Proshares Ultra Financials (UYG)

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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Cassaday & Co Wealth Management LLC

UNCHANGED

Shares40,101 from 40,101

Change0 (0%)

Value$3.4M (-$76.6K)

Filed 2026-10-27

Toth Financial Advisory Corp

INCREASED

Shares28,245 from 27,995

Change+250 (+1%)

Value$2.4M (-$32.6K)

Filed 2026-10-08

Chicago Partners Investment Group LLC

DECREASED

Shares9,415 from 9,489

Change-74 (-1%)

Value$861.2K (-$13.4K)

Filed 2026-10-27

Truist Financial Corp

INCREASED

Shares8,222 from 7,314

Change+908 (+12%)

Value$687.9K (+$62.0K)

Filed 2026-10-30

Integrated Advisors Network LLC

DECREASED

Shares7,952 from 11,695

Change-3,743 (-32%)

Value$665.3K (-$335.5K)

Filed 2026-10-20

Capital Investment Counsel, Inc

DECREASED

Shares7,455 from 7,555

Change-100 (-1%)

Value$623.7K (-$22.8K)

Filed 2026-10-20

Creative Planning

DECREASED

Shares5,550 from 5,589

Change-39 (-1%)

Value$464.3K (-$13.9K)

Filed 2026-11-02

Independent Financial Group, LLC

UNCHANGED

Shares5,413 from 5,413

Change0 (0%)

Value$452.8K (-$10.3K)

Filed 2026-10-13

Bryn Mawr Trust Advisors, LLC

DECREASED

Shares4,602 from 4,897

Change-295 (-6%)

Value$385.0K (-$34.1K)

Filed 2026-11-04

Kennedy Investment Group, Inc.

UNCHANGED

Shares4,100 from 4,100

Change0 (0%)

Value$343.0K (-$7.8K)

Filed 2026-10-21

Integrity Alliance, Llc.

NEW

Shares3,585

Change+3,585

Value$299.9K

Filed 2026-10-29

Lido Advisors, LLC

UNCHANGED

Shares3,534 from 3,534

Change0 (0%)

Value$295.7K (-$6.7K)

Filed 2026-11-04

Lazari Capital Management, Inc.

UNCHANGED

Shares3,510 from 3,510

Change0 (0%)

Value$293.6K (-$6.7K)

Filed 2026-10-20

FAI Advisors, Inc.

NEW

Shares3,217

Change+3,217

Value$269.1K

Filed 2026-10-27

United Advisor Group, LLC

INCREASED

Shares2,471 from 2,470

Change+1 (+0%)

Value$206.7K (-$4.7K)

Filed 2026-11-03

Harbor Investment Advisory, LLC

UNCHANGED

Shares2,100 from 2,100

Change0 (0%)

Value$175.7K (-$4.0K)

Filed 2026-10-13

Farther Finance Advisors, LLC

UNCHANGED

Shares750 from 750

Change0 (0%)

Value$62.7K (-$1.4K)

Filed 2026-10-08

Main Street Group, LTD

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$50.2K (-$1.1K)

Filed 2026-10-28

Spire Wealth Management

DECREASED

Shares473 from 635

Change-162 (-26%)

Value$39.6K (-$14.7K)

Filed 2026-10-30

Hartford Financial Management Inc.

UNCHANGED

Shares420 from 420

Change0 (0%)

Value$35.1K (-$802)

Filed 2026-10-21

US Bancorp \de\

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$25.1K (-$573)

Filed 2026-11-05

Valley National Advisers Inc

UNCHANGED

Shares120 from 120

Change0 (0%)

Value$10.0K (-$229)

Filed 2026-10-23

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$6.3K (-$143)

Filed 2026-11-03

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares67 from 67

Change0 (0%)

Value$6 ($0)

Filed 2026-11-04

Phillip James Consulting Co.

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$3.2K (-$73)

Filed 2026-11-03

Latitude Advisors, LLC

NEW

Shares31

Change+31

Value$2.6K

Filed 2026-10-27

Assetmark, Inc

DECREASED

Shares22 from 46

Change-24 (-52%)

Value$1.8K (-$2.1K)

Filed 2026-10-21

Vima LLC

DECREASED

Shares10 from 226

Change-216 (-96%)

Value$837 (-$18.5K)

Filed 2026-10-23

Michael J. Porro & Co. Financial Advisors, Inc.

