Proshares Ultra Dow30 (DDM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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GenWealth Group, Inc.

DECREASED

Shares160,451 from 164,774

Change-4,323 (-3%)

Value$9.8M (-$978.0K)

Filed 2026-10-16

Capital Investment Counsel, Inc

DECREASED

Shares60,950 from 61,200

Change-250 (0%)

Value$3.7M (-$280.3K)

Filed 2026-10-20

Koshinski Asset Management, Inc.

INCREASED

Shares33,513 from 31,084

Change+2,429 (+8%)

Value$2.1M (+$14.1K)

Filed 2026-10-29

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares30,036 from 30,036

Change0 (0%)

Value$1.8M (-$130.1K)

Filed 2026-10-27

Genesee Capital Advisors, LLC

NEW

Shares19,193

Change+19,193

Value$1.2M

Filed 2026-10-20

Discipline Wealth Solutions, LLC

INCREASED

Shares12,794 from 11,165

Change+1,629 (+15%)

Value$783.0K (+$51.4K)

Filed 2026-10-14

CPR Investments Inc.

NEW

Shares8,625

Change+8,625

Value$527.9K

Filed 2026-10-26

Creative Planning

INCREASED

Shares8,283 from 7,871

Change+412 (+5%)

Value$506.9K (-$8.8K)

Filed 2026-11-02

Capital Investment Advisory Services, LLC

INCREASED

Shares8,018 from 8,009

Change+9 (+0%)

Value$490.7K (-$34.1K)

Filed 2026-10-30

MGO One Seven LLC

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$367.2K (-$26.0K)

Filed 2026-10-28

Imc-Chicago, LLC

DECREASED

Shares4,539 from 29,671

Change-25,132 (-85%)

Value$277.8K (-$1.7M)

Filed 2026-11-05

Commonwealth Equity Services, LLC

UNCHANGED

Shares4,430 from 4,430

Change0 (0%)

Value$271.1K (-$19.2K)

Filed 2026-11-02

Wealthstar Advisors, LLC

DECREASED

Shares3,834 from 3,912

Change-78 (-2%)

Value$234.6K (-$21.7K)

Filed 2026-10-19

Independent Financial Group, LLC

DECREASED

Shares3,300 from 5,700

Change-2,400 (-42%)

Value$202.0K (-$171.6K)

Filed 2026-10-13

Chung Wu Investment Group, LLC

INCREASED

Shares2,200 from 1,600

Change+600 (+38%)

Value$134.6K (+$29.8K)

Filed 2026-11-03

Farther Finance Advisors, LLC

NEW

Shares1,404

Change+1,404

Value$85.9K

Filed 2026-10-08

Simplex Trading, LLC

INCREASED

Shares735 from 203

Change+532 (+262%)

Value$45.0K (+$31.7K)

Filed 2026-11-04

IFP Advisors, Inc

INCREASED

Shares405 from 404

Change+1 (+0%)

Value$24.8K (-$1.7K)

Filed 2026-10-16

Global View Capital Management LLC

CLOSED

Shares0 from 254,774

Change-254,774 (-100%)

Value$0 (-$16.7M)

Filed 2026-10-28

Castleview Partners, LLC

CLOSED

Shares0 from 12,258

Change-12,258 (-100%)

Value$0 (-$803.3K)

Filed 2026-10-09

Encompass More Asset Management

CLOSED

Shares0 from 11,774

Change-11,774 (-100%)

Value$0 (-$771.6K)

Filed 2026-10-16

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 3,152

Change-3,152 (-100%)

Value$0 (-$207.0K)

Filed 2026-11-02

Focus Partners Wealth

N/A

Shares— from 192,792

Change-192,792 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 51,401

Change-51,401 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 24,678

Change-24,678 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 19,239

Change-19,239 (-100%)

Value—

Beaton Management Co. Inc.

N/A

Shares— from 16,800

Change-16,800 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 16,245

Change-16,245 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 15,622

Change-15,622 (-100%)

Value—

Plotkin Financial Advisors, LLC

N/A

Shares— from 12,589

Change-12,589 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 11,612

Change-11,612 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 9,212

Change-9,212 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 8,663

Change-8,663 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 6,765

Change-6,765 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 6,192

Change-6,192 (-100%)

Value—

Safe Harbor Fiduciary, LLC

N/A

Shares— from 5,472

Change-5,472 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,276

Change-5,276 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 4,851

Change-4,851 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 4,364

Change-4,364 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 4,072

Change-4,072 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 506

Change-506 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 500

Change-500 (-100%)

Value—

UBS Group AG

N/A

Shares— from 452

Change-452 (-100%)

Value—

Consultiva Wealth Management, Corp.

