alpha LLC29,342$1.63M0.0%+12.7%0.156%
2/6/2026 IFP Advisors Inc710$39K0.0%+65.1%0.004%
2/4/2026 Meridian Wealth Management LLC5,020$279K0.0%N/A0.026%
2/4/2026Prosperitas Financial LLC19,067$1.06M0.4%+143.7%0.100%
2/3/2026MGO One Seven LLC13,678$759K0.0%-30.5%0.072%
2/3/2026Cassaday & Co Wealth Management LLC4,900$272K0.0%-85.4%0.026%
2/2/2026 Composition Wealth LLC4,064$226K0.0%N/A0.021%
1/29/2026 IMC Chicago LLC59,158$3.28M0.0%+36.1%0.318%
1/29/2026 China Universal Asset Management Co. Ltd.386,800$21.48M1.6%+397.2%2.080%
1/26/2026CWM LLC81,865$4.55M0.0%-24.4%0.440%
1/16/2026Genesis Financial Group LLC56,820$3.16M1.8%N/A0.313%
1/7/2026 Innova Wealth Partners5,400$300K0.2%-14.6%0.030%
1/1/2026JPMorgan Chase & Co.7,132$328K0.0%-22.6%0.039%
12/2/2025 Innova Wealth Partners6,325$291K0.2%-31.2%0.035%
11/26/2025Strategic Advocates LLC636$29K0.0%N/A0.003%
11/17/2025Ausdal Financial Partners Inc.7,100$327K0.0%+3.3%0.039%
11/13/2025Quadrature Capital Ltd356,000$16.39M0.2%N/A1.956%
11/12/2025Advisory Alpha LLC26,043$1.20M0.0%-2.9%0.143%
11/12/2025Group One Trading LLC19,298$889K0.0%+650.0%0.106%
11/12/2025 Kaizen Financial Strategies10,164$489K0.2%N/A0.056%
11/10/2025EverSource Wealth Advisors LLC23,001$1.06M0.0%-36.1%0.126%
11/10/2025 China Universal Asset Management Co. Ltd.77,800$3.58M0.3%+23.9%0.427%
11/7/2025Cassaday & Co Wealth Management LLC33,636$1.55M0.0%-6.4%0.185%
11/7/2025JPMorgan Chase & Co.7,132$328K0.0%-22.6%0.039%
11/4/2025 IMC Chicago LLC43,451$2.00M0.0%-84.8%0.239%
11/3/2025 Hutchens & Kramer Investment Management Group LLC5,284$243K0.1%N/A0.029%
10/31/2025 Global Assets Advisory LLC11,898$548K0.2%N/A0.065%
10/29/2025 Partners Wealth Management LLC10,083$464K0.5%+416.0%0.054%
10/27/2025Allen Capital Group LLC7,013$323K0.0%-12.9%0.037%
10/27/2025Prosperitas Financial LLC7,825$360K0.1%N/A0.041%
10/24/2025MGO One Seven LLC19,688$907K0.0%+34.0%0.103%
10/20/2025 IAM Advisory LLC7,309$337K0.1%-8.5%0.038%
10/15/2025CWM LLC108,291$4.99M0.0%N/A0.592%
10/6/2025 PMV Capital Advisers LLC58,434$2.69M5.2%-6.4%0.330%
9/26/2025Corient Private Wealth LLC10,000$347K0.0%+400.0%0.067%
8/28/2025 China Universal Asset Management Co. Ltd.62,800$2.18M0.2%+126.7%0.419%
8/15/2025Corient Private Wealth LLC10,000$347K0.0%+400.0%0.067%
8/15/2025Group One Trading LLC2,573$89K0.0%+711.7%0.017%
8/14/2025Ausdal Financial Partners Inc.6,870$238K0.0%+263.5%0.046%
8/14/2025 Cary Street Partners Financial LLC16,000$555K0.0%+300.0%0.107%
8/13/2025EverSource Wealth Advisors LLC36,000$1.25M0.1%+195.4%0.240%
8/13/2025 Mayfair Advisory Group LLC7,190$262K0.1%+299.4%0.048%
8/12/2025 Country Trust Bank908$31K0.0%N/A0.006%
8/12/2025JPMorgan Chase & Co.9,210$319K0.0%+8,272.7%0.061%
8/11/2025Rothschild Investment LLC3,000$104K0.0%+300.0%0.021%
8/5/2025Simplex Trading LLC6,285$217K0.0%+45.0%0.044%
8/5/2025Cassaday & Co Wealth Management LLC35,936$1.25M0.0%+218.5%0.250%
8/1/2025Advisory Alpha LLC26,812$929K0.0%N/A0.187%
7/28/2025 Innova Wealth Partners9,188$318K0.2%+135.4%0.064%
7/25/2025MGO One Seven LLC14,694$509K0.0%+152.8%0.102%
7/22/2025 IMC Chicago LLC286,631$9.94M0.0%+370.5%2.011%
7/10/2025 PMV Capital Advisers LLC62,456$2.17M4.8%+252.4%0.453%
7/8/2025 IAM Advisory LLC7,988$277K0.1%+300.0%0.058%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.4,080$141K0.0%+300.0%0.029%
5/16/2025Everstar Asset Management LLC60,995$7.85M1.5%N/A1.694%
5/16/2025Jones Financial Companies Lllp2,648$341K0.0%+1,665.3%0.074%
5/14/2025Flow Traders U.S. LLC10,839$1.40M0.1%-81.3%0.301%
5/13/2025EverSource Wealth Advisors LLC12,187$1.57M0.1%-28.5%0.317%
5/12/2025Aveo Capital Partners LLC29,102$3.75M0.6%+11.1%0.756%
5/12/2025Simplex Trading LLC4,335$558K0.0%N/A0.113%
5/9/2025Cary Street Partners Financial LLC4,000$515K0.0%N/A0.104%
5/7/2025Drive Wealth Management LLC3,000$386K0.1%-12.4%0.078%
5/6/2025Innova Wealth Partners3,903$502K0.3%N/A0.101%
4/30/2025China Universal Asset Management Co. Ltd.27,700$3.57M0.3%-68.9%0.719%
4/28/2025Elevate Capital Advisors LLC1,645$212K0.2%N/A0.043%
4/23/2025PMV Capital Advisers LLC17,724$2.28M5.5%-16.9%0.460%
4/18/2025Mayfair Advisory Group LLC1,800$232K0.1%N/A0.051%
4/17/2025Partners Wealth Management LLC2,100$270K0.3%N/A0.059%
4/16/2025McElhenny Sheffield Capital Management LLC2,150$277K0.1%N/A0.061%
4/14/2025IMC Chicago LLC60,919$7.84M0.0%N/A1.716%
4/11/2025IAM Advisory LLC1,997$257K0.1%N/A0.056%
2/17/2025BNP Paribas Financial Markets3,163$296K0.0%-81.0%0.107%
2/10/2025Corient Private Wealth LLC3,000$280K0.0%-47.4%0.102%
2/10/2025EverSource Wealth Advisors LLC17,034$1.59M0.1%N/A0.577%
2/4/2025Rothschild Investment LLC750$70K0.0%N/A0.025%
1/30/2025Aveo Capital Partners LLC26,191$2.45M0.3%-63.3%0.888%
1/24/2025China Universal Asset Management Co. Ltd.89,000$8.32M0.8%+221.3%3.017%
1/22/2025Drive Wealth Management LLC3,426$320K0.1%N/A0.116%
1/14/2025Thurston Springer Miller Herd & Titak Inc.1,020$95K0.0%-84.7%0.035%
11/19/2024Barclays PLC700$67K0.0%N/A0.024%
11/15/2024Barclays PLC700$67K0.0%N/A0.024%
11/14/2024Flow Traders U.S. LLC7,348$705K0.0%+24.2%0.249%
11/13/2024BNP Paribas Financial Markets16,640$1.60M0.0%N/A0.564%


UGL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UGL shares?

During the previous two years, 50 institutional investors and hedge funds held shares of ProShares Ultra Gold. The most heavily invested institutionals were China Universal Asset Management Co. Ltd. ($21.48M), Quadrature Capital Ltd ($16.39M), Jump Financial LLC ($9.07M), Everstar Asset Management LLC ($7.85M), CWM LLC ($4.55M), Aveo Capital Partners LLC ($3.75M), and Genesis Financial Group LLC ($3.16M).Learn more on ProShares Ultra Gold's institutional investors.

Which institutional investors have been buying ProShares Ultra Gold's stock?

Of the 47 institutional investors that purchased ProShares Ultra Gold's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: China Universal Asset Management Co. Ltd. ($448.10K), Quadrature Capital Ltd ($356K), IMC Chicago LLC ($302.34K), Jump Financial LLC ($163.42K), CWM LLC ($108.29K), Everstar Asset Management LLC ($61.00K), and Genesis Financial Group LLC ($56.82K).

How much institutional buying is happening at ProShares Ultra Gold?

Institutional investors have bought a total of 1,688,414 shares in the last 24 months. This purchase volume represents approximately $77.29M in transactions.

Which of ProShares Ultra Gold's major shareholders have been selling company stock?

Of the 17 institutional investors that sold ProShares Ultra Gold's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: IMC Chicago LLC ($265.67K), Simplex Trading LLC ($71.04K), Flow Traders U.S. LLC ($47.07K), Cassaday & Co Wealth Management LLC ($31.04K), Legacy Wealth Partners LLC ($28.82K), CWM LLC ($26.43K), and EverSource Wealth Advisors LLC ($17.85K).

How much institutional selling is happening at ProShares Ultra Gold?

Institutional investors have sold a total of 545,211 shares in the last 24 months. This volume of shares sold represents approximately $26.97M in transactions.



This page (NYSEARCA:UGL) was last updated on 5/7/2026 by MarketBeat.com Staff.
From Our Partners