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ProShares Ultra MidCap400 (MVV) Institutional Ownership

$75.43 +2.48 (+3.40%)
As of 01/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for ProShares Ultra MidCap400 (NYSEARCA:MVV)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$18.31M
Number of
Institutional Sellers
(last 12 months)
0
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MVV Institutional Buying and Selling by Quarter

ProShares Ultra MidCap400 Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Traynor 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%
1/25/2024 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%
11/8/2023LTG 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%
7/10/2023 SG 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%
4/13/2022 Traynor 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%
2/1/2022 Traynor 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%
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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%
11/16/2021Citadel 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%
11/3/2021 Brookstone Capital Management243,484$15.62M0.3%-19.0%8.935%
11/1/2021Cedar Capital LLC17,660$1.08M2.0%N/A0.648%
10/29/2021Harvest 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%
8/12/2021 Albion Financial Group UT967$62K0.0%N/A0.037%
8/11/2021Susquehanna International Group LLP28,374$1.82M0.0%+106.4%1.081%
8/9/2021Regal Investment Advisors LLC3,730$240K0.0%N/A0.142%
8/2/2021Advisor Group Holdings Inc.961$62K0.0%-88.7%0.037%
7/31/2021Sargent Bickham Lagudis LLC12,546$806K0.1%-19.7%0.478%
7/22/2021 Traynor Capital Management Inc.3,136$203K0.0%N/A0.117%
7/17/2021 Brookstone Capital Management300,480$18.91M0.3%N/A11.027%
5/28/2021FormulaFolio Investments LLC44,660$2.90M0.9%-89.6%1.553%
5/24/2021Sargent Bickham Lagudis LLC15,623$944K0.1%-41.3%0.543%
5/18/2021Flow Traders U.S. LLC5,966$360K0.0%N/A0.208%
5/18/2021Citadel Advisors LLC15,742$951K0.0%-5.8%0.548%
5/17/2021Royal Bank of Canada64,646$3.91M0.0%-9.5%2.249%
5/12/2021UBS Group AG2,512$152K0.0%+248.9%0.087%
5/7/2021Cedar Capital LLC46,458$2.81M4.9%-13.4%1.616%
5/6/2021Harvest Investment Services LLC15,379$929K0.4%-13.8%0.535%
5/4/2021Envestnet Asset Management Inc.26,905$1.63M0.0%-9.8%0.936%
5/4/2021Institute for Wealth Management LLC.27,760$1.68M0.3%-18.7%0.966%
4/30/2021Crew Capital Management Ltd.13,150$795K0.8%N/A0.457%
4/19/2021 International Assets Investment Management LLC1,500$81K0.0%+100.0%0.052%
4/16/2021NEXT Financial Group Inc5,463$330K0.0%-16.8%0.187%
3/26/2021Susquehanna International Group LLP18,101$863K0.0%+94.3%0.619%
3/2/2021FormulaFolio Investments LLC431,290$20.56M0.4%-29.7%14.258%
2/19/2021 Albion Financial Group UT967$46K0.0%N/A0.031%
2/11/2021Oppenheimer Asset Management Inc.8,150$389K0.0%N/A0.261%
2/8/2021Resource Management LLC4,800$229K0.0%N/A0.154%
2/5/2021Cedar Capital LLC53,652$2.56M4.7%+60.5%1.717%
2/5/2021NEXT Financial Group Inc6,565$313K0.0%+45.4%0.210%
2/1/2021Harvest Investment Services LLC17,839$850K0.4%+52.5%0.571%
2/1/2021Institute for Wealth Management LLC.34,130$1.63M0.3%-0.7%1.092%
1/22/2021 International Assets Investment Management LLC750$36K0.0%N/A0.024%
(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, 13 institutional investors and hedge funds held shares of ProShares Ultra MidCap400. The most heavily invested institutionals were LTG Capital LLC ($9.82M), Financial & Tax Architects LLC ($7.48M), Norden Group LLC ($5.03M), Cassaday & Co Wealth Management LLC ($1.91M), Institute for Wealth Management LLC. ($1.27M), Kingsview Wealth Management LLC ($555K), and Envestnet Asset Management Inc. ($524K).Learn more on MVV's institutional investors.

Which institutional investors have been buying ProShares Ultra MidCap400 stock?

Of the 11 institutional investors that purchased ProShares Ultra MidCap400 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), Cassaday & Co Wealth Management LLC ($35.70K), Kingsview Wealth Management LLC ($21.34K), Envestnet Asset Management Inc. ($10.48K), LTG Capital LLC ($7.38K), and Traynor Capital Management Inc. ($6.60K).

How much institutional buying is happening at ProShares Ultra MidCap400?

Institutional investors have bought a total of 362,858 shares in the last 24 months. This purchase volume represents approximately $22.08M in transactions.

Which ProShares Ultra MidCap400 major shareholders have been selling company stock?

The following institutional investors have sold ProShares Ultra MidCap400 stock in the last 24 months: LTG Capital LLC ($1.47K), Sargent Bickham Lagudis LLC ($937.00), and Institute for Wealth Management LLC. ($725.00).

How much institutional selling is happening at ProShares Ultra MidCap400?

Institutional investors have sold a total of 3,136 shares in the last 24 months. This volume of shares sold represents approximately $150.67K in transactions.



This page (NYSEARCA:MVV) was last updated on 1/22/2025 by MarketBeat.com Staff
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