ProShares Russell 2000 Dividend Growers ETF (SMDV) Institutional Ownership

$72.58 -0.25 (-0.34%)

As of 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 58
Total Institutional Inflows (last 12 months): $18.05M

Number of Institutional Sellers (last 12 months): 49
Total Institutional Outflows (last 12 months): $23.05M

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SMDV Institutional Buying and Selling by Quarter

ProShares Russell 2000 Dividend Growers ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2026	Western Wealth Management LLC	3,007	$207K	0.0%	N/A	0.030%
5/19/2026	Bank of America Corp DE	277,193	$19.07M	0.0%	-0.7%	2.761%
5/18/2026	Royal Bank of Canada	201,555	$13.87M	0.0%	-3.5%	2.008%
5/14/2026	MWA Asset Management	3,190	$219K	0.1%	N/A	0.032%
5/8/2026	MWA Asset Management	3,290	$226K	0.1%	N/A	0.033%
5/5/2026	Geneos Wealth Management Inc.	8,646	$595K	0.0%	+6.3%	0.086%
5/5/2026	Sanctuary Advisors LLC	59,116	$4.07M	0.0%	+2.7%	0.589%
5/2/2026	Anchor Investment Management LLC	1,281	$88K	0.0%	-16.2%	0.013%
5/1/2026	Fifth Third Bancorp	9,912	$682K	0.0%	N/A	0.099%
4/30/2026	Kestra Advisory Services LLC	5,284	$363K	0.0%	+87.6%	0.053%
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4/30/2026	CFS Investment Advisory Services LLC	5,657	$413K	0.0%	-17.5%	0.056%
4/29/2026	United Asset Strategies Inc.	18,164	$1.25M	0.1%	+7.4%	0.181%
4/28/2026	Howe & Rusling Inc.	3,891	$268K	0.0%	+22.2%	0.039%
4/27/2026	PFG Investments LLC	14,199	$977K	0.0%	-27.8%	0.141%
4/27/2026	World Investment Advisors	6,745	$464K	0.0%	-11.7%	0.067%
4/25/2026	Northwest Financial Advisors	9,656	$664K	1.3%	-2.3%	0.096%
4/24/2026	Essex Financial Services Inc.	17,660	$1.22M	0.1%	-5.9%	0.176%
4/22/2026	Janney Montgomery Scott LLC	3,959	$272K	0.0%	+5.7%	0.039%
4/17/2026	Capital Advisors Ltd. LLC	2,086	$144K	0.0%	-54.9%	0.021%
4/15/2026	Nations Financial Group Inc. IA ADV	16,566	$1.14M	0.1%	+2.6%	0.165%
3/17/2026	Rockefeller Capital Management L.P.	12,807	$846K	0.0%	+15.1%	0.128%
3/13/2026	World Investment Advisors	7,635	$505K	0.0%	-2.0%	0.076%
2/18/2026	Mercer Global Advisors Inc. ADV	13,660	$903K	0.0%	-7.2%	0.136%
2/18/2026	Beacon Pointe Advisors LLC	4,233	$280K	0.0%	-31.0%	0.042%
2/18/2026	NewEdge Advisors LLC	5,267	$348K	0.0%	+2.9%	0.052%
2/17/2026	Cetera Investment Advisers	35,416	$2.34M	0.0%	-62.9%	0.353%
2/17/2026	Equitable Holdings Inc.	19,359	$1.28M	0.0%	-3.5%	0.193%
2/17/2026	Osaic Holdings Inc.	30,793	$2.04M	0.0%	-12.2%	0.307%
2/17/2026	&PARTNERS	115,751	$7.65M	0.0%	-3.3%	1.153%
2/17/2026	Royal Bank of Canada	208,895	$13.80M	0.0%	-0.1%	2.081%
2/17/2026	Howe & Rusling Inc.	3,185	$210K	0.0%	+4.6%	0.032%
2/13/2026	Jacobi Capital Management LLC	27,774	$1.84M	0.1%	-2.0%	0.277%
2/13/2026	Kestra Advisory Services LLC	2,817	$186K	0.0%	N/A	0.028%
2/13/2026	Stifel Financial Corp	48,441	$3.20M	0.0%	+1.5%	0.482%
2/13/2026	Morgan Stanley	946,524	$62.55M	0.0%	-3.6%	9.428%
2/13/2026	Gen Wealth Partners Inc	9,738	$643K	0.1%	+9.2%	0.097%
2/13/2026	Wells Fargo & Company MN	293,351	$19.39M	0.0%	-5.8%	2.922%
2/12/2026	Jane Street Group LLC	3,524	$233K	0.0%	N/A	0.035%
2/12/2026	Commonwealth Equity Services LLC	100,045	$6.61M	0.0%	+5.7%	0.996%
2/11/2026	Gilpin Wealth Management LLC	5,136	$339K	0.3%	N/A	0.051%
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2/11/2026	Janney Montgomery Scott LLC	3,745	$248K	0.0%	+4.2%	0.037%
2/11/2026	LPL Financial LLC	250,215	$16.53M	0.0%	-5.9%	2.492%
2/11/2026	J.W. Cole Advisors Inc.	4,782	$289K	0.0%	-29.2%	0.048%
2/10/2026	Goldman Sachs Group Inc.	23,045	$1.52M	0.0%	+100.8%	0.230%
2/10/2026	Essex Financial Services Inc.	18,776	$1.24M	0.1%	-14.7%	0.187%
2/10/2026	CFS Investment Advisory Services LLC	6,859	$453K	0.0%	-12.5%	0.068%
