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UMDD · ProShares UltraPro MidCap400 ETF

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$34.85 +0.16 (+0.47%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $679,809
Total Shares: 36,608

Institutional Ownership Trend

13 quarters

Holder Concentration

Across 6 13F filers · Δ vs Dec 31, 2022
Top Holder
70.3%
Jun 2020 → Mar 2023 · range 30.7% – 81.0%
+10.6 pts
Top 5
100.0%
Jun 2020 → Mar 2023 · range 91.4% – 100.0%
0.0 pts
Top 10
100.0%
Jun 2020 → Mar 2023 · range 99.8% – 100.0%
0.0 pts
HHI
5,482
Jun 2020 → Mar 2023 · range 2,085 – 6,724
Highly concentrated+653

Quarterly Activity

vs Dec 31, 2022
New
2
Increased
2
Decreased
1
Sold Out
2
Unchanged
1
Holder count: 0
Institutional value: +37.3%
Shares held: +28.6%

Top Buyers

vs Dec 31, 2022
Institution Added Now Holds Open
Cutler Group LP +663 1,163
Advisory Services Network, LLC +387 1,265

Top Sellers

vs Dec 31, 2022
Institution Sold Now Holds Open
Tower Research Capital LLC (TRC) −1,656 8,323

Top New Positions

vs Dec 31, 2022
Institution Acquired Value (USD) Open
Cassaday & Co Wealth Management LLC 25,737 $477,936
UBS Group AG 120 $2,228

Top Sold-Out Positions

vs Dec 31, 2022
Institution Previously Held Last Value (USD) Open
SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,802 $295,379
IFP Advisors, Inc 300 $37
Filter: New 2 Increased 2 Reduced 1 Sold out 2 Unchanged 1
Showing 8 of 8
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Cassaday & Co Wealth Management LLC UMDD $477,936 70.30% 25,737
Tower Research Capital LLC (TRC) UMDD $154,558 22.74% 8,323
Advisory Services Network, LLC UMDD $23,491 3.46% 1,265
Cutler Group LP UMDD $17,882 2.63% 963
UBS Group AG UMDD $2,228 0.33% 120
Cutler Group LP UMDD $1,857 0.27% 100
Cutler Group LP UMDD $1,857 0.27% 100
PROEQUITIES, INC. UMDD $0 0.00% 0