ProShares Ultra MidCap400 2X Shares Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CASSADAY & CO WEALTH MANAGEMENT LLC | 02/03/2026 | 62.50 K | $4.36 M | 0.00% | 3.61% |
| CREATIVE PLANNING | 02/17/2026 | 25.60 K | $1.78 M | 3.64% | 1.46% |
| INTEGRATED ADVISORS NETWORK LLC | 02/17/2026 | 9.15 K | $637.48 K | 16.52% | 0.52% |
| CITADEL ADVISORS LLC | 02/17/2026 | 6.40 K | $446.08 K | 14.29% | 0.36% |
| HARVEST INVESTMENT SERVICES, LLC | 02/17/2026 | 5.10 K | $355.47 K | -2.76% | 0.29% |
| LIDO ADVISORS, LLC | 02/10/2026 | 4.99 K | $344.57 K | 0.00% | 0.29% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 3.58 K | $249.29 K | 0.00% | 0.20% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 02/09/2026 | 3.08 K | $214.33 K | -1.16% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 3.03 K | $211.12 K | -1.14% | 0.17% |
| TUCKER ASSET MANAGEMENT LLC | 02/05/2026 | 527 | $36.73 K | 100.00% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 526 | $36.66 K | -89.74% | 0.03% |
| 02/12/2026 | 400 | $27.88 K | 100.00% | 0.02% | |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 383 | $26.70 K | 100.00% | 0.02% |
| UBS GROUP AG | 01/29/2026 | 377 | $26.28 K | 2,592.86% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 360 | $25.09 K | 0.00% | 0.02% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 217 | $15.13 K | 0.00% | 0.01% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 197 | $13.73 K | 100.00% | 0.01% |
| COMPREHENSIVE FINANCIAL PLANNING, INC./PA | 02/11/2026 | 176 | $12.27 K | 100.00% | 0.01% |
| ROOT FINANCIAL PARTNERS, LLC | 02/10/2026 | 93 | $6.48 K | 100.00% | 0.01% |
| ASSETMARK, INC | 01/23/2026 | 70 | $4.88 K | 0.00% | 0.00% |
| MORGAN STANLEY | 02/13/2026 | 2 | $155 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1 | $104 | 0.00% | 0.00% |
| CITADEL ADVISORS LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| TRAYNOR CAPITAL MANAGEMENT, INC. | 01/12/2026 | 0 | $0 | -100.00% | 0.00% |
| PARALLEL ADVISORS, LLC | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| LTG CAPITAL LLC | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| SAGE CAPITAL MANAGEMENT, LLC | 01/15/2026 | 0 | $0 | -100.00% | 0.00% |
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ProShares Ultra MidCap400 2X Shares institutional Ownership - FAQ's
During the previous two years, 40 institutional investors and hedge funds held shares of ProShares Ultra MidCap400 2X Shares. The most heavily invested institutionals were:
Integrated Advisors Network LLC: 0
Farther Finance Advisors, LLC: 0
Comprehensive Financial Planning, Inc./PA: 0
Cassaday & Co Wealth Management LLC: 62,498
Creative Planning: 25,598
Harvest Investment Services, LLC: 5,100
6.79% of ProShares Ultra MidCap400 2X Shares stock is owned by institutional investors.
Institutional investors have bought a total of 267.17 K shares in the last 24 months. This purchase volume represents approximately $19.99 M in transactions.