HolderBook

PROSHARES TR (UWM)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

46
Reporting holders
$72.7M
Reported value
12.8%
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

FilerValueShares Their book Held Change
CITADEL ADVISORS LLC$12.0M67,4540.00%31q-19.5%-$2.9M
ENVESTNET ASSET MANAGEMENT INC$10.8M160,9060.00%11q-10.0%-$1.2M
Client First Investment Management LLC$8.0M119,5873.39%newNEW
Global View Capital Management LLC$6.3M94,3361.31%4q+19.2%+$1.0M
TOTH FINANCIAL ADVISORY CORP$6.2M92,0770.60%24q+3.8%+$227.0K
Wealthcare Advisory Partners LLC$4.5M67,4100.09%3q-1.0%-$45.0K
Legacy Wealth Partners, LLC$3.7M55,3210.84%3q+85.6%+$1.7M
Capital Investment Advisory Services, LLC$2.5M37,5770.16%11q+3.8%+$92.7K
Tempus Wealth Planning, LLC$2.2M33,2570.44%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.1M13,4490.00%31q-83.6%-$10.8M
JANE STREET GROUP, LLC$1.7M15,2030.00%4q-48.9%-$1.6M
Genesee Capital Advisors, LLC$1.3M20,0340.42%newNEW
Capital Investment Counsel, Inc$1.3M19,6750.14%31q-60.1%-$2.0M
IMC-Chicago, LLC$1.2M17,9700.00%newNEW
BARD ASSOCIATES INC$887.4K13,2000.20%31q-11.4%-$114.3K
Atlatl Advisers LLC$837.0K12,4500.20%4q+4.8%+$38.7K
INDEPENDENT FINANCIAL GROUP, LLC$768.8K11,4350.01%4q-21.2%-$206.9K
Dedeker Financial LLC$688.2K10,2360.39%3q-84.8%-$3.8M
Cassaday & Co Wealth Management LLC$624.4K9,2880.01%15qHELD
Forefront Analytics, LLC$537.7K7,9970.58%31qHELD
Harvest Investment Services, LLC$458.2K6,8150.07%5q+11.0%+$45.4K
Verdence Capital Advisors LLC$410.3K6,1030.02%23qHELD
Tower Research Capital LLC (TRC)$405.0K6,0240.01%newNEW
UBS Group AG$345.0K5,1320.00%7q-61.7%-$556.7K
Silverleafe Capital Partners, LLC$328.9K4,8920.09%4qHELD
Meridian Wealth Management, LLC$325.4K4,8400.01%4q-9.3%-$33.5K
DEARBORN PARTNERS LLC$323.2K3,7000.01%newNEW
Summit Financial, LLC$282.7K4,2050.00%newNEW
Kestra Advisory Services, LLC$250.2K3,7210.00%newNEW
Kingsview Wealth Management, LLC$247.4K3,6800.00%2q-17.9%-$53.8K
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$241.2K3,5880.09%newNEW
One Wealth Map LLC$214.4K3,4690.10%4q-11.4%-$27.7K
Institute for Wealth Management, LLC.$136.4K2,0280.01%newNEW
Larson Financial Group LLC$108.8K1,6180.00%31qHELD
MERCER GLOBAL ADVISORS INC /ADV$55.7K8280.00%newNEW
Geneos Wealth Management Inc.$54.1K8040.00%23q-2.4%-$1.3K
Integrated Wealth Concepts LLC$40.3K6000.00%newNEW
Financial Network Wealth Advisors LLC$21.9K3260.02%6qHELD
FIDUCIARY FINANCIAL ADVISORS$19.1K2830.00%newNEW
WHITTIER TRUST CO$7.3K1100.00%8qHELD
BANK OF MONTREAL /CAN/$6.7K1000.00%2q-66.7%-$13.4K
Allworth Financial LP$4.4K650.00%2qHELD
JPMORGAN CHASE & CO$1.3K190.00%newNEW
MORGAN STANLEY$10510.00%2qHELD
HUNTINGTON NATIONAL BANK$6710.00%15qHELD
WELLS FARGO & COMPANY/MN$3610.00%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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202646$72.7M941,8151461612.8%
Q1 202643$54.3M997,41211121014.2%
Q4 202543$50.6M985,58610698.4%
Q3 202545$47.3M906,0111781311.2%
Q2 202550$163.6M4,287,652516151.2%
Q1 202553$152.7M4,502,902711201.3%
Q4 202466$227.6M5,263,2053010113.1%
Q3 202442$28.4M519,9471410621.5%
Q2 202435$21.1M497,628671212.1%
Q1 202435$34.3M565,1743101137.2%
Q4 202345$57.1M1,151,4711710724.6%
Q3 202329$12.4M339,547271117.5%
Q2 202341$20.7M523,7347111213.1%
Q1 202337$15.3M404,1237111016.2%
Q4 202235$14.4M353,203551323.6%
Q3 202240$34.8M960,1496101210.0%
Q2 202237$19.6M546,13868713.9%
Q1 202244$29.4M526,136861316.8%
Q4 202148$67.0M819,6051191033.4%
Q3 202149$74.9M1,205,135862012.3%
Q2 202173$409.7M6,625,500753113.7%
Q1 202174$355.2M2,979,9502418266.2%
Q4 202061$319.8M3,317,503301186.4%
Q3 202033$46.9M747,150961415.7%
Q2 202033$40.4M647,857125822.2%
Q1 202026$17.5M339,540541036.2%
Q4 201944$83.0M881,429916517.8%
Q3 201938$51.7M711,3981010811.5%
Q2 201931$52.1M623,048381117.6%
Q1 201941$58.0M765,17113101010.5%
Q4 201833$43.3M552,80920211.4%