ProShares Ultra Financials 2x Shares Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CASSADAY & CO WEALTH MANAGEMENT LLC | 02/03/2026 | 34.80 K | $3.19 M | 0.00% | 0.38% |
| TOTH FINANCIAL ADVISORY CORP | 01/20/2026 | 29.85 K | $2.74 M | -14.51% | 0.33% |
| 02/17/2026 | 28.09 K | $2.74 M | 100.00% | 0.30% | |
| COLONY GROUP, LLC | 02/13/2026 | 24.18 K | $2.30 M | 71.29% | 0.26% |
| CITADEL ADVISORS LLC | 02/17/2026 | 19.40 K | $1.78 M | 781.82% | 0.20% |
| 02/18/2026 | 15.00 K | $1.38 B | 100.00% | 0.16% | |
| CITADEL ADVISORS LLC | 02/17/2026 | 13.10 K | $1.20 M | -3.68% | 0.14% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 10.25 K | $940.75 K | 0.00% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 10.23 K | $939.09 K | 74.61% | 0.11% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 9.81 K | $838.94 K | 10.66% | 0.11% |
| CAPITAL INVESTMENT COUNSEL, INC | 01/23/2026 | 8.86 K | $812.71 K | -5.34% | 0.10% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 7.16 K | $656.69 K | 0.21% | 0.08% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 7.31 K | $671.28 K | 103.17% | 0.08% |
| SUMMIT TRAIL ADVISORS, LLC | 02/17/2026 | 7.24 K | $664.63 K | 0.00% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 6.67 K | $612.26 K | -9.25% | 0.07% |
| BLAIR WILLIAM & CO/IL | 02/17/2026 | 6.14 K | $563.53 K | 0.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 5.90 K | $541.50 K | -78.62% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 5.82 K | $534.16 K | 0.00% | 0.06% |
| COASTAL BRIDGE ADVISORS, LLC | 02/18/2026 | 5.48 K | $503.32 K | 0.00% | 0.06% |
| CERITY PARTNERS LLC | 02/11/2026 | 5.00 K | $458.90 K | 0.00% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 5.26 K | $482.65 K | 8.75% | 0.06% |
| BRYN MAWR CAPITAL MANAGEMENT, LLC | 02/04/2026 | 4.94 K | $453.43 K | 4.20% | 0.05% |
| DIMENSION CAPITAL MANAGEMENT LLC | 02/17/2026 | 5.00 K | $458.90 K | 100.00% | 0.05% |
| LPL FINANCIAL LLC | 02/11/2026 | 4.22 K | $387.45 K | 33.58% | 0.05% |
| KENNEDY INVESTMENT GROUP | 02/06/2026 | 4.10 K | $376.30 K | 0.00% | 0.05% |
| WEALTHSPIRE ADVISORS, LLC | 02/13/2026 | 3.99 K | $366.41 K | 399,100.00% | 0.05% |
| CREATIVE PLANNING | 02/17/2026 | 4.12 K | $378.37 K | -4.03% | 0.04% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 02/09/2026 | 3.83 K | $351.43 K | 100.00% | 0.04% |
| SAVANT CAPITAL, LLC | 02/10/2026 | 3.77 K | $346.29 K | 0.00% | 0.04% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 3.58 K | $328.48 K | -45.60% | 0.04% |
| LIDO ADVISORS, LLC | 02/10/2026 | 3.53 K | $350.75 K | 0.00% | 0.04% |
| LAZARI CAPITAL MANAGEMENT, INC. | 01/29/2026 | 3.51 K | $322.15 K | 0.00% | 0.04% |
| JANE STREET GROUP, LLC | 02/12/2026 | 3.53 K | $324.35 K | -75.21% | 0.04% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 3.06 K | $280.85 K | -62.48% | 0.04% |
| UNITED ADVISOR GROUP, LLC | 01/26/2026 | 3.13 K | $287.67 K | 4.29% | 0.03% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 3.13 K | $286.81 K | 38.52% | 0.03% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 3.03 K | $277.66 K | -0.40% | 0.03% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 3.00 K | $275.34 K | 0.00% | 0.03% |
| JAMES J. BURNS & COMPANY, LLC | 01/23/2026 | 2.86 K | $262.22 K | 0.00% | 0.03% |
| GREAT VALLEY ADVISOR GROUP, INC. | 02/12/2026 | 2.72 K | $249.00 K | -1.52% | 0.03% |
| JANE STREET GROUP, LLC | 02/12/2026 | 2.80 K | $256.98 K | 100.00% | 0.03% |
| LOWERY THOMAS, LLC | 01/26/2026 | 2.69 K | $246.59 K | 9.05% | 0.03% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 2.73 K | $250.69 K | 3.56% | 0.03% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 2.42 K | $222.44 K | 3.50% | 0.03% |
| PARISI GRAY WEALTH MANAGEMENT | 01/07/2026 | 2.46 K | $225.99 K | 8.75% | 0.03% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 2.54 K | $232.94 K | 0.00% | 0.03% |
| SOLLINDA CAPITAL MANAGEMENT LLC | 01/15/2026 | 2.45 K | $225.23 K | -14.79% | 0.03% |
| GLENMEDE TRUST CO NA | 02/17/2026 | 2.46 K | $226.05 K | 100.00% | 0.03% |
| B. RILEY WEALTH ADVISORS, INC. | 02/17/2026 | 2.35 K | $215.82 K | 4.16% | 0.02% |
| REGENT PEAK WEALTH ADVISORS LLC | 01/08/2026 | 2.26 K | $207.06 K | 0.00% | 0.02% |
ProShares Ultra Financials 2x Shares institutional Ownership - FAQ's
During the previous two years, 111 institutional investors and hedge funds held shares of ProShares Ultra Financials 2x Shares. The most heavily invested institutionals were:
TOTH FINANCIAL ADVISORY CORP: 27,995
Chicago Partners Investment Group LLC: 9,477
Capital Investment Counsel, Inc: 8,255
TRUIST FINANCIAL CORP: 7,314
INDEPENDENT FINANCIAL GROUP, LLC: 5,413
Bryn Mawr Capital Management, LLC: 4,945
3.56% of ProShares Ultra Financials 2x Shares stock is owned by institutional investors.
Institutional investors have bought a total of 399.18 K shares in the last 24 months. This purchase volume represents approximately $30.34 M in transactions.