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Who owns UPROWhat UPRO owns — n/a

Who owns ProShares - UltraPro S&P500?

Institutional ownership of UPRO from SEC Form 13F filings across 92 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

92

13F holders

$124.1M

value, 2026 filers

4%

of shares outstanding (1.2M sh)

29

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of UPRO's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1HRT FINANCIAL LPNEW291,985$41,4000.0%0.9%new
2AXXCESS WEALTH MANAGEMENT, LLCNEW164,587$23.3M0.4%0.5%new
3MILLENNIUM MANAGEMENT LLCNEW75,500$10.7M0.0%0.2%new
4Main Street Group, LTD46,349$6.6M1.5%0.1%-1.2%
5DIVERSIFIED TRUST CO43,000$6.1M0.1%0.1%0.0%
6Ascentis Wealth Management, LLC36,134$107,6100.0%0.1%+14238.9%
7GTS SECURITIES LLC34,324$4.9M0.1%0.1%+56.6%
8PNC Financial Services Group, Inc.29,066$4.1M0.0%0.1%0.0%
9R2 Capital Strategies, LLCNEW28,415$4.0M1.8%0.1%new
10Mariner, LLC27,761$3.9M0.0%0.1%-3.4%
11LM Advisors LLC25,898$3,6720.4%0.1%+2711.9%
12Millington Financial Advisors, LLC25,843$3.6M1.4%0.1%+1.3%
13Creative Planning24,824$3.5M0.0%0.1%-2.0%
14UBS Group AG21,886$3.1M0.0%0.1%-36.5%
15CITADEL ADVISORS LLCNEW21,605$3.1M0.0%0.1%new
16Encompass More Asset ManagementNEW21,478$3.0M0.4%0.1%new
17Lido Advisors, LLC21,112$3.0M0.0%0.1%+27.8%
18JPMORGAN CHASE & CO20,474$2.8M0.0%0.1%-13.8%
19INDEPENDENT FINANCIAL GROUP, LLC19,589$2.8M0.1%0.1%-55.3%
20Larson Financial Group LLC18,068$2.6M0.1%0.1%+396.2%
21Tower Research Capital LLC (TRC)16,181$2.3M0.1%0.1%-75.9%
22BankPlus Trust DepartmentNEW15,900$2.3M0.5%0.1%new
23TOTH FINANCIAL ADVISORY CORP13,459$1.9M0.2%0%-1.3%
24JANE STREET GROUP, LLCNEW12,313$1.7M0.0%0%new
25EverSource Wealth Advisors, LLC10,101$1.4M0.0%0%-43.6%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.