CLOSED

Shares0 from 13,615

Change-13,615 (-100%)

Value$0 (-$1.2M)

Filed 2026-10-16

Kestra Advisory Services, LLC

CLOSED

Shares0 from 2,736

Change-2,736 (-100%)

Value$0 (-$234.1K)

Filed 2026-11-02

B. Riley Wealth Advisors, Inc.

CLOSED

Shares0 from 2,357

Change-2,357 (-100%)

Value$0 (-$202.3K)

Filed 2026-10-13

Parisi Gray Wealth Management

CLOSED

Shares0 from 2,356

Change-2,356 (-100%)

Value$0 (-$201.6K)

Filed 2026-10-16

Diversify Wealth Management, LLC

CLOSED

Shares0 from 2,215

Change-2,215 (-100%)

Value$0 (-$211.9K)

Filed 2026-10-20

Diversify Advisory Services, LLC

CLOSED

Shares0 from 2,215

Change-2,215 (-100%)

Value$0 (-$211.9K)

Filed 2026-10-20

MCF Advisors LLC

CLOSED

Shares0 from 566

Change-566 (-100%)

Value$0 (-$48.4K)

Filed 2026-10-28

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 372

Change-372 (-100%)

Value$0 (-$31.8K)

Filed 2026-11-04

Susquehanna International Group, LLP

N/A

Shares— from 28,736

Change-28,736 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 24,429

Change-24,429 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 17,695

Change-17,695 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 12,698

Change-12,698 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 10,250

Change-10,250 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 7,689

Change-7,689 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 7,032

Change-7,032 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 6,806

Change-6,806 (-100%)

Value—

Blair William & Co

N/A

Shares— from 6,115

Change-6,115 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 5,820

Change-5,820 (-100%)

Value—

Coastal Bridge Advisors, LLC

N/A

Shares— from 5,484

Change-5,484 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 5,250

Change-5,250 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Dimension Capital Management LLC

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 4,182

Change-4,182 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 4,117

Change-4,117 (-100%)

Value—

Texas Capital Bank Wealth Management Services Inc

N/A

Shares— from 3,829

Change-3,829 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 3,801

Change-3,801 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 3,621

Change-3,621 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 3,579

Change-3,579 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 3,262

Change-3,262 (-100%)

Value—

Lowery Thomas, LLC

N/A

Shares— from 3,242

Change-3,242 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 3,062

Change-3,062 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 2,627

Change-2,627 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 2,620

Change-2,620 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 2,538

Change-2,538 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 2,465

Change-2,465 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 2,463

Change-2,463 (-100%)

