PROSHARES TR (UPW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
12
Reporting holders
$4.4M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $2.9M | 121,818 | 0.00% | 11q | -48.9%-$2.8M |
| IMC-Chicago, LLC | $716.5K | 29,832 | 0.00% | 3q | -11.4%-$91.9K |
| Atria Investments, Inc | $279.7K | 11,646 | 0.00% | new | NEW |
| StoneX Group Inc. | $242.0K | 10,051 | 0.01% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $144.1K | 6,000 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $25.1K | 1,045 | 0.00% | 26q | -61.8%-$40.6K |
| FIFTH THIRD BANCORP | $6.7K | 280 | 0.00% | 4q | HELD |
| Beacon Capital Management, Inc. | $5.0K | 208 | 0.00% | 5q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $4.4K | 181 | 0.00% | 12q | +0.6% |
| Integrated Wealth Concepts LLC | $1.0K | 42 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $298 | 12,406 | 0.01% | new | NEW |
| MORGAN STANLEY | $27 | 1 | 0.00% | 11q | HELD |
| WELLS FARGO & COMPANY/MN | $14 | 1 | 0.00% | 15q | -50.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 12 | $4.4M | 181,105 | 4 | 1 | 4 | 0.0% |
| Q1 2026 | 9 | $7.1M | 288,326 | 1 | 4 | 2 | 0.0% |
| Q4 2025 | 10 | $1.7M | 79,763 | 2 | 6 | 0 | 0.0% |
| Q3 2025 | 7 | $1.1M | 12,589 | 1 | 1 | 3 | 0.0% |
| Q2 2025 | 10 | $3.5M | 42,886 | 5 | 2 | 1 | 0.0% |
| Q1 2025 | 7 | $4.2M | 54,145 | 1 | 1 | 4 | 0.0% |
| Q4 2024 | 7 | $2.4M | 34,033 | 2 | 2 | 2 | 0.0% |
| Q3 2024 | 6 | $2.2M | 26,444 | 0 | 2 | 2 | 0.0% |
| Q2 2024 | 8 | $3.5M | 57,941 | 1 | 2 | 4 | 0.0% |
| Q1 2024 | 8 | $3.8M | 67,857 | 0 | 2 | 3 | 0.0% |
| Q4 2023 | 9 | $3.4M | 64,751 | 5 | 2 | 0 | 0.0% |
| Q3 2023 | 4 | $106.3K | 2,273 | 2 | 1 | 0 | 0.0% |
| Q2 2023 | 4 | $530.3K | 9,041 | 1 | 0 | 1 | 0.0% |
| Q1 2023 | 6 | $925.1K | 14,589 | 0 | 1 | 2 | 0.0% |
| Q4 2022 | 7 | $3.1M | 44,369 | 2 | 1 | 3 | 0.0% |
| Q3 2022 | 7 | $6.6M | 107,361 | 0 | 4 | 2 | 0.0% |
| Q2 2022 | 9 | $4.7M | 66,922 | 0 | 3 | 4 | 0.0% |
| Q1 2022 | 10 | $9.2M | 114,229 | 1 | 3 | 4 | 0.0% |
| Q4 2021 | 9 | $6.0M | 80,889 | 1 | 3 | 3 | 0.0% |
| Q3 2021 | 10 | $7.4M | 125,285 | 4 | 2 | 3 | 0.0% |
| Q2 2021 | 7 | $3.3M | 55,506 | 0 | 2 | 3 | 0.0% |
| Q1 2021 | 8 | $4.3M | 72,647 | 2 | 3 | 2 | 0.0% |
| Q4 2020 | 9 | $6.0M | 105,790 | 4 | 1 | 3 | 0.0% |
| Q3 2020 | 7 | $4.3M | 84,700 | 1 | 5 | 0 | 0.0% |
| Q2 2020 | 7 | $3.4M | 72,889 | 3 | 3 | 1 | 0.0% |
| Q1 2020 | 8 | $2.8M | 62,238 | 2 | 3 | 2 | 0.0% |
| Q4 2019 | 13 | $3.7M | 53,228 | 4 | 2 | 4 | 0.0% |
| Q3 2019 | 10 | $3.6M | 51,588 | 5 | 0 | 4 | 0.0% |
| Q2 2019 | 7 | $3.1M | 50,947 | 1 | 1 | 4 | 0.0% |
| Q1 2019 | 6 | $1.9M | 32,878 | 1 | 1 | 3 | 0.0% |
| Q4 2018 | 8 | $2.7M | 57,728 | 2 | 0 | 0 | 0.0% |