Who owns ProShares Ultra Utilities?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of UPW from SEC Form 13F filings across 13 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.
As of the 2026-06-30 reporting period, 13 institutions disclosed 193,511 shares of ProShares Ultra Utilities worth $4.4M — about 25.1% of shares outstanding; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
13
13F holders
$4.4M
value, 2026 filers
25.1%
of shares outstanding (193,511 sh)
6
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 UPW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 121,818 | $2.9M | 0.0% | 15.8% | -48.9% |
| 2 | IMC-Chicago, LLC | 29,832 | $716,526 | 0.0% | 3.9% | -11.4% |
| 3 | FLOW TRADERS U.S. LLCNEW | 12,406 | $298 | 0.0% | 1.6% | new |
| 4 | Atria Investments, IncNEW | 11,646 | $279,718 | 0.0% | 1.5% | new |
| 5 | StoneX Group Inc.NEW | 10,051 | $242,036 | 0.0% | 1.3% | new |
| 6 | MERCER GLOBAL ADVISORS INC /ADVNEW | 6,000 | $144,112 | 0.0% | 0.8% | new |
| 7 | OSAIC HOLDINGS, INC. | 1,045 | $25,106 | 0.0% | 0.1% | -61.8% |
| 8 | FIFTH THIRD BANCORP | 280 | $6,725 | 0.0% | 0% | 0.0% |
| 9 | Beacon Capital Management, Inc.NEW | 208 | $4,996 | 0.0% | 0% | new |
| 10 | TOTH FINANCIAL ADVISORY CORP | 181 | $4,352 | 0.0% | 0% | +0.6% |
| 11 | Integrated Wealth Concepts LLCNEW | 42 | $1,009 | 0.0% | 0% | new |
| 12 | WELLS FARGO & COMPANY/MN | 1 | $14 | 0.0% | 0% | 0.0% |
| 13 | MORGAN STANLEY | 1 | $27 | 0.0% | 0% | 0.0% |
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.