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 139 institutions that hold shares in the stock, with a total of 5.81 Million shares, which have been reported (via 13F filing form) to have a value of $400 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
12,796
shares
|
$882,284
0.23% of portfolio
|
Q3 2024
Added 21.69%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
12,008
shares
|
$827,951
0.66% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
11,693
shares
|
$806,232
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
11,455
shares
|
$789,822
0.04% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,605
shares
|
$731,214
0.0% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
10,133
shares
|
$698,670
0.51% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
10,011
shares
|
$690,258
0.01% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
9,744
shares
|
$671,848
0.0% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
9,731
shares
|
$670,952
0.0% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
9,334
shares
|
$643,579
0.05% of portfolio
|
Q2 2024
Reduced 14.78%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
8,533
shares
|
$588,350
0.15% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
8,416
shares
|
$580,283
0.0% of portfolio
|
Q3 2024
Reduced 10.5%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
7,951
shares
|
$548,221
0.02% of portfolio
|
Q3 2024
Added 12.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,903
shares
|
$544,911
0.02% of portfolio
|
Q2 2020
Added 11.33%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
7,113
shares
|
$490,441
0.02% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
7,082
shares
|
$488,303
0.01% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
7,063
shares
|
$486,993
0.0% of portfolio
|
Q3 2024
Reduced 29.92%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
6,201
shares
|
$427,558
0.01% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
6,050
shares
|
$417,147
0.14% of portfolio
|
Q3 2024
Reduced 14.74%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 08, 2024 Q3 2024 |
5,990
shares
|
$413,010
0.43% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,946
shares
|
$409,976
0.0% of portfolio
|
Q2 2024
Reduced 4.64%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,917
shares
|
$407,977
0.2% of portfolio
|
Q1 2024
Added 24.7%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
5,872
shares
|
$404,874
0.14% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
5,635
shares
|
$388,533
0.18% of portfolio
|
Q3 2024
Reduced 11.39%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
5,546
shares
|
$382,396
0.26% of portfolio
|
Q3 2024
Added 48.05%
|