Proshares Ultra MIDCAP400MVVETF

13F holders, Q4 2025 (December 31)
21holders
5new positions
6sold out
$69.68avg. 13F price*

At the end of Q4 2025, 21 institutions reported holding Proshares Ultra MIDCAP400 (MVV) in their 13F filings, unchanged from Q3 2025. 5 opened new positions and 6 sold out. The largest holders were Cassaday & Co Wealth Management LLC ($4.4M), Creative Planning ($1.8M) and Integrated Advisors Network LLC ($637K).

Company
Proshares Ultra MIDCAP400
CUSIP
74347R404
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 21Q1 2024Q2 2024: 13Q2 2024Q3 2024: 14Q3 2024Q4 2024: 19Q4 2024Q1 2025: 17Q1 2025Q2 2025: 17Q2 2025Q3 2025: 21Q3 2025Q4 2025: 21Q4 2025Q1 2026: 18Q1 2026Q2 2026: 20Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions5$96K
Exits6$12.5M

All 13F filers, Q3 2025 → Q4 2025: 3,937 shares bought and 186,389 shares sold, net −182,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 21 holders

Cassaday & Co Wealth Management LLC 0.09% No change 62,498 $4.4M
Creative Planning 0.00% Add +3.6% 25,598 $1.8M
Integrated Advisors Network LLC 0.03% Add +16.5% 9,146 $637K
Harvest Investment Services, LLC 0.07% Reduce -2.8% 5,100 $355K
Lido Advisors, LLC 0.00% No change 4,985 $345K
Corient Private Wealth LP 0.00% No change 3,577 $249K
Kingsview Wealth Management, LLC 0.00% Reduce -1.2% 3,075 $214K
Osaic Holdings, Inc. 0.00% Reduce -1.1% 3,029 $211K
Tucker Asset Management LLC 0.01% New 527 $37K
Tower Research Capital LLC (TRC) 0.00% Reduce -89.7% 526 $37K
Benson Wealth Management INC 0.03% — 400 $28K
Farther Finance Advisors, LLC 0.00% New 383 $27K
UBS Group AG 0.00% Add +2592.9% 377 $26K
Bank of America Corp. 0.00% No change 360 $25K
Qube Research & Technologies Ltd 0.00% No change 217 $15K
AE Wealth Management LLC 0.00% New 197 $14K
Comprehensive Financial Planning, Inc. 0.01% New 176 $12K
Root Financial Partners, LLC 0.00% New 93 $6K
Assetmark, Inc. 0.00% No change 70 $5K
Morgan Stanley 0.00% Add +100.0% 2 $155
Wells Fargo & Company 0.00% No change 1 $104

"% of holder's portfolio" is MVV's weight in each manager's 13F, not the share of Proshares Ultra MIDCAP400 the manager owns.