ProShares UltraPro S&P 500 (UPRO) Institutional Ownership

$71.31
+2.20 (+3.18%)
(As of 02:22 PM ET)

Institutional Ownership Changes (13F Filings) for ProShares UltraPro S&P 500 (NYSEARCA:UPRO)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$557.10M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$603.97M
Get UPRO Insider Trade Alerts

Want to know when executives and insiders are buying or selling ProShares UltraPro S&P 500 stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

UPRO Institutional Buying and Selling by Quarter

ProShares UltraPro S&P 500 Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024Axxcess Wealth Management LLC8,183$577K0.0%-92.5%0.018%
5/14/2024CreativeOne Wealth LLC5,946$419K0.0%N/A0.013%
5/10/2024 Discovery Value Fund90,040$6.35M2.2%N/A0.194%
5/9/2024 XR Securities LLC15,862$1.12M0.0%+46.5%0.034%
5/8/2024 Headlands Technologies LLC4,024$284K0.1%-35.1%0.009%
4/30/2024Commonwealth Equity Services LLC8,264$583K0.0%+14.2%0.018%
4/24/2024 Spire Wealth Management3,003$212K0.0%-9.1%0.007%
4/23/2024 Strategic Blueprint LLC3,104$219K0.0%N/A0.007%
4/22/2024Ashton Thomas Private Wealth LLC93,518$6.60M0.4%+8.7%0.203%
4/16/2024 Toth Financial Advisory Corp29,100$2.05M0.3%-44.2%0.063%
4/15/2024 Great Oak Capital Partners LLC4,536$320K0.1%+16.3%0.008%
4/13/2024 IMC Chicago LLC659,675$46.54M0.0%-92.3%1.154%
4/12/2024 Traynor Capital Management Inc.3,449$243K0.0%N/A0.006%
3/22/2024 PNC Financial Services Group Inc.1,890$103K0.0%N/A0.003%
2/26/2024 Great Oak Capital Partners LLC3,901$214K0.1%N/A0.007%
2/16/2024DRW Securities LLC85,998$4.71M0.1%+282.2%0.150%
2/13/2024Tower Research Capital LLC TRC 74,576$4.08M0.1%+171.9%0.130%
2/9/2024 Mark Sheptoff Financial Planning LLC452$25K0.0%N/A0.001%
2/9/2024 IMC Chicago LLC8,518,882$466.32M0.3%+10,278.1%14.906%
2/9/2024 Assetmark Inc.306,731$16.79M0.1%N/A0.537%
2/9/2024 Corient Private Wealth LLC84,334$4.62M0.0%+30.9%0.148%
2/8/2024Innova Wealth Partners4,516$247K0.2%N/A0.008%
2/7/2024 Jump Financial LLC282,170$15.45M0.5%-9.2%0.494%
2/7/2024 MPS Loria Financial Planners LLC5,927$324K0.1%+20.5%0.010%
2/6/2024 Spire Wealth Management3,305$187K0.0%-26.9%0.006%
2/6/2024Axxcess Wealth Management LLC109,487$5.99M0.2%+1,917.1%0.192%
2/5/2024 Capital Investment Counsel Inc2,700$148K0.0%+440.0%0.005%
2/2/2024 Headlands Technologies LLC6,205$340K0.1%+66.4%0.011%
2/2/2024Golden State Equity Partners17,607$964K0.2%-4.1%0.031%
2/2/2024 Simplex Trading LLC53,990$2.96M0.0%-1.8%0.094%
2/1/2024 Millington Financial Advisors LLC28,410$1.56M1.2%+3.2%0.050%
1/31/2024 Family Capital Management Inc.8,804$482K0.3%-35.8%0.015%
1/31/2024Stone House Investment Management LLC13,386$733K0.3%-22.7%0.023%
1/30/2024Prosperity Wealth Management Inc.130,315$7.13M4.6%-34.8%0.228%
1/30/2024 Bison Wealth LLC4,145$227K0.0%N/A0.007%
1/30/2024 Vontobel Holding Ltd.5,043$276K0.0%-64.0%0.009%
1/29/2024 Ellis Investment Partners LLC12,344$676K0.2%-3.1%0.022%
1/26/2024 Toth Financial Advisory Corp52,135$2.85M0.4%+2.5%0.091%
1/26/2024 Turtle Creek Wealth Advisors LLC2,021$111K0.0%N/A0.004%
1/25/2024 Triton Wealth Management PLLC4,727$247K0.2%N/A0.008%
Forget the “Magnificent 7” Tech Companies, Buy This AI Stock Instead (Ad)

The AI boom continues to snowball with no signs of slowing... Google CEO, Sundar Pichai, made waves during a recent call with analysts, reminding them that the search engine company has been “AI first” since 2016.

Get the full story here.
1/24/2024 CENTRAL TRUST Co2,024$111K0.0%N/A0.004%
1/23/2024 CPR Investments Inc.26,867$1.47M1.4%-5.0%0.047%
1/11/2024 Rise Advisors LLC711$39K0.0%+39.4%0.001%
1/11/2024 Wealth Alliance Advisory Group LLC9,795$536K0.1%+99.8%0.017%
12/4/2023Tucker Asset Management LLC15,038$619K0.2%+1,332.2%0.026%
11/15/2023Stone House Investment Management LLC17,315$713K0.2%N/A0.030%
11/14/2023Tower Research Capital LLC TRC27,431$1.13M0.0%-49.1%0.048%
11/14/2023Qube Research & Technologies Ltd55,792$2.30M0.0%N/A0.098%
11/13/2023 Cary Street Partners Investment Advisory LLC2,465$101K0.0%+252.1%0.004%
11/13/2023Mariner LLC12,915$532K0.0%-10.3%0.023%
11/9/2023 CPR Investments Inc.28,285$1.16M1.3%-1.2%0.049%
11/9/2023 WESPAC Advisors SoCal LLC5,240$216K0.1%-66.4%0.009%
11/9/2023 Headlands Technologies LLC3,730$154K0.1%N/A0.007%
11/8/2023Pathstone Family Office LLC8,996$370K0.0%N/A0.016%
11/8/2023Fort Point Capital Partners LLC8,870$365K0.1%-5.7%0.016%
11/8/2023 Spire Wealth Management4,524$186K0.0%+94.8%0.008%
11/8/2023 Bryn Mawr Capital Management LLC7,855$323K0.0%N/A0.014%
11/7/2023Prosperity Wealth Management Inc.200,003$8.23M5.3%+1.9%0.350%
11/7/2023 Jump Financial LLC310,593$12.79M0.5%+291.5%0.543%
11/4/2023 Q3 Asset Management20,935$861K0.3%N/A0.037%
11/3/2023 ORG Partners LLC6,616$272K0.1%+350.1%0.012%
11/3/2023 Larson Financial Group LLC6,281$259K0.0%+6.5%0.011%
11/2/2023 Millington Financial Advisors LLC27,519$1.13M1.0%+36.2%0.048%
11/1/2023 Simplex Trading LLC54,983$2.26M0.0%+5.8%0.096%
11/1/2023 Ellis Investment Partners LLC12,743$525K0.1%-3.7%0.022%
10/26/2023 XR Securities LLC71,929$2.96M0.2%+430.3%0.126%
10/26/2023 Paul Damon & Associates Inc.13,723$565K0.4%-29.3%0.024%
10/24/2023 Hoey Investments Inc.2,000$82K0.0%-33.3%0.003%
10/23/2023 Cumberland Advisors Inc.221,950$9.14M4.1%+3,562.5%0.388%
10/23/2023Commonwealth Equity Services LLC8,081$333K0.0%-54.7%0.014%
10/20/2023Golden State Equity Partners18,351$756K0.2%-1.5%0.032%
10/20/2023 MPS Loria Financial Planners LLC4,918$202K0.1%-23.3%0.009%
10/12/2023 IMC Chicago LLC82,085$3.38M0.0%-73.9%0.144%
10/11/2023 Vontobel Holding Ltd.13,990$576K0.0%N/A0.024%
10/10/2023 Wealth Alliance Advisory Group LLC4,902$202K0.1%+8.9%0.009%
9/12/2023Prosperity Wealth Management Inc.196,230$9.30M6.0%+19.7%0.343%
9/8/2023Tucker Asset Management LLC1,050$50K0.0%N/A0.002%
8/14/2023Fort Point Capital Partners LLC9,410$446K0.1%-5.9%0.016%
8/14/2023Gallagher Fiduciary Advisors LLC22,144$1.05M0.1%-14.3%0.039%
8/14/2023Tower Research Capital LLC TRC53,891$2.55M0.1%-41.8%0.094%
8/10/2023 AXS Investments LLC8,400$398K0.1%N/A0.015%
8/9/2023 Spire Wealth Management2,322$110K0.0%-12.5%0.004%
8/9/2023Flow Traders U.S. LLC40,230$1.91M0.1%+385.1%0.070%
8/8/2023 Millington Financial Advisors LLC20,212$958K0.9%-4.4%0.035%
8/8/2023 XR Securities LLC13,563$643K0.0%N/A0.024%
8/7/2023 Ellis Investment Partners LLC13,232$627K0.2%+3.5%0.023%
8/4/2023 Simplex Trading LLC51,950$2.46M0.0%N/A0.091%
8/3/2023 Larson Financial Group LLC5,896$279K0.0%+728.1%0.010%
7/24/2023 Paul Damon & Associates Inc.19,417$920K0.6%-4.2%0.032%
7/24/2023 Cumberland Advisors Inc.6,060$287K0.1%-98.5%0.010%
Forget the “Magnificent 7” Tech Companies, Buy This AI Stock Instead (Ad)

