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 | 05/07/2026 | 39.80 K | $2.92 M | 14.37% | 0.48% |
| TOTH FINANCIAL ADVISORY CORP | 04/16/2026 | 28.00 K | $2.06 M | -6.23% | 0.34% |
| COLONY GROUP, LLC | 05/15/2026 | 24.45 K | $1.79 M | 1.12% | 0.29% |
| CITADEL ADVISORS LLC | 05/15/2026 | 19.40 K | $1.42 M | 0.00% | 0.23% |
| CITADEL ADVISORS LLC | 05/15/2026 | 19.38 K | $1.42 M | 100.00% | 0.23% |
| CITADEL ADVISORS LLC | 05/15/2026 | 15.40 K | $1.13 M | 17.56% | 0.18% |
| 05/14/2026 | 15.00 K | $1.10 M | 0.00% | 0.18% | |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 12.72 K | $933.85 K | 307.07% | 0.15% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 10.25 K | $752.45 K | 0.00% | 0.12% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/04/2026 | 9.48 K | $773.30 K | -3.40% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 8.79 K | $644.91 K | -14.14% | 0.11% |
| CAPITAL INVESTMENT COUNSEL, INC | 04/21/2026 | 8.26 K | $606.00 K | -6.78% | 0.10% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 7.31 K | $536.92 K | 0.00% | 0.09% |
| 05/12/2026 | 6.81 K | $499.59 K | 100.00% | 0.08% | |
| BLAIR WILLIAM & CO/IL | 05/08/2026 | 6.12 K | $448.90 K | -0.41% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 5.82 K | $427.25 K | 0.00% | 0.07% |
| COASTAL BRIDGE ADVISORS, LLC | 05/14/2026 | 5.48 K | $402.58 K | 0.00% | 0.07% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 5.41 K | $397.36 K | 0.00% | 0.06% |
| DIMENSION CAPITAL MANAGEMENT LLC | 05/15/2026 | 5.00 K | $367.05 K | 0.00% | 0.06% |
| CERITY PARTNERS LLC | 05/15/2026 | 5.00 K | $367.05 K | 0.00% | 0.06% |
| BRYN MAWR CAPITAL MANAGEMENT, LLC | 05/04/2026 | 4.95 K | $363.01 K | 0.10% | 0.06% |
| CREATIVE PLANNING | 05/12/2026 | 4.57 K | $335.76 K | 10.94% | 0.05% |
| KENNEDY INVESTMENT GROUP | 04/22/2026 | 4.10 K | $300.98 K | 0.00% | 0.05% |
| WEALTHSPIRE ADVISORS, LLC | 05/01/2026 | 4.01 K | $294.02 K | 0.33% | 0.05% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 05/11/2026 | 3.83 K | $281.09 K | 0.00% | 0.05% |
| SAVANT CAPITAL, LLC | 05/04/2026 | 3.78 K | $277.78 K | 0.29% | 0.05% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 3.69 K | $270.88 K | 100.00% | 0.04% |
| SUMMIT TRAIL ADVISORS, LLC | 05/12/2026 | 3.62 K | $265.80 K | -50.00% | 0.04% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 3.58 K | $262.73 K | 0.00% | 0.04% |
| LIDO ADVISORS, LLC | 05/13/2026 | 3.53 K | $259.43 K | 0.00% | 0.04% |
| LAZARI CAPITAL MANAGEMENT, INC. | 04/24/2026 | 3.51 K | $257.67 K | 0.00% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 3.49 K | $256.48 K | -33.56% | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 3.26 K | $239.43 K | 100.00% | 0.04% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 3.06 K | $224.76 K | 0.07% | 0.04% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 3.03 K | $222.17 K | 0.03% | 0.04% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 3.00 K | $220.23 K | 0.00% | 0.04% |
| HARBOR INVESTMENT ADVISORY, LLC | 04/23/2026 | 2.10 K | $154.16 K | 0.00% | 0.03% |
| SRS CAPITAL ADVISORS, INC. | 05/13/2026 | 2.09 K | $153.50 K | 0.00% | 0.03% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 2.05 K | $150.49 K | 0.00% | 0.02% |
| CWM, LLC | 05/14/2026 | 1.52 K | $111.19 K | 9.78% | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 1.50 K | $110.12 K | 0.00% | 0.02% |
| STRATEGIC INVESTMENT SOLUTIONS, INC. /IL | 05/01/2026 | 1.20 K | $88.09 K | 0.00% | 0.01% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 1.13 K | $83.15 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 889 | $65.26 K | 100.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 750 | $55.05 K | 0.00% | 0.01% |
| SPIRE WEALTH MANAGEMENT | 04/22/2026 | 704 | $51.67 K | -12.55% | 0.01% |
| MAIN STREET GROUP, LTD | 05/06/2026 | 600 | $44.05 K | 100.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 506 | $37.25 K | -92.41% | 0.01% |
| HARTFORD FINANCIAL MANAGEMENT INC. | 04/16/2026 | 420 | $30.83 K | 0.00% | 0.01% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 420 | $30.83 K | 100.00% | 0.01% |
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ProShares Ultra Financials 2x Shares institutional Ownership - FAQ's
During the previous two years, 107 institutional investors and hedge funds held shares of ProShares Ultra Financials 2x Shares. The most heavily invested institutionals were:
Cassaday & Co Wealth Management LLC: 39,801
TOTH FINANCIAL ADVISORY CORP: 27,995
Colony Group, LLC: 24,450
CITADEL ADVISORS LLC: 19,377
Quantinno Capital Management LP: 12,721
Waverly Advisors, LLC: 10,250
3.59% of ProShares Ultra Financials 2x Shares stock is owned by institutional investors.
Institutional investors have bought a total of 392.67 K shares in the last 24 months. This purchase volume represents approximately $29.84 M in transactions.