Value—

Sollinda Capital Management LLC

N/A

Shares— from 2,454

Change-2,454 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 2,229

Change-2,229 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 2,038

Change-2,038 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,038

Change-2,038 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 1,349

Change-1,349 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1,133

Change-1,133 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 300

Change-300 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 229

Change-229 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 216

Change-216 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 150

Change-150 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2

Change-2 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1

Change-1 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Cassaday & Co Wealth Management LLC	UNCHANGED	40,101	40,101	0	0%	$3.4M	$3.4M	-$76.6K	2026-10-27
Toth Financial Advisory Corp	INCREASED	28,245	27,995	+250	+1%	$2.4M	$2.4M	-$32.6K	2026-10-08
Chicago Partners Investment Group LLC	DECREASED	9,415	9,489	-74	-1%	$874.6K	$861.2K	-$13.4K	2026-10-27
Truist Financial Corp	INCREASED	8,222	7,314	+908	+12%	$625.9K	$687.9K	+$62.0K	2026-10-30
Integrated Advisors Network LLC	DECREASED	7,952	11,695	-3,743	-32%	$1.0M	$665.3K	-$335.5K	2026-10-20
Capital Investment Counsel, Inc	DECREASED	7,455	7,555	-100	-1%	$646.5K	$623.7K	-$22.8K	2026-10-20
Creative Planning	DECREASED	5,550	5,589	-39	-1%	$478.2K	$464.3K	-$13.9K	2026-11-02
Independent Financial Group, LLC	UNCHANGED	5,413	5,413	0	0%	$463.2K	$452.8K	-$10.3K	2026-10-13
Bryn Mawr Trust Advisors, LLC	DECREASED	4,602	4,897	-295	-6%	$419.1K	$385.0K	-$34.1K	2026-11-04
Kennedy Investment Group, Inc.	UNCHANGED	4,100	4,100	0	0%	$350.8K	$343.0K	-$7.8K	2026-10-21
Integrity Alliance, Llc.	NEW	3,585	—	+3,585	—	—	$299.9K	—	2026-10-29
Lido Advisors, LLC	UNCHANGED	3,534	3,534	0	0%	$302.4K	$295.7K	-$6.7K	2026-11-04
Lazari Capital Management, Inc.	UNCHANGED	3,510	3,510	0	0%	$300.4K	$293.6K	-$6.7K	2026-10-20
FAI Advisors, Inc.	NEW	3,217	—	+3,217	—	—	$269.1K	—	2026-10-27
United Advisor Group, LLC	INCREASED	2,471	2,470	+1	+0%	$211.4K	$206.7K	-$4.7K	2026-11-03
Harbor Investment Advisory, LLC	UNCHANGED	2,100	2,100	0	0%	$179.7K	$175.7K	-$4.0K	2026-10-13
Farther Finance Advisors, LLC	UNCHANGED	750	750	0	0%	$64.2K	$62.7K	-$1.4K	2026-10-08
Main Street Group, LTD	UNCHANGED	600	600	0	0%	$51.3K	$50.2K	-$1.1K	2026-10-28
Spire Wealth Management	DECREASED	473	635	-162	-26%	$54.3K	$39.6K	-$14.7K	2026-10-30
Hartford Financial Management Inc.	UNCHANGED	420	420	0	0%	$35.9K	$35.1K	-$802	2026-10-21
US Bancorp \de\	UNCHANGED	300	300	0	0%	$25.7K	$25.1K	-$573	2026-11-05
Valley National Advisers Inc	UNCHANGED	120	120	0	0%	$10.3K	$10.0K	-$229	2026-10-23
Ashton Thomas Private Wealth, LLC	UNCHANGED	75	75	0	0%	$6.4K	$6.3K	-$143	2026-11-03
Hazlett, Burt & Watson, Inc.	UNCHANGED	67	67	0	0%	$6	$6	$0	2026-11-04
Phillip James Consulting Co.	UNCHANGED	38	38	0	0%	$3.3K	$3.2K	-$73	2026-11-03
Latitude Advisors, LLC	NEW	31	—	+31	—	—	$2.6K	—	2026-10-27
Assetmark, Inc	DECREASED	22	46	-24	-52%	$3.9K	$1.8K	-$2.1K	2026-10-21
Vima LLC	DECREASED	10	226	-216	-96%	$19.3K	$837	-$18.5K	2026-10-23
Michael J. Porro & Co. Financial Advisors, Inc.	CLOSED	0	13,615	-13,615	-100%	$1.2M	$0	-$1.2M	2026-10-16
Kestra Advisory Services, LLC	CLOSED	0	2,736	-2,736	-100%	$234.1K	$0	-$234.1K	2026-11-02
B. Riley Wealth Advisors, Inc.	CLOSED	0	2,357	-2,357	-100%	$202.3K	$0	-$202.3K	2026-10-13
