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ProShares Ultra MidCap 400 (MVV) Institutional Ownership

$69.29 +3.60 (+5.48%)
Closing price 08/22/2025 04:10 PM Eastern
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$69.35 +0.06 (+0.09%)
As of 08/22/2025 04:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for ProShares Ultra MidCap 400 (NYSEARCA:MVV)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$3.61M
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
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%
4/30/2025 LTG Capital LLC141,453$8.26M7.5%-0.3%6.641%
4/29/2025 Columbia River Financial Group LLC1,431$83K0.1%N/A0.067%
2/25/2025 Integrated Advisors Network LLC11,447$777K0.0%N/A0.525%
2/18/2025 GTS Securities LLC18,427$1.25M0.1%N/A0.845%
2/17/2025 Citadel Advisors LLC9,875$670K0.0%-45.6%0.453%
2/14/2025 Harvest Investment Services LLC5,643$383K0.1%-2.6%0.259%
2/14/2025 Tower Research Capital LLC TRC1,555$106K0.0%-56.8%0.071%
2/13/2025 Envestnet Asset Management Inc.4,661$316K0.0%N/A0.214%
1/30/2025 LTG Capital LLC141,890$9.63M8.1%-0.1%6.509%
1/28/2025 Kingsview Wealth Management LLC3,519$239K0.0%N/A0.161%
1/17/2025 Traynor Capital Management Inc.3,001$204K0.0%N/A0.138%
11/1/2024 LTG Capital LLC142,052$9.82M8.2%+5.0%6.516%
11/1/2024 Assetmark Inc.687$47K0.0%N/A0.032%
5/9/2024 Kingsview Wealth Management LLC8,123$555K0.0%N/A0.373%
4/30/2024 Norden Group LLC73,651$5.03M0.4%+1,320.2%3.378%
4/19/2024 Norden Group LLC73,651$5.03M0.1%+1,320.2%3.303%
2/12/2024 Harvest Investment Services LLC7,383$427K0.2%+66.5%0.292%
2/7/2024 LTG Capital LLC176,331$10.21M9.4%+0.4%6.970%
1/25/2024 Financial & Tax Architects LLC129,226$7.48M2.2%N/A5.108%
1/18/2024 Traynor Capital Management Inc.3,599$208K0.0%N/A0.142%
11/8/2023 LTG Capital LLC175,694$8.41M8.9%-0.6%6.944%
11/7/2023 Kingsview Wealth Management LLC4,745$227K0.0%N/A0.188%
8/11/2023 Harvest Investment Services LLC7,020$375K0.2%+65.5%0.277%
8/7/2023 Cassaday & Co Wealth Management LLC35,699$1.91M0.1%+106.8%1.411%
7/10/2023 SG Americas Securities LLC4,800$256K0.0%N/A0.190%
5/11/2023 Envestnet Asset Management Inc.10,484$524K0.0%+89.4%0.414%
5/9/2023 Tower Research Capital LLC TRC4,199$210K0.0%+1,835.0%0.166%
5/2/2023 LTG Capital LLC176,646$8.82M9.1%-0.2%6.982%
2/13/2023 Kingsview Wealth Management LLC8,474$404K0.0%N/A0.335%
2/7/2023 Cassaday & Co Wealth Management LLC17,262$823K0.0%N/A0.682%
2/7/2023 Envestnet Asset Management Inc.5,536$264K0.0%N/A0.219%
2/2/2023 Institute 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%
1/20/2023 LTG Capital LLC177,084$8.44M9.1%+234.9%6.999%
11/15/2022 LTG Capital LLC52,880$2.13M8.4%-69.5%2.141%
11/10/2022 Tower Research Capital LLC TRC7,897$318K0.0%-39.8%0.320%
10/27/2022Sargent Bickham Lagudis LLC7,446$300K0.0%-19.2%0.301%
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8/3/2022 LTG Capital LLC173,225$7.54M8.5%+2.8%7.278%
7/25/2022 Institute 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%
5/9/2022 Qube Research & Technologies Ltd750$47K0.0%-65.0%0.033%
5/4/2022 Envestnet Asset Management Inc.17,053$1.07M0.0%N/A0.750%
5/3/2022 Harvest Investment Services LLC8,402$526K0.3%-33.8%0.369%
4/13/2022 Traynor Capital Management Inc.3,597$225K0.0%+14.7%0.158%
2/10/2022 Qube Research & Technologies Ltd2,143$152K0.0%+51.1%0.087%
2/3/2022 Advisor Group Holdings Inc.961$68K0.0%-75.0%0.037%
2/1/2022 Traynor Capital Management Inc.3,136$221K0.0%N/A0.122%
2/1/2022 Qube Research & Technologies Ltd2,143$152K0.0%+51.1%0.083%
1/31/2022 CWM LLC377$27K0.0%N/A0.015%
1/31/2022 Harvest Investment Services LLC12,700$897K0.4%-12.4%0.493%
1/18/2022Sargent Bickham Lagudis LLC11,062$782K0.1%-6.1%0.421%
1/11/2022 Brookstone Capital Management210,083$14.32M0.2%-13.7%8.003%
11/16/2021 Citadel Advisors LLC71,797$4.41M0.0%+80.0%2.635%
11/15/2021 Flow Traders U.S. LLC11,758$722K0.0%+140.8%0.431%
11/15/2021 Royal Bank of Canada29,174$1.79M0.0%+251.3%1.071%
11/5/2021Sargent Bickham Lagudis LLC11,782$723K0.1%-6.1%0.432%
11/5/2021 Advisor Group Holdings Inc.3,840$235K0.0%+299.6%0.141%
11/3/2021 Brookstone Capital Management243,484$15.62M0.3%-19.0%8.935%
11/1/2021Cedar Capital LLC17,660$1.08M2.0%N/A0.648%
10/29/2021 Harvest Investment Services LLC14,496$889K0.4%-4.4%0.532%
10/18/2021 Crew Capital Management Ltd.12,150$746K0.7%-7.6%0.472%
10/15/2021NEXT Financial Group Inc1,663$102K0.0%N/A0.065%
8/24/2021 Flow Traders U.S. LLC4,882$314K0.0%-18.2%0.190%
8/17/2021 Citadel Advisors LLC39,893$2.56M0.0%+153.4%1.520%
8/16/2021 Royal Bank of Canada8,305$533K0.0%-87.2%0.316%
8/13/2021 Qube Research & Technologies Ltd1,576$101K0.0%N/A0.060%
8/12/2021 Albion Financial Group UT967$62K0.0%N/A0.037%
8/11/2021 Susquehanna International Group LLP28,374$1.82M0.0%+106.4%1.081%
8/9/2021 Regal Investment Advisors LLC3,730$240K0.0%N/A0.142%
8/2/2021 Advisor 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, 14 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 11 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 53,402 shares in the last 24 months. This purchase volume represents approximately $3.61M 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 8/23/2025 by MarketBeat.com Staff
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