IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Proshares Ultrapro Dow30 (UDOW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Spectrum Financial Alliance Ltd LLC
INCREASED
Shares142,227 from 108,810
Change+33,417 (+31%)
Value$9.0M (+$1.3M)
Filed 2026-10-29
R2 Capital Strategies, LLC
INCREASED
Shares45,045 from 40,954
Change+4,091 (+10%)
Value$2.8M (-$34.5K)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares34,920
Change+34,920
Value$2.2M
Filed 2026-11-03
Concurrent Investment Advisors, LLC
NEW
Shares32,491
Change+32,491
Value$2.0M
Filed 2026-10-16
Spire Wealth Management
INCREASED
Shares32,409 from 3,593
Change+28,816 (+802%)
Value$2.0M (+$1.8M)
Filed 2026-10-30
Imc-Chicago, LLC
DECREASED
Shares31,035 from 56,454
Change-25,419 (-45%)
Value$2.0M (-$2.0M)
Filed 2026-11-05
Encompass More Asset Management
DECREASED
Shares15,353 from 39,283
Change-23,930 (-61%)
Value$966.6K (-$1.8M)
Filed 2026-10-16
Keybank National Association
DECREASED
Shares15,000 from 15,320
Change-320 (-2%)
Value$944.4K (-$129.4K)
Filed 2026-11-04
Belvedere Trading LLC
NEW
Shares14,172
Change+14,172
Value$892.3K
Filed 2026-11-05
Koshinski Asset Management, Inc.
INCREASED
Shares11,861 from 11,858
Change+3 (+0%)
Value$746.8K (-$84.3K)
Filed 2026-10-29
Capital Investment Advisors, LLC
DECREASED
Shares11,727 from 11,729
Change-2 (0%)
Value$738.3K (-$83.8K)
Filed 2026-10-22
Innova Wealth Partners
INCREASED
Shares10,521 from 10,420
Change+101 (+1%)
Value$662.4K (-$67.9K)
Filed 2026-10-21
Provident Wealth Management, LLC
UNCHANGED
Shares9,449 from 9,449
Change0 (0%)
Value$594.9K (-$67.4K)
Filed 2026-10-20
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares9,002 from 9,002
Change0 (0%)
Value$566.8K (-$64.2K)
Filed 2026-10-27
Citizens Financial Group Inc
DECREASED
Shares7,532 from 8,152
Change-620 (-8%)
Value$474.2K (-$97.2K)
Filed 2026-10-23
Discipline Wealth Solutions, LLC
DECREASED
Shares5,895 from 12,923
Change-7,028 (-54%)
Value$371.2K (-$534.6K)
Filed 2026-10-14
Founders Financial Securities LLC
DECREASED
Shares5,204 from 12,533
Change-7,329 (-58%)
Value$327.6K (-$550.8K)
Filed 2026-10-28
StoneX Group Inc.
INCREASED
Shares4,271 from 3,565
Change+706 (+20%)
Value$302.0K (+$53.2K)
Filed 2026-11-03
Kaizen Financial Strategies
UNCHANGED
Shares3,850 from 3,850
Change0 (0%)
Value$242.4K (-$27.8K)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
UNCHANGED
Shares2,930 from 2,930
Change0 (0%)
Value$184.5K (-$20.9K)
Filed 2026-11-04
Toth Financial Advisory Corp
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$170.0K (-$19.3K)
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares2,360 from 360
Change+2,000 (+556%)
Value$148.6K (+$123.4K)
Filed 2026-10-08
SBI Securities Co., Ltd.
INCREASED
Shares2,356 from 1,074
Change+1,282 (+119%)
Value$148.3K (+$73.1K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,018 from 4,637
Change-2,619 (-56%)
Value$127.0K (-$198.0K)
Filed 2026-11-03
William Mack & Associates, Inc.
NEW
Shares1,227
Change+1,227
Value$77.2K
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares755 from 753
Change+2 (+0%)
Value$47.5K (-$5.3K)
Filed 2026-11-05
Triumph Capital Management
NEW
Shares160
Change+160
Value$10.1K
Filed 2026-10-14
CPR Investments Inc.
CLOSED
Shares0 from 8,763
Change-8,763 (-100%)
Value$0 (-$614.2K)
Filed 2026-10-26
Smith Chas P & Associates PA Cpas
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$350.5K)
Filed 2026-10-22
Citadel Advisors LLC
N/A
Shares— from 143,065
Change-143,065 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 66,565
Change-66,565 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 38,757
Change-38,757 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 29,018
Change-29,018 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 18,207
Change-18,207 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 14,279
Change-14,279 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 13,243
Change-13,243 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 12,856
Change-12,856 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 11,197
Change-11,197 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 10,540
Change-10,540 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 8,617
Change-8,617 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 7,512
Change-7,512 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 5,940
Change-5,940 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,225
Change-5,225 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,599
Change-4,599 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 3,949
Change-3,949 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,459
Change-3,459 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 858
Change-858 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 200
Change-200 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 175
Change-175 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Spectrum Financial Alliance Ltd LLC
INCREASED142,227108,810+33,417+31%$7.6M$9.0M+$1.3M2026-10-29
R2 Capital Strategies, LLC
INCREASED45,04540,954+4,091+10%$2.9M$2.8M-$34.5K2026-10-15
Ascentis Independent Advisors
NEW34,920—+34,920——$2.2M—2026-11-03
Concurrent Investment Advisors, LLC
NEW32,491—+32,491——$2.0M—2026-10-16
Spire Wealth Management
INCREASED32,4093,593+28,816+802%$251.9K$2.0M+$1.8M2026-10-30
Imc-Chicago, LLC
DECREASED31,03556,454-25,419-45%$4.0M$2.0M-$2.0M2026-11-05
Encompass More Asset Management
DECREASED15,35339,283-23,930-61%$2.8M$966.6K-$1.8M2026-10-16
Keybank National Association
DECREASED15,00015,320-320-2%$1.1M$944.4K-$129.4K2026-11-04
Belvedere Trading LLC
NEW14,172—+14,172——$892.3K—2026-11-05
Koshinski Asset Management, Inc.