The AI boom continues to snowball with no signs of slowing... Google CEO, Sundar Pichai, made waves during a recent call with analysts, reminding them that the search engine company has been “AI first” since 2016.

Get the full story here.
7/21/2023 Creative Planning11,916$565K0.0%-18.4%0.019%
7/21/2023 CPR Investments Inc.28,641$1.36M1.3%N/A0.047%
7/21/2023Intercontinental Wealth Advisors LLC48,948$2.32M0.6%+89.0%0.080%
7/21/2023 MPS Loria Financial Planners LLC6,413$304K0.1%N/A0.010%
7/20/2023 WESPAC Advisors SoCal LLC15,610$740K0.3%-46.2%0.025%
7/19/2023Golden State Equity Partners18,623$882K0.2%N/A0.030%
7/14/2023 IMC Chicago LLC314,469$14.90M0.0%N/A0.513%
7/13/2023 Wealth Alliance Advisory Group LLC4,502$213K0.1%N/A0.007%
7/13/2023Innova Wealth Partners5,902$280K0.2%N/A0.010%
7/10/2023 Quent Capital LLC3,546$168K0.0%-19.5%0.006%
(Data available from 1/1/2016 forward)

UPRO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPRO shares?

During the previous two years, 85 institutional investors and hedge funds held shares of ProShares UltraPro S&P 500. The most heavily invested institutionals were IMC Chicago LLC ($46.54M), Jane Street Group LLC ($43.83M), Assetmark Inc. ($16.79M), Jump Financial LLC ($15.45M), Paragon Advisors LLC ($11.28M), Cumberland Advisors Inc. ($9.14M), and Prosperity Wealth Management Inc. ($7.13M).Learn more on UPRO's institutional investors.

Which institutional investors have been buying ProShares UltraPro S&P 500 stock?

Of the 78 institutional investors that purchased ProShares UltraPro S&P 500 stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: IMC Chicago LLC ($9.03M), Jane Street Group LLC ($1.09M), Cumberland Advisors Inc. ($617.39K), Jump Financial LLC ($518.31K), Assetmark Inc. ($306.73K), Axxcess Wealth Management LLC ($259.19K), and Paragon Advisors LLC ($206.10K).

How much institutional buying is happening at ProShares UltraPro S&P 500?

Institutional investors have bought a total of 13,541,473 shares in the last 24 months. This purchase volume represents approximately $665.90M in transactions.

Which ProShares UltraPro S&P 500 major shareholders have been selling company stock?

Of the 38 institutional investors that sold ProShares UltraPro S&P 500 stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: IMC Chicago LLC ($8.09M), Cumberland Advisors Inc. ($1.11M), HRT Financial LP ($222.78K), Flow Traders U.S. LLC ($134.98K), Simplex Trading LLC ($125.22K), Axxcess Wealth Management LLC ($101.30K), and F3Logic LLC ($84.70K).

How much institutional selling is happening at ProShares UltraPro S&P 500?

Institutional investors have sold a total of 10,271,598 shares in the last 24 months. This volume of shares sold represents approximately $651.16M in transactions.


This page (NYSEARCA:UPRO) was last updated on 5/15/2024 by MarketBeat.com Staff

From Our Partners