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 142 institutions that hold shares in the stock, with a total of 5.89 Million shares, which have been reported (via 13F filing form) to have a value of $386 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
11,693
shares
|
$766,125
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
10,695
shares
|
$700,736
0.97% of portfolio
|
Q2 2025
Reduced 11.1%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
10,011
shares
|
$655,920
0.01% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
9,850
shares
|
$645,372
0.0% of portfolio
|
Q2 2025
Reduced 35.24%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
9,789
shares
|
$641,375
0.18% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
9,671
shares
|
$633,643
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
9,206
shares
|
$603,177
0.0% of portfolio
|
Q2 2025
Added 122.8%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
8,488
shares
|
$556,133
0.0% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
8,347
shares
|
$546,895
0.04% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8,086
shares
|
$529,794
0.0% of portfolio
|
Q1 2025
Added 80760.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
7,973
shares
|
$522,390
0.01% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,903
shares
|
$517,804
0.02% of portfolio
|
Q2 2020
Added 11.33%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
7,892
shares
|
$517,083
0.02% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
7,793
shares
|
$510,597
0.01% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
7,529
shares
|
$493,300
0.04% of portfolio
|
Q2 2025
Added 26.86%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
6,847
shares
|
$448,615
0.19% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
6,843
shares
|
$448,353
0.01% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
6,640
shares
|
$435,052
0.13% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
5,946
shares
|
$389,581
0.0% of portfolio
|
Q2 2024
Reduced 4.64%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
5,917
shares
|
$387,681
0.16% of portfolio
|
Q1 2024
Added 24.7%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
5,790
shares
|
$379,360
0.12% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,786
shares
|
$379,098
0.0% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
5,490
shares
|
$359,704
0.16% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
5,415
shares
|
$354,790
0.0% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
5,222
shares
|
$342,145
0.34% of portfolio
|
Q2 2025
Reduced 2.72%
|