PROSHARES TRUST - UYG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 45,936 | 3,930 | 0.0% | 0.0% | 1 | +37,151 | 422.89% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 40,101 | 3,431 | 0.06% | 0.06% | 2 | +300 | 0.75% | Q2 2026 | Aug 10, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 27,995 | 2,395 | 0.23% | 0.23% | 3 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Focus Partners Wealth | History | Reduced | 24,429 | 2,093 | 0.0% | 0.0% | 4 | -21 | -0.09% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 18,000 | 1,540 | 0.0% | 0.0% | 5 | -36,177 | -66.78% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | New | 17,695 | 1,514 | 0.0% | — | 6 | +17,695 | New | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 15,000 | 1,283 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Reduced | 12,698 | 1,086 | 0.0% | 0.0% | 8 | -23 | -0.18% | Q2 2026 | Aug 13, 2026 |
| Integrated Advisors Network LLC | History | New | 11,695 | 1,000 | 0.05% | — | 9 | +11,695 | New | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 10,250 | 877 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 9,489 | 874 | 0.02% | 0.02% | 11 | +12 | 0.13% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Counsel, Inc | History | Reduced | 7,555 | 646 | 0.07% | 0.07% | 12 | -700 | -8.48% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 7,314 | 625 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savant Capital, LLC | History | Added to | 7,689 | 613 | 0.0% | 0.0% | 14 | +3,905 | 103.2% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | New | 7,032 | 601 | 0.01% | — | 15 | +7,032 | New | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 6,806 | 582 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,115 | 523 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,820 | 498 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 5,589 | 478 | 0.0% | 0.0% | 19 | +1,015 | 22.19% | Q2 2026 | Aug 13, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 5,484 | 469 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 5,413 | 463 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| XTX Topco Ltd | History | New | 5,250 | 449 | 0.01% | — | 22 | +5,250 | New | Q2 2026 | Aug 14, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 5,000 | 427 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 5,000 | 427 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 4,897 | 419 | 0.02% | 0.02% | 25 | -48 | -0.97% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | Added to | 4,182 | 357 | 0.0% | 0.0% | 26 | +2,091 | 100.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,117 | 352 | 0.0% | 0.0% | 27 | +623 | 17.83% | Q2 2026 | Sep 23, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | No change | 4,100 | 350 | 0.12% | 0.12% | 28 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 3,829 | 327 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 3,801 | 325 | 0.0% | 0.0% | 30 | -204 | -5.09% | Q2 2026 | Aug 11, 2026 |
| Summit Trail Advisors, LLC | History | No change | 3,621 | 309 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,579 | 306 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 3,534 | 302 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 3,510 | 300 | 0.09% | 0.09% | 34 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,262 | 279 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| LOWERY THOMAS, LLC | History | New | 3,242 | 277 | 0.14% | — | 36 | +3,242 | New | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 3,062 | 262 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 3,000 | 256 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,736 | 234 | 0.0% | — | 39 | +2,736 | New | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | New | 2,620 | 224 | 0.0% | — | 41 | +2,620 | New | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,627 | 224 | 0.0% | 0.0% | 40 | -399 | -13.19% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 2,538 | 217 | 0.0% | — | 42 | +2,538 | New | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | New | 2,470 | 211 | 0.02% | — | 44 | +2,470 | New | Q2 2026 | Jul 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 2,465 | 211 | 0.0% | — | 43 | +2,465 | New | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, LLC | History | New | 2,215 | 211 | 0.0% | — | 45 | +2,215 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,215 | 211 | 0.0% | — | 46 | +2,215 | New | Q2 2026 | Jul 29, 2026 |
| GLENMEDE TRUST CO NA | History | New | 2,463 | 210 | 0.0% | — | 47 | +2,463 | New | Q2 2026 | Aug 10, 2026 |
| Sollinda Capital Management LLC | History | New | 2,454 | 209 | 0.04% | — | 48 | +2,454 | New | Q2 2026 | Aug 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 2,357 | 202 | 0.01% | — | 49 | +2,357 | New | Q2 2026 | Jul 14, 2026 |
| Parisi Gray Wealth Management | History | New | 2,356 | 201 | 0.04% | — | 50 | +2,356 | New | Q2 2026 | Jul 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 2,229 | 190 | 0.0% | — | 51 | +2,229 | New | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,100 | 179 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,500 | 128 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,349 | 115 | 0.0% | — | 54 | +1,349 | New | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 1,515 | 111 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | New | 1,200 | 102 | 0.0% | — | 57 | +1,200 | New | Q2 2026 | Aug 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 1,200 | 102 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,133 | 96 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 750 | 64 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Spire Wealth Management | History | Reduced | 635 | 54 | 0.0% | 0.0% | 60 | -69 | -9.8% | Q2 2026 | Jul 15, 2026 |
| Main Street Group, LTD | History | No change | 600 | 51 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MCF Advisors LLC | History | Added to | 566 | 48 | 0.0% | 0.0% | 62 | +266 | 88.67% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 500 | 42 | 0.0% | — | 63 | +500 | New | Q2 2026 | Aug 13, 2026 |
| Hartford Financial Management Inc. | History | No change | 420 | 35 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 372 | 31 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 300 | 25 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 300 | 25 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VIMA LLC | History | New | 226 | 19 | 0.02% | — | 69 | +226 | New | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 229 | 19 | 0.0% | 0.0% | 68 | +115 | 100.88% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 216 | 18 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Colonial Trust Advisors | History | Reduced | 150 | 12 | 0.0% | 0.0% | 71 | -50 | -25.0% | Q2 2026 | Aug 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 120 | 10 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 67 | 6 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 75 | 6 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | New | 46 | 3 | 0.0% | — | 75 | +46 | New | Q2 2026 | Jul 30, 2026 |
| Phillip James Consulting Co. | History | New | 38 | 3 | 0.0% | — | 76 | +38 | New | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -3,690 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,050 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -889 | -100.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -506 | -100.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |