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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5,135
shares
|
$342,093
0.16% of portfolio
|
Q1 2023
Reduced 39.12%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
5,029
shares
|
$335,031
0.15% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
5,013
shares
|
$333,966
0.0% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
4,952
shares
|
$329,902
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
4,566
shares
|
$304,186
0.04% of portfolio
|
Q4 2023
Reduced 37.12%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
4,422
shares
|
$294,593
0.1% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
4,400
shares
|
$293,128
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,276
shares
|
$284,867
0.05% of portfolio
|
Q3 2024
Reduced 28.45%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
4,250
shares
|
$283,135
0.0% of portfolio
|
Q4 2024
Reduced 12.48%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,222
shares
|
$281,269
0.13% of portfolio
|
Q1 2024
Reduced 9.3%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,173
shares
|
$278,005
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
4,132
shares
|
$275,273
0.0% of portfolio
|
Q1 2025
Reduced 40.97%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
4,073
shares
|
$271,343
0.01% of portfolio
|
Q1 2025
Reduced 67.82%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
3,880
shares
|
$258,485
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
3,833
shares
|
$255,354
0.01% of portfolio
|
Q2 2025
Reduced 29.45%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
3,826
shares
|
$254,888
0.0% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
3,699
shares
|
$246,427
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
3,662
shares
|
$243,962
0.0% of portfolio
|
Q4 2024
Added 13.52%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
3,592
shares
|
$239,299
0.0% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
3,578
shares
|
$238,366
0.0% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
3,530
shares
|
$235,168
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,460
shares
|
$230,505
0.01% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
3,455
shares
|
$230,172
0.08% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
3,423
shares
|
$228,040
0.23% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
3,250
shares
|
$216,515
0.11% of portfolio
|
Q3 2024
New holding
|