Free Trial

ProShares Russell 2000 Dividend Growers ETF (SMDV) Institutional Ownership

ProShares Russell 2000 Dividend Growers ETF logo
$75.32 -0.07 (-0.09%)
Closing price 04:10 PM Eastern
Extended Trading
$75.32 0.00 (0.00%)
As of 04:15 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.

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

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$33.88M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$23.18M
Get SMDV Insider Trade Alerts

Want to know when executives and insiders are buying or selling ProShares Russell 2000 Dividend Growers ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/11/2026 Private Advisor Group LLC8,629$619K0.0%-67.6%0.097%
11/10/2026 HighTower Advisors LLC5,224$375K0.0%N/A0.059%
11/9/2026 Harbour Investments Inc.359$26K0.0%-99.1%0.004%
11/6/2026 Fifth Third Bancorp10,808$775K0.0%+9.0%0.108%
11/4/2026 Gen Wealth Partners Inc2,431$174K0.0%-67.9%0.024%
11/4/2026 Landmark Wealth Management LLC68,193$4.89M1.2%+0.5%0.679%
11/3/2026 United Advisor Group LLC30,935$2.22M0.2%-4.6%0.308%
11/2/2026 Kraematon Investment Advisors Inc.4,636$332K0.2%-5.3%0.046%
11/2/2026 Kestra Advisory Services LLC5,060$363K0.0%+10.0%0.050%
11/2/2026 Commonwealth Equity Services LLC34,478$2.47M0.0%N/A0.343%
10/30/2026 Compass Financial Management LLC16,984$1.22M0.1%-3.2%0.169%
10/30/2026 Integrity Alliance LLC.4,488$322K0.0%N/A0.045%
10/28/2026 United Asset Strategies Inc.18,990$1.36M0.1%+2.0%0.189%
10/22/2026 MLP3 LLC4,120$295K0.3%N/A0.041%
10/21/2026 Pinnacle Associates Ltd.3,133$225K0.0%N/A0.031%
10/20/2026 CFS Investment Advisory Services LLC5,330$387K0.0%-2.6%0.053%
10/20/2026 New England Private Wealth Advisors LLC25,673$1.84M0.2%-15.0%0.256%
10/14/2026 B. Riley Wealth Advisors Inc.5,121$367K0.0%N/A0.051%
10/10/2026 Atlas Brown Inc.3,510$252K0.1%-79.9%0.035%
10/8/2026 Toth Financial Advisory Corp183,739$13.18M1.3%N/A1.830%
9/23/2026Envestnet Asset Management Inc.41,104$3.17M0.0%-3.8%0.409%
9/9/2026Integrated Wealth Concepts LLC403$31K0.0%N/A0.004%
9/9/2026NewEdge Advisors LLC4,676$360K0.0%-11.4%0.047%
9/9/2026Baird Financial Group Inc.134,083$10.33M0.0%-1.8%1.335%
9/2/2026Citadel Advisors LLC3,487$269K0.0%-55.7%0.035%
8/23/2026Ameritas 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%
8/20/2026Avant 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%
5/19/2026Bank 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%
Why I'm selling my Snapback Indicator for just $7 (Ad)

For Black Friday, Base Camp Trading's Thomas Wood is offering lifetime access to his proprietary Snapback Indicator for a single $7 payment. Others previously paid $500. The indicator flashes a Crash Alert as a cue to exit or go short, and a Bull Run Alert as a cue to buy or go long. No strings attached, and Wood says there is an unusual reason behind the steep discount.tc pixel

Get lifetime access to the Snapback Indicator for a one-time $7 payment today.
5/5/2026 Geneos Wealth Management Inc.8,646$595K0.0%+6.3%0.086%
5/5/2026Sanctuary Advisors LLC59,116$4.07M0.0%+2.7%0.589%
5/2/2026 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%
4/28/2026Howe & 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%
4/25/2026 Northwest 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%
4/17/2026 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%
3/13/2026World 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%
2/13/2026 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%
2/13/2026Stifel Financial Corp48,441$3.20M0.0%+1.5%0.482%
2/13/2026Morgan Stanley946,524$62.55M0.0%-3.6%9.428%
2/13/2026 Gen 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%
2/11/2026Janney 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%
2/10/2026Essex 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%
2/4/2026World 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%
Uranium Mine Flood That Sparked a 2006 Price Surge Returns (Ad)

In 2006, a flooded mine at Cigar Lake sent uranium prices from the $50 range to $136 in eight months. This past May, flooding cut the supply route into the largest uranium complex on the planet, and in July Cigar Lake went down a second time. Gerardo Del Real calls this the Third Convergence Event and has backed three small companies positioned in front of it.tc pixel

See the three companies positioned for uranium's next supply shock
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%
1/29/2026Sanctuary 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%
1/26/2026PFG Investments LLC19,671$1.30M0.1%+14.3%0.196%
1/23/2026Smith Moore & CO.50,028$3.31M0.2%-4.6%0.498%


SMDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 117 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 91 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), Toth Financial Advisory Corp ($190.17K), Envestnet Asset Management Inc. ($63.25K), Commonwealth Equity Services LLC ($44.66K), Avant Capital LLC ($41.09K), Compass Financial Management LLC ($35.07K), and UBS Group AG ($34.11K).

Institutional investors have bought a total of 476,692 shares in the last 24 months. This purchase volume represents approximately $33.88M in transactions.

Of the 46 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), Harbour Investments Inc. ($41.33K), Morgan Stanley ($35.26K), Truist Financial Corp ($27.52K), Private Advisor Group LLC ($18.85K), Wells Fargo & Company MN ($18.04K), and United Advisor Group LLC ($16.36K).

Institutional investors have sold a total of 340,532 shares in the last 24 months. This volume of shares sold represents approximately $23.18M in transactions.



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 11/11/2026. New 13F filings are added each quarter as they're published.
From Our Partners