Filing Research | PROSHARES ULTRA S&P500 Institutional Holdings

Snapshot holdings

50 / 74 loaded

#		Instrument	quantity
1	Main Street Group, LTD	Shares	1.2MSH	$80.5M
2	TTP Investments, Inc.	Shares	953.8KSH	$64.3M
3	Client First Investment Management LLC	Shares	544.6KSH	$36.7M
4	Spire Wealth Management	Shares	382.0KSH	$25.7M
5	Brookstone Capital Management	Shares	232.2KSH	$15.6M
6	TOTH FINANCIAL ADVISORY CORP	Shares	228.6KSH	$15.4M
7	GenWealth Group, Inc.	Shares	168.8KSH	$11.4M
8	INDEPENDENT FINANCIAL GROUP, LLC	Shares	166.1KSH	$11.2M
9	Global View Capital Management LLC	Shares	162.7KSH	$11.0M
10	J. M. Brown & Associates Inc.	Shares	113.4KSH	$7.6M
11	Wealthcare Advisory Partners LLC	Shares	94.9KSH	$6.4M
12	UNIQUE WEALTH, LLC	Shares	86.9KSH	$5.9M
13	MILESTONE ASSET MANAGEMENT, LLC	Shares	72.9KSH	$4.9M
14	Apollon Financial, LLC	Shares	61.6KSH	$4.2M
15	Innova Wealth Partners	Shares	57.9KSH	$3.9M
16	Marshall Financial Group, LLC	Shares	54.4KSH	$3.7M
17	Professional Financial Advisors, LLC	Shares	51.2KSH	$3.5M
18	Tempus Wealth Planning, LLC	Shares	46.1KSH	$3.1M
19	Capital Investment Advisory Services, LLC	Shares	44.9KSH	$3.0M
20	Sowell Financial Services LLC	Shares	43.0KSH	$2.9M
21	Valeo Financial Advisors, LLC	Shares	40.0KSH	$2.7M
22	Farther Finance Advisors, LLC	Shares	39.6KSH	$2.7M
23	Sovereign Financial Group, Inc.	Shares	36.1KSH	$2.4M
24	Discipline Wealth Solutions, LLC	Shares	30.1KSH	$2.0M
25	Diversified Trust Co	Shares	24.0KSH	$1.6M
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	20.8KSH	$1.4M
27	Avidian Wealth Enterprises, LLC	Shares	20.0KSH	$1.3M
28	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	19.7KSH	$1.3M
29	SteelPeak Wealth, LLC	Shares	17.8KSH	$1.2M
30	Strategic Blueprint, LLC	Shares	17.4KSH	$1.2M
31	Grandview Asset Management LLC	Shares	14.4KSH	$970.3K
32	Sunpointe, LLC	Shares	13.3KSH	$892.9K
33	Atlatl Advisers LLC	Shares	12.9KSH	$870.5K
34	CRA Financial Services, LLC	Shares	10.8KSH	$729.7K
35	Encompass More Asset Management	Shares	10.3KSH	$693.1K
36	EASTERN BANK	Shares	8.7KSH	$586.5K
37	SIGNATUREFD, LLC	Shares	8.6KSH	$580.3K
38	WEST MICHIGAN ADVISORS, LLC	Shares	10.6KSH	$549.2K
39	Allied Private Wealth LLC	Shares	7.4KSH	$496.0K
40	Legacy Wealth Partners, LLC	Shares	7.0KSH	$471.6K
41	MKT Advisors LLC	Shares	6.4KSH	$431.9K
42	Spartan Planning & Wealth Management	Shares	6.2KSH	$418.7K
43	SpringVest Wealth Management LLC	Shares	5.4KSH	$366.3K
44	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	4.9KSH	$333.1K
45	EverSource Wealth Advisors, LLC	Shares	4.8KSH	$323.1K
46	Silverleafe Capital Partners, LLC	Shares	4.7KSH	$319.7K
47	Castleview Partners, LLC	Shares	4.6KSH	$312.3K
48	EAGLE WEALTH STRATEGIES LLC	Shares	4.6KSH	$309.5K
49	WORLD EQUITY GROUP, INC.	Shares	4.6KSH	$308.8K
50	Cadent Capital Advisors, LLC	Shares	4.5KSH	$305.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 76 loaded

