Institutional Ownership Proshares Tr Russell 2000 Divi (SMDV)
This table provides information about the institutional ownership of Proshares Tr Russell 2000 Divi (SMDV). We have compiled data on the 141 institutions that hold shares in the stock, with a total of 6.04 Million shares, which have been reported (via 13F filing form) to have a value of $391 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,133,616
shares
|
$73.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
446,893
shares
|
$28.9 Million
0.01% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
420,827
shares
|
$27.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
419,959
shares
|
$27.2 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
302,184
shares
|
$19.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
282,849
shares
|
$18.3 Million
0.0% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
276,393
shares
|
$17.9 Million
0.03% of portfolio
|
Q3 2024
Added 11.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
263,225
shares
|
$17 Million
0.01% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
222,357
shares
|
$14.4 Million
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
191,474
shares
|
$12.4 Million
1.51% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
140,033
shares
|
$9.05 Million
1.8% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
124,796
shares
|
$8.07 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
121,613
shares
|
$7.86 Million
0.09% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
116,781
shares
|
$7.55 Million
0.01% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
94,117
shares
|
$6.09 Million
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
87,490
shares
|
$5.66 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
85,395
shares
|
$5.52 Million
1.77% of portfolio
|
Q2 2025
Added 24.56%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
72,998
shares
|
$4.72 Million
0.0% of portfolio
|
Q2 2025
Added 33.06%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
71,317
shares
|
$4.61 Million
0.43% of portfolio
|
Q4 2022
Added 34.99%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
54,555
shares
|
$3.53 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
54,029
shares
|
$3.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
53,396
shares
|
$3.45 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
48,538
shares
|
$3.14 Million
0.7% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
47,835
shares
|
$3.09 Million
1.33% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,027
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2024
Added 7.3%
|