Parisi Gray Wealth Management	CLOSED	0	2,356	-2,356	-100%	$201.6K	$0	-$201.6K	2026-10-16
Diversify Wealth Management, LLC	CLOSED	0	2,215	-2,215	-100%	$211.9K	$0	-$211.9K	2026-10-20
Diversify Advisory Services, LLC	CLOSED	0	2,215	-2,215	-100%	$211.9K	$0	-$211.9K	2026-10-20
MCF Advisors LLC	CLOSED	0	566	-566	-100%	$48.4K	$0	-$48.4K	2026-10-28
Plante Moran Financial Advisors, LLC	CLOSED	0	372	-372	-100%	$31.8K	$0	-$31.8K	2026-11-04
Susquehanna International Group, LLP	N/A	—	28,736	-28,736	-100%	$2.5M	—	—	—
Focus Partners Wealth	N/A	—	24,429	-24,429	-100%	$2.1M	—	—	—
Jane Street Group, LLC	N/A	—	17,695	-17,695	-100%	$1.5M	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	15,000	-15,000	-100%	$1.3M	—	—	—
Quantinno Capital Management LP	N/A	—	12,698	-12,698	-100%	$1.1M	—	—	—
Waverly Advisors, LLC	N/A	—	10,250	-10,250	-100%	$877.1K	—	—	—
Savant Capital, LLC	N/A	—	7,689	-7,689	-100%	$613.5K	—	—	—
Summit Financial, LLC	N/A	—	7,032	-7,032	-100%	$601.7K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	6,806	-6,806	-100%	$582.4K	—	—	—
Blair William & Co	N/A	—	6,115	-6,115	-100%	$523.3K	—	—	—
Bank of America Corp	N/A	—	5,820	-5,820	-100%	$498.0K	—	—	—
Coastal Bridge Advisors, LLC	N/A	—	5,484	-5,484	-100%	$469.3K	—	—	—
XTX Topco Ltd	N/A	—	5,250	-5,250	-100%	$449.2K	—	—	—
Cerity Partners LLC	N/A	—	5,000	-5,000	-100%	$427.9K	—	—	—
Dimension Capital Management LLC	N/A	—	5,000	-5,000	-100%	$427.9K	—	—	—
Arax Advisory Partners	N/A	—	4,182	-4,182	-100%	$357.9K	—	—	—
Envestnet Asset Management Inc	N/A	—	4,117	-4,117	-100%	$352.3K	—	—	—
Texas Capital Bank Wealth Management Services Inc	N/A	—	3,829	-3,829	-100%	$327.6K	—	—	—
Wealthspire Advisors, LLC	N/A	—	3,801	-3,801	-100%	$325.3K	—	—	—
Summit Trail Advisors, LLC	N/A	—	3,621	-3,621	-100%	$309.8K	—	—	—
Bank of Montreal	N/A	—	3,579	-3,579	-100%	$306.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	3,262	-3,262	-100%	$279.1K	—	—	—
Lowery Thomas, LLC	N/A	—	3,242	-3,242	-100%	$277.4K	—	—	—
HighTower Advisors, LLC	N/A	—	3,062	-3,062	-100%	$262.1K	—	—	—
Private Advisor Group, LLC	N/A	—	3,000	-3,000	-100%	$256.7K	—	—	—
Sanctuary Advisors, LLC	N/A	—	2,627	-2,627	-100%	$224.8K	—	—	—
LPL Financial LLC	N/A	—	2,620	-2,620	-100%	$224.2K	—	—	—
Goldman Sachs Group Inc	N/A	—	2,538	-2,538	-100%	$217.2K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	2,465	-2,465	-100%	$211.0K	—	—	—
Glenmede Trust Co NA	N/A	—	2,463	-2,463	-100%	$210.8K	—	—	—
Sollinda Capital Management LLC	N/A	—	2,454	-2,454	-100%	$210.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	2,229	-2,229	-100%	$190.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	2,038	-2,038	-100%	$174.4K	—	—	—
BFC Planning, Inc.	N/A	—	2,038	-2,038	-100%	$174.4K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	1,500	-1,500	-100%	$128.4K	—	—	—
EP Wealth Advisors, LLC	N/A	—	1,349	-1,349	-100%	$115.4K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	1,200	-1,200	-100%	$102.7K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	1,200	-1,200	-100%	$102.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	1,133	-1,133	-100%	$96.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	500	-500	-100%	$42.8K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	300	-300	-100%	$25.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	229	-229	-100%	$19.6K	—	—	—
JPMorgan Chase & Co	N/A	—	216	-216	-100%	$18.5K	—	—	—
Colonial Trust Advisors	N/A	—	150	-150	-100%	$12.8K	—	—	—
Wells Fargo & Company	N/A	—	2	-2	-100%	$191	—	—	—
Morgan Stanley	N/A	—	1	-1	-100%	$127	—	—	—
Russell Investments Group, Ltd.	N/A	—	1	-1	-100%	$86	—	—	—

Showing 83 of 83 institutions