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Proshares Ultra Russell2000 (UWM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Toth Financial Advisory Corp
INCREASED
Shares97,217 from 92,077
Change+5,140 (+6%)
Value$5.5M (-$676.2K)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
UNCHANGED
Shares67,410 from 67,410
Change0 (0%)
Value$3.8M (-$708.5K)
Filed 2026-10-21
Genesee Capital Advisors, LLC
INCREASED
Shares32,663 from 20,034
Change+12,629 (+63%)
Value$1.9M (+$505.8K)
Filed 2026-10-20
Tempus Wealth Planning, LLC
DECREASED
Shares25,766 from 33,257
Change-7,491 (-23%)
Value$1.5M (-$774.4K)
Filed 2026-10-14
Capital Investment Counsel, Inc
DECREASED
Shares19,376 from 19,675
Change-299 (-2%)
Value$1.1M (-$223.7K)
Filed 2026-10-20
Global View Capital Management LLC
DECREASED
Shares17,707 from 94,336
Change-76,629 (-81%)
Value$1.0M (-$5.3M)
Filed 2026-10-28
Atlatl Advisers LLC
INCREASED
Shares12,766 from 12,450
Change+316 (+3%)
Value$724.1K (-$112.9K)
Filed 2026-10-22
Dedeker Financial LLC
INCREASED
Shares10,324 from 10,236
Change+88 (+1%)
Value$585.6K (-$102.6K)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares9,288 from 9,288
Change0 (0%)
Value$526.8K (-$97.6K)
Filed 2026-10-27
Imc-Chicago, LLC
DECREASED
Shares9,133 from 17,970
Change-8,837 (-49%)
Value$518.0K (-$690.1K)
Filed 2026-11-05
Verdence Capital Advisors LLC
UNCHANGED
Shares6,103 from 6,103
Change0 (0%)
Value$346.2K (-$64.1K)
Filed 2026-10-26
Silverleafe Capital Partners, LLC
UNCHANGED
Shares4,892 from 4,892
Change0 (0%)
Value$277.5K (-$51.4K)
Filed 2026-10-02
Kestra Advisory Services, LLC
INCREASED
Shares3,732 from 3,721
Change+11 (+0%)
Value$211.7K (-$38.5K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
DECREASED
Shares3,400 from 37,577
Change-34,177 (-91%)
Value$192.8K (-$2.3M)
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares1,623 from 1,618
Change+5 (+0%)
Value$92.1K (-$16.7K)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$18.5K (-$3.4K)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares192
Change+192
Value$10.9K
Filed 2026-10-21
Simplex Trading, LLC
NEW
Shares128
Change+128
Value$7.3K
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$4.4K ($0)
Filed 2026-11-06
Client First Investment Management LLC
CLOSED
Shares0 from 119,587
Change-119,587 (-100%)
Value$0 (-$8.0M)
Filed 2026-10-09
Legacy Wealth Partners, LLC
CLOSED
Shares0 from 55,321
Change-55,321 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-15
Independent Financial Group, LLC
CLOSED
Shares0 from 11,435
Change-11,435 (-100%)
Value$0 (-$768.8K)
Filed 2026-10-13
Meridian Wealth Management, LLC
CLOSED
Shares0 from 4,840
Change-4,840 (-100%)
Value$0 (-$325.4K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 3,588
Change-3,588 (-100%)
Value$0 (-$241.2K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 2,028
Change-2,028 (-100%)
Value$0 (-$136.4K)
Filed 2026-11-06
Envestnet Asset Management Inc
N/A
Shares— from 160,906
Change-160,906 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 67,454
Change-67,454 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 15,203
Change-15,203 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,449
Change-13,449 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 13,200
Change-13,200 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 7,997
Change-7,997 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 6,815
Change-6,815 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,024
Change-6,024 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,132
Change-5,132 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 4,205
Change-4,205 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 3,469