#		Instrument
1	TTP Investments, Inc. added	Shares	+677.6K	+$49.9M	$64.3M
2	Client First Investment Management LLC added	Shares	+426.5K	+$30.6M	$36.7M
3	Main Street Group, LTD added	Shares	+32.3K	+$20.2M	$80.5M
4	MILESTONE ASSET MANAGEMENT, LLC added	Shares	+68.4K	+$4.7M	$4.9M
5	Spire Wealth Management trimmed	Shares	-37.9K	+$4.0M	$25.7M
6	TOTH FINANCIAL ADVISORY CORP trimmed	Shares	-3.7K	+$3.4M	$15.4M
7	Tempus Wealth Planning, LLC new	Shares	+46.1K	+$3.1M	$3.1M
8	Global View Capital Management LLC added	Shares	+9.6K	+$3.0M	$11.0M
9	Brookstone Capital Management trimmed	Shares	-22.0K	+$2.5M	$15.6M
10	Farther Finance Advisors, LLC added	Shares	+33.6K	+$2.4M	$2.7M
11	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-5.1K	+$2.3M	$11.2M
12	GenWealth Group, Inc. trimmed	Shares	-6.3K	+$2.3M	$11.4M
13	Wealthcare Advisory Partners LLC trimmed	Shares	-980	+$1.4M	$6.4M
14	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new	Shares	+19.7K	+$1.3M	$1.3M
15	Discipline Wealth Solutions, LLC added	Shares	+15.0K	+$1.2M	$2.0M
16	UNIQUE WEALTH, LLC trimmed	Shares	-2.3K	+$1.2M	$5.9M
17	Apollon Financial, LLC added	Shares	+4	+$955.2K	$4.2M
18	Sunpointe, LLC new	Shares	+13.3K	+$892.9K	$892.9K
19	Innova Wealth Partners trimmed	Shares	-471	+$873.2K	$3.9M
20	Professional Financial Advisors, LLC added	Shares	+1.2K	+$856.1K	$3.5M
21	Encompass More Asset Management new	Shares	+10.3K	+$693.1K	$693.1K
22	Valeo Financial Advisors, LLC unchanged	Shares	0	+$620.6K	$2.7M
23	Capital Investment Advisory Services, LLC trimmed	Shares	-2.5K	+$567.2K	$3.0M
24	Sovereign Financial Group, Inc. added	Shares	+110	+$566.0K	$2.4M
25	Spartan Planning & Wealth Management new	Shares	+6.2K	+$418.7K	$418.7K
26	Diversified Trust Co unchanged	Shares	0	+$372.0K	$1.6M
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC unchanged	Shares	0	+$331.9K	$1.4M
28	Avidian Wealth Enterprises, LLC added	Shares	+7	+$310.8K	$1.3M
29	SteelPeak Wealth, LLC unchanged	Shares	0	+$275.3K	$1.2M
30	Procyon Advisors, LLC new	Shares	+4.0K	+$269.5K	$269.5K
31	WASHINGTON GROWTH STRATEGIES LLC new	Shares	+3.9K	+$260.1K	$260.1K
32	Private Wealth Group, LLC new	Shares	+3.8K	+$255.5K	$255.5K
33	Sage Capital Management, LLC new	Shares	+3.7K	+$249.2K	$249.2K
34	Bay Rivers Group new	Shares	+3.6K	+$245.6K	$245.6K
35	Sowell Financial Services LLC trimmed	Shares	-8.5K	+$228.3K	$2.9M
36	Magnus Financial Group LLC new	Shares	+3.3K	+$224.5K	$224.5K
37	Grandview Asset Management LLC unchanged	Shares	0	+$223.2K	$970.3K
38	Wealth Group Ltd new	Shares	+3.1K	+$210.2K	$210.2K
39	Atlatl Advisers LLC added	Shares	+160	+$208.6K	$870.5K
40	HCR Wealth Advisors new	Shares	+3.0K	+$200.9K	$200.9K
41	EASTERN BANK added	Shares	+830	+$178.0K	$586.5K
42	CRA Financial Services, LLC added	Shares	+2	+$168.0K	$729.7K
43	SIGNATUREFD, LLC unchanged	Shares	0	+$133.5K	$580.3K
44	Strategic Investment Solutions, Inc. /IL new	Shares	+1.9K	+$125.7K	$125.7K
45	EverSource Wealth Advisors, LLC added	Shares	+823	+$117.0K	$323.1K
46	MKT Advisors LLC unchanged	Shares	0	+$91.1K	$431.9K
47	SpringVest Wealth Management LLC unchanged	Shares	0	+$84.3K	$366.3K
48	BRANDYWINE OAK PRIVATE WEALTH LLC unchanged	Shares	0	+$76.6K	$333.1K
49	Castleview Partners, LLC added	Shares	+62	+$75.1K	$312.3K
50	Silverleafe Capital Partners, LLC unchanged	Shares	0	+$73.5K	$319.7K

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