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 144 institutions that hold shares in the stock, with a total of 5.99 Million shares, which have been reported (via 13F filing form) to have a value of $399 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
11,693
shares
|
$778,987
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
10,011
shares
|
$666,932
0.01% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
9,721
shares
|
$647,613
0.0% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
8,896
shares
|
$592,651
0.02% of portfolio
|
Q1 2025
Added 856.56%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
8,729
shares
|
$581,525
0.0% of portfolio
|
Q1 2025
Added 692.82%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
8,615
shares
|
$573,931
0.15% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
8,346
shares
|
$556,010
0.05% of portfolio
|
Q1 2025
Added 24.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8,086
shares
|
$538,689
0.0% of portfolio
|
Q1 2025
Added 80760.0%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
7,952
shares
|
$529,762
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,903
shares
|
$526,497
0.02% of portfolio
|
Q2 2020
Added 11.33%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
7,886
shares
|
$525,365
0.0% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
7,840
shares
|
$522,300
0.02% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
7,133
shares
|
$475,200
0.02% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
6,835
shares
|
$455,347
0.21% of portfolio
|
Q2 2025
Reduced 15.01%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
6,774
shares
|
$451,283
0.15% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,408
shares
|
$426,900
0.01% of portfolio
|
Q1 2025
Added 77.41%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
5,946
shares
|
$396,122
0.0% of portfolio
|
Q2 2024
Reduced 4.64%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
5,935
shares
|
$395,389
0.03% of portfolio
|
Q1 2025
Reduced 36.37%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,917
shares
|
$394,190
0.18% of portfolio
|
Q1 2024
Added 24.7%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
5,817
shares
|
$387,528
0.12% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,786
shares
|
$385,463
0.0% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
5,587
shares
|
$372,205
0.19% of portfolio
|
Q4 2024
Added 32.27%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
5,581
shares
|
$371,806
0.25% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
5,368
shares
|
$357,616
0.38% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
5,238
shares
|
$348,955
0.01% of portfolio
|
Q4 2024
Reduced 15.53%
|