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 5.9 Million shares, which have been reported (via 13F filing form) to have a value of $381 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,090,179
shares
|
$70.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
419,959
shares
|
$27.2 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
377,984
shares
|
$24.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
348,652
shares
|
$22.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
293,006
shares
|
$18.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
279,956
shares
|
$18.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
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 |
Aug 12, 2025 Q2 2025 |
274,509
shares
|
$17.7 Million
0.01% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
198,490
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
191,474
shares
|
$12.4 Million
1.51% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
156,160
shares
|
$10.1 Million
0.08% of portfolio
|
Q2 2025
Added 28.41%
|
|
|
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 |
Aug 13, 2025 Q2 2025 |
125,218
shares
|
$8.1 Million
0.01% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
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%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
55,164
shares
|
$3.57 Million
0.33% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
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%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
48,451
shares
|
$3.13 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
47,835
shares
|
$3.09 Million
1.33% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
47,410
shares
|
$3.07 Million
0.0% of portfolio
|
Q2 2025
Added 1.07%
|