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ProShares Russell 2000 Dividend Growers ETF (SMDV) Institutional Ownership

ProShares Russell 2000 Dividend Growers ETF logo
$73.39 +0.39 (+0.53%)
Closing price 09/25/2026 04:10 PM Eastern
Extended Trading
$73.39 0.00 (-0.01%)
As of 09/25/2026 07:51 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
51
Total
Institutional Inflows
(last 12 months)
$17.62M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$20.46M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Asset Management Inc.41,104$3.17M0.0%-3.8%0.409%
9/9/2026 Integrated Wealth Concepts LLC403$31K0.0%N/A0.004%
9/9/2026 NewEdge Advisors LLC4,676$360K0.0%-11.4%0.047%
9/9/2026 Baird Financial Group Inc.134,083$10.33M0.0%-1.8%1.335%
9/2/2026 Citadel Advisors LLC3,487$269K0.0%-55.7%0.035%
8/23/2026 Ameritas Advisory Services LLC445$34K0.0%N/A0.004%
8/23/2026 Anson Capital Inc.6,460$498K0.3%+13.4%0.064%
8/22/2026 Compass Financial Management LLC17,537$1.35M0.2%N/A0.175%
8/20/2026 Avant Capital LLC41,094$3.17M2.0%N/A0.409%
8/12/2026 Compass Financial Management LLC17,537$1.35M0.2%N/A0.175%
7/9/2026 Wealthcare Capital Partners LLC2,618$202K0.1%N/A0.026%
7/9/2026 Atlas Brown Inc.3,534$272K0.1%-17.0%0.035%
7/8/2026 First 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%
6/18/2026 Western Wealth Management LLC3,007$207K0.0%N/A0.030%
5/19/2026 Western Wealth Management LLC3,007$207K0.0%N/A0.030%
5/19/2026 Bank of America Corp DE277,193$19.07M0.0%-0.7%2.761%
5/18/2026 Royal Bank of Canada201,555$13.87M0.0%-3.5%2.008%
5/14/2026 MWA Asset Management3,190$219K0.1%N/A0.032%
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%
3/17/2026 Rockefeller 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%
2/18/2026 Mercer Global Advisors Inc. ADV13,660$903K0.0%-7.2%0.136%
2/18/2026 Beacon Pointe Advisors LLC4,233$280K0.0%-31.0%0.042%
2/18/2026 NewEdge Advisors LLC5,267$348K0.0%+2.9%0.052%
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2/17/2026 Cetera Investment Advisers35,416$2.34M0.0%-62.9%0.353%
2/17/2026 Equitable Holdings Inc.19,359$1.28M0.0%-3.5%0.193%
2/17/2026 Osaic Holdings Inc.30,793$2.04M0.0%-12.2%0.307%
2/17/2026 &PARTNERS115,751$7.65M0.0%-3.3%1.153%
2/17/2026 Royal 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%
2/13/2026 Jacobi Capital Management LLC27,774$1.84M0.1%-2.0%0.277%
2/13/2026 Kestra Advisory Services LLC2,817$186K0.0%N/A0.028%
2/13/2026 Stifel Financial Corp48,441$3.20M0.0%+1.5%0.482%
2/13/2026 Morgan Stanley946,524$62.55M0.0%-3.6%9.428%
2/13/2026 Gen Wealth Partners Inc9,738$643K0.1%+9.2%0.097%
2/13/2026 Wells Fargo & Company MN293,351$19.39M0.0%-5.8%2.922%
2/12/2026 Jane 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%
2/10/2026 Goldman 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%
2/9/2026 Integrity 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%
2/4/2026 Anson 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%
1/21/2026 Kraematon 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%
1/13/2026 ForthRight 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%
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1/1/2026 JPMorgan Chase & Co.1,328$89K0.0%-51.2%0.013%
11/20/2025 WBI Investments LLC11,669$778K0.2%-29.6%0.116%
11/18/2025 Advisory Services Network LLC552$37K0.0%N/A0.005%
11/17/2025 Harvest Investment Services LLC13,316$887K0.2%-7.4%0.133%
11/17/2025 NewEdge Advisors LLC5,121$341K0.0%-5.4%0.051%
11/17/2025 Mercer Global Advisors Inc. ADV14,723$981K0.0%+6.6%0.147%
11/17/2025 Citadel Advisors LLC11,908$794K0.0%+20.9%0.119%
11/17/2025 Bank of America Corp DE281,410$18.75M0.0%+0.5%2.803%
11/17/2025 Ameriprise Financial Inc.50,484$3.36M0.0%+13.8%0.503%
11/14/2025 Raymond James Financial Inc.293,716$19.57M0.0%+0.2%2.925%


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 92 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), Avant Capital LLC ($41.09K), Compass Financial Management LLC ($35.07K), UBS Group AG ($34.11K), New England Private Wealth Advisors LLC ($30.26K), and Ameriprise Financial Inc. ($26.58K).

Institutional investors have bought a total of 251,301 shares in the last 24 months. This purchase volume represents approximately $17.62M in transactions.

Of the 44 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 ($60.04K), Morgan Stanley ($35.26K), Envestnet Asset Management Inc. ($31.99K), Truist Financial Corp ($31.40K), 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 306,336 shares in the last 24 months. This volume of shares sold represents approximately $20.46M in transactions.


Related Companies

Institutional ownership data for BATS:SMDV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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