Who owns UPW?
ProShares Ultra Utilities · ProShares
12 institutions reported holding UPW, worth $4.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of UPW
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $2.9M | 121,818 | −116,734 shares |
| IMC-Chicago, LLC | Chicago, IL | $717K | 29,832 | −3,825 shares |
| Flow Traders U.S. LLC | New York, NY | $298K | 12,406 | New position |
| Atria Investments, Inc | Charlotte, NC | $280K | 11,646 | New position |
| StoneX Group Inc. | New York, NY | $242K | 10,051 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $25K | 1,045 | −1,691 shares |
| Fifth Third Bancorp | Cincinnati, OH | $7K | 280 | No change |
| Beacon Capital Management, Inc. | Dayton, OH | $5K | 208 | No change |
| TOTH Financial Advisory Corp. | Leesburg, VA | $4K | 181 | +1 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $1K | 42 | New position |
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 UPW?
12 institutional managers reported holding UPW in Form 13F filings for June 30, 2026, worth $4.5M in total. The largest reported position was held by Envestnet Asset Management Inc., at $2.9M.
Did institutions buy or sell UPW last quarter?
Reported 13F value fell 37.0% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 1 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 UPW 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.