Who owns ProShares - Ultra Russell2000?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of UWM from SEC Form 13F filings across 43 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, 43 institutions disclosed 936,687 shares of ProShares - Ultra Russell2000 worth $63.0M — about 21.1% of shares outstanding; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
43
13F holders
$63.0M
value, 2026 filers
21.1%
of shares outstanding (936,687 sh)
11
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 UWM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 160,906 | $10.8M | 0.0% | 3.6% | -10.0% |
| 2 | Client First Investment Management LLCNEW | 119,587 | $8.0M | 3.4% | 2.7% | new |
| 3 | Global View Capital Management LLC | 94,336 | $6.3M | 1.3% | 2.1% | +19.2% |
| 4 | TOTH FINANCIAL ADVISORY CORP | 92,077 | $6.2M | 0.6% | 2.1% | +3.8% |
| 5 | CITADEL ADVISORS LLC | 67,454 | $4.5M | 0.0% | 1.5% | -19.5% |
| 6 | Wealthcare Advisory Partners LLC | 67,410 | $4.5M | 0.1% | 1.5% | -1.0% |
| 7 | Legacy Wealth Partners, LLC | 55,321 | $3.7M | 0.8% | 1.2% | +85.6% |
| 8 | Capital Investment Advisory Services, LLC | 37,577 | $2.5M | 0.2% | 0.8% | +3.8% |
| 9 | Tempus Wealth Planning, LLCNEW | 33,257 | $2.2M | 0.4% | 0.7% | new |
| 10 | Genesee Capital Advisors, LLCNEW | 20,034 | $1.3M | 0.4% | 0.5% | new |
| 11 | Capital Investment Counsel, Inc | 19,675 | $1.3M | 0.1% | 0.4% | -60.1% |
| 12 | IMC-Chicago, LLCNEW | 17,970 | $1.2M | 0.0% | 0.4% | new |
| 13 | JANE STREET GROUP, LLC | 15,203 | $1.0M | 0.0% | 0.3% | -48.9% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,449 | $904,176 | 0.0% | 0.3% | -83.6% |
| 15 | BARD ASSOCIATES INC | 13,200 | $887,436 | 0.2% | 0.3% | -11.4% |
| 16 | Atlatl Advisers LLC | 12,450 | $837,014 | 0.2% | 0.3% | +4.8% |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | 11,435 | $768,775 | 0.0% | 0.3% | -21.2% |
| 18 | Dedeker Financial LLC | 10,236 | $688,172 | 0.4% | 0.2% | -84.8% |
| 19 | Cassaday & Co Wealth Management LLC | 9,288 | $624,433 | 0.0% | 0.2% | 0.0% |
| 20 | Forefront Analytics, LLC | 7,997 | $537,666 | 0.6% | 0.2% | +0.1% |
| 21 | Harvest Investment Services, LLC | 6,815 | $458,172 | 0.1% | 0.2% | +11.0% |
| 22 | Verdence Capital Advisors LLC | 6,103 | $410,305 | 0.0% | 0.1% | 0.0% |
| 23 | Tower Research Capital LLC (TRC)NEW | 6,024 | $404,993 | 0.0% | 0.1% | new |
| 24 | UBS Group AG | 5,132 | $345,024 | 0.0% | 0.1% | -61.7% |
| 25 | Silverleafe Capital Partners, LLC | 4,892 | $328,889 | 0.1% | 0.1% | 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.