Who owns UGE?
ProShares Ultra Consumer Staples · ProShares
7 institutions reported holding UGE, worth $649K, in Form 13F filings for June 30, 2026.
Top 7 institutional holders of UGE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $411K | 22,102 | +1,790 shares |
| Jane Street Group, LLC | New York, NY | $202K | 10,847 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $26K | 1,419 | −2,353 shares |
| Fifth Third Bancorp | Cincinnati, OH | $5K | 276 | No change |
| Beacon Capital Management, Inc. | Dayton, OH | $4K | 239 | No change |
| Morgan Stanley | New York, NY | $41 | 2 | No change |
| Wells Fargo & Company | San Francisco, CA | $16 | 1 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns UGE?
7 institutional managers reported holding UGE in Form 13F filings for June 30, 2026, worth $649K in total. The largest reported position was held by Envestnet Asset Management Inc., at $411K.
Did institutions buy or sell UGE last quarter?
Reported 13F value fell 39.0% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is UGE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.