PROSHARES TRUST - UGE
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | History | Added to | 34,527 | 641 | 0.0% | 0.0% | 1 | +483 | 1.42% | Q2 2025 | Sep 04, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 20,907 | 388 | 0.0% | — | 2 | +20,907 | New | Q2 2025 | Aug 01, 2025 |
| EverSource Wealth Advisors, LLC | History | New | 7,935 | 147 | 0.01% | — | 3 | +7,935 | New | Q2 2025 | Aug 13, 2025 |
| UBS Group AG | History | New | 247 | 4 | 0.0% | — | 5 | +247 | New | Q2 2025 | Aug 14, 2025 |
| Beacon Capital Management, Inc. | History | New | 239 | 4 | 0.0% | — | 4 | +239 | New | Q2 2025 | Sep 04, 2025 |
| Parallel Advisors, LLC | History | No change | 182 | 3 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2025 | Jul 08, 2025 |
| Arax Advisory Partners | History | No change | 100 | 1 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2025 | Aug 12, 2025 |
| MORGAN STANLEY | History | Added to | 26 | 0 | — | — | — | +11 | 73.33% | Q2 2025 | Aug 14, 2025 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2025 | Aug 14, 2025 |