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 140 institutions that hold shares in the stock, with a total of 5.67 Million shares, which have been reported (via 13F filing form) to have a value of $371 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
42,613
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 41.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
35,088
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Jan 26, 2026 Q4 2025 |
33,650
shares
|
$2.2 Million
0.3% of portfolio
|
Q4 2025
Reduced 30.64%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
30,109
shares
|
$1.97 Million
0.28% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
29,900
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
28,353
shares
|
$1.85 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jan 26, 2026 Q4 2025 |
24,893
shares
|
$1.63 Million
0.08% of portfolio
|
Q4 2022
Reduced 8.96%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
24,153
shares
|
$1.58 Million
0.29% of portfolio
|
Q1 2023
Reduced 45.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
23,622
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2025
Added 248.87%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
22,017
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
20,422
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2023
Reduced 9.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
20,056
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 26, 2026 Q4 2025 |
19,671
shares
|
$1.29 Million
0.06% of portfolio
|
Q4 2025
Added 14.25%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,808
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 28, 2026 Q4 2025 |
16,908
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2025
Added 2.08%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 26, 2026 Q4 2025 |
16,146
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2025
Added 7.15%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 20, 2026 Q4 2025 |
15,706
shares
|
$1.03 Million
0.41% of portfolio
|
Q4 2025
Added 0.8%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
15,324
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
14,723
shares
|
$962,589
0.0% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
14,608
shares
|
$955,071
0.02% of portfolio
|
Q2 2024
Reduced 23.03%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
13,928
shares
|
$910,612
0.03% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
13,316
shares
|
$870,600
0.19% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
12,452
shares
|
$814,111
0.52% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
12,396
shares
|
$810,450
0.0% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
11,908
shares
|
$778,545
0.0% of portfolio
|
Q3 2025
Added 20.89%
|
|