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Proshares Ultra Midcap400 (MVV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares62,498 from 62,498
Change0 (0%)
Value$5.0M (-$802.5K)
Filed 2026-10-27
Creative Planning
UNCHANGED
Shares24,678 from 24,678
Change0 (0%)
Value$2.0M (-$316.9K)
Filed 2026-11-02
Lido Advisors, LLC
UNCHANGED
Shares4,145 from 4,145
Change0 (0%)
Value$328.3K (-$53.3K)
Filed 2026-11-04
Traynor Capital Management, Inc.
UNCHANGED
Shares2,668 from 2,668
Change0 (0%)
Value$211.4K (-$34.3K)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares93
Change+93
Value$7.4K
Filed 2026-10-21
Assetmark, Inc
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$3.3K (-$540)
Filed 2026-10-21
Simplex Trading, LLC
NEW
Shares26
Change+26
Value$2.1K
Filed 2026-11-04
J. Safra Sarasin Holding AG
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$230.2K)
Filed 2026-10-26
Sage Capital Management, LLC
CLOSED
Shares0 from 2,306
Change-2,306 (-100%)
Value$0 (-$212.4K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,808
Change-1,808 (-100%)
Value$0 (-$166.4K)
Filed 2026-11-06
Susquehanna International Group, LLP
N/A
Shares— from 56,559
Change-56,559 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,501
Change-15,501 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 3,888
Change-3,888 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,029
Change-3,029 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 400
Change-400 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 113
Change-113 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 54
Change-54 (-100%)
Value—
UBS Group AG
N/A
Shares— from 35
Change-35 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cassaday & Co Wealth Management LLC
UNCHANGED62,49862,49800%$5.8M$5.0M-$802.5K2026-10-27
Creative Planning
UNCHANGED24,67824,67800%$2.3M$2.0M-$316.9K2026-11-02
Lido Advisors, LLC
UNCHANGED4,1454,14500%$381.6K$328.3K-$53.3K2026-11-04
Traynor Capital Management, Inc.
UNCHANGED2,6682,66800%$245.6K$211.4K-$34.3K2026-10-29
Root Financial Partners, LLC
NEW93—+93——$7.4K—2026-10-21
Assetmark, Inc
UNCHANGED424200%$3.9K$3.3K-$5402026-10-21
Simplex Trading, LLC
NEW26—+26——$2.1K—2026-11-04
J. Safra Sarasin Holding AG
CLOSED02,500-2,500-100%$230.2K$0-$230.2K2026-10-26
Sage Capital Management, LLC
CLOSED02,306-2,306-100%$212.4K$0-$212.4K2026-10-20
Institute for Wealth Management, Llc.
CLOSED01,808-1,808-100%$166.4K$0-$166.4K2026-11-06
Susquehanna International Group, LLP
N/A—56,559-56,559-100%$5.2M———
Citadel Advisors LLC
N/A—15,501-15,501-100%$1.4M———
Harvest Investment Services, LLC
N/A—3,888-3,888-100%$357.9K———
Osaic Holdings, Inc.
N/A—3,029-3,029-100%$278.8K———
Rosenblum Silverman Sutton S F Inc
N/A—2,630-2,630-100%$242.1K———
United Capital Financial Advisors, LLC
N/A—2,400-2,400-100%$220.7K———
Benson Wealth Management Inc
N/A—400-400-100%$36.8K———
Qube Research & Technologies Ltd
N/A—113-113-100%$10.4K———
BFC Planning, Inc.
N/A—54-54-100%$5.0K———
UBS Group AG
N/A—35-35-100%$3.2K———
Wells Fargo & Company
N/A—1-1-100%$71———
Morgan Stanley
N/A—1-1-100%$157———
Showing 22 of 22 institutions