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ProShares UltraPro S&P 500 (UPRO) Institutional Ownership

ProShares UltraPro S&P 500 logo
$95.53 +2.43 (+2.61%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$636.56M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$583.84M
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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
1/21/2025Toth 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%
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%
11/19/2024Discipline 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%
11/13/2024Townsquare Capital LLC2,987$257K0.0%N/A0.006%
11/13/2024DRW Securities LLC6,122$528K0.0%N/A0.013%
11/12/2024Larson Financial Group LLC4,804$414K0.0%+23.0%0.010%
11/5/2024Ashton Thomas Private Wealth LLC48,540$4.18M0.2%-44.7%0.105%
11/4/2024Axxcess Wealth Management LLC6,328$545K0.0%-89.0%0.014%
10/29/2024Sollinda Capital Management LLC43,160$3.72M1.0%-38.6%0.093%
10/29/2024Farther Finance Advisors LLC700$60K0.0%N/A0.002%
10/28/2024GR Financial Group LLC5,452$470K0.1%N/A0.012%
10/25/2024IMC Chicago LLC968,051$83.44M0.0%N/A2.086%
10/25/2024Golden State Equity Partners15,392$1.33M0.3%-4.4%0.033%
10/25/2024Strategic Blueprint LLC2,348$202K0.0%N/A0.005%
10/24/2024Ellis Investment Partners LLC10,908$940K0.2%+1.5%0.024%
10/24/2024PFG Investments LLC3,004$259K0.0%+10.1%0.006%
10/21/2024Toth Financial Advisory Corp27,812$2.40M0.3%-14.7%0.060%
10/18/2024 Wealth Alliance Advisory Group LLC9,888$852K0.2%+60.4%0.021%
10/11/2024Creative Planning11,928$1.03M0.0%-3.0%0.026%
10/11/2024 ORG Wealth Partners LLC631$54K0.0%N/A0.001%
10/10/2024 Koshinski Asset Management Inc.2,581$222K0.0%N/A0.006%
10/5/2024Triton Wealth Management PLLC3,345$281K0.2%-15.4%0.007%
10/3/2024 SG Americas Securities LLC6,600$569K0.0%N/A0.014%
8/16/2024Creative Planning12,294$945K0.0%+35.5%0.026%
8/14/2024 Great Oak Capital Partners LLC3,863$271K0.1%-14.8%0.008%
8/10/2024Axxcess Wealth Management LLC57,540$4.42M0.1%+603.2%0.124%
8/9/2024Edgestream Partners L.P.7,355$565K0.0%N/A0.016%
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8/9/2024Renaissance Technologies LLC27,100$2.08M0.0%N/A0.058%
8/9/2024Menard Financial Group LLC7,433$571K0.4%N/A0.016%
8/7/2024Choreo LLC3,043$235K0.0%N/A0.007%
8/7/2024PFG Investments LLC2,728$210K0.0%N/A0.006%
8/7/2024Ashton Thomas Private Wealth LLC87,738$6.74M0.4%-6.2%0.189%
8/6/2024Ellis Investment Partners LLC10,751$826K0.2%-6.9%0.023%
8/6/2024Main Street Group LTD43,519$3.36M1.4%-0.8%0.094%
8/6/2024 XR Securities LLC19,486$1.50M0.3%+22.8%0.042%
8/3/2024Nicholas Hoffman & Company LLC.2,682$206K0.0%N/A0.006%
8/2/2024Larson Financial Group LLC3,907$300K0.0%-38.7%0.008%
7/31/2024Sollinda Capital Management LLC70,314$5.40M1.6%N/A0.152%
7/31/2024Spire Wealth Management3,953$304K0.0%+31.6%0.009%
7/31/2024Commonwealth Equity Services LLC7,412$570K0.0%-10.3%0.016%
7/31/2024 Wealth Alliance Advisory Group LLC6,164$474K0.1%-43.1%0.013%
7/30/2024Hantz Financial Services Inc.1,209$93K0.0%N/A0.003%
7/30/2024Millington Financial Advisors LLC36,359$2.79M1.9%+9.6%0.078%
7/27/2024Encompass More Asset Management13,278$1.02M0.7%+38.6%0.029%
7/19/2024 CPR Investments Inc.39,805$3.06M2.5%+16.6%0.086%
7/19/2024Erickson Financial Group LLC6,971$536K0.4%+5.0%0.015%
7/17/2024DeDora Capital Inc.18,280$1.41M0.4%-25.3%0.039%
7/16/2024 ORG Partners LLC1,089$84K0.0%N/A0.002%
5/17/2024First Western Trust Bank3,396$240K0.0%N/A0.007%
5/17/2024Tidal Investments LLC116,181$8.20M0.1%N/A0.250%
5/15/2024Flow Traders U.S. LLC49,529$3.49M0.2%+11.8%0.107%
5/14/2024Axxcess Wealth Management LLC8,183$577K0.0%-92.5%0.018%
5/14/2024CreativeOne Wealth LLC5,946$419K0.0%N/A0.013%
5/10/2024Discovery Value Fund90,040$6.35M2.2%N/A0.194%
5/9/2024 XR Securities LLC15,862$1.12M0.0%+46.5%0.034%
5/8/2024Headlands Technologies LLC4,024$284K0.1%-35.1%0.009%
4/30/2024Commonwealth Equity Services LLC8,264$583K0.0%+14.2%0.018%
4/24/2024Spire Wealth Management3,003$212K0.0%-9.1%0.007%
4/23/2024Strategic Blueprint LLC3,104$219K0.0%N/A0.007%
4/22/2024Ashton Thomas Private Wealth LLC93,518$6.60M0.4%+8.7%0.203%
4/16/2024Toth Financial Advisory Corp29,100$2.05M0.3%-44.2%0.063%
4/15/2024 Great Oak Capital Partners LLC4,536$320K0.1%+16.3%0.008%
4/13/2024IMC Chicago LLC659,675$46.54M0.0%-92.3%1.154%
4/12/2024 Traynor Capital Management Inc.3,449$243K0.0%N/A0.006%
3/22/2024PNC Financial Services Group Inc.1,890$103K0.0%N/A0.003%
2/26/2024 Great Oak Capital Partners LLC3,901$214K0.1%N/A0.007%
2/16/2024DRW Securities LLC85,998$4.71M0.1%+282.2%0.150%
2/13/2024Tower Research Capital LLC TRC74,576$4.08M0.1%+171.9%0.130%
2/9/2024Mark Sheptoff Financial Planning LLC452$25K0.0%N/A0.001%
2/9/2024IMC Chicago LLC8,518,882$466.32M0.3%+10,278.1%14.906%
2/9/2024Assetmark Inc.306,731$16.79M0.1%N/A0.537%
2/9/2024Corient Private Wealth LLC84,334$4.62M0.0%+30.9%0.148%
2/8/2024 Innova Wealth Partners4,516$247K0.2%N/A0.008%
2/7/2024Jump Financial LLC282,170$15.45M0.5%-9.2%0.494%
2/7/2024 MPS Loria Financial Planners LLC5,927$324K0.1%+20.5%0.010%
2/6/2024Spire Wealth Management3,305$187K0.0%-26.9%0.006%
2/6/2024Axxcess Wealth Management LLC109,487$5.99M0.2%+1,917.1%0.192%
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2/5/2024Capital Investment Counsel Inc2,700$148K0.0%+440.0%0.005%
2/2/2024Headlands Technologies LLC6,205$340K0.1%+66.4%0.011%
2/2/2024Golden State Equity Partners17,607$964K0.2%-4.1%0.031%
2/2/2024Simplex Trading LLC53,990$2.96M0.0%-1.8%0.094%
2/1/2024Millington Financial Advisors LLC28,410$1.56M1.2%+3.2%0.050%
1/31/2024Family Capital Management Inc.8,804$482K0.3%-35.8%0.015%
1/31/2024Stone House Investment Management LLC13,386$733K0.3%-22.7%0.023%
1/30/2024Prosperity Wealth Management Inc.130,315$7.13M4.6%-34.8%0.228%
1/30/2024Bison Wealth LLC4,145$227K0.0%N/A0.007%
1/30/2024Vontobel Holding Ltd.5,043$276K0.0%-64.0%0.009%
(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, 92 institutional investors and hedge funds held shares of ProShares UltraPro S&P 500. The most heavily invested institutionals were IMC Chicago LLC ($83.44M), Assetmark Inc. ($16.79M), Quadrature Capital Ltd ($15.55M), Jump Financial LLC ($15.45M), Cumberland Advisors Inc. ($9.14M), Tidal Investments LLC ($8.20M), and Flow Traders U.S. LLC ($7.23M).Learn more on UPRO's institutional investors.

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

Of the 85 institutional investors that purchased ProShares UltraPro S&P 500 stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: IMC Chicago LLC ($9.89M), Cumberland Advisors Inc. ($617.39K), Jump Financial LLC ($518.31K), Assetmark Inc. ($306.73K), Quadrature Capital Ltd ($180.38K), Axxcess Wealth Management LLC ($158.84K), and Tidal Investments LLC ($116.18K).

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

Institutional investors have bought a total of 13,306,950 shares in the last 24 months. This purchase volume represents approximately $739.19M in transactions.

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

Of the 39 institutional investors that sold ProShares UltraPro S&P 500 stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: IMC Chicago LLC ($8.09M), Cumberland Advisors Inc. ($946.83K), HRT Financial LP ($222.78K), Axxcess Wealth Management LLC ($152.52K), Simplex Trading LLC ($125.22K), Prosperity Wealth Management Inc. ($69.69K), and Tower Research Capital LLC TRC ($65.12K).

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

Institutional investors have sold a total of 9,947,662 shares in the last 24 months. This volume of shares sold represents approximately $649.54M in transactions.



This page (NYSEARCA:UPRO) was last updated on 1/21/2025 by MarketBeat.com Staff
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