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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
3,227
shares
|
$214,982
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
3,129
shares
|
$208,453
0.07% of portfolio
|
Q1 2025
Reduced 38.99%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,100
shares
|
$206,522
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
3,078
shares
|
$205,056
0.01% of portfolio
|
Q1 2025
Reduced 16.61%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,780
shares
|
$185,203
0.01% of portfolio
|
Q1 2023
Reduced 1.07%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
2,646
shares
|
$176,276
0.08% of portfolio
|
Q2 2025
Added 30.22%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
2,526
shares
|
$168,282
0.01% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,353
shares
|
$156,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,200
shares
|
$146,564
0.02% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
1,667
shares
|
$111,055
0.01% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
1,556
shares
|
$103,660
0.01% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,250
shares
|
$83,275
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
790
shares
|
$52,629
0.0% of portfolio
|
Q2 2020
Reduced 83.37%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
634
shares
|
$42,237
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
582
shares
|
$38,772
0.0% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
554
shares
|
$36,907
0.0% of portfolio
|
Q1 2025
Added 167.63%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
549
shares
|
$36,574
0.01% of portfolio
|
Q2 2024
Added 342.74%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
507
shares
|
$33,776
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
500
shares
|
$33,310
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
400
shares
|
$26,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
312
shares
|
$20,785
0.0% of portfolio
|
Q3 2024
Added 83.53%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
272
shares
|
$18,120
0.0% of portfolio
|
Q4 2024
Added 78.95%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
258
shares
|
$17,187
0.01% of portfolio
|
Q4 2023
Added 1.18%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
217
shares
|
$14,456
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
178
shares
|
$11,858
0.0% of portfolio
|
Q1 2025
New holding
|