INCREASED11,86111,858+3+0%$831.1K$746.8K-$84.3K2026-10-29
Capital Investment Advisors, LLC
DECREASED11,72711,729-20%$822.1K$738.3K-$83.8K2026-10-22
Innova Wealth Partners
INCREASED10,52110,420+101+1%$730.3K$662.4K-$67.9K2026-10-21
Provident Wealth Management, LLC
UNCHANGED9,4499,44900%$662.3K$594.9K-$67.4K2026-10-20
Cassaday & Co Wealth Management LLC
UNCHANGED9,0029,00200%$631.0K$566.8K-$64.2K2026-10-27
Citizens Financial Group Inc
DECREASED7,5328,152-620-8%$571.4K$474.2K-$97.2K2026-10-23
Discipline Wealth Solutions, LLC
DECREASED5,89512,923-7,028-54%$905.8K$371.2K-$534.6K2026-10-14
Founders Financial Securities LLC
DECREASED5,20412,533-7,329-58%$878.4K$327.6K-$550.8K2026-10-28
StoneX Group Inc.
INCREASED4,2713,565+706+20%$248.9K$302.0K+$53.2K2026-11-03
Kaizen Financial Strategies
UNCHANGED3,8503,85000%$270.2K$242.4K-$27.8K2026-10-09
EverSource Wealth Advisors, LLC
UNCHANGED2,9302,93000%$205.4K$184.5K-$20.9K2026-11-04
Toth Financial Advisory Corp
UNCHANGED2,7002,70000%$189.2K$170.0K-$19.3K2026-10-08
Farther Finance Advisors, LLC
INCREASED2,360360+2,000+556%$25.2K$148.6K+$123.4K2026-10-08
SBI Securities Co., Ltd.
INCREASED2,3561,074+1,282+119%$75.3K$148.3K+$73.1K2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED2,0184,637-2,619-56%$325.0K$127.0K-$198.0K2026-11-03
William Mack & Associates, Inc.
NEW1,227—+1,227——$77.2K—2026-10-27
Larson Financial Group LLC
INCREASED755753+2+0%$52.8K$47.5K-$5.3K2026-11-05
Triumph Capital Management
NEW160—+160——$10.1K—2026-10-14
CPR Investments Inc.
CLOSED08,763-8,763-100%$614.2K$0-$614.2K2026-10-26
Smith Chas P & Associates PA Cpas
CLOSED05,000-5,000-100%$350.5K$0-$350.5K2026-10-22
Citadel Advisors LLC
N/A—143,065-143,065-100%$10.0M———
Susquehanna International Group, LLP
N/A—66,565-66,565-100%$4.7M———
LM Advisors LLC
N/A—38,757-38,757-100%$2.7M———
Gotham Asset Management, LLC
N/A—29,018-29,018-100%$2.0M———
Canal Capital Management, LLC
N/A—18,207-18,207-100%$1.3M———
Tower Research Capital LLC (TRC)
N/A—14,279-14,279-100%$1.0M———
World Investment Advisors
N/A—13,243-13,243-100%$664.5K———
Millington Financial Advisors, LLC
N/A—12,856-12,856-100%$889.4K———
Optiver Holding B.V.
N/A—11,197-11,197-100%$784.8K———
Flow Traders U.S. LLC
N/A—10,540-10,540-100%$739.0K———
Significant Wealth Partners LLC
N/A—8,617-8,617-100%$604.0K———
Two Sigma Securities, LLC
N/A—7,512-7,512-100%$526.5K———
Empowered Funds, LLC
N/A—5,940-5,940-100%$416.3K———
GTS Securities LLC
N/A—5,225-5,225-100%$366.8K———
JPMorgan Chase & Co
N/A—4,599-4,599-100%$320.0K———
Daviman Financial, LLC
N/A—3,949-3,949-100%$276.8K———
Qube Research & Technologies Ltd
N/A—3,459-3,459-100%$242.4K———
Savant Capital, LLC
N/A—2,894-2,894-100%$202.8K———
Fifth Third Bancorp
N/A—2,000-2,000-100%$140.2K———
Group One Trading LLC
N/A—1,232-1,232-100%$86.4K———
Morgan Stanley
N/A—1,213-1,213-100%$85.1K———
AE Wealth Management LLC
N/A—1,053-1,053-100%$73.8K———
Federation des caisses Desjardins du Quebec
N/A—858-858-100%$60.1K———
NewEdge Advisors, LLC
N/A—470-470-100%$32.9K———
Glen Eagle Advisors, LLC
N/A—303-303-100%$21.2K———
Northwestern Mutual Wealth Management Co
N/A—200-200-100%$14.0K———
Macquarie Group LTD
N/A—200-200-100%$14.0K———
Harbour Investments, Inc.
N/A—175-175-100%$12.3K———
Aptus Capital Advisors, LLC
N/A—100-100-100%$7.0K———
Strive Financial Group,LLC
N/A—75-75-100%$5.3K———
Steward Partners Investment Advisory, LLC
N/A—1-1-100%$44———
Showing 60 of 60 institutions