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ProShares UltraPro S&P 500 (UPRO) Institutional Ownership

ProShares UltraPro S&P 500 logo
$92.02 -4.82 (-4.98%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$91.77 -0.25 (-0.27%)
As of 08/1/2025 08:00 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.

Institutional Ownership Changes (13F Filings) for ProShares UltraPro S&P 500 (NYSEARCA:UPRO)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$297.25M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$39.52M
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UPRO Institutional Buying and Selling by Quarter

ProShares UltraPro S&P 500 Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Howard Capital Management Inc.1,190,076$109.09M1.3%N/A2.503%
8/1/2025SYM FINANCIAL Corp5,136$470K0.1%N/A0.011%
8/1/2025Ashton Thomas Private Wealth LLC26,184$2.40M0.1%+329.9%0.055%
8/1/2025Envestnet Asset Management Inc.2,724$249K0.0%N/A0.006%
7/29/2025 Koshinski Asset Management Inc.5,525$505K0.0%+99.8%0.012%
7/28/2025 Triton Wealth Management PLLC4,244$417K0.2%N/A0.009%
7/28/2025 Axxcess Wealth Management LLC182,914$16.73M0.4%+2,778.3%0.385%
7/25/2025 Ellis Investment Partners LLC10,205$933K0.2%+5.1%0.021%
7/23/2025 Vontobel Holding Ltd.4,500$411K0.0%N/A0.009%
7/22/2025 CPR Investments Inc.8,218$751K0.6%N/A0.017%
7/21/2025 Precedent Wealth Partners LLC3,264$298K0.1%N/A0.007%
7/17/2025 LexAurum Advisors LLC2,475$226K0.0%N/A0.005%
7/16/2025 Signaturefd LLC414$38K0.0%-71.5%0.001%
7/15/2025 Main Street Group LTD48,829$4.47M1.5%+10.5%0.102%
7/15/2025 Kwmg LLC8,042$735K0.1%+45.7%0.017%
7/14/2025 Golden State Equity Partners14,676$1.34M0.2%-1.8%0.031%
7/14/2025 Toth Financial Advisory Corp27,267$2.49M0.3%+40.2%0.057%
7/14/2025 Physician Wealth Advisors Inc.846$77K0.0%+100.5%0.002%
7/11/2025 Farther Finance Advisors LLC2,033$186K0.0%+608.4%0.004%
7/10/2025 Marshall Financial Group LLC11,717$1.08M0.2%N/A0.025%
7/9/2025 Westmount Partners LLC8,226$752K0.2%+3.4%0.017%
7/8/2025 Silverleafe Capital Partners LLC5,847$535K0.2%+85.1%0.012%
7/7/2025 Wealth Alliance Advisory Group LLC5,287$483K0.1%-29.9%0.011%
7/7/2025 Discipline Wealth Solutions LLC9,111$833K0.3%N/A0.019%
6/17/2025Ridgepath Capital Management LLC6,782$501K0.2%-3.6%0.014%
5/16/2025Ashton Thomas Private Wealth LLC6,091$451K0.0%-84.7%0.013%
5/15/2025Safe Harbor Fiduciary LLC22,184$1.64M1.7%+94.6%0.046%
5/14/2025CreativeOne Wealth LLC4,371$323K0.0%-8.4%0.009%
5/14/2025Flow Traders U.S. LLC50,252$3.71M0.2%N/A0.104%
5/13/2025EverSource Wealth Advisors LLC23,804$1.76M0.1%+128.8%0.047%
5/12/2025Simplex Trading LLC30,560$2.26M0.0%-50.6%0.060%
5/9/2025Headlands Technologies LLC2,958$219K0.0%N/A0.006%
5/8/2025XTX Topco Ltd10,837$801K0.0%N/A0.021%
5/7/2025Spectrum Financial Alliance Ltd LLC29,417$2.17M0.7%N/A0.058%
5/2/2025SBI Securities Co. Ltd.1,274$94K0.0%+30.4%0.002%
5/2/2025 Signaturefd LLC1,453$107K0.0%+39.8%0.003%
4/29/2025World Investment Advisors6,554$485K0.0%+40.5%0.013%
4/29/2025 Calamos Wealth Management LLC3,165$234K0.0%N/A0.006%
4/25/2025Sollinda Capital Management LLC13,740$1.02M0.3%+238.4%0.027%
4/25/2025Uniting Wealth Partners LLC6,000$443K0.2%N/A0.012%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
4/21/2025 Silverleafe Capital Partners LLC3,159$233K0.1%N/A0.007%
4/15/2025Erickson Financial Group LLC8,184$605K0.5%+6.1%0.017%
4/14/2025Millington Financial Advisors LLC27,342$2.02M1.2%-15.0%0.057%
4/14/2025 IMC Chicago LLC210,116$15.53M0.0%N/A0.440%
4/14/2025 Toth Financial Advisory Corp19,452$1.44M0.2%-27.0%0.041%
4/9/2025 Kwmg LLC5,518$408K0.0%+7.6%0.012%
2/26/2025 Discipline Wealth Solutions LLC7,333$650K0.3%+47.4%0.016%
2/17/2025Safe Harbor Fiduciary LLC11,399$1.01M1.0%+22,698.0%0.025%
2/17/2025 Main Street Group LTD43,274$3.84M1.4%+0.7%0.093%
2/17/2025Bank of America Corp DE400$35K0.0%-50.0%0.001%
2/14/2025Tudor Investment Corp ET AL8,503$754K0.0%N/A0.018%
2/14/2025Two Sigma Securities LLC5,041$447K0.1%-78.5%0.011%
2/14/2025Tower Research Capital LLC TRC10,123$897K0.0%-78.9%0.022%
2/13/2025Insigneo Advisory Services LLC4,719$418K0.0%N/A0.010%
2/13/2025Jump Financial LLC14,479$1.28M0.0%-88.3%0.031%
2/13/2025CreativeOne Wealth LLC4,771$423K0.0%-8.1%0.010%
2/13/2025Stone House Investment Management LLC11,220$995K0.3%-15.2%0.024%
2/13/2025DRW Securities LLC6,989$620K0.0%+14.2%0.015%
2/12/2025CIBC Private Wealth Group LLC1,520$137K0.0%-16.4%0.003%
2/12/2025 Blair William & Co. IL1,522$135K0.0%N/A0.003%
2/12/2025JPMorgan Chase & Co.41,932$3.72M0.0%+24.1%0.090%
2/11/2025Simplex Trading LLC61,882$5.49M0.0%N/A0.133%
2/10/2025Corient Private Wealth LLC17,400$1.54M0.0%-43.8%0.038%
2/10/2025Commonwealth Equity Services LLC2,740$243K0.0%-8.6%0.006%
2/10/2025 Farther Finance Advisors LLC900$80K0.0%+28.6%0.002%
2/10/2025EverSource Wealth Advisors LLC10,404$922K0.1%N/A0.022%
2/7/2025Sollinda Capital Management LLC4,060$360K0.1%-90.6%0.009%
2/7/2025Larson Financial Group LLC3,716$329K0.0%-22.6%0.008%
2/7/2025Ashton Thomas Private Wealth LLC39,839$3.53M0.1%-17.9%0.086%
2/6/2025GR Financial Group LLC5,879$521K0.1%+7.8%0.013%
2/6/2025SBI Securities Co. Ltd.977$87K0.0%N/A0.002%
2/5/2025 Hickory Point Bank & Trust4,950$439K0.4%N/A0.011%
2/4/2025Millington Financial Advisors LLC32,149$2.98M1.7%+1.1%0.069%
2/3/2025 Variant Private Wealth LLC67,973$6.03M5.7%N/A0.146%
2/3/2025Timonier Family Office LTD.8,294$735K0.4%N/A0.018%
1/30/2025 Ellis Investment Partners LLC9,867$875K0.2%-9.5%0.021%
1/30/2025 Ellis Investment Partners LLC9,867$875K0.2%-9.5%0.021%
1/30/2025Erickson Financial Group LLC7,710$683K0.5%+3.2%0.017%
1/27/2025Choreo LLC3,703$332K0.0%+21.3%0.008%
1/24/2025Financial Life Planners4,348$385K0.3%N/A0.009%
1/24/2025 Golden State Equity Partners14,902$1.32M0.3%-3.2%0.032%
1/24/2025Spire Wealth Management2,005$178K0.0%-12.9%0.004%
1/22/2025Mayflower Financial Advisors LLC2,599$230K0.0%N/A0.006%
1/22/2025 PFG Investments LLC2,866$254K0.0%-4.6%0.006%
1/21/2025 Toth Financial Advisory Corp26,644$2.36M0.3%-4.2%0.057%
1/21/2025Encompass More Asset Management6,367$564K0.2%-9.8%0.014%
1/16/2025 Koshinski Asset Management Inc.2,793$248K0.0%+8.2%0.006%
1/15/2025 Wealth Alliance Advisory Group LLC7,457$661K0.1%-24.6%0.016%
1/14/2025 CPR Investments Inc.5,530$490K0.4%-40.5%0.012%
1/8/2025 Innova Wealth Partners4,087$362K0.2%N/A0.009%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
12/26/2024JPMorgan Chase & Co.33,799$2.91M0.0%+103.3%0.073%
11/25/2024World Investment Advisors LLC4,665$402K0.0%-34.2%0.010%
11/19/2024 Discipline Wealth Solutions LLC4,974$429K0.2%N/A0.011%
11/15/2024Legacy Investment Solutions LLC3,572$340K0.2%N/A0.008%
11/15/2024Quadrature Capital Ltd180,380$15.55M0.4%N/A0.389%
11/14/2024Encompass More Asset Management7,060$609K0.2%-46.8%0.015%
11/14/2024Flow Traders U.S. LLC83,915$7.23M0.4%+320.6%0.181%
11/14/2024Stone House Investment Management LLC13,231$1.14M0.2%N/A0.029%
11/14/2024RPg Family Wealth Advisory LLC300$26K0.0%N/A0.001%
11/14/2024CreativeOne Wealth LLC5,193$448K0.0%N/A0.011%
(Data available from 1/1/2016 forward)

UPRO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPRO shares?

During the previous two years, 113 institutional investors and hedge funds held shares of ProShares UltraPro S&P 500. The most heavily invested institutionals were Howard Capital Management Inc. ($109.09M), Assetmark Inc. ($16.79M), Axxcess Wealth Management LLC ($16.73M), Quadrature Capital Ltd ($15.55M), IMC Chicago LLC ($15.53M), Cumberland Advisors Inc. ($9.14M), and Tidal Investments LLC ($8.20M).Learn more on ProShares UltraPro S&P 500's institutional investors.

Which institutional investors have been buying ProShares UltraPro S&P 500's stock?

Of the 99 institutional investors that purchased ProShares UltraPro S&P 500's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: IMC Chicago LLC ($9.61M), Howard Capital Management Inc. ($1.19M), Axxcess Wealth Management LLC ($329.98K), Assetmark Inc. ($306.73K), Jump Financial LLC ($231.26K), Cumberland Advisors Inc. ($215.89K), and Quadrature Capital Ltd ($180.38K).

How much institutional buying is happening at ProShares UltraPro S&P 500?

Institutional investors have bought a total of 3,415,863 shares in the last 24 months. This purchase volume represents approximately $297.25M in transactions.

Which of ProShares UltraPro S&P 500's major shareholders have been selling company stock?

Of the 30 institutional investors that sold ProShares UltraPro S&P 500's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jump Financial LLC ($108.80K), Ashton Thomas Private Wealth LLC ($87.43K), Sollinda Capital Management LLC ($66.25K), Axxcess Wealth Management LLC ($51.21K), Tower Research Capital LLC TRC ($37.77K), Simplex Trading LLC ($31.32K), and Two Sigma Securities LLC ($18.35K).

How much institutional selling is happening at ProShares UltraPro S&P 500?

Institutional investors have sold a total of 463,355 shares in the last 24 months. This volume of shares sold represents approximately $39.52M in transactions.



This page (NYSEARCA:UPRO) was last updated on 8/2/2025 by MarketBeat.com Staff
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