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ProShares Ultra MidCap 400 (MVV) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for ProShares Ultra MidCap 400 (NYSEARCA:MVV)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$3.80M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.08M
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MVV Institutional Buying and Selling by Quarter

ProShares Ultra MidCap 400 Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.3,064$195K0.0%N/A0.139%
8/15/2025 Tower Research Capital LLC TRC 2,783$177K0.0%-64.0%0.127%
8/13/2025 Lido Advisors LLC4,985$317K0.0%-4.7%0.227%
8/8/2025 Kingsview Wealth Management LLC3,486$222K0.0%N/A0.158%
4/30/2025LTG Capital LLC141,453$8.26M7.5%-0.3%6.641%
4/29/2025Columbia River Financial Group LLC1,431$83K0.1%N/A0.067%
2/25/2025Integrated Advisors Network LLC11,447$777K0.0%N/A0.525%
2/18/2025GTS Securities LLC18,427$1.25M0.1%N/A0.845%
2/17/2025Citadel Advisors LLC9,875$670K0.0%-45.6%0.453%
2/14/2025Harvest Investment Services LLC5,643$383K0.1%-2.6%0.259%
2/14/2025Tower Research Capital LLC TRC1,555$106K0.0%-56.8%0.071%
2/13/2025Envestnet Asset Management Inc.4,661$316K0.0%N/A0.214%
1/30/2025LTG Capital LLC141,890$9.63M8.1%-0.1%6.509%
1/28/2025Kingsview Wealth Management LLC3,519$239K0.0%N/A0.161%
1/17/2025Traynor Capital Management Inc.3,001$204K0.0%N/A0.138%
11/1/2024LTG Capital LLC142,052$9.82M8.2%+5.0%6.516%
11/1/2024Assetmark Inc.687$47K0.0%N/A0.032%
5/9/2024Kingsview Wealth Management LLC8,123$555K0.0%N/A0.373%
4/30/2024Norden Group LLC73,651$5.03M0.4%+1,320.2%3.378%
4/19/2024Norden Group LLC73,651$5.03M0.1%+1,320.2%3.303%
2/12/2024Harvest Investment Services LLC7,383$427K0.2%+66.5%0.292%
2/7/2024LTG Capital LLC176,331$10.21M9.4%+0.4%6.970%
1/25/2024Financial & Tax Architects LLC129,226$7.48M2.2%N/A5.108%
1/18/2024Traynor Capital Management Inc.3,599$208K0.0%N/A0.142%
11/8/2023LTG Capital LLC175,694$8.41M8.9%-0.6%6.944%
11/7/2023Kingsview Wealth Management LLC4,745$227K0.0%N/A0.188%
8/11/2023Harvest Investment Services LLC7,020$375K0.2%+65.5%0.277%
8/7/2023Cassaday & Co Wealth Management LLC35,699$1.91M0.1%+106.8%1.411%
7/10/2023SG Americas Securities LLC4,800$256K0.0%N/A0.190%
5/11/2023Envestnet Asset Management Inc.10,484$524K0.0%+89.4%0.414%
5/9/2023Tower Research Capital LLC TRC4,199$210K0.0%+1,835.0%0.166%
5/2/2023LTG Capital LLC176,646$8.82M9.1%-0.2%6.982%
2/13/2023Kingsview Wealth Management LLC8,474$404K0.0%N/A0.335%
2/7/2023Cassaday & Co Wealth Management LLC17,262$823K0.0%N/A0.682%
2/7/2023Envestnet Asset Management Inc.5,536$264K0.0%N/A0.219%
2/2/2023Institute for Wealth Management LLC.26,658$1.27M0.3%-2.6%1.054%
1/23/2023Sargent Bickham Lagudis LLC6,509$310K0.0%-12.6%0.257%
1/20/2023LTG Capital LLC177,084$8.44M9.1%+234.9%6.999%
11/15/2022LTG Capital LLC52,880$2.13M8.4%-69.5%2.141%
11/10/2022Tower Research Capital LLC TRC7,897$318K0.0%-39.8%0.320%
10/27/2022Sargent Bickham Lagudis LLC7,446$300K0.0%-19.2%0.301%
8/3/2022LTG Capital LLC173,225$7.54M8.5%+2.8%7.278%
7/25/2022Institute for Wealth Management LLC.27,383$1.19M0.2%-0.8%1.151%
7/13/2022Sargent Bickham Lagudis LLC9,219$401K0.0%-16.7%0.404%
5/9/2022Qube Research & Technologies Ltd750$47K0.0%-65.0%0.033%
5/4/2022Envestnet Asset Management Inc.17,053$1.07M0.0%N/A0.750%
5/3/2022Harvest Investment Services LLC8,402$526K0.3%-33.8%0.369%
4/13/2022Traynor Capital Management Inc.3,597$225K0.0%+14.7%0.158%
2/10/2022Qube Research & Technologies Ltd2,143$152K0.0%+51.1%0.087%
2/3/2022Advisor Group Holdings Inc.961$68K0.0%-75.0%0.037%
2/1/2022Traynor Capital Management Inc.3,136$221K0.0%N/A0.122%
2/1/2022Qube Research & Technologies Ltd2,143$152K0.0%+51.1%0.083%
1/31/2022CWM LLC377$27K0.0%N/A0.015%
1/31/2022Harvest Investment Services LLC12,700$897K0.4%-12.4%0.493%
1/18/2022Sargent Bickham Lagudis LLC11,062$782K0.1%-6.1%0.421%
1/11/2022Brookstone Capital Management210,083$14.32M0.2%-13.7%8.003%
11/16/2021Citadel Advisors LLC71,797$4.41M0.0%+80.0%2.635%
11/15/2021Flow Traders U.S. LLC11,758$722K0.0%+140.8%0.431%
11/15/2021Royal Bank of Canada29,174$1.79M0.0%+251.3%1.071%
11/5/2021Sargent Bickham Lagudis LLC11,782$723K0.1%-6.1%0.432%
11/5/2021Advisor Group Holdings Inc.3,840$235K0.0%+299.6%0.141%
11/3/2021Brookstone Capital Management243,484$15.62M0.3%-19.0%8.935%
11/1/2021Cedar Capital LLC17,660$1.08M2.0%N/A0.648%
10/29/2021Harvest Investment Services LLC14,496$889K0.4%-4.4%0.532%
10/18/2021Crew Capital Management Ltd.12,150$746K0.7%-7.6%0.472%
10/15/2021NEXT Financial Group Inc1,663$102K0.0%N/A0.065%
8/24/2021Flow Traders U.S. LLC4,882$314K0.0%-18.2%0.190%
8/17/2021Citadel Advisors LLC39,893$2.56M0.0%+153.4%1.520%
8/16/2021Royal Bank of Canada8,305$533K0.0%-87.2%0.316%
8/13/2021Qube Research & Technologies Ltd1,576$101K0.0%N/A0.060%
8/12/2021Albion Financial Group UT967$62K0.0%N/A0.037%
8/11/2021Susquehanna International Group LLP28,374$1.82M0.0%+106.4%1.081%
8/2/2021Advisor Group Holdings Inc.961$62K0.0%-88.7%0.037%
(Data available from 1/1/2016 forward)

