Free Trial
→ Musk’s Project Colossus could mint millionaires (From Brownstone Research) (Ad)tc pixel Free UGL Stock Alerts

ProShares Ultra Gold (UGL) Institutional Ownership

ProShares Ultra Gold logo
$41.33 +0.19 (+0.46%)
Closing price 09/12/2025 04:10 PM Eastern
Extended Trading
$41.31 -0.02 (-0.05%)
As of 09/12/2025 07:56 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 Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$24.00M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$5.34M
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.

Subscribe Now
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/28/2025 China Universal Asset Management Co. Ltd.62,800$2.18M0.2%+126.7%0.419%
8/15/2025 Corient Private Wealth LLC10,000$347K0.0%+400.0%0.067%
8/15/2025 Group One Trading LLC2,573$89K0.0%+711.7%0.017%
8/14/2025 Ausdal 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%
8/13/2025 EverSource 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%
8/12/2025 JPMorgan Chase & Co.9,210$319K0.0%+8,272.7%0.061%
8/11/2025 Rothschild Investment LLC3,000$104K0.0%+300.0%0.021%
8/5/2025 Simplex Trading LLC6,285$217K0.0%+45.0%0.044%
8/5/2025 Cassaday & Co Wealth Management LLC35,936$1.25M0.0%+218.5%0.250%
8/1/2025 Advisory Alpha LLC26,812$929K0.0%N/A0.187%
7/28/2025 Innova Wealth Partners9,188$318K0.2%+135.4%0.064%
7/25/2025 MGO 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%
10/25/2024China Universal Asset Management Co. Ltd.27,700$2.66M0.3%N/A0.939%
10/11/2024Thurston Springer Miller Herd & Titak Inc.6,663$639K0.2%N/A0.226%
10/7/2024EWG Elevate Inc.14,744$1.41M0.6%N/A0.500%
8/2/2024Aveo Capital Partners LLC33,681$2.60M0.3%-56.9%1.142%
7/30/2024Kings Path Partners LLC1,017$78K0.0%N/A0.034%
6/10/2024Hamilton Wealth LLC3,000$217K0.1%N/A0.102%
5/16/2024Innova Wealth Partners3,053$221K0.2%-60.3%0.103%
2/8/2024Innova Wealth Partners7,699$492K0.4%+87.9%0.252%
2/6/2024Aveo Capital Partners LLC72,525$4.63M0.6%N/A2.378%
2/2/2024Simplex Trading LLC4,277$273K0.0%N/A0.140%
1/24/2024China Universal Asset Management Co. Ltd.8,000$511K0.1%N/A0.262%
11/6/2023Cassaday & Co Wealth Management LLC8,525$448K0.0%-22.9%0.280%
10/23/2023Innova Wealth Partners4,097$216K0.2%-5.8%0.134%
8/11/2023Capasso Planning Partners LLC17,763$1.04M0.6%+29.6%0.582%
8/9/2023Flow Traders U.S. LLC8,127$473K0.0%+8.1%0.266%
8/8/2023Aveo Capital Partners LLC36,453$2.12M0.3%-58.1%1.195%
7/14/2023IMC Chicago LLC21,953$1.28M0.0%+53.9%0.675%
7/13/2023Innova Wealth Partners4,348$253K0.2%-7.2%0.134%
5/3/2023Aveo Capital Partners LLC86,915$5.48M0.7%+136.8%2.674%
5/2/2023Capasso Planning Partners LLC13,704$864K0.5%N/A0.422%
4/25/2023Innova Wealth Partners4,683$295K0.3%+6.2%0.146%
4/24/2023IMC Chicago LLC14,261$899K0.0%N/A0.446%
4/24/2023Ahrens Investment Partners LLC1,300$82K0.0%-74.0%0.041%
2/10/2023Keene & Associates Inc.4,000$221K0.2%N/A0.125%
2/9/2023Ahrens Investment Partners LLC5,000$276K0.1%N/A0.156%
2/7/2023Cassaday & Co Wealth Management LLC10,968$606K0.0%N/A0.343%
2/3/2023Aveo Capital Partners LLC36,698$2.03M0.3%N/A1.147%
2/1/2023Bank of Montreal Can32,427$1.79M0.0%N/A1.013%
1/31/2023Hutchens & Kramer Investment Management Group LLC6,191$342K0.3%N/A0.193%
1/17/2023Innova Wealth Partners4,411$244K0.2%N/A0.140%
11/29/2022London & Capital Asset Management Ltd27,300$1.28M0.1%N/A0.827%
11/8/2022IMC Chicago LLC57,098$2.68M0.0%-28.8%1.730%
11/7/2022Evoke Wealth LLC8,699$408K0.0%N/A0.264%
11/4/2022Simplex Trading LLC918$43K0.0%-29.5%0.028%
8/13/2022Flow Traders U.S. LLC18,110$1.02M0.1%+107.3%0.458%
8/5/2022IMC Chicago LLC80,163$4.53M0.0%-21.5%2.029%
8/5/2022Aveo Capital Partners LLC13,975$790K0.1%-51.8%0.354%
5/12/2022E Fund Management Co. Ltd.17,903$1.18M0.0%-13.5%0.348%
5/9/2022Qube Research & Technologies Ltd1,380$91K0.0%N/A0.027%
5/2/2022Simplex Trading LLC12,423$821K0.0%+127.8%0.230%
4/29/2022TB Alternative Assets Ltd.19,100$1.26M0.4%N/A0.354%
4/28/2022Ahrens Investment Partners LLC800$53K0.0%-47.5%0.015%
4/21/2022K.J. Harrison & Partners Inc5,955$394K0.1%N/A0.111%
4/19/2022IMC Chicago LLC102,076$6.75M0.0%-13.6%1.908%
4/18/2022Innova Wealth Partners3,339$221K0.2%N/A0.062%
2/10/2022OLD Mission Capital LLC9,266$554K0.0%+3.3%0.206%
2/9/2022BNP Paribas Arbitrage SA9,658$578K0.0%N/A0.215%
2/8/2022Retirement Planning Co of New England Inc.868$51K0.0%N/A0.019%
2/8/2022IMC Chicago LLC118,142$7.07M0.0%-26.7%2.625%
1/21/2022Ahrens Investment Partners LLC1,525$91K0.0%N/A0.039%
11/15/2021Flow Traders U.S. LLC16,492$917K0.0%+45.3%0.418%
11/12/2021OLD Mission Capital LLC8,966$498K0.0%-24.5%0.227%
(Data available from 1/1/2016 forward)