2/9/2026	Integrity Alliance LLC.	5,370	$355K	0.0%	N/A	0.053%
2/9/2026	Fisher Asset Management LLC	8,800	$582K	0.0%	N/A	0.088%
2/6/2026	GPS Wealth Strategies Group LLC	970	$64K	0.1%	-55.9%	0.010%
2/5/2026	Landmark Wealth Management LLC	52,392	$3.46M	1.3%	+6.0%	0.522%
2/4/2026	World Investment Advisors	7,635	$505K	0.0%	-2.0%	0.076%
2/4/2026	Anson Capital Inc.	5,482	$362K	0.3%	+42.6%	0.055%
2/2/2026	Truist Financial Corp	85,379	$5.64M	0.0%	-24.4%	0.850%
2/2/2026	KPP Advisory Services LLC	3,490	$231K	0.0%	-7.7%	0.035%
2/2/2026	Cornerstone Planning Group LLC	536	$37K	0.0%	N/A	0.005%
2/2/2026	Total Clarity Wealth Management Inc.	6,231	$412K	0.1%	-4.6%	0.062%
1/30/2026	Arlington Trust Co LLC	133,613	$8.83M	0.9%	-1.1%	1.331%
1/29/2026	Sanctuary Advisors LLC	57,552	$3.80M	0.0%	-0.8%	0.573%
1/28/2026	Geneos Wealth Management Inc.	8,135	$538K	0.0%	+2.0%	0.081%
1/28/2026	United Asset Strategies Inc.	16,908	$1.12M	0.1%	+2.1%	0.168%
1/26/2026	Nations Financial Group Inc. IA ADV	16,146	$1.07M	0.1%	+7.1%	0.161%
1/26/2026	United Advisor Group LLC	33,650	$2.22M	0.3%	-30.6%	0.335%
1/26/2026	Northwest Financial Advisors	9,886	$653K	1.3%	-5.8%	0.098%
1/26/2026	PFG Investments LLC	19,671	$1.30M	0.1%	+14.3%	0.196%
1/23/2026	Smith Moore & CO.	50,028	$3.31M	0.2%	-4.6%	0.498%
1/21/2026	Capital Advisors Ltd. LLC	4,622	$305K	0.0%	-6.5%	0.046%
1/21/2026	Kraematon Investment Advisors Inc.	5,762	$381K	0.3%	+9.8%	0.057%
1/21/2026	Sound Income Strategies LLC	397	$28K	0.0%	N/A	0.004%
1/20/2026	Toth Financial Advisory Corp	190,502	$12.59M	1.4%	-1.1%	1.897%
1/15/2026	Lewis Asset Management LLC	6,496	$429K	0.2%	-5.1%	0.065%
1/13/2026	Capital Investment Advisors LLC	404,318	$26.72M	0.4%	-2.1%	4.027%
1/13/2026	ForthRight Wealth Management LLC	87,530	$5.78M	1.7%	+1.3%	0.872%
1/12/2026	DAVENPORT & Co LLC	4,309	$285K	0.0%	+6.2%	0.043%
1/9/2026	Atlas Brown Inc.	4,247	$281K	0.1%	-26.6%	0.042%
1/8/2026	Wealth Enhancement Advisory Services LLC	23,622	$1.60M	0.0%	+248.9%	0.235%
1/1/2026	JPMorgan Chase & Co.	1,328	$89K	0.0%	-51.2%	0.013%
11/20/2025	WBI Investments LLC	11,669	$778K	0.2%	-29.6%	0.116%
11/18/2025	Advisory Services Network LLC	552	$37K	0.0%	N/A	0.005%
11/17/2025	Harvest Investment Services LLC	13,316	$887K	0.2%	-7.4%	0.133%
11/17/2025	NewEdge Advisors LLC	5,121	$341K	0.0%	-5.4%	0.051%
11/17/2025	Mercer Global Advisors Inc. ADV	14,723	$981K	0.0%	+6.6%	0.147%
11/17/2025	Citadel Advisors LLC	11,908	$794K	0.0%	+20.9%	0.119%
11/17/2025	Bank of America Corp DE	281,410	$18.75M	0.0%	+0.5%	2.803%
11/17/2025	Ameriprise Financial Inc.	50,484	$3.36M	0.0%	+13.8%	0.503%
11/14/2025	Raymond James Financial Inc.	293,716	$19.57M	0.0%	+0.2%	2.925%
11/14/2025	Equitable Holdings Inc.	20,056	$1.34M	0.0%	+4.2%	0.200%
11/14/2025	Comerica Bank	9,973	$665K	0.0%	+3.1%	0.099%
11/13/2025	UBS Group AG	412,095	$27.46M	0.0%	+9.0%	4.105%
11/13/2025	Private Advisor Group LLC	7,671	$511K	0.0%	-9.6%	0.076%
11/13/2025	Blair William & Co. IL	5,730	$382K	0.0%	-3.6%	0.057%
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11/12/2025	Smith Moore & CO.	52,440	$3.50M	0.3%	-4.9%	0.522%
11/10/2025	MAI Capital Management	2,925	$195K	0.0%	+27.3%	0.029%
11/10/2025	Lion Street Advisors LLC	7,766	$498K	0.2%	+148.0%	0.077%
11/7/2025	Essex Financial Services Inc.	22,017	$1.47M	0.1%	-6.6%	0.219%
11/7/2025	JPMorgan Chase & Co.	1,328	$89K	0.0%	-51.2%	0.013%
11/7/2025	ForthRight Wealth Management LLC	86,438	$5.76M	1.7%	+1.2%	0.861%
11/6/2025	Northwest Financial Advisors	10,494	$699K	0.9%	-1.9%	0.105%
11/5/2025	Anson Capital Inc.	3,845	$256K	0.2%	+7.4%	0.038%
11/5/2025	Howe & Rusling Inc.	3,044	$203K	0.0%	+11.9%	0.030%
11/5/2025	Envestnet Asset Management Inc.	42,613	$2.84M	0.0%	-41.6%	0.424%

SMDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 119 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 94 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 273,333 shares in the last 24 months. This purchase volume represents approximately $18.05M 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 348,504 shares in the last 24 months. This volume of shares sold represents approximately $23.05M in transactions.

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This page (BATS:SMDV) was last updated on 5/29/2026 by MarketBeat.com Staff.

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ProShares Russell 2000 Dividend Growers ETF (SMDV) Institutional Ownership

SMDV Institutional Buying and Selling by Quarter

ProShares Russell 2000 Dividend Growers ETF Major Shareholders & Ownership History

SMDV Institutional Ownership - Frequently Asked Questions

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ProShares Russell 2000 Dividend Growers ETF (SMDV) Institutional Ownership

Institutional Ownership Changes (13F Filings) for ProShares Russell 2000 Dividend Growers ETF (BATS:SMDV)

SMDV Institutional Buying and Selling by Quarter

ProShares Russell 2000 Dividend Growers ETF Major Shareholders & Ownership History

SMDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMDV shares?

Which institutional investors have been buying ProShares Russell 2000 Dividend Growers ETF's stock?

How much institutional buying is happening at ProShares Russell 2000 Dividend Growers ETF?

Which of ProShares Russell 2000 Dividend Growers ETF's major shareholders have been selling company stock?

How much institutional selling is happening at ProShares Russell 2000 Dividend Growers ETF?

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