Change-3,469 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 804
Change-804 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 283
Change-283 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 110
Change-110 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 100
Change-100 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 19
Change-19 (-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—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Toth Financial Advisory Corp
INCREASED97,21792,077+5,140+6%$6.2M$5.5M-$676.2K2026-10-08
Wealthcare Advisory Partners LLC
UNCHANGED67,41067,41000%$4.5M$3.8M-$708.5K2026-10-21
Genesee Capital Advisors, LLC
INCREASED32,66320,034+12,629+63%$1.3M$1.9M+$505.8K2026-10-20
Tempus Wealth Planning, LLC
DECREASED25,76633,257-7,491-23%$2.2M$1.5M-$774.4K2026-10-14
Capital Investment Counsel, Inc
DECREASED19,37619,675-299-2%$1.3M$1.1M-$223.7K2026-10-20
Global View Capital Management LLC
DECREASED17,70794,336-76,629-81%$6.3M$1.0M-$5.3M2026-10-28
Atlatl Advisers LLC
INCREASED12,76612,450+316+3%$837.0K$724.1K-$112.9K2026-10-22
Dedeker Financial LLC
INCREASED10,32410,236+88+1%$688.2K$585.6K-$102.6K2026-10-23
Cassaday & Co Wealth Management LLC
UNCHANGED9,2889,28800%$624.4K$526.8K-$97.6K2026-10-27
Imc-Chicago, LLC
DECREASED9,13317,970-8,837-49%$1.2M$518.0K-$690.1K2026-11-05
Verdence Capital Advisors LLC
UNCHANGED6,1036,10300%$410.3K$346.2K-$64.1K2026-10-26
Silverleafe Capital Partners, LLC
UNCHANGED4,8924,89200%$328.9K$277.5K-$51.4K2026-10-02
Kestra Advisory Services, LLC
INCREASED3,7323,721+11+0%$250.2K$211.7K-$38.5K2026-11-02
Capital Investment Advisory Services, LLC
DECREASED3,40037,577-34,177-91%$2.5M$192.8K-$2.3M2026-10-30
Larson Financial Group LLC
INCREASED1,6231,618+5+0%$108.8K$92.1K-$16.7K2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED32632600%$21.9K$18.5K-$3.4K2026-10-28
Root Financial Partners, LLC
NEW192—+192——$10.9K—2026-10-21
Simplex Trading, LLC
NEW128—+128——$7.3K—2026-11-04
Allworth Financial LP
UNCHANGED656500%$4.4K$4.4K$02026-11-06
Client First Investment Management LLC
CLOSED0119,587-119,587-100%$8.0M$0-$8.0M2026-10-09
Legacy Wealth Partners, LLC
CLOSED055,321-55,321-100%$3.7M$0-$3.7M2026-10-15
Independent Financial Group, LLC
CLOSED011,435-11,435-100%$768.8K$0-$768.8K2026-10-13
Meridian Wealth Management, LLC
CLOSED04,840-4,840-100%$325.4K$0-$325.4K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED03,588-3,588-100%$241.2K$0-$241.2K2026-10-14
Institute for Wealth Management, Llc.
CLOSED02,028-2,028-100%$136.4K$0-$136.4K2026-11-06
Envestnet Asset Management Inc
N/A—160,906-160,906-100%$10.8M———
Citadel Advisors LLC
N/A—67,454-67,454-100%$4.5M———
Jane Street Group, LLC
N/A—15,203-15,203-100%$1.0M———
Susquehanna International Group, LLP
N/A—13,449-13,449-100%$904.2K———
Bard Associates Inc
N/A—13,200-13,200-100%$887.4K———
Forefront Analytics, LLC
N/A—7,997-7,997-100%$537.7K———
Harvest Investment Services, LLC
N/A—6,815-6,815-100%$458.2K———
Tower Research Capital LLC (TRC)
N/A—6,024-6,024-100%$405.0K———
UBS Group AG
N/A—5,132-5,132-100%$345.0K———
Summit Financial, LLC
N/A—4,205-4,205-100%$282.7K———
Dearborn Partners LLC
N/A—3,700-3,700-100%$323.2K———
Kingsview Wealth Management, LLC
N/A—3,680-3,680-100%$247.4K———
One Wealth Map LLC
N/A—3,469-3,469-100%$214.4K———
Geneos Wealth Management Inc.
N/A—804-804-100%$54.1K———
Fiduciary Financial Advisors
N/A—283-283-100%$19.1K———
BFC Planning, Inc.
N/A—120-120-100%$8.1K———
Whittier Trust Co
N/A—110-110-100%$7.3K———
Bank of Montreal
N/A—100-100-100%$6.7K———
JPMorgan Chase & Co
N/A—19-19-100%$1.3K———
Wells Fargo & Company
N/A—1-1-100%$36———
Morgan Stanley
N/A—1-1-100%$105———
Huntington National Bank
N/A—1-1-100%$67———
Showing 47 of 47 institutions