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ProShares Ultra Russell 2000 (UWM) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for ProShares Ultra Russell 2000 (NYSEARCA:UWM)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$209.87M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$23.44M
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UWM Institutional Buying and Selling by Quarter

ProShares Ultra Russell 2000 Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025Personal CFO Solutions LLC322,764$12.16M2.2%-4.9%3.710%
8/12/2025Absolute Capital Management LLC16,064$605K0.3%+8.6%0.185%
8/8/2025 Capital Investment Counsel Inc53,700$2.02M0.3%+4.1%0.617%
8/6/2025 Prospera Financial Services Inc26,477$997K0.0%-24.7%0.304%
8/5/2025 Cassaday & Co Wealth Management LLC9,288$350K0.0%+3.9%0.107%
8/4/2025 Atria Investments Inc119,768$4.51M0.1%+14.3%1.377%
8/1/2025 GWN Securities Inc.26,466$997K0.2%+102.3%0.304%
8/1/2025 Envestnet Asset Management Inc.2,742,841$103.32M0.0%-6.0%31.527%
7/28/2025 Axxcess Wealth Management LLC24,386$919K0.0%+31.7%0.280%
7/25/2025 Envestnet Portfolio Solutions Inc.251,694$9.48M0.0%-4.4%2.893%
7/22/2025 Simplicity Wealth LLC118,610$4.47M0.2%+16.4%1.363%
7/18/2025 Truist Financial Corp5,898$222K0.0%N/A0.068%
7/14/2025 Toth Financial Advisory Corp58,129$2.19M0.3%+12.2%0.657%
7/14/2025 Park Avenue Securities LLC200,268$7.54M0.1%-21.8%2.263%
7/10/2025 Financial Management Network Inc.7,036$283K0.1%N/A0.081%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,537$58K0.0%-81.7%0.018%
5/21/2025Geneos Wealth Management Inc.870$29K0.0%-41.1%0.010%
5/14/2025Northwestern Mutual Wealth Management Co.2,049$69K0.0%+924.5%0.023%
5/14/2025Kestra Advisory Services LLC75,245$2.52M0.0%+4.8%0.831%
5/8/2025HHM Wealth Advisors LLC1,400$47K0.0%N/A0.015%
4/30/2025 Axxcess Wealth Management LLC18,513$619K0.0%-39.1%0.195%
4/30/2025Personal CFO Solutions LLC339,375$11.35M2.3%-7.1%3.572%
4/29/2025 Envestnet Asset Management Inc.2,917,722$97.57M0.0%-3.4%30.713%
4/29/2025 Capital Investment Advisory Services LLC4,300$144K0.0%+19.4%0.045%
4/28/2025 Capital Investment Counsel Inc51,599$1.73M0.3%+14.2%0.543%
4/25/2025WealthBridge Capital Management LLC20,395$682K0.2%+11.7%0.215%
4/21/2025 Envestnet Portfolio Solutions Inc.263,390$8.81M0.0%-17.6%2.773%
4/15/2025Integrated Advisors Network LLC12,704$425K0.0%-46.5%0.133%
4/15/2025 Simplicity Wealth LLC101,911$3.41M0.3%+12.5%1.067%
4/14/2025 IMC Chicago LLC71,955$2.41M0.0%+101.4%0.753%
4/14/2025 Toth Financial Advisory Corp51,825$1.73M0.2%-20.2%0.543%
4/14/2025 Park Avenue Securities LLC256,145$8.57M0.1%+30.1%2.682%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.8,386$280K0.0%+12.5%0.088%
4/10/2025 Veracity Capital LLC7,233$242K0.1%-55.7%0.076%
2/25/2025B. Riley Wealth Advisors Inc.15,754$659K0.0%N/A0.160%
2/25/2025Integrated Advisors Network LLC23,725$993K0.0%+141.2%0.241%
2/18/2025 GTS Securities LLC84,308$3.53M0.2%-1,224.1%1.519%
2/18/2025 Novem Group4,821$202K0.0%N/A0.087%
2/17/2025Quadcap Wealth Management LLC7,115$298K0.0%N/A0.128%
2/17/2025 Forefront Analytics LLC7,887$330K0.2%-46.0%0.142%
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2/17/2025Aptus Capital Advisors LLC10,843$454K0.0%N/A0.195%
2/14/2025Two Sigma Securities LLC13,194$552K0.1%N/A0.238%
2/14/2025Tower Research Capital LLC TRC36,766$1.54M0.0%+436.6%0.662%
2/14/2025Concourse Financial Group Securities Inc.16,372$729K0.0%N/A0.295%
2/13/2025 Envestnet Asset Management Inc.3,019,931$126.38M0.0%+50,502.1%54.413%
2/12/2025JPMorgan Chase & Co.3,100$130K0.0%-40.4%0.056%
2/11/2025 Crowley Wealth Management Inc.69,200$2.90M2.6%N/A1.247%
2/11/2025 Simplex Trading LLC6,948$290K0.0%-19.9%0.125%
2/11/2025Absolute Capital Management LLC22,738$954K0.5%N/A0.410%
2/10/2025 Axxcess Wealth Management LLC30,404$1.27M0.0%N/A0.548%
2/10/2025 Envestnet Portfolio Solutions Inc.319,492$13.37M0.0%N/A5.757%
2/10/2025EverSource Wealth Advisors LLC86,694$3.63M0.2%N/A1.562%
2/7/2025Global View Capital Management LLC22,811$957K0.3%N/A0.411%
2/7/2025 Simplicity Wealth LLC90,572$3.79M0.8%N/A1.632%
2/7/2025Personal CFO Solutions LLC365,348$15.29M3.0%N/A6.583%
2/7/2025 Larson Financial Group LLC1,600$67K0.0%-38.5%0.029%
2/6/2025 SP Asset Management LLC7,200$301K0.0%-32.0%0.130%
2/6/2025 Atria Investments Inc107,114$4.48M0.1%N/A1.930%
2/6/2025 Bard Associates Inc.18,015$754K0.3%-9.1%0.325%
2/6/2025 Meridian Wealth Management LLC40,946$1.71M0.1%N/A0.738%
2/5/2025 US Bancorp DE5,341$224K0.0%N/A0.096%
2/4/2025 World Equity Group Inc.8,000$335K0.1%N/A0.144%
2/3/2025 Sigma Planning Corp5,384$225K0.0%N/A0.097%
2/3/2025 Capital Investment Counsel Inc45,199$1.89M0.3%-16.0%0.814%
2/3/2025WealthBridge Capital Management LLC18,262$764K0.2%N/A0.329%
2/3/2025 Financial Management Network Inc.10,765$465K0.1%N/A0.194%
1/31/2025 Truist Financial Corp27,145$1.14M0.0%N/A0.489%
1/30/2025Principal Securities Inc.5,744$240K0.0%N/A0.103%
1/30/2025Aveo Capital Partners LLC29,802$1.25M0.1%-75.9%0.537%
1/27/2025 IMC Chicago LLC35,719$1.50M0.0%N/A0.644%
1/21/2025 Toth Financial Advisory Corp64,975$2.72M0.3%+42.5%1.171%
1/21/2025Geneos Wealth Management Inc.1,477$62K0.0%-32.2%0.027%
1/17/2025 Veracity Capital LLC16,332$683K0.2%N/A0.294%
1/14/2025 Park Avenue Securities LLC196,887$8.24M0.1%N/A3.548%
1/6/2025 Silverleafe Capital Partners LLC8,220$344K0.1%N/A0.148%
11/15/2024Quadrature Capital Ltd57,618$2.47M0.1%N/A1.038%
11/15/2024Arizona PSPRS Trust5,004$215K0.0%N/A0.090%
11/14/2024Flow Traders U.S. LLC6,658$286K0.0%N/A0.120%
11/12/2024 Larson Financial Group LLC2,603$112K0.0%+62.7%0.047%
11/7/2024Peterson Financial Group Inc.3,421$147K0.6%N/A0.062%
10/30/2024 Clarity Capital Partners LLC5,106$219K0.1%-64.1%0.092%
10/22/2024 Capital Investment Counsel Inc53,796$2.31M0.3%+1.3%0.969%
10/21/2024 Toth Financial Advisory Corp45,602$1.96M0.2%+51.4%0.822%
10/11/2024 Thurston Springer Miller Herd & Titak Inc.7,264$312K0.1%N/A0.131%
8/14/2024Squarepoint Ops LLC22,043$821K0.0%N/A0.397%
8/9/2024Renaissance Technologies LLC12,100$450K0.0%N/A0.218%
7/22/2024 Capital Investment Counsel Inc53,115$1.98M0.3%+50.3%0.957%
5/16/2024 Innova Wealth Partners14,619$597K0.5%+43.3%0.263%
5/3/2024 Clarity Capital Partners LLC34,826$1.42M0.9%+26.0%0.627%
4/25/2024 Capital Investment Advisory Services LLC4,150$169K0.0%+15.3%0.073%
Amazon’s big Bitcoin embarrassment (Ad)

