— Know what they know.
Not Investment Advice

MVV Institutional Ownership

ProShares - Ultra MidCap400
1W: +1.1% 1M: -4.5% 3M: -8.6% YTD: +15.2% 1Y: +18.4% 3Y: +76.5% 5Y: +32.0%
$82.36
+1.58 (+1.96%)
 
Weekly Expected Move ±3.0%
$77 $80 $82 $85 $87
ETF AMEX · AUM $158.8M

Institutional Ownership — MVV

27
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
18M
Total Invested
9
New Positions
4
Increased
7
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (32 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Cassaday & Co Wealth Management LLC 62,498 5M — +0.0% 15Q SEC ↗
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP 56,559 5M +42,277 +296.0% 2Q SEC ↗
3 Creative Planning 24,678 2M — +0.0% 7Q SEC ↗
4 CITADEL ADVISORS LLC NEW 15,501 1M — +0.0% 1Q SEC ↗
5 Lido Advisors, LLC 4,145 341K — +0.0% 14Q SEC ↗
6 Harvest Investment Services, LLC 3,888 320K +223 +6.1% 15Q SEC ↗
7 Corient Private Wealth LP 3,586 295K +4 +0.1% 11Q SEC ↗
8 OSAIC HOLDINGS, INC. 3,029 249K — +0.0% 5Q SEC ↗
9 Traynor Capital Management, Inc. NEW 2,668 220K — +0.0% 1Q SEC ↗
10 ROSENBLUM SILVERMAN SUTTON S F INC /CA NEW 2,630 217K — +0.0% 1Q SEC ↗
11 J. Safra Sarasin Holding AG NEW 2,500 206K — +0.0% 1Q SEC ↗
12 UNITED CAPITAL FINANCIAL ADVISORS, LLC NEW 2,400 198K — +0.0% 1Q SEC ↗
13 Sage Capital Management, LLC NEW 2,306 190K — +0.0% 1Q SEC ↗
14 Institute for Wealth Management, LLC. NEW 1,808 149K — +0.0% 1Q SEC ↗
15 MERCER GLOBAL ADVISORS INC /ADV NEW 1,200 99K — +0.0% 1Q SEC ↗
16 Benson Wealth Management INC 400 33K — +0.0% 3Q SEC ↗
17 Integrated Wealth Concepts LLC NEW 379 31K — +0.0% 1Q SEC ↗
18 Qube Research & Technologies Ltd 113 9K -27 -19.3% 15Q SEC ↗
19 ASSETMARK, INC 42 3K -28 -40.0% 8Q SEC ↗
20 UBS Group AG 35 3K +17 +94.4% 4Q SEC ↗
21 WELLS FARGO & COMPANY/MN 1 0K — +0.0% 15Q SEC ↗
22 MORGAN STANLEY 1 0K — +0.0% 6Q SEC ↗
23 Kingsview Wealth Management, LLC 0 0K -2,904 -100.0% 4Q SEC ↗
24 Integrated Advisors Network LLC 0 0K -9,146 -100.0% 2Q SEC ↗
25 BANK OF AMERICA CORP /DE 0 0K -360 -100.0% 4Q SEC ↗
26 Farther Finance Advisors, LLC 0 0K -383 -100.0% 1Q SEC ↗
27 Comprehensive Financial Planning, Inc. 0 0K -176 -100.0% 1Q SEC ↗
28 JANE STREET GROUP, LLC 0 0K -5,306 -100.0% 1Q SEC ↗
29 Tower Research Capital LLC (TRC) 0 0K -2,214 -100.0% 27Q SEC ↗
30 Root Financial Partners, LLC 0 0K -93 -100.0% 2Q SEC ↗
31 TUCKER ASSET MANAGEMENT LLC 0 0K -527 -100.0% 1Q SEC ↗
32 AE Wealth Management LLC 0 0K -197 -100.0% 2Q SEC ↗
Biggest Increases (4)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +42,277 +296.0% 56,559
Harvest Investment Services, LLC +223 +6.1% 3,888
UBS Group AG +17 +94.4% 35
Corient Private Wealth LP +4 +0.1% 3,586
Biggest Decreases (2)
HolderReducedChange %Total Shares
ASSETMARK, INC -28 -40.0% 42
Qube Research & Technologies Ltd -27 -19.3% 113

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms