UPRO institutional holders

ProShares UltraPro S&P 500 · 146 reporting institutions · $213.8M reported value

Funds that can replace UPRO · UPRO return decomposition

Institutional holdings

Institutions reporting UPRO, largest first
InstitutionReported positionAdvisors at firmReport period
Ridgepath Capital Management LLC$23.4M22026-06-30
Axxcess Wealth Management, LLC$23.3M382026-06-30
Revere Asset Management, Inc$17.6M52026-03-31
Spectrum Financial Alliance Ltd LLC$15.7M42026-06-30
Millennium Management LLC$10.7M02026-06-30
Main Street Group, Ltd$6.6M92026-06-30
Diversified Trust Co$6.1M02026-06-30
Gts Securities LLC$4.9M02026-06-30
PNC Financial Services Group, Inc.$4.1M02026-06-30
R2 Wealth Management Partners$4M32026-06-30
Mariner, LLC$3.9M02026-06-30
Uniting Wealth Partners$3.7M162026-06-30
Millington Financial Advisors, LLC$3.6M52026-06-30
Creative Planning$3.5M1,1712026-06-30
UBS Group AG$3.1M02026-06-30
Citadel Advisors LLC$3.1M02026-06-30
Encompass More Asset Management$3M862026-06-30
Lido Advisors, LLC$3M3202026-06-30
Jpmorgan Chase & Co$2.8M02026-06-30
Independent Financial Group, LLC$2.8M4812026-06-30
Prosperity Wealth Management, Inc.$2.8M562025-12-31
Optiver Holding B.V.$2.7M02026-06-30
Larson Financial Group LLC$2.6M672026-06-30
Dedora Capital, Inc.$2.5M62026-06-30
Tower Research Capital LLC (trc)$2.3M02026-06-30
Safe Harbor Fiduciary, LLC$2.3M32026-06-30
Bankplus Trust Department$2.3M02026-06-30
Toth Financial Advisory Corp$1.9M102026-06-30
Jane Street Group, LLC$1.7M02026-06-30
Eversource Wealth Advisors, LLC$1.4M772026-06-30
Koshinski Asset Management, Inc.$1.3M692026-06-30
Ellis Investment Partners, LLC$1.3M182026-06-30
Westmount Partners, LLC$1.3M262026-06-30
Beacon Pointe Advisors, LLC$1.3M4662026-06-30
Timonier Family Office, Ltd.$1.1M42026-06-30
Discipline Wealth Solutions, Inc.$1M192026-06-30
Bryn Mawr Trust Advisors, LLC$996.6K552026-06-30
Susquehanna International Group, LLP$973.1K02026-06-30
Keen Wealth Advisors$970.2K222026-06-30
Sound Income Strategies, LLC$958.8K1182026-06-30
Founders Financial Securities LLC$955.2K1172026-06-30
Genesee Capital Advisors, LLC$919.8K22026-06-30
Massar Capital Management, LP$905.6K02026-06-30
Erickson Financial Group, LLC$871.9K32026-06-30
World Investment Advisors$865.3K3592026-06-30
American Financial Advisors, LLC$844.7K22026-06-30
Mercer Global Advisors Inc /adv$828.4K02026-06-30
Flputnam Investment Management Co$826.4K782026-06-30
Quantinno Capital Management LP$719.4K02026-06-30
Farther Finance Advisors, LLC$701.9K3342026-06-30
Hickory Point Bank & Trust$695.9K02026-06-30
Harbour Investments, Inc.$689.2K2472026-06-30
Cpr Investments Inc$679.4K242026-06-30
Insigneo Advisory Services, LLC$669.1K2252026-06-30
Sym Financial Corp$665.4K332026-06-30
Ashton Thomas Private Wealth, LLC$648.7K962026-06-30
Calamos Wealth Management LLC$646.8K402026-06-30
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors$618.8K02026-06-30
Mittelman Wealth Management$616.1K12026-06-30
J. M. Brown & Associates Inc.$572.5K62026-06-30
Commonwealth Equity Services, LLC$568.8K2,8632026-06-30
Wealth Alliance Advisory Group, LLC$542K62026-06-30
Sollinda Capital Management LLC$514.3K172026-06-30
Nicholas Hoffman & Company, Llc.$511.9K132026-06-30
Creativeone Wealth, LLC$482.9K2212026-06-30
J.W. Cole Advisors, Inc.$442.8K4992026-06-30
Choreo, LLC$437.8K1482026-06-30
Optima Capital LLC$435.9K62026-06-30
Walleye Trading LLC$419.6K02026-06-30