Bitcoin just passed Amazon in total market cap — but most investors are missing the bigger opportunity. While the crowd buys Bitcoin outright, trader Larry Benedict is using a method called “Bitcoin Skimming” to target 6x, 9x, even 22x bigger profits. He reveals how it works in a free video.

Watch the Bitcoin Skimming strategy here
4/16/2024 Toth Financial Advisory Corp24,177$987K0.1%+18.2%0.428%
2/20/2024 Clarity Capital Partners LLC27,640$1.05M0.7%N/A0.570%
2/14/2024 Cassaday & Co Wealth Management LLC7,716$294K0.0%-88.6%0.159%
2/13/2024Peapack Gladstone Financial Corp30,209$1.15M0.0%N/A0.623%
2/13/2024 Bard Associates Inc.20,025$762K0.3%-3.8%0.413%
2/12/2024Harvest Investment Services LLC11,436$435K0.2%+61.4%0.236%
2/9/2024 Cassaday & Co Wealth Management LLC7,716$294K0.0%-88.6%0.159%
2/9/2024Corient Private Wealth LLC26,069$992K0.0%N/A0.538%
2/8/2024 Kingsview Wealth Management LLC8,459$322K0.0%N/A0.174%
2/8/2024 Innova Wealth Partners10,201$388K0.3%N/A0.210%
(Data available from 1/1/2016 forward)

UWM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UWM shares?

During the previous two years, 66 institutional investors and hedge funds held shares of ProShares Ultra Russell 2000. The most heavily invested institutionals were Envestnet Asset Management Inc. ($103.32M), Personal CFO Solutions LLC ($12.16M), Envestnet Portfolio Solutions Inc. ($9.48M), Park Avenue Securities LLC ($7.54M), Atria Investments Inc ($4.51M), Simplicity Wealth LLC ($4.47M), and EverSource Wealth Advisors LLC ($3.63M).Learn more on ProShares Ultra Russell 2000's institutional investors.

Which institutional investors have been buying ProShares Ultra Russell 2000's stock?

Of the 57 institutional investors that purchased ProShares Ultra Russell 2000's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($3.01M), Personal CFO Solutions LLC ($365.35K), Aveo Capital Partners LLC ($345.47K), Envestnet Portfolio Solutions Inc. ($319.49K), Park Avenue Securities LLC ($256.15K), Atria Investments Inc ($122.13K), and Simplicity Wealth LLC ($118.61K).

How much institutional buying is happening at ProShares Ultra Russell 2000?

Institutional investors have bought a total of 5,048,691 shares in the last 24 months. This purchase volume represents approximately $209.93M in transactions.

Which of ProShares Ultra Russell 2000's major shareholders have been selling company stock?

Of the 20 institutional investors that sold ProShares Ultra Russell 2000's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($277.09K), Aveo Capital Partners LLC ($93.66K), Envestnet Portfolio Solutions Inc. ($67.80K), Park Avenue Securities LLC ($55.88K), Personal CFO Solutions LLC ($42.58K), Toth Financial Advisory Corp ($13.15K), and Axxcess Wealth Management LLC ($11.89K).

How much institutional selling is happening at ProShares Ultra Russell 2000?

Institutional investors have sold a total of 633,503 shares in the last 24 months. This volume of shares sold represents approximately $23.44M in transactions.


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This page (NYSEARCA:UWM) was last updated on 8/12/2025 by MarketBeat.com Staff
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