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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | History | No change | 24,060 | 2,165 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| UBS Group AG | History | Reduced | 18 | 1 | 0.0% | 0.0% | 2 | -136 | -88.31% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 19 | 1 | 0.0% | 0.0% | 3 | -11 | -36.67% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |