PROSHARES TRUST - UPV
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -24,060 | -100.0% | Q4 2025 | Feb 03, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q4 2025 | Feb 13, 2026 |