HolderBook

PROSHARES TR (UYG)

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

77
Reporting holders
$35.5M
Reported value
8.5%
Held as options
+17
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
SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.9M28,7360.00%31q+227.1%+$2.7M
Cassaday & Co Wealth Management LLC$3.4M40,1010.06%15q+0.8%+$25.7K
TOTH FINANCIAL ADVISORY CORP$2.4M27,9950.23%31qHELD
Focus Partners Wealth$2.1M24,4290.00%8qHELD
CITADEL ADVISORS LLC$1.5Moptions only0.00%31qOPTIONS
JANE STREET GROUP, LLC$1.5M17,6950.00%newNEW
Pinnacle Financial Partners, Inc.$1.3M15,0000.01%3qHELD
Quantinno Capital Management LP$1.1M12,6980.00%4qHELD
Integrated Advisors Network LLC$1.0M11,6950.05%newNEW
Waverly Advisors, LLC$877.1K10,2500.01%7qHELD
Chicago Partners Investment Group LLC$874.6K9,4890.02%24qHELD
Capital Investment Counsel, Inc$646.5K7,5550.07%31q-8.5%-$59.9K
TRUIST FINANCIAL CORP$625.9K7,3140.00%10qHELD
Savant Capital, LLC$613.5K7,6890.00%14q+103.2%+$311.6K
Summit Financial, LLC$601.7K7,0320.01%newNEW
CIBC Bancorp USA Inc.$582.4K6,8060.00%2qHELD
MERCER GLOBAL ADVISORS INC /ADV$558.2K6,5240.00%2q+100.0%+$279.1K
BLAIR WILLIAM & CO/IL$523.3K6,1150.00%31qHELD
BANK OF AMERICA CORP /DE/$498.0K5,8200.00%31qHELD
Creative Planning$478.2K5,5890.00%8q+22.2%+$86.8K
Coastal Bridge Advisors, LLC$469.3K5,4840.03%5qHELD
INDEPENDENT FINANCIAL GROUP, LLC$463.2K5,4130.01%6qHELD
XTX Topco Ltd$449.2K5,2500.01%newNEW
DIMENSION CAPITAL MANAGEMENT LLC$427.9K5,0000.05%3qHELD
Cerity Partners LLC$427.9K5,0000.00%13qHELD
Bryn Mawr Trust Advisors, LLC$419.1K4,8970.02%12q-1.0%-$4.1K
Arax Advisory Partners$357.9K4,1820.00%3q+100.0%+$178.9K
ENVESTNET ASSET MANAGEMENT INC$352.3K4,1170.00%31q+17.8%+$53.3K
KENNEDY INVESTMENT GROUP, INC.$350.8K4,1000.12%11qHELD
Texas Capital Bank Wealth Management Services Inc$327.6K3,8290.02%3qHELD
Wealthspire Advisors, LLC$325.3K3,8010.00%4q-5.1%-$17.5K
Summit Trail Advisors, LLC$309.8K3,6210.00%7qHELD
BANK OF MONTREAL /CAN/$306.3K3,5790.00%21qHELD
Lido Advisors, LLC$302.4K3,5340.00%9qHELD
LAZARI CAPITAL MANAGEMENT, INC.$300.4K3,5100.09%10qHELD
LOWERY THOMAS, LLC$277.4K3,2420.14%newNEW
HighTower Advisors, LLC$262.1K3,0620.00%25qHELD
Private Advisor Group, LLC$256.7K3,0000.00%8qHELD
Kestra Advisory Services, LLC$234.1K2,7360.00%newNEW
Sanctuary Advisors, LLC$224.8K2,6270.00%8q-13.2%-$34.1K
LPL Financial LLC$224.2K2,6200.00%newNEW
GOLDMAN SACHS GROUP INC$217.2K2,5380.00%newNEW
Diversify Advisory Services, LLC$211.9K2,2150.00%newNEW
DIVERSIFY WEALTH MANAGEMENT, LLC$211.9K2,2150.00%newNEW
United Advisor Group, LLC$211.4K2,4700.02%newNEW
GREAT VALLEY ADVISOR GROUP, INC.$211.0K2,4650.00%newNEW
GLENMEDE TRUST CO NA$210.8K2,4630.00%newNEW
Sollinda Capital Management LLC$210.0K2,4540.04%newNEW
B. Riley Wealth Advisors, Inc.$202.3K2,3570.01%newNEW
Parisi Gray Wealth Management$201.6K2,3560.04%newNEW
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$190.7K2,2290.00%newNEW
HARBOR INVESTMENT ADVISORY, LLC$179.7K2,1000.01%27qHELD
PNC Financial Services Group, Inc.$128.4K1,5000.00%31qHELD
EP Wealth Advisors, LLC$115.4K1,3490.00%newNEW
Ameritas Advisory Services, LLC$102.7K1,2000.00%newNEW
Strategic Investment Solutions, Inc. /IL$102.7K1,2000.02%8qHELD
NewEdge Advisors, LLC$96.9K1,1330.00%newNEW
Farther Finance Advisors, LLC$64.2K7500.00%6qHELD
Spire Wealth Management$54.3K6350.00%22q-9.8%-$5.9K
Main Street Group, LTD$51.3K6000.01%2qHELD
MCF Advisors LLC$48.4K5660.00%9q+88.7%+$22.8K
Steward Partners Investment Advisory, LLC$42.8K5000.00%newNEW
Hartford Financial Management Inc.$35.9K4200.01%31qHELD
Plante Moran Financial Advisors, LLC$31.8K3720.00%9qHELD
US BANCORP \DE\$25.7K3000.00%31qHELD
Steigerwald, Gordon & Koch Inc.$25.7K3000.00%4qHELD
Geneos Wealth Management Inc.$19.6K2290.00%10q+100.9%+$9.8K
VIMA LLC$19.3K2260.02%newNEW
JPMORGAN CHASE & CO$18.5K2160.00%6qHELD
Colonial Trust Advisors$12.8K1500.00%15q-25.0%-$4.3K
VALLEY NATIONAL ADVISERS INC$10.3K1200.00%3qHELD
Ashton Thomas Private Wealth, LLC$6.4K750.00%2qHELD
ASSETMARK, INC$3.9K460.00%newNEW
Phillip James Consulting Co.$3.3K380.00%newNEW
WELLS FARGO & COMPANY/MN$19120.00%15qHELD
MORGAN STANLEY$12710.00%35q-50.0%
Russell Investments Group, Ltd.$8610.00%2qHELD
HAZLETT, BURT & WATSON, INC.$6670.00%18qHELD

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 202677$35.5M378,92724988.5%
Q1 202660$24.6M298,774951210.4%
Q4 202571$35.6M341,9776191411.2%
Q3 202574$38.9M345,1107111412.1%
Q2 202570$37.8M355,058771510.1%
Q1 202573$40.8M384,6069121616.5%
Q4 202469$38.9M400,6311471611.9%
Q3 202457$35.1M399,5531081512.7%
Q2 202452$25.8M346,451951513.6%
Q1 202452$34.1M449,5081141510.1%
Q4 202348$28.4M474,87244167.8%
Q3 202347$28.7M553,584491216.0%
Q2 202346$24.4M490,96577107.9%
Q1 202342$22.1M457,191371312.5%
Q4 202245$22.8M468,888106115.9%
Q3 202247$19.5M496,2444772.6%
Q2 202251$26.1M571,2273795.3%
Q1 202259$44.2M632,5254101010.6%
Q4 202165$64.1M676,717616828.5%
Q3 202160$52.9M559,968961032.9%
Q2 202156$73.6M954,8757101220.7%
Q1 202152$81.7M1,173,2941081218.2%
Q4 202050$84.9M1,576,817101068.9%
Q3 202046$19.3M479,018651223.4%
Q2 202046$15.1M414,944117520.1%
Q1 202040$13.1M407,54524925.5%
Q4 201964$50.3M742,9961171619.5%
Q3 201954$53.5M864,355441624.2%
Q2 201959$76.5M919,590881345.9%
Q1 201957$40.1M795,431451620.6%
Q4 201866$42.7M814,46610137.7%