Who owns ProShares - Ultra MidCap400?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MVV from SEC Form 13F filings across 22 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 22 institutions disclosed 190,367 shares of ProShares - Ultra MidCap400 worth $17.5M — about 9.9% of shares outstanding; the largest disclosed holder is Cassaday & Co Wealth Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
22
13F holders
$17.5M
value, 2026 filers
9.9%
of shares outstanding (190,367 sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MVV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Cassaday & Co Wealth Management LLC | 62,498 | $5.8M | 0.1% | 3.2% | 0.0% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 56,559 | $5.2M | 0.0% | 2.9% | +296.0% |
| 3 | Creative Planning | 24,678 | $2.3M | 0.0% | 1.3% | 0.0% |
| 4 | CITADEL ADVISORS LLCNEW | 15,501 | $1.4M | 0.0% | 0.8% | new |
| 5 | Lido Advisors, LLC | 4,145 | $381,633 | 0.0% | 0.2% | 0.0% |
| 6 | Harvest Investment Services, LLC | 3,888 | $357,929 | 0.1% | 0.2% | +6.1% |
| 7 | Corient Private Wealth LP | 3,586 | $330,170 | 0.0% | 0.2% | +0.1% |
| 8 | OSAIC HOLDINGS, INC. | 3,029 | $278,849 | 0.0% | 0.2% | 0.0% |
| 9 | Traynor Capital Management, Inc.NEW | 2,668 | $245,616 | 0.0% | 0.1% | new |
| 10 | ROSENBLUM SILVERMAN SUTTON S F INC /CANEW | 2,630 | $242,118 | 0.1% | 0.1% | new |
| 11 | J. Safra Sarasin Holding AGNEW | 2,500 | $230,218 | 0.0% | 0.1% | new |
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLCNEW | 2,400 | $220,729 | 0.0% | 0.1% | new |
| 13 | Sage Capital Management, LLCNEW | 2,306 | $212,352 | 0.1% | 0.1% | new |
| 14 | Institute for Wealth Management, LLC.NEW | 1,808 | $166,445 | 0.0% | 0.1% | new |
| 15 | MERCER GLOBAL ADVISORS INC /ADVNEW | 1,200 | $110,472 | 0.0% | 0.1% | new |
| 16 | Benson Wealth Management INC | 400 | $36,824 | 0.0% | 0% | 0.0% |
| 17 | Integrated Wealth Concepts LLCNEW | 379 | $34,870 | 0.0% | 0% | new |
| 18 | Qube Research & Technologies Ltd | 113 | $10,403 | 0.0% | 0% | -19.3% |
| 19 | ASSETMARK, INC | 42 | $3,867 | 0.0% | 0% | -40.0% |
| 20 | UBS Group AG | 35 | $3,222 | 0.0% | 0% | +94.4% |
| 21 | WELLS FARGO & COMPANY/MN | 1 | $71 | 0.0% | 0% | 0.0% |
| 22 | MORGAN STANLEY | 1 | $157 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.