Signals

← Signals

☆UPRO

173 in-universe funds with a nonzero position in UPRO within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22312
Score / z-0.016 / -0.04
Consensus46.54 over 77 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Revere Asset Management, Inc CIK 0001849529 0.214 37 17.6 9.0% 3 +1.0 pp +1.4 pp +9.0 pp +9.0 pp
☆Ridgepath Capital Management LLC CIK 0001943071 0.142 54 16.4 8.2% 4 -2.5 pp -1.7 pp +0.5 pp +8.2 pp
☆Spectrum Financial Alliance Ltd LLC CIK 0001566531 0.808 31 12.6 2.4% 4 -0.5 pp -0.1 pp +0.2 pp +2.4 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 6.5 0.2% 4 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 4.5 1.3% 4 -0.7 pp -0.3 pp -0.1 pp +1.3 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 4.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 3.3 1.4% 4 +0.0 pp -0.1 pp -0.0 pp +1.4 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 2.7 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 2.5 0.5% 4 -0.2 pp -0.0 pp -0.2 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.1 0.1% 1 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 1.9 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 1.8 1.4% 2 -1.1 pp +1.4 pp +1.4 pp +1.4 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 1.8 0.4% 4 -0.1 pp -0.1 pp -0.0 pp +0.4 pp
☆MFG WEALTH MANAGEMENT, INC. CIK 0002053046 0.067 63 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 1.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Howard Capital Management Group, LLC CIK 0001860501 0.777 150 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.9 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.7 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 0.7 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆KWMG, LLC CIK 0001633024 0.515 153 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.5 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.4 0.1% 4 -0.1 pp -0.3 pp -0.3 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mittelman Wealth Management CIK 0002021464 0.532 53 0.4 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Dedeker Financial LLC CIK 0002113408 0.174 55 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Daviman Financial, LLC CIK 0002104394 0.176 92 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.1 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AKUNA SECURITIES LLC CIK 0001529090 0.000 12 0.0 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.2 pp -0.1 pp -0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GR FINANCIAL GROUP, LLC CIK 0002011751 0.422 37 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CPR Investments Inc. CIK 0001775053 0.174 55 0.0 0.0% 0 -0.4 pp -0.5 pp -0.6 pp +0.0 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Robinson Value Management, Ltd. CIK 0001694283 0.090 75 0.0 0.0% 0 -9.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.0 0.0% 0 -0.6 pp -0.7 pp -0.2 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.9 pp -0.9 pp -1.2 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.0 0.0% 0 -0.1 pp -0.2 pp -0.3 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 0.0 0.0% 0 -1.5 pp -1.8 pp -1.6 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.1 pp -0.5 pp -0.4 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just UPRO). Qtrs Held counts distinct quarters this fund has actually held UPRO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UPRO position size. Δ columns are the percentage-point change in UPRO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status