Lexaurum Advisors, LLC$403.1K352026-06-30
Assetmark, Inc$396.6K2202026-06-30
Qube Research & Technologies Ltd$372.9K02026-06-30
Summit Trail Advisors, LLC$357K272026-06-30
Essex Financial Services, Inc.$345.3K332026-06-30
Bxm Wealth LLC$335.2K52026-06-30
Dedeker Financial LLC$332.8K12026-06-30
Pathstone Holdings, LLC$332.3K02026-06-30
Two Sigma Securities, LLC$326.4K02026-06-30
Visionary Horizons, LLC$322.6K162026-06-30
Financial Insights Wealth Management$319.2K82026-06-30
Fortem Financial Group, LLC$319K62026-06-30
Avidian Wealth Enterprises, LLC$316.3K432026-06-30
Howland Capital Management LLC$308.3K112026-06-30
Daviman Financial, LLC$306K42026-06-30
Gds Wealth Management$305.7K232026-06-30
Segment Wealth Management, LLC$292.8K32026-06-30
Blackrock, Inc.$288.4K02026-06-30
Mayflower Advisors$285.9K272026-06-30
Meramec Financial Planners, LLC$280.5K72026-06-30
Northwestern Mutual Wealth Management Co$271.5K02026-06-30
Captrust Financial Advisors$264K9622026-06-30
J. Safra Sarasin Holding AG$258.7K02026-06-30
Stratos Wealth Partners, Ltd.$256.2K3862026-06-30
Spire Wealth Management$255.9K32026-06-30
Physician Wealth Advisors, Inc.$251.2K92026-06-30
Vontobel Holding Ltd.$241K02026-06-30
Lpl Financial LLC$236.6K23,4582026-06-30
Zacks Investment Management$234.9K832026-06-30
Legacy Wealth Managment, Llc/id$232.4K492026-06-30
Innova Wealth Partners$232K62026-06-30
Belpointe Asset Management LLC$228.3K1702026-06-30
Keybank National Association/oh$227.9K02026-06-30
Vines Capital Management, LLC$220.1K32026-06-30
Hightower Advisors, LLC$217.9K1,0462026-06-30
Altura Wealth Advisors Inc.$216.1K42026-06-30
CIBC Private Wealth Group LLC$179.6K02025-12-31
Morgan Stanley$142.6K23,1852026-06-30
Blair William & Co/il$141.8K3292026-06-30
Provident Wealth Management, LLC$97.1K52026-06-30
Quent Capital, LLC$85.9K02026-06-30
Signaturefd, LLC$80.6K492026-06-30
Newedge Advisors$68.1K6012026-06-30
Federation Des Caisses Desjardins Du Quebec$60.7K02026-06-30
Osaic Holdings, Inc.$57K02026-06-30
US Bancorp$56.7K02026-06-30
Glass Jacobson Investment Advisors LLC$53K102026-06-30
Hrt Financial LP$41.4K02026-06-30
Citigroup Inc$39.6K02026-06-30
Allworth Financial, LP$39.4K3172026-06-30
Ascentis Wealth Management, LLC$35.9K82026-06-30
Mark Sheptoff Financial Planning LLC$32.2K02026-06-30
Sbi Securities Co., Ltd.$24.2K02026-06-30
Geneos Wealth Management, Inc.$22.3K1932026-06-30
Blue Trust, Inc.$18.4K02026-06-30
Integrated Wealth Concepts LLC$14.2K4802026-06-30
Pinnacle Wealth Planning Services, Inc.$12.5K202026-06-30
Ae Wealth Management LLC$11.6K4712026-06-30
Cwm, LLC$9.8K6672026-03-31
Parkside Financial Bank & Trust$9K02026-03-31
Parallel Advisors, LLC$8.5K752026-06-30
Kings Path Partners LLC$4K42026-06-30
Lm Advisors LLC$3.7K52026-06-30
Hollencrest Capital Management$3.5K152026-06-30
Caitlin John, LLC$2.8K242026-06-30
Continuum Advisory, LLC$2.8K402026-06-30
Ifp Advisors, Inc$1.7K3182026-06-30
Longview Financial Advisors LLC$1.4K22026-06-30
Abound Wealth Management$851162026-06-30
Sg Americas Securities, LLC$70502026-06-30
Wells Fargo & Company/mn$29002026-06-30
Hantz Financial Services, Inc.$2263962026-06-30
Steward Partners Investment Advisory, LLC$1074812026-06-30
Corecap Advisors, LLC$231182026-06-30
Forum Finance Group S.A.$812026-06-30
Guerra Advisors Inc$3172025-09-30
Motiv8 Investments LLC$1102025-12-31

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30