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 | 08/10/2026 | 40.10 K | $3.43 M | 0.75% | 0.52% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 28.74 K | $2.46 M | 227.10% | 0.37% |
| TOTH FINANCIAL ADVISORY CORP | 07/14/2026 | 28.00 K | $2.40 M | 0.00% | 0.36% |
| COLONY GROUP, LLC | 08/12/2026 | 24.43 K | $2.09 M | -0.09% | 0.31% |
| CITADEL ADVISORS LLC | 09/02/2026 | 18.00 K | $1.54 M | 16.88% | 0.23% |
| JANE STREET GROUP, LLC | 08/14/2026 | 17.70 K | $1.51 M | 100.00% | 0.23% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 17.20 K | $1.47 M | 100.00% | 0.22% |
| PINNACLE FINANCIAL PARTNERS, INC. | 08/14/2026 | 15.00 K | $1.28 M | 0.00% | 0.19% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 12.70 K | $1.09 M | -0.18% | 0.16% |
| INTEGRATED ADVISORS NETWORK LLC | 08/11/2026 | 11.70 K | $1.00 M | 100.00% | 0.15% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 10.25 K | $877.09 K | 0.00% | 0.13% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 9.49 K | $874.60 K | 0.13% | 0.12% |
| SAVANT CAPITAL, LLC | 08/10/2026 | 7.69 K | $613.53 K | 103.20% | 0.10% |
| CAPITAL INVESTMENT COUNSEL, INC | 07/27/2026 | 7.56 K | $646.48 K | -8.48% | 0.10% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 7.31 K | $625.86 K | 0.00% | 0.09% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 7.03 K | $601.71 K | 100.00% | 0.09% |
| CIBC BANCORP USA INC. | 08/13/2026 | 6.81 K | $582.37 K | 0.00% | 0.09% |
| BLAIR WILLIAM & CO/IL | 08/11/2026 | 6.12 K | $523.26 K | 0.00% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 5.82 K | $498.02 K | 0.00% | 0.08% |
| CREATIVE PLANNING | 08/13/2026 | 5.59 K | $478.22 K | 22.19% | 0.07% |
| COASTAL BRIDGE ADVISORS, LLC | 08/17/2026 | 5.48 K | $469.27 K | 0.00% | 0.07% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 5.41 K | $463.19 K | 0.00% | 0.07% |
| XTX TOPCO LTD | 08/14/2026 | 5.25 K | $449.24 K | 100.00% | 0.07% |
| DIMENSION CAPITAL MANAGEMENT LLC | 08/14/2026 | 5.00 K | $427.85 K | 0.00% | 0.06% |
| CERITY PARTNERS LLC | 08/14/2026 | 5.00 K | $427.85 K | 0.00% | 0.06% |
| BRYN MAWR CAPITAL MANAGEMENT, LLC | 08/03/2026 | 4.90 K | $419.08 K | -0.97% | 0.06% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 4.18 K | $357.85 K | 100.00% | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 4.12 K | $352.29 K | 17.83% | 0.05% |
| KENNEDY INVESTMENT GROUP | 07/30/2026 | 4.10 K | $350.84 K | 0.00% | 0.05% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 08/07/2026 | 3.83 K | $327.65 K | 0.00% | 0.05% |
| WEALTHSPIRE ADVISORS, LLC | 08/11/2026 | 3.80 K | $325.27 K | -5.09% | 0.05% |
| SUMMIT TRAIL ADVISORS, LLC | 08/11/2026 | 3.62 K | $309.83 K | 0.00% | 0.05% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 3.58 K | $306.26 K | 0.00% | 0.05% |
| LIDO ADVISORS, LLC | 08/07/2026 | 3.53 K | $302.40 K | 0.00% | 0.05% |
| LAZARI CAPITAL MANAGEMENT, INC. | 07/23/2026 | 3.51 K | $300.35 K | 0.00% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 3.26 K | $279.10 K | 0.00% | 0.04% |
| LOWERY THOMAS, LLC | 07/29/2026 | 3.24 K | $277.41 K | 100.00% | 0.04% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 3.06 K | $262.05 K | 0.00% | 0.04% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 3.00 K | $256.71 K | 0.00% | 0.04% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 2.74 K | $234.08 K | 100.00% | 0.04% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 2.63 K | $224.79 K | -13.19% | 0.03% |
| LPL FINANCIAL LLC | 08/07/2026 | 2.62 K | $224.23 K | 100.00% | 0.03% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 2.54 K | $217.18 K | 100.00% | 0.03% |
| UNITED ADVISOR GROUP, LLC | 07/29/2026 | 2.47 K | $211.37 K | 100.00% | 0.03% |
| GREAT VALLEY ADVISOR GROUP, INC. | 08/10/2026 | 2.47 K | $211.00 K | 100.00% | 0.03% |
| GLENMEDE TRUST CO NA | 08/10/2026 | 2.46 K | $210.76 K | 100.00% | 0.03% |
| SOLLINDA CAPITAL MANAGEMENT LLC | 08/05/2026 | 2.45 K | $209.99 K | 100.00% | 0.03% |
| B. RILEY WEALTH ADVISORS, INC. | 07/14/2026 | 2.36 K | $202.35 K | 100.00% | 0.03% |
| PARISI GRAY WEALTH MANAGEMENT | 07/09/2026 | 2.36 K | $201.58 K | 100.00% | 0.03% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 2.23 K | $190.74 K | 100.00% | 0.03% |
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ProShares Ultra Financials 2x Shares institutional Ownership - FAQ's
During the previous two years, 113 institutional investors and hedge funds held shares of ProShares Ultra Financials 2x Shares. The most heavily invested institutionals were:
Cassaday & Co Wealth Management LLC: 40,101
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 28,736
TOTH FINANCIAL ADVISORY CORP: 27,995
Colony Group, LLC: 24,429
JANE STREET GROUP, LLC: 17,695
Pinnacle Financial Partners, Inc.: 15,000
4.84% of ProShares Ultra Financials 2x Shares stock is owned by institutional investors.
Institutional investors have bought a total of 490.91 K shares in the last 24 months. This purchase volume represents approximately $37.31 M in transactions.