UPRO(UPRO)
UPRO
Institutional Ownership
Top 192 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| HRT FINANCIAL LP | 291.99K | Jun 30, 26 | +291.99K | 0.93% |
| Ridgepath Capital Management LLC | 165.09K | Jun 30, 26 | -4.13K | 0.53% |
| AXXCESS WEALTH MANAGEMENT, LLC | 164.59K | Jun 30, 26 | +164.59K | 0.53% |
| Spectrum Financial Alliance Ltd LLC | 110.61K | Jun 30, 26 | -19.29K | 0.35% |
| MILLENNIUM MANAGEMENT LLC | 75.50K | Jun 30, 26 | +75.50K | 0.24% |
| Main Street Group, LTD | 46.35K | Jun 30, 26 | -547 | 0.15% |
| Diversified Trust Co | 43.00K | Jun 30, 26 | -- | 0.14% |
| GTS SECURITIES LLC | 34.32K | Jun 30, 26 | +12.40K | 0.11% |
| PNC FINANCIAL SERVICES GROUP, INC. | 29.07K | Jun 30, 26 | -- | 0.09% |
| R2 Capital Strategies, LLC | 28.41K | Jun 30, 26 | +28.41K | 0.09% |
| Mariner, LLC | 27.76K | Jun 30, 26 | -976 | 0.09% |
| Uniting Wealth Partners, LLC | 26.00K | Jun 30, 26 | -- | 0.08% |
| LM Advisors LLC | 25.90K | Jun 30, 26 | +25.90K | 0.08% |
| Millington Financial Advisors, LLC | 25.84K | Jun 30, 26 | +324 | 0.08% |
| Creative Planning | 24.82K | Jun 30, 26 | -514 | 0.08% |
| UBS Group AG | 21.89K | Jun 30, 26 | -12.56K | 0.07% |
| CITADEL ADVISORS LLC | 21.61K | Jun 30, 26 | +21.61K | 0.07% |
| Encompass More Asset Management | 21.48K | Jun 30, 26 | +21.48K | 0.07% |
| Lido Advisors, LLC | 21.11K | Jun 30, 26 | +4.59K | 0.07% |
| JPMORGAN CHASE & CO | 20.47K | Jun 30, 26 | -3.28K | 0.07% |
| INDEPENDENT FINANCIAL GROUP, LLC | 19.59K | Jun 30, 26 | -4.01K | 0.06% |
| Optiver Holding B.V. | 18.73K | Jun 30, 26 | +17.01K | 0.06% |
| Larson Financial Group LLC | 18.07K | Jun 30, 26 | +14.43K | 0.06% |
| DeDora Capital, Inc. | 17.93K | Jun 30, 26 | -354 | 0.06% |
| Tower Research Capital LLC (TRC) | 16.18K | Jun 30, 26 | -51.06K | 0.05% |
| Safe Harbor Fiduciary, LLC | 15.92K | Jun 30, 26 | -3.77K | 0.05% |
| BankPlus Trust Department | 15.90K | Jun 30, 26 | +15.90K | 0.05% |
| TOTH FINANCIAL ADVISORY CORP | 13.46K | Jun 30, 26 | -172 | 0.04% |
| JANE STREET GROUP, LLC | 12.31K | Jun 30, 26 | +12.31K | 0.04% |
| EverSource Wealth Advisors, LLC | 10.10K | Jun 30, 26 | -7.47K | 0.03% |
| Koshinski Asset Management, Inc. | 9.45K | Jun 30, 26 | -847 | 0.03% |
| Ellis Investment Partners, LLC | 9.40K | Jun 30, 26 | +1.73K | 0.03% |
| Westmount Partners, LLC | 9.37K | Jun 30, 26 | +884 | 0.03% |
| Beacon Pointe Advisors, LLC | 9.00K | Jun 30, 26 | -- | 0.03% |
| Pensionmark Financial Group, LLC | 8.92K | Jun 30, 26 | -274 | 0.03% |
| Timonier Family Office, LTD. | 7.73K | Jun 30, 26 | +7.73K | 0.02% |
| Discipline Wealth Solutions, LLC | 7.07K | Jun 30, 26 | +7.07K | 0.02% |
| Bryn Mawr Capital Management, LLC | 7.03K | Jun 30, 26 | -- | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.86K | Jun 30, 26 | -16.44K | 0.02% |
| KWMG, LLC | 6.84K | Jun 30, 26 | +3 | 0.02% |
| Sound Income Strategies, LLC | 6.76K | Jun 30, 26 | -504 | 0.02% |
| FOUNDERS FINANCIAL SECURITIES LLC | 6.74K | Jun 30, 26 | +6.74K | 0.02% |
| Genesee Capital Advisors, LLC | 6.49K | Jun 30, 26 | +6.49K | 0.02% |
| Massar Capital Management, LP | 6.39K | Jun 30, 26 | +6.39K | 0.02% |
| Erickson Financial Group, LLC | 6.15K | Jun 30, 26 | -803 | 0.02% |
| American Financial Advisors, LLC | 5.96K | Jun 30, 26 | -- | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.84K | Jun 30, 26 | +1.63K | 0.02% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 5.83K | Jun 30, 26 | +461 | 0.02% |
| Quantinno Capital Management LP | 5.07K | Jun 30, 26 | +156 | 0.02% |
| SG Americas Securities, LLC | 4.97K | Jun 30, 26 | +4.97K | 0.02% |
| Farther Finance Advisors, LLC | 4.95K | Jun 30, 26 | -4 | 0.02% |
| Hickory Point Bank & Trust | 4.91K | Jun 30, 26 | +63 | 0.02% |
| HARBOUR INVESTMENTS, INC. | 4.86K | Jun 30, 26 | -- | 0.02% |
| CPR Investments Inc. | 4.79K | Jun 30, 26 | +4.79K | 0.02% |
| INSIGNEO ADVISORY SERVICES, LLC | 4.72K | Jun 30, 26 | -- | 0.02% |
| SYM FINANCIAL Corp | 4.69K | Jun 30, 26 | -- | 0.01% |
| Ashton Thomas Private Wealth, LLC | 4.58K | Jun 30, 26 | +2.99K | 0.01% |
| Calamos Wealth Management LLC | 4.56K | Jun 30, 26 | -- | 0.01% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4.37K | Jun 30, 26 | +4.37K | 0.01% |
| Mittelman Wealth Management | 4.34K | Jun 30, 26 | -- | 0.01% |
| J. M. Brown & Associates Inc. | 4.04K | Jun 30, 26 | +4.04K | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.01K | Jun 30, 26 | -469 | 0.01% |
| Wealth Alliance Advisory Group, LLC | 3.82K | Jun 30, 26 | -425 | 0.01% |
| Sollinda Capital Management LLC | 3.63K | Jun 30, 26 | -917 | 0.01% |
| Nicholas Hoffman & Company, LLC. | 3.61K | Jun 30, 26 | -- | 0.01% |
| CreativeOne Wealth, LLC | 3.41K | Jun 30, 26 | -523 | 0.01% |
| J.W. COLE ADVISORS, INC. | 3.12K | Jun 30, 26 | +7 | 0.01% |
| CHOREO, LLC | 3.09K | Jun 30, 26 | +4 | 0.01% |
| OPTIMA CAPITAL LLC | 3.07K | Jun 30, 26 | -289 | 0.01% |
| Walleye Trading LLC | 2.96K | Jun 30, 26 | +2.96K | 0.01% |
| LexAurum Advisors, LLC | 2.84K | Jun 30, 26 | +11 | 0.01% |
| ASSETMARK, INC | 2.80K | Jun 30, 26 | -- | 0.01% |
| Qube Research & Technologies Ltd | 2.63K | Jun 30, 26 | -3.20K | 0.01% |
| Summit Trail Advisors, LLC | 2.52K | Jun 30, 26 | -- | 0.01% |
| Essex Financial Services, Inc. | 2.44K | Jun 30, 26 | -149 | 0.01% |
| BXM Wealth LLC | 2.36K | Jun 30, 26 | -16.43K | 0.01% |
| Dedeker Financial LLC | 2.35K | Jun 30, 26 | -1.94K | 0.01% |
| Pathstone Holdings, LLC | 2.34K | Jun 30, 26 | +2.34K | 0.01% |
| TWO SIGMA SECURITIES, LLC | 2.30K | Jun 30, 26 | -293 | 0.01% |
| VISIONARY HORIZONS, LLC | 2.27K | Jun 30, 26 | -- | 0.01% |
| Financial Insights, Inc. | 2.25K | Jun 30, 26 | +2.25K | 0.01% |
| FORTEM FINANCIAL GROUP, LLC | 2.25K | Jun 30, 26 | +2.25K | 0.01% |
| Avidian Wealth Solutions, LLC | 2.23K | Jun 30, 26 | +5 | 0.01% |
| HOWLAND CAPITAL MANAGEMENT LLC | 2.17K | Jun 30, 26 | -- | 0.01% |
| Daviman Financial, LLC | 2.16K | Jun 30, 26 | -423 | 0.01% |
| GDS Wealth Management | 2.16K | Jun 30, 26 | +2.16K | 0.01% |
| Segment Wealth Management, LLC | 2.06K | Jun 30, 26 | -- | 0.01% |
| Meramec Financial Planners, LLC | 2.06K | Jun 30, 26 | -- | 0.01% |
| BlackRock, Inc. | 2.03K | Jun 30, 26 | +34 | 0.01% |
| Mayflower Financial Advisors, LLC | 2.02K | Jun 30, 26 | -765 | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.92K | Jun 30, 26 | -- | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 1.86K | Jun 30, 26 | +1.86K | 0.01% |
| J. Safra Sarasin Holding AG | 1.82K | Jun 30, 26 | +1.82K | 0.01% |
| Stratos Wealth Partners, LTD. | 1.81K | Jun 30, 26 | +1.81K | 0.01% |
| Spire Wealth Management | 1.80K | Jun 30, 26 | -452 | 0.01% |
| Physician Wealth Advisors, Inc. | 1.77K | Jun 30, 26 | +815 | 0.01% |
| Vontobel Holding Ltd. | 1.70K | Jun 30, 26 | -5.10K | 0.01% |
| LPL Financial LLC | 1.67K | Jun 30, 26 | +1.67K | 0.01% |
| ZACKS INVESTMENT MANAGEMENT | 1.66K | Jun 30, 26 | +1.66K | 0.01% |
| Legacy Wealth Managment, LLC/ID | 1.64K | Jun 30, 26 | +1.64K | 0.01% |
| Innova Wealth Partners | 1.64K | Jun 30, 26 | +1.64K | 0.01% |
| Belpointe Asset Management LLC | 1.61K | Jun 30, 26 | +1.61K | 0.01% |
| KEYBANK NATIONAL ASSOCIATION/OH | 1.61K | Jun 30, 26 | +1.61K | 0.01% |
| HANTZ FINANCIAL SERVICES, INC. | 1.59K | Jun 30, 26 | +3 | 0.01% |
| Vines Capital Management, LLC | 1.55K | Jun 30, 26 | +1.55K | 0.00% |
| HighTower Advisors, LLC | 1.54K | Jun 30, 26 | +1.54K | 0.00% |
| ESG Planning | 1.52K | Jun 30, 26 | +1.52K | 0.00% |
| MORGAN STANLEY | 1.00K | Jun 30, 26 | -1 | 0.00% |
| BLAIR WILLIAM & CO/IL | 1.00K | Jun 30, 26 | -- | 0.00% |
| Provident Wealth Management, LLC | 685 | Jun 30, 26 | -- | 0.00% |
| Quent Capital, LLC | 606 | Jun 30, 26 | +571 | 0.00% |
| SIGNATUREFD, LLC | 568 | Jun 30, 26 | +180 | 0.00% |
| NewEdge Advisors, LLC | 480 | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 428 | Jun 30, 26 | -3 | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 401 | Jun 30, 26 | +1 | 0.00% |
| US BANCORP \DE\ | 400 | Jun 30, 26 | +400 | 0.00% |
| Glass Jacobson Investment Advisors llc | 374 | Jun 30, 26 | -- | 0.00% |
| CITIGROUP INC | 279 | Jun 30, 26 | +279 | 0.00% |
| Allworth Financial LP | 278 | Jun 30, 26 | -474 | 0.00% |
| ORG Wealth Partners, LLC | 252 | Jun 30, 26 | -- | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 227 | Jun 30, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 171 | Jun 30, 26 | -461 | 0.00% |
| Geneos Wealth Management Inc. | 157 | Jun 30, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 130 | Jun 30, 26 | -- | 0.00% |
| Pinnacle Holdings, LLC | 102 | Jun 30, 26 | +102 | 0.00% |
| Integrated Wealth Concepts LLC | 100 | Jun 30, 26 | +100 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 88 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 82 | Jun 30, 26 | -- | 0.00% |
| Forum Finance Group S.A. | 70 | Jun 30, 26 | -170 | 0.00% |
| Parallel Advisors, LLC | 60 | Jun 30, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 51 | Jun 30, 26 | -42 | 0.00% |
| Kings Path Partners LLC | 28 | Jun 30, 26 | +2 | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 25 | Jun 30, 26 | -- | 0.00% |
| Caitlin John, LLC | 20 | Jun 30, 26 | +20 | 0.00% |
| Continuum Advisory, LLC | 20 | Jun 30, 26 | +20 | 0.00% |
| IFP Advisors, Inc | 12 | Jun 30, 26 | -62 | 0.00% |
| Longview Financial Advisors LLC | 10 | Jun 30, 26 | -- | 0.00% |
| Abound Wealth Management | 6 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 2 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| Squarepoint Ops LLC | -- | Jun 30, 26 | -19.05K | -- |
| Meridian Wealth Management, LLC | -- | Jun 30, 26 | -9.33K | -- |
| Badgley Phelps Wealth Managers, LLC | -- | Jun 30, 26 | -4.38K | -- |
| FORTRESS PRIVATE LEDGER, LLC | -- | Jun 30, 26 | -8.80K | -- |
| BANK OF MONTREAL /CAN/ | -- | Jun 30, 26 | -30 | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -147 | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -50.75K | -- |
| AKUNA SECURITIES LLC | -- | Jun 30, 26 | -51 | -- |
| MFG WEALTH MANAGEMENT, INC. | -- | Jun 30, 26 | -17.54K | -- |
| Howard Capital Management Group, LLC | -- | Jun 30, 26 | -10.00K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -49.76K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -27.94K | -- |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -- | Jun 30, 26 | -2.33K | -- |
| Calamos Advisors LLC | -- | Jun 30, 26 | -4.56K | -- |
| Hamrick Investment Counsel, llc | -- | Jun 30, 26 | -80 | -- |
| IMC-Chicago, LLC | -- | Jun 30, 26 | -33.15K | -- |
| DAGCO, INC. | -- | Jun 30, 26 | -253 | -- |
| XTX Topco Ltd | -- | Jun 30, 26 | -10.33K | -- |
| CI Private Wealth, LLC | -- | Jun 30, 26 | -19.27K | -- |
| CWM, LLC | 101 | Mar 31, 26 | +1 | 0.00% |
| Turner Capital Investments, LLC | -- | Mar 31, 26 | -525.55K | -- |
| Mill Creek Capital Advisors, LLC | -- | Mar 31, 26 | -2.00K | -- |
| Prosperity Wealth Management, Inc. | 23.81K | Dec 31, 25 | +26 | 0.08% |
| CIBC Private Wealth Group, LLC | 1.55K | Dec 31, 25 | +1 | 0.00% |
| Motiv8 Investments LLC | 10 | Dec 31, 25 | +10 | 0.00% |
| Legacy Investment Solutions, LLC | 700 | Jun 30, 25 | +700 | 0.00% |
| WR Wealth Planners, LLC | 92 | Dec 31, 24 | -- | 0.00% |
| Cutler Group LLC / CA | 700 | Mar 31, 24 | -14.34K | 0.00% |
| PATHSTONE FAMILY OFFICE, LLC | 9.00K | Sep 30, 23 | +9.00K | 0.03% |
| Steward Financial Group LLC | 90 | Sep 30, 23 | +90 | 0.00% |
| Johnson Midwest Financial, LLC | 40 | Sep 30, 23 | -21 | 0.00% |
| Intercontinental Wealth Advisors, LLC | 48.95K | Jun 30, 23 | +23.05K | 0.16% |
| Kalos Management, Inc. | -- | Jun 30, 23 | -426 | -- |
| Crosspoint Capital Strategies, LLC | 70.02K | Dec 31, 22 | +70.02K | 0.22% |
| F3Logic, LLC | 29.77K | Dec 31, 22 | -34.44K | 0.10% |
| Gallagher Benefit Services, Inc. | 29.77K | Dec 31, 22 | +29.77K | 0.10% |
| Cribstone Capital Management, LLC | 496 | Dec 31, 22 | +75 | 0.00% |
| Sargent Bickham Lagudis LLC | 2 | Dec 31, 22 | +2 | 0.00% |
| DRW SECURITIES, L.L.C. | 79.71K | Sep 30, 22 | +79.71K | 0.25% |
| Bell Rock Capital LLC | 14.70K | Sep 30, 22 | +14.70K | 0.05% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6.17K | Jun 30, 21 | -- | 0.02% |
| HOWARD CAPITAL MANAGEMENT | 3.00K | Dec 31, 20 | +3.00K | 0.01% |
| JUMP TRADING, LLC | -- | Jun 30, 20 | -25.08K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 82 | Dec 31, 19 | +82 | 0.00% |
| SUNTRUST BANKS INC | 17.50K | Sep 30, 19 | +17.50K | 0.06% |
| Sterling Global Strategies LLC | -- | Mar 31, 19 | -1.10K | -- |
| Portfolio Strategies Inc | 1.40K | Dec 31, 17 | -2.06K | 0.00% |
| Virtu KCG Holdings LLC | 14.02K | Jun 30, 17 | +10.06K | 0.04% |
| Commonwealth Equity Services, Inc | 5.42K | Jun 30, 17 | +5.42K | 0.02% |
| UBS AG | 404 | Sep 30, 14 | -1.18K | 0.00% |
| KMS FINANCIAL SERVICES, INC | 4.04K | Jun 30, 14 | +4.04K | 0.01% |
| KNIGHT CAPITAL GROUP LLC | 26.09K | Jun 30, 13 | +14.18K | 0.08% |