UPRO Institutional Ownership
Who owns UPRO and what the big funds did with it last quarter, from every SEC 13F filing. 139 funds reported holding UPRO at Jun 30, 2026.
- ●62 buying vs 56 selling
- ▲Shares held by funds +12.7%
- ▲Funds holding +19
- ▲Superinvestors: 2 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 139 | 120 | +15.8% |
| In funds' top 10 | 2 | 3 | −33.3% |
| 13F shares | 1.7M | 1.5M | +12.7% |
| Held by funds | – | – | – |
| New positions | 38 | 14 | +171.4% |
| Increased | 24 | 43 | −44.2% |
| Reduced | 37 | 32 | +15.6% |
| Sold out | 19 | 38 | −50.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 7,300 | 5,700 | +28.1% |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in UPRO
All superinvestors →
Who owns UPRO
share of fund held shares- Index and passive funds0.1%
- Active managers and hedge funds93.6%
- Banks and brokers6.3%
- Pensions, insurers and other0.0%
The top 10 holders own 58.5% of all UPRO shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
92 funds changed their position- Hrt Financial LPTrimmed−244K sh
- Axxcess Wealth Management, LLCSold out−165K sh
- Turner Capital Investments, LLCNew+70K sh
- Ridgepath Capital Management LLCTrimmed−50K sh
- Ascentis Independent AdvisorsNew+27K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Hrt Financial LP | – | 292K | $41.4M | +292K |
| 2 | Ridgepath Capital Management LLC | – | 165K | $23.4M | −4,125 |
| 3 | Axxcess Wealth Management, LLC | – | 165K | $23.3M | +165K |
| 4 | Spectrum Financial Alliance Ltd LLC | – | 111K | $15.7M | −19K |
| 5 | Millennium Management LLC | – | 76K | $10.7M | +76K |
| 6 | Main Street Group, LTD | – | 46K | $6.6M | −547 |
| 7 | Diversified Trust Co | – | 43K | $6.1M | 0 |
| 8 | Gts Securities LLC | – | 34K | $4.9M | +12K |
| 9 | PNC Financial Services Group, Inc. | – | 29K | $4.1M | 0 |
| 10 | R2 Capital Strategies, LLC | – | 28K | $4M | – |
- Hrt Financial LP+292K sh+$41.4M
- Axxcess Wealth Management, LLC+165K sh+$23.3M
- Millennium Management LLC+76K sh+$10.7M
- LM Advisors LLC+25K sh+$3.5M
- Citadel Advisors LLC+22K sh+$3.1M
- Encompass More Asset Management+21K sh+$3M
- Optiver Holding B.V.+17K sh+$2.4M
- BankPlus Trust Department+16K sh+$2.3M
- Tower Research Capital LLC (TRC)−51K sh−$7.2M
- Goldman Sachs Group Inc−51K sh−$4.9M
- Flow Traders U.s. LLC−50K sh−$4.8M
- IMC-Chicago, LLC−33K sh−$3.2M
- Spectrum Financial Alliance Ltd LLC−19K sh−$2.7M
- Ascentis Independent Advisors−28K sh−$2.7M
- Susquehanna International Group, LLP−16K sh−$2.3M
- BXM Wealth LLC−16K sh−$2.3M
UPRO institutional ownership FAQ
Who owns the most UPRO stock?
In Q2 2026 13F filings the largest holder of UPRO was Hrt Financial LP, followed by Ridgepath Capital Management LLC and Axxcess Wealth Management, LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of UPRO is owned by institutions?
139 funds reported holding 1.7M UPRO shares at Jun 30, 2026.
Are hedge funds buying UPRO?
In Q2 2026, 62 funds bought UPRO (38 of them new positions) and 56 sold (19 sold out completely). Among well known investors, 2 added and 0 cut. Our fund sentiment for UPRO is bullish.
What is UPRO's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this UPRO ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.