UGL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UGL shares?

During the previous two years, 32 institutional investors and hedge funds held shares of ProShares Ultra Gold. The most heavily invested institutionals were IMC Chicago LLC ($9.94M), Everstar Asset Management LLC ($7.85M), Aveo Capital Partners LLC ($3.75M), China Universal Asset Management Co. Ltd. ($2.18M), PMV Capital Advisers LLC ($2.17M), EWG Elevate Inc. ($1.41M), and Flow Traders U.S. LLC ($1.40M).Learn more on ProShares Ultra Gold's institutional investors.

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

Of the 32 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: IMC Chicago LLC ($286.63K), China Universal Asset Management Co. Ltd. ($132.10K), Aveo Capital Partners LLC ($75.44K), Everstar Asset Management LLC ($61.00K), PMV Capital Advisers LLC ($44.73K), EverSource Wealth Advisors LLC ($40.85K), and Advisory Alpha LLC ($26.81K).

How much institutional buying is happening at ProShares Ultra Gold?

Institutional investors have bought a total of 751,213 shares in the last 24 months. This purchase volume represents approximately $24.00M in transactions.

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

Of the 9 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: China Universal Asset Management Co. Ltd. ($61.30K), Flow Traders U.S. LLC ($47.07K), Aveo Capital Partners LLC ($45.14K), BNP Paribas Financial Markets ($13.48K), Thurston Springer Miller Herd & Titak Inc. ($5.64K), EverSource Wealth Advisors LLC ($4.85K), and PMV Capital Advisers LLC ($3.62K).

How much institutional selling is happening at ProShares Ultra Gold?

Institutional investors have sold a total of 184,226 shares in the last 24 months. This volume of shares sold represents approximately $5.34M in transactions.


Related Companies

This page (NYSEARCA:UGL) was last updated on 9/13/2025 by MarketBeat.com Staff
From Our Partners
Why Trump’s “Smart Dollar” could rewrite the rules
MUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's lates...
Stansberry Research | Sponsoredtc pixel
Trump's Law S.1582: $21T Dollar Revolution Coming
Do you have money in any of these banks? Chase. Bank of America. Citigroup. Wells Fargo. U.S. Bancorp. I...
Brownstone Research | Sponsoredtc pixel
October 16 Changes the Microchip Game — and Investing
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel
Retire Comfortably with These New Monthly Income ETFs?
Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...
Investors Alley | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Forget Tesla — This Tiny AI Stock Is Musk’s Real Play
While Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...
Behind the Markets | Sponsoredtc pixel
Nvidia Times 1,000,000
Nvidia’s latest AI chip is a $25,000 powerhouse — with 80 billion transistors and the ability to perform 60 tr...
Paradigm Press | Sponsoredtc pixel