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ProShares Russell 2000 Dividend Growers ETF (SMDV) Institutional Ownership

ProShares Russell 2000 Dividend Growers ETF logo
$75.35 -1.14 (-1.49%)
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)
59
Total
Institutional Inflows
(last 12 months)
$18.30M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$22.96M
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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
7/8/2026First Heartland Consultants Inc.2,832$218K0.0%N/A0.028%
7/7/2026 Arlington Trust Co LLC126,427$9.74M0.8%-2.1%1.259%
6/18/2026Western Wealth Management LLC3,007$207K0.0%N/A0.030%
5/19/2026Western Wealth Management LLC3,007$207K0.0%N/A0.030%
5/19/2026Bank of America Corp DE277,193$19.07M0.0%-0.7%2.761%
5/18/2026Royal Bank of Canada201,555$13.87M0.0%-3.5%2.008%
5/14/2026MWA Asset Management3,190$219K0.1%N/A0.032%
5/8/2026MWA Asset Management3,290$226K0.1%N/A0.033%
5/5/2026Geneos Wealth Management Inc.8,646$595K0.0%+6.3%0.086%
5/5/2026Sanctuary Advisors LLC59,116$4.07M0.0%+2.7%0.589%
5/2/2026Anchor Investment Management LLC1,281$88K0.0%-16.2%0.013%
5/1/2026Fifth Third Bancorp9,912$682K0.0%N/A0.099%
4/30/2026Kestra Advisory Services LLC5,284$363K0.0%+87.6%0.053%
4/30/2026CFS Investment Advisory Services LLC5,657$413K0.0%-17.5%0.056%
4/29/2026United Asset Strategies Inc.18,164$1.25M0.1%+7.4%0.181%
4/28/2026Howe & Rusling Inc.3,891$268K0.0%+22.2%0.039%
4/27/2026PFG Investments LLC14,199$977K0.0%-27.8%0.141%
4/27/2026World Investment Advisors6,745$464K0.0%-11.7%0.067%
4/25/2026Northwest Financial Advisors9,656$664K1.3%-2.3%0.096%
4/24/2026Essex Financial Services Inc.17,660$1.22M0.1%-5.9%0.176%
4/22/2026Janney Montgomery Scott LLC3,959$272K0.0%+5.7%0.039%
4/17/2026Capital Advisors Ltd. LLC2,086$144K0.0%-54.9%0.021%
4/15/2026Nations 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%
3/13/2026World 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%
2/17/2026Howe & Rusling Inc.3,185$210K0.0%+4.6%0.032%
2/13/2026Jacobi Capital Management LLC27,774$1.84M0.1%-2.0%0.277%
2/13/2026Kestra 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%
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2/12/2026Jane Street Group LLC3,524$233K0.0%N/A0.035%
2/12/2026Commonwealth Equity Services LLC100,045$6.61M0.0%+5.7%0.996%
2/11/2026Gilpin Wealth Management LLC5,136$339K0.3%N/A0.051%
2/11/2026Janney Montgomery Scott LLC3,745$248K0.0%+4.2%0.037%
2/11/2026LPL Financial LLC250,215$16.53M0.0%-5.9%2.492%
2/11/2026J.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%
2/10/2026Essex Financial Services Inc.18,776$1.24M0.1%-14.7%0.187%
2/10/2026CFS Investment Advisory Services LLC6,859$453K0.0%-12.5%0.068%
2/9/2026Integrity Alliance LLC.5,370$355K0.0%N/A0.053%
2/9/2026Fisher Asset Management LLC8,800$582K0.0%N/A0.088%
2/6/2026GPS Wealth Strategies Group LLC970$64K0.1%-55.9%0.010%
2/5/2026Landmark Wealth Management LLC52,392$3.46M1.3%+6.0%0.522%
2/4/2026World Investment Advisors7,635$505K0.0%-2.0%0.076%
2/4/2026Anson Capital Inc.5,482$362K0.3%+42.6%0.055%
2/2/2026Truist Financial Corp85,379$5.64M0.0%-24.4%0.850%
2/2/2026KPP Advisory Services LLC3,490$231K0.0%-7.7%0.035%
2/2/2026Cornerstone Planning Group LLC536$37K0.0%N/A0.005%
2/2/2026Total 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%
1/29/2026Sanctuary Advisors LLC57,552$3.80M0.0%-0.8%0.573%
1/28/2026Geneos Wealth Management Inc.8,135$538K0.0%+2.0%0.081%
1/28/2026United Asset Strategies Inc.16,908$1.12M0.1%+2.1%0.168%
1/26/2026Nations Financial Group Inc. IA ADV16,146$1.07M0.1%+7.1%0.161%
1/26/2026United Advisor Group LLC33,650$2.22M0.3%-30.6%0.335%
1/26/2026Northwest Financial Advisors9,886$653K1.3%-5.8%0.098%
1/26/2026PFG Investments LLC19,671$1.30M0.1%+14.3%0.196%
1/23/2026Smith Moore & CO.50,028$3.31M0.2%-4.6%0.498%
1/21/2026Capital Advisors Ltd. LLC4,622$305K0.0%-6.5%0.046%
1/21/2026Kraematon Investment Advisors Inc.5,762$381K0.3%+9.8%0.057%
1/21/2026Sound Income Strategies LLC397$28K0.0%N/A0.004%
1/20/2026Toth Financial Advisory Corp190,502$12.59M1.4%-1.1%1.897%
1/15/2026Lewis Asset Management LLC6,496$429K0.2%-5.1%0.065%
1/13/2026Capital 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%
1/12/2026DAVENPORT & Co LLC4,309$285K0.0%+6.2%0.043%
1/9/2026Atlas Brown Inc.4,247$281K0.1%-26.6%0.042%
1/8/2026Wealth 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%
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11/13/2025UBS Group AG412,095$27.46M0.0%+9.0%4.105%
11/13/2025Private Advisor Group LLC7,671$511K0.0%-9.6%0.076%
11/13/2025Blair William & Co. IL5,730$382K0.0%-3.6%0.057%
11/12/2025Smith 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%
11/7/2025Essex 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%
11/6/2025Northwest Financial Advisors10,494$699K0.9%-1.9%0.105%


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 ($19.07M), and LPL Financial LLC ($16.53M).Learn more on ProShares Russell 2000 Dividend Growers ETF's institutional investors.

Of the 95 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), Envestnet Asset Management Inc. ($63.25K), Sanctuary Advisors LLC ($60.39K), UBS Group AG ($34.11K), New England Private Wealth Advisors LLC ($31.91K), Ameriprise Financial Inc. ($26.58K), and Wealth Enhancement Advisory Services LLC ($23.79K).

Institutional investors have bought a total of 276,487 shares in the last 24 months. This purchase volume represents approximately $18.30M in transactions.

Of the 49 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), Wells Fargo & Company MN ($18.04K), Capital Investment Advisors LLC ($15.64K), and LPL Financial LLC ($15.59K).

Institutional investors have sold a total of 346,530 shares in the last 24 months. This volume of shares sold represents approximately $22.96M in transactions.


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This page (BATS:SMDV) was last updated on 7/8/2026 by MarketBeat.com Staff.
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