N/A

Shares— from 300

Change-300 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 242

Change-242 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 196

Change-196 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 74

Change-74 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 34

Change-34 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 31

Change-31 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 18

Change-18 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
GenWealth Group, Inc.	DECREASED	160,451	164,774	-4,323	-3%	$10.8M	$9.8M	-$978.0K	2026-10-16
Capital Investment Counsel, Inc	DECREASED	60,950	61,200	-250	0%	$4.0M	$3.7M	-$280.3K	2026-10-20
Koshinski Asset Management, Inc.	INCREASED	33,513	31,084	+2,429	+8%	$2.0M	$2.1M	+$14.1K	2026-10-29
Cassaday & Co Wealth Management LLC	UNCHANGED	30,036	30,036	0	0%	$2.0M	$1.8M	-$130.1K	2026-10-27
Genesee Capital Advisors, LLC	NEW	19,193	—	+19,193	—	—	$1.2M	—	2026-10-20
Discipline Wealth Solutions, LLC	INCREASED	12,794	11,165	+1,629	+15%	$731.6K	$783.0K	+$51.4K	2026-10-14
CPR Investments Inc.	NEW	8,625	—	+8,625	—	—	$527.9K	—	2026-10-26
Creative Planning	INCREASED	8,283	7,871	+412	+5%	$515.8K	$506.9K	-$8.8K	2026-11-02
Capital Investment Advisory Services, LLC	INCREASED	8,018	8,009	+9	+0%	$524.8K	$490.7K	-$34.1K	2026-10-30
MGO One Seven LLC	UNCHANGED	6,000	6,000	0	0%	$393.2K	$367.2K	-$26.0K	2026-10-28
Imc-Chicago, LLC	DECREASED	4,539	29,671	-25,132	-85%	$1.9M	$277.8K	-$1.7M	2026-11-05
Commonwealth Equity Services, LLC	UNCHANGED	4,430	4,430	0	0%	$290.3K	$271.1K	-$19.2K	2026-11-02
Wealthstar Advisors, LLC	DECREASED	3,834	3,912	-78	-2%	$256.4K	$234.6K	-$21.7K	2026-10-19
Independent Financial Group, LLC	DECREASED	3,300	5,700	-2,400	-42%	$373.5K	$202.0K	-$171.6K	2026-10-13
Chung Wu Investment Group, LLC	INCREASED	2,200	1,600	+600	+38%	$104.8K	$134.6K	+$29.8K	2026-11-03
Farther Finance Advisors, LLC	NEW	1,404	—	+1,404	—	—	$85.9K	—	2026-10-08
Simplex Trading, LLC	INCREASED	735	203	+532	+262%	$13.3K	$45.0K	+$31.7K	2026-11-04
IFP Advisors, Inc	INCREASED	405	404	+1	+0%	$26.5K	$24.8K	-$1.7K	2026-10-16
Global View Capital Management LLC	CLOSED	0	254,774	-254,774	-100%	$16.7M	$0	-$16.7M	2026-10-28
Castleview Partners, LLC	CLOSED	0	12,258	-12,258	-100%	$803.3K	$0	-$803.3K	2026-10-09
Encompass More Asset Management	CLOSED	0	11,774	-11,774	-100%	$771.6K	$0	-$771.6K	2026-10-16
Cambridge Investment Research Advisors, Inc.	CLOSED	0	3,152	-3,152	-100%	$207.0K	$0	-$207.0K	2026-11-02
Focus Partners Wealth	N/A	—	192,792	-192,792	-100%	$12.6M	—	—	—
Citadel Advisors LLC	N/A	—	51,401	-51,401	-100%	$3.4M	—	—	—
GTS Securities LLC	N/A	—	24,678	-24,678	-100%	$1.6M	—	—	—
Susquehanna International Group, LLP	N/A	—	19,239	-19,239	-100%	$1.3M	—	—	—
Beaton Management Co. Inc.	N/A	—	16,800	-16,800	-100%	$1.1M	—	—	—
Flow Traders U.S. LLC	N/A	—	16,245	-16,245	-100%	$1.1M	—	—	—
Jane Street Group, LLC	N/A	—	15,622	-15,622	-100%	$1.0M	—	—	—
Plotkin Financial Advisors, LLC	N/A	—	12,589	-12,589	-100%	$825.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	11,612	-11,612	-100%	$760.9K	—	—	—
Harvest Investment Services, LLC	N/A	—	9,212	-9,212	-100%	$603.7K	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	8,663	-8,663	-100%	$567.7K	—	—	—
Mariner, LLC	N/A	—	6,765	-6,765	-100%	$443.3K	—	—	—
Bank of America Corp	N/A	—	6,192	-6,192	-100%	$405.8K	—	—	—
Safe Harbor Fiduciary, LLC	N/A	—	5,472	-5,472	-100%	$358.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,276	-5,276	-100%	$345.7K	—	—	—
HighTower Advisors, LLC	N/A	—	4,851	-4,851	-100%	$317.9K	—	—	—
LPL Financial LLC	N/A	—	4,364	-4,364	-100%	$286.0K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	4,072	-4,072	-100%	$266.8K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	506	-506	-100%	$33.2K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	500	-500	-100%	$32.8K	—	—	—
UBS Group AG	N/A	—	452	-452	-100%	$29.6K	—	—	—
Consultiva Wealth Management, Corp.	N/A	—	300	-300	-100%	$19.7K	—	—	—
BlackRock, Inc.	N/A	—	242	-242	-100%	$15.9K	—	—	—
Ancora Advisors LLCA	N/A	—	196	-196	-100%	$12.9K	—	—	—
Optiver Holding B.V.	N/A	—	74	-74	-100%	$4.8K	—	—	—
JPMorgan Chase & Co	N/A	—	34	-34	-100%	$2.2K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	31	-31	-100%	$2.0K	—	—	—
SHP Wealth Management	N/A	—	18	-18	-100%	$1.2K	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$67	—	—	—
Morgan Stanley	N/A	—	1	-1	-100%	$103	—	—	—

Showing 52 of 52 institutions