MVV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MVV shares?

During the previous two years, 15 institutional investors and hedge funds held shares of ProShares Ultra MidCap 400. The most heavily invested institutionals were LTG Capital LLC ($8.26M), Financial & Tax Architects LLC ($7.48M), Norden Group LLC ($5.03M), GTS Securities LLC ($1.25M), Integrated Advisors Network LLC ($777K), Citadel Advisors LLC ($670K), and Harvest Investment Services LLC ($383K).Learn more on ProShares Ultra MidCap 400's institutional investors.

Which institutional investors have been buying ProShares Ultra MidCap 400's stock?

Of the 12 institutional investors that purchased ProShares Ultra MidCap 400's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norden Group LLC ($136.93K), Financial & Tax Architects LLC ($129.23K), Kingsview Wealth Management LLC ($19.87K), GTS Securities LLC ($18.43K), Integrated Advisors Network LLC ($11.45K), LTG Capital LLC ($7.38K), and Traynor Capital Management Inc. ($6.60K).

How much institutional buying is happening at ProShares Ultra MidCap 400?

Institutional investors have bought a total of 56,466 shares in the last 24 months. This purchase volume represents approximately $3.80M in transactions.

Which of ProShares Ultra MidCap 400's major shareholders have been selling company stock?

The following institutional investors have sold ProShares Ultra MidCap 400 stock in the last 24 months: Citadel Advisors LLC ($8.27K), Tower Research Capital LLC TRC ($7.00K), LTG Capital LLC ($599.00), Lido Advisors LLC ($245.00), and Harvest Investment Services LLC ($148.00).

How much institutional selling is happening at ProShares Ultra MidCap 400?

Institutional investors have sold a total of 16,259 shares in the last 24 months. This volume of shares sold represents approximately $1.08M in transactions.


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This page (NYSEARCA:MVV) was last updated on 9/12/2025 by MarketBeat.com Staff
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