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ProShares Russell 2000 Dividend Growers ETF (SMDV) Institutional Ownership

ProShares Russell 2000 Dividend Growers ETF logo
$72.81 +0.10 (+0.14%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for ProShares Russell 2000 Dividend Growers ETF (BATS:SMDV)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$18.20M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$25.95M
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Skip Chart & View Institutional Buying and Selling Data

SMDV Institutional Buying and Selling by Quarter

ProShares Russell 2000 Dividend Growers ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2026 MWA Asset Management3,290$226K0.1%N/A0.033%
5/5/2026 Geneos Wealth Management Inc.8,646$595K0.0%+6.3%0.086%
5/5/2026 Sanctuary Advisors LLC59,116$4.07M0.0%+2.7%0.589%
5/2/2026 Anchor Investment Management LLC1,281$88K0.0%-16.2%0.013%
5/1/2026 Fifth Third Bancorp9,912$682K0.0%N/A0.099%
4/30/2026 Kestra Advisory Services LLC5,284$363K0.0%+87.6%0.053%
4/30/2026 CFS Investment Advisory Services LLC5,657$413K0.0%-17.5%0.056%
4/29/2026 United Asset Strategies Inc.18,164$1.25M0.1%+7.4%0.181%
4/28/2026 Howe & Rusling Inc.3,891$268K0.0%+22.2%0.039%
4/27/2026 PFG Investments LLC14,199$977K0.0%-27.8%0.141%
4/27/2026 World Investment Advisors6,745$464K0.0%-11.7%0.067%
4/25/2026 Northwest Financial Advisors9,656$664K1.3%-2.3%0.096%
4/24/2026 Essex Financial Services Inc.17,660$1.22M0.1%-5.9%0.176%
4/22/2026 Janney Montgomery Scott LLC3,959$272K0.0%+5.7%0.039%
4/17/2026 Capital Advisors Ltd. LLC2,086$144K0.0%-54.9%0.021%
4/15/2026 Nations Financial Group Inc. IA ADV16,566$1.14M0.1%+2.6%0.165%
3/17/2026Rockefeller Capital Management L.P.12,807$846K0.0%+15.1%0.128%
3/13/2026 World Investment Advisors7,635$505K0.0%-2.0%0.076%
2/18/2026Mercer Global Advisors Inc. ADV13,660$903K0.0%-7.2%0.136%
2/18/2026Beacon Pointe Advisors LLC4,233$280K0.0%-31.0%0.042%
2/18/2026NewEdge Advisors LLC5,267$348K0.0%+2.9%0.052%
2/17/2026Cetera Investment Advisers35,416$2.34M0.0%-62.9%0.353%
2/17/2026Equitable Holdings Inc.19,359$1.28M0.0%-3.5%0.193%
2/17/2026Osaic Holdings Inc.30,793$2.04M0.0%-12.2%0.307%
2/17/2026&PARTNERS115,751$7.65M0.0%-3.3%1.153%
2/17/2026Royal Bank of Canada208,895$13.80M0.0%-0.1%2.081%
2/17/2026 Howe & Rusling Inc.3,185$210K0.0%+4.6%0.032%
2/13/2026Jacobi Capital Management LLC27,774$1.84M0.1%-2.0%0.277%
2/13/2026 Kestra Advisory Services LLC2,817$186K0.0%N/A0.028%
2/13/2026Stifel Financial Corp48,441$3.20M0.0%+1.5%0.482%
2/13/2026Morgan Stanley946,524$62.55M0.0%-3.6%9.428%
2/13/2026Gen Wealth Partners Inc9,738$643K0.1%+9.2%0.097%
2/13/2026Wells Fargo & Company MN293,351$19.39M0.0%-5.8%2.922%
2/12/2026Jane Street Group LLC3,524$233K0.0%N/A0.035%
2/12/2026 Commonwealth Equity Services LLC100,045$6.61M0.0%+5.7%0.996%
2/11/2026 Gilpin Wealth Management LLC5,136$339K0.3%N/A0.051%
2/11/2026 Janney Montgomery Scott LLC3,745$248K0.0%+4.2%0.037%
2/11/2026 LPL Financial LLC250,215$16.53M0.0%-5.9%2.492%
2/11/2026 J.W. Cole Advisors Inc.4,782$289K0.0%-29.2%0.048%
2/10/2026Goldman Sachs Group Inc.23,045$1.52M0.0%+100.8%0.230%
2/10/2026 Essex Financial Services Inc.18,776$1.24M0.1%-14.7%0.187%
2/10/2026 CFS Investment Advisory Services LLC6,859$453K0.0%-12.5%0.068%
2/9/2026Integrity Alliance LLC.5,370$355K0.0%N/A0.053%
2/9/2026 Fisher Asset Management LLC8,800$582K0.0%N/A0.088%
2/6/2026GPS Wealth Strategies Group LLC970$64K0.1%-55.9%0.010%
2/5/2026 Landmark Wealth Management LLC52,392$3.46M1.3%+6.0%0.522%
2/4/2026 World Investment Advisors7,635$505K0.0%-2.0%0.076%
2/4/2026Anson Capital Inc.5,482$362K0.3%+42.6%0.055%
2/2/2026 Truist Financial Corp85,379$5.64M0.0%-24.4%0.850%
2/2/2026 KPP Advisory Services LLC3,490$231K0.0%-7.7%0.035%
2/2/2026 Cornerstone Planning Group LLC536$37K0.0%N/A0.005%
2/2/2026 Total Clarity Wealth Management Inc.6,231$412K0.1%-4.6%0.062%
1/30/2026 Arlington Trust Co LLC133,613$8.83M0.9%-1.1%1.331%
1/29/2026 Sanctuary Advisors LLC57,552$3.80M0.0%-0.8%0.573%
1/28/2026 Geneos Wealth Management Inc.8,135$538K0.0%+2.0%0.081%
1/28/2026 United Asset Strategies Inc.16,908$1.12M0.1%+2.1%0.168%
1/26/2026 Nations Financial Group Inc. IA ADV16,146$1.07M0.1%+7.1%0.161%
1/26/2026 United Advisor Group LLC33,650$2.22M0.3%-30.6%0.335%
1/26/2026 Northwest Financial Advisors9,886$653K1.3%-5.8%0.098%
1/26/2026 PFG Investments LLC19,671$1.30M0.1%+14.3%0.196%
1/23/2026 Smith Moore & CO.50,028$3.31M0.2%-4.6%0.498%
1/21/2026 Capital Advisors Ltd. LLC4,622$305K0.0%-6.5%0.046%
1/21/2026Kraematon Investment Advisors Inc.5,762$381K0.3%+9.8%0.057%
1/21/2026 Sound Income Strategies LLC397$28K0.0%N/A0.004%
1/20/2026 Toth Financial Advisory Corp190,502$12.59M1.4%-1.1%1.897%
1/15/2026 Lewis Asset Management LLC6,496$429K0.2%-5.1%0.065%
1/13/2026 Capital Investment Advisors LLC404,318$26.72M0.4%-2.1%4.027%
1/13/2026ForthRight Wealth Management LLC87,530$5.78M1.7%+1.3%0.872%
1/12/2026 DAVENPORT & Co LLC4,309$285K0.0%+6.2%0.043%
1/9/2026 Atlas Brown Inc.4,247$281K0.1%-26.6%0.042%
1/8/2026 Wealth Enhancement Advisory Services LLC23,622$1.60M0.0%+248.9%0.235%
1/1/2026JPMorgan Chase & Co.1,328$89K0.0%-51.2%0.013%
11/20/2025WBI Investments LLC11,669$778K0.2%-29.6%0.116%
11/18/2025Advisory Services Network LLC552$37K0.0%N/A0.005%
11/17/2025Harvest Investment Services LLC13,316$887K0.2%-7.4%0.133%
11/17/2025NewEdge Advisors LLC5,121$341K0.0%-5.4%0.051%
11/17/2025Mercer Global Advisors Inc. ADV14,723$981K0.0%+6.6%0.147%
11/17/2025Citadel Advisors LLC11,908$794K0.0%+20.9%0.119%
11/17/2025Bank of America Corp DE281,410$18.75M0.0%+0.5%2.803%
11/17/2025Ameriprise Financial Inc.50,484$3.36M0.0%+13.8%0.503%
11/14/2025Raymond James Financial Inc.293,716$19.57M0.0%+0.2%2.925%
11/14/2025Equitable Holdings Inc.20,056$1.34M0.0%+4.2%0.200%
11/14/2025Comerica Bank9,973$665K0.0%+3.1%0.099%
11/13/2025 UBS Group AG412,095$27.46M0.0%+9.0%4.105%
11/13/2025 Private Advisor Group LLC7,671$511K0.0%-9.6%0.076%
11/13/2025Blair William & Co. IL5,730$382K0.0%-3.6%0.057%
11/12/2025 Smith Moore & CO.52,440$3.50M0.3%-4.9%0.522%
11/10/2025MAI Capital Management2,925$195K0.0%+27.3%0.029%
11/10/2025Lion Street Advisors LLC7,766$498K0.2%+148.0%0.077%
11/7/2025 Essex Financial Services Inc.22,017$1.47M0.1%-6.6%0.219%
11/7/2025JPMorgan Chase & Co.1,328$89K0.0%-51.2%0.013%
11/7/2025ForthRight Wealth Management LLC86,438$5.76M1.7%+1.2%0.861%
11/6/2025 Northwest Financial Advisors10,494$699K0.9%-1.9%0.105%
11/5/2025Anson Capital Inc.3,845$256K0.2%+7.4%0.038%
11/5/2025 Howe & Rusling Inc.3,044$203K0.0%+11.9%0.030%
11/5/2025 Envestnet Asset Management Inc.42,613$2.84M0.0%-41.6%0.424%
11/4/2025Jones Financial Companies Lllp12,396$827K0.0%+5.4%0.123%
11/4/2025L.M. Kohn & Company10,281$685K0.8%+5.0%0.102%
11/4/2025 MWA Asset Management3,591$239K0.1%-12.0%0.036%
11/3/2025 Truist Financial Corp112,896$7.52M0.0%-3.3%1.124%


SMDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 120 institutional investors and hedge funds held shares of ProShares Russell 2000 Dividend Growers ETF. The most heavily invested institutionals were Morgan Stanley ($62.55M), UBS Group AG ($27.46M), Capital Investment Advisors LLC ($26.72M), Raymond James Financial Inc. ($19.57M), Wells Fargo & Company MN ($19.39M), Bank of America Corp DE ($18.75M), and LPL Financial LLC ($16.53M).Learn more on ProShares Russell 2000 Dividend Growers ETF's institutional investors.

Of the 96 institutional investors that purchased ProShares Russell 2000 Dividend Growers ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($630.23K), Cetera Advisors LLC ($74.20K), Envestnet Asset Management Inc. ($63.25K), Sanctuary Advisors LLC ($60.39K), UBS Group AG ($34.11K), New England Private Wealth Advisors LLC ($31.91K), and Ameriprise Financial Inc. ($26.58K).

Institutional investors have bought a total of 276,002 shares in the last 24 months. This purchase volume represents approximately $18.20M in transactions.

Of the 50 institutional investors that sold ProShares Russell 2000 Dividend Growers ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cetera Investment Advisers ($61.85K), Morgan Stanley ($35.26K), Truist Financial Corp ($31.40K), Envestnet Asset Management Inc. ($30.39K), WBI Investments LLC ($29.59K), Northwestern Mutual Wealth Management Co. ($22.08K), and Raymond James Financial Inc. ($21.75K).

Institutional investors have sold a total of 393,108 shares in the last 24 months. This volume of shares sold represents approximately $25.95M in transactions.


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This page (BATS:SMDV) was last updated on 5/8/2026 by MarketBeat.com Staff.
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