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 | 08/10/2026 | 62.50 K | $5.75 M | 0.00% | 3.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 56.56 K | $5.21 M | 296.02% | 2.93% |
| CREATIVE PLANNING | 08/13/2026 | 24.68 K | $2.27 M | 0.00% | 1.28% |
| CITADEL ADVISORS LLC | 09/02/2026 | 15.50 K | $1.43 M | 100.00% | 0.80% |
| LIDO ADVISORS, LLC | 08/07/2026 | 4.15 K | $381.63 K | 0.00% | 0.22% |
| HARVEST INVESTMENT SERVICES, LLC | 08/14/2026 | 3.89 K | $357.93 K | 6.08% | 0.20% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 3.59 K | $330.17 K | 0.11% | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 3.03 K | $278.85 K | 0.00% | 0.16% |
| TRAYNOR CAPITAL MANAGEMENT, INC. | 07/22/2026 | 2.67 K | $245.62 K | 100.00% | 0.14% |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | 08/13/2026 | 2.63 K | $242.12 K | 100.00% | 0.14% |
| J. SAFRA SARASIN HOLDING AG | 07/31/2026 | 2.50 K | $230.22 K | 100.00% | 0.13% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 08/17/2026 | 2.40 K | $220.73 K | 100.00% | 0.12% |
| SAGE CAPITAL MANAGEMENT, LLC | 07/20/2026 | 2.31 K | $212.35 K | 100.00% | 0.12% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 1.81 K | $166.45 K | 100.00% | 0.09% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 1.20 K | $110.47 K | 100.00% | 0.06% |
| BENSON WEALTH MANAGEMENT INC | 08/10/2026 | 400 | $36.82 K | 0.00% | 0.02% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 379 | $34.87 K | 100.00% | 0.02% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 113 | $10.40 K | -19.29% | 0.01% |
| ASSETMARK, INC | 07/30/2026 | 42 | $3.87 K | -40.00% | 0.00% |
| UBS GROUP AG | 08/13/2026 | 35 | $3.22 K | 94.44% | 0.00% |
| MORGAN STANLEY | 08/13/2026 | 1 | $157 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $71 | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 0 | $0 | -100.00% | 0.00% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 0 | $0 | -100.00% | 0.00% |
| ROOT FINANCIAL PARTNERS, LLC | 07/29/2026 | 0 | $0 | -100.00% | 0.00% |
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ProShares Ultra MidCap400 2X Shares institutional Ownership - FAQ's
During the previous two years, 44 institutional investors and hedge funds held shares of ProShares Ultra MidCap400 2X Shares. The most heavily invested institutionals were:
Cassaday & Co Wealth Management LLC: 62,498
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 56,559
Creative Planning: 24,678
CITADEL ADVISORS LLC: 15,501
Lido Advisors, LLC: 4,145
Harvest Investment Services, LLC: 3,888
9.88% of ProShares Ultra MidCap400 2X Shares stock is owned by institutional investors.
Institutional investors have bought a total of 347.78 K shares in the last 24 months. This purchase volume represents approximately $26.02 M in transactions.