PROSHARES TRUST - UWM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 184,972 | 8,697 | 0.0% | 0.0% | 1 | -70,989 | -27.73% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 140,957 | 6,627 | 0.0% | 0.0% | 2 | +81,757 | 138.1% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 103,474 | 4,865 | 0.0% | 0.0% | 3 | +22,384 | 27.6% | Q4 2025 | Feb 17, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 83,432 | 3,922 | 0.43% | 0.35% | 4 | +13,909 | 20.01% | Q4 2025 | Jan 20, 2026 |
| Quadrature Capital Ltd | History | New | 71,119 | 3,344 | 0.03% | — | 5 | +71,119 | New | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 68,080 | 3,201 | 0.06% | — | 6 | +68,080 | New | Q4 2025 | Jan 14, 2026 |
| CWM, LLC | History | Added to | 63,004 | 2,962 | 0.01% | 0.0% | 7 | +30,122 | 91.61% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Counsel, Inc | History | Added to | 51,104 | 2,402 | 0.28% | 0.29% | 8 | +2 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Dedeker Financial LLC | History | New | 50,898 | 2,393 | 2.14% | — | 9 | +50,898 | New | Q4 2025 | Mar 31, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 37,956 | 1,784 | 0.13% | 0.14% | 10 | -144 | -0.38% | Q4 2025 | Jan 21, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 32,273 | 1,517 | 0.03% | — | 11 | +32,273 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 31,525 | 1,482 | 0.0% | 0.0% | 12 | +13,949 | 79.36% | Q4 2025 | Feb 12, 2026 |
| Global View Capital Management LLC | History | Added to | 30,487 | 1,433 | 0.27% | 0.26% | 13 | +3,971 | 14.98% | Q4 2025 | Jan 14, 2026 |
| Legacy Wealth Partners, LLC | History | New | 28,496 | 1,339 | 0.35% | — | 14 | +28,496 | New | Q4 2025 | Feb 17, 2026 |
| Massar Capital Management, LP | History | New | 18,161 | 853 | 0.09% | — | 15 | +18,161 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 16,820 | 790 | 0.03% | 0.04% | 16 | -5,162 | -23.48% | Q4 2025 | Feb 17, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 15,675 | 737 | 0.19% | 0.22% | 17 | -1,975 | -11.19% | Q4 2025 | Feb 13, 2026 |
| INTERCAPITAL, LLC | History | New | 10,955 | 515 | 0.18% | — | 18 | +10,955 | New | Q4 2025 | Feb 13, 2026 |
| Atlatl Advisers LLC | History | Added to | 10,870 | 511 | 0.2% | 0.18% | 19 | +990 | 10.02% | Q4 2025 | Feb 09, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 9,288 | 436 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 8,341 | 392 | 0.07% | 0.08% | 21 | -690 | -7.64% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 8,300 | 390 | 0.0% | — | 22 | +8,300 | New | Q4 2025 | Feb 12, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 8,015 | 376 | 0.02% | 0.02% | 23 | -3 | -0.04% | Q4 2025 | Jan 30, 2026 |
| Forefront Analytics, LLC | History | Added to | 7,977 | 375 | 0.33% | 0.35% | 24 | +32 | 0.4% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 6,732 | 316 | 0.0% | — | 25 | +6,732 | New | Q4 2025 | Feb 13, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 6,103 | 286 | 0.02% | 0.02% | 26 | -400 | -6.15% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | New | 5,783 | 271 | 0.0% | — | 27 | +5,783 | New | Q4 2025 | Feb 12, 2026 |
| Silverleafe Capital Partners, LLC | History | No change | 4,892 | 230 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| One Wealth Map LLC | History | Reduced | 4,016 | 212 | 0.11% | 0.2% | 29 | -4,016 | -50.0% | Q4 2025 | Feb 04, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 4,390 | 206 | 0.01% | 0.01% | 30 | -717 | -14.04% | Q4 2025 | Feb 04, 2026 |
| Larson Financial Group LLC | History | Added to | 1,614 | 75 | 0.0% | 0.0% | 31 | +6 | 0.37% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 1,000 | 46 | 0.0% | — | 32 | +1,000 | New | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 900 | 42 | 0.0% | 0.0% | 33 | +67 | 8.04% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 845 | 39 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 660 | 31 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 600 | 28 | 0.01% | 0.17% | 36 | -1,213 | -66.91% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | No change | 400 | 18 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 326 | 15 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 258 | 12 | 0.01% | — | 39 | +258 | New | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO | History | No change | 235 | 11 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Root Financial Partners, LLC | History | New | 192 | 9 | 0.0% | — | 41 | +192 | New | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | New | 104 | 4 | 0.0% | — | 42 | +104 | New | Q4 2025 | Jan 26, 2026 |
| Client First Investment Management LLC | History | Closed out | 0 | 0 | — | 2.57% | — | -108,750 | -100.0% | Q3 2025 | Oct 15, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,976 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.04% | — | -29,038 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,822 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Polymer Capital Management (HK) LTD | History | Closed out | 0 | 0 | — | 0.06% | — | -9,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Forefront Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,945 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,919 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,596 | -100.0% | Q3 2025 | Feb 03, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,400 | -100.0% | Q3 2025 | Oct 29, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,251 | -100.0% | Q3 2025 | Oct 09, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |