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Get Institutions for : 
Ultra Financials ProShares (UYG)  
$64.19 0.68 (1.07%) as of 4:30 Tue 6/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    4
Total shares held : 
390,676  
% of shares held : 
2.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -10  
Amount of shares held : 
-124,170  
% of shares held change : 
  -0.88%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$55.49  
Last Quarter's Ending Price : 
$68.32  
Last Quarter's Average Price
$60.18  
Change from last quarter's     
avg. price to the last closing  : 
4.01 (6.66%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 10,216
 2.61%
 
Increased Positions :
6
 12,314
 3.15%
 
Unchanged Positions :
26
 127,863
 32.73%
 
Decreased Positions :
12
-64,674
-16.55%
 
Closed Positions :
8
-82,026
-21%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   TOTH FINANCIAL ADVISORY CORP 49 - 2024-03-31 89,668 $6,126,000 -1,685
   HIGHTOWER ADVISORS, LLC 1165 - 2024-03-31 46,645 $3,186,000 -30
   Advisor Group Holdings Inc. 2102 - 2024-03-31 18,378 $1,256,000 -5,098
   ENVESTNET ASSET MANAGEMENT INC 3029 - 2024-03-31 14,249 $974,000 -3,896
   CAPITAL INVESTMENT COUNSEL INC 96 - 2024-03-31 9,555 $653,000 -100
   CI Private Wealth LLC 1507 - 2024-03-31 9,120 $623,000 -857
   BLAIR WILLIAM & CO/IL 1128 - 2024-03-31 6,180 $422,000 -600
   WSFS CAPITAL MANAGEMENT LLC 318 - 2024-03-31 5,502 $376,000 -218
   Qube Research & Technologies Ltd 2464 - 2024-03-31 3,773 $258,000 -49
   Kestra Advisory Services LLC 2252 - 2024-03-31 2,960 $202,000 -13,075
   SRS Capital Advisors Inc. 315 - 2024-03-31 2,441 $167,000 -245
   HIGHLANDER CAPITAL MANAGEMENT, LLC 191 - 2024-03-31 1,600 $109,000 -250
   Spire Wealth Management 1028 - 2024-03-31 1,269 $87,000 -67
   CWM LLC 2150 - 2024-03-31 900 $61,000 -31
   WELLS FARGO & CO/MN 6008 - 2024-03-31 1 $0 -1
   TOWER RESEARCH CAPITAL LLC 6120 - 2024-03-31 1 $0 -9,334

  16 Records found
  1    
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Free Registration Required For Full Results