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Get Institutions for : 
Ultra Financials ProShares (UYG)  
$62.79 0.35 (0.56%) as of 4:30 Fri 5/3


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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 : 
 $42.88  
Last Quarter's Ending Price : 
 $55.20  
Last Quarter's Average Price : 
 $47.03  
Change from last quarter's     
avg. price to the last closing  : 
15.76 (33.51%)  




 
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: 3-31-2022 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 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 1275 - 2023-12-31 46,675 $2,578,000 -849
   Advisor Group Holdings Inc. 2242 - 2023-12-31 23,476 $1,296,000 -16,676
   ENVESTNET ASSET MANAGEMENT INC 2918 - 2023-12-31 18,145 $1,002,000 -3,174
   CITADEL ADVISORS LLC 3465 - 2023-12-31 10,283 $568,000 -38,462
   CAPITAL INVESTMENT COUNSEL INC 105 - 2023-12-31 9,655 $533,000 -100
   BLAIR WILLIAM & CO/IL 1150 - 2023-12-31 6,780 $374,000 -75
   WSFS CAPITAL MANAGEMENT LLC 329 - 2023-12-31 5,720 $316,000 -165
   SAVANT CAPITAL MANAGEMENT INC 771 - 2023-12-31 4,250 $235,000 -2,000
   Qube Research & Technologies Ltd 2392 - 2023-12-31 3,822 $211,000 -600
   Spire Wealth Management 1028 - 2024-03-31 1,269 $87,000 -67
   CWM LLC 2150 - 2024-03-31 900 $61,000 -31
   UBS Group AG 5897 - 2023-12-31 291 $16,000 -426
  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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