Filing Research | ProShares Ultra Bitcoin ETF Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

8 / 8 loaded

#		Instrument	quantity
1	Financial Management Professionals, Inc.	Shares	64.6KSH	$524.7K
2	EverSource Wealth Advisors, LLC	Shares	57.1KSH	$464.0K
3	WEALTHEDGE INVESTMENT ADVISORS, LLC	Shares	45.1KSH	$366.6K
4	LAZARI CAPITAL MANAGEMENT, INC.	Shares	10.0KSH	$81.2K
5	TOTH FINANCIAL ADVISORY CORP	Shares	3.0KSH	$24.6K
6	Farther Finance Advisors, LLC	Shares	940SH	$7.6K
7	Lodestone Wealth Management LLC	Shares	503SH	$4.1K
8	SIGNATUREFD, LLC	Shares	26SH	$211

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

10 / 10 loaded

#		Instrument
1	LAZARI CAPITAL MANAGEMENT, INC. new	Shares	+10.0K	+$81.2K	$81.2K
2	WEALTHEDGE INVESTMENT ADVISORS, LLC added	Shares	+17.4K	+$43.2K	$366.6K
3	SIGNATUREFD, LLC unchanged	Shares	0	-$90	$211
4	Lodestone Wealth Management LLC added	Shares	+2	-$1.8K	$4.1K
5	Farther Finance Advisors, LLC unchanged	Shares	0	-$3.4K	$7.6K
6	IFP Advisors, Inc exited	Shares	-500	-$5.8K	$0
7	TOTH FINANCIAL ADVISORY CORP added	Shares	+309	-$7.1K	$24.6K
8	Apollon Wealth Management, LLC exited	Shares	-16.8K	-$195.0K	$0
9	EverSource Wealth Advisors, LLC added	Shares	+1	-$201.1K	$464.0K
10	Financial Management Professionals, Inc. unchanged	Shares	0	-$227.5K	$524.7K

Filing Research | ProShares Ultra Bitcoin ETF Institutional Holdings