Free Trial
→ I have publicly predicted six major American crashes, before each one happened. (From Weiss Ratings) (Ad)tc pixel Free TDV Stock Alerts

ProShares S&P Technology Dividend Aristocrats ETF (TDV) Institutional Ownership

ProShares S&P Technology Dividend Aristocrats ETF logo
$100.28 -1.60 (-1.57%)
As of 12:39 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for ProShares S&P Technology Dividend Aristocrats ETF (BATS:TDV)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$4.91M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$194.60K
Get TDV Insider Trade Alerts

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

Subscribe Now
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

TDV Institutional Buying and Selling by Quarter

ProShares S&P Technology Dividend Aristocrats ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026Magnolia Capital Management Ltd.2,300$239K0.2%N/A0.075%
4/28/2026Ascentis Independent Advisors20,333$1.72M0.1%+332.6%0.662%
4/23/2026Coston McIsaac & Partners35,380$3.00M0.7%+8.1%1.152%
2/12/2026Rossby Financial LCC4,929$427K0.1%N/A0.161%
2/11/2026Janney Montgomery Scott LLC10,322$894K0.0%+8.6%0.336%
2/5/2026AMJ Financial Wealth Management10,710$927K0.2%-1.1%0.349%
2/4/2026Valeo Financial Advisors LLC3,399$294K0.0%-21.4%0.111%
2/3/2026Coston McIsaac & Partners32,720$2.83M0.7%+20.2%1.066%
1/23/2026Farther Finance Advisors LLC1,513$131K0.0%N/A0.049%
1/21/2026Sound Income Strategies LLC686$62K0.0%N/A0.022%
1/14/2026Nova Wealth Management Inc.2,256$195K0.1%-34.8%0.073%
11/17/2025NewEdge Advisors LLC28,610$2.48M0.0%+231.8%0.932%
11/10/2025AMJ Financial Wealth Management10,826$936K0.2%+1.6%0.353%
11/5/2025Coston McIsaac & Partners27,210$2.35M0.6%+10.0%0.886%
10/7/2025Nova Wealth Management Inc.3,459$299K0.2%-21.4%0.113%
9/12/2025Valeo Financial Advisors LLC4,325$360K0.0%-4.1%0.141%
8/13/2025AMJ Financial Wealth Management10,653$886K0.2%-4.3%0.347%
7/22/2025Valeo Financial Advisors LLC4,325$360K0.0%-4.1%0.141%
7/17/2025Janney Montgomery Scott LLC8,197$682K0.0%+5.8%0.267%
7/7/2025Nova Wealth Management Inc.4,399$366K0.3%+190.6%0.143%
5/29/2025Nova Wealth Management Inc.1,514$110K0.1%N/A0.049%
5/16/2025NewEdge Advisors LLC8,672$632K0.0%-2.2%0.281%
5/16/2025Integrated Wealth Concepts LLC5,699$415K0.0%-10.5%0.184%
4/17/2025Janney Montgomery Scott LLC7,751$565K0.0%-30.3%0.238%
2/14/2025Integrated Wealth Concepts LLC6,367$480K0.0%-11.0%0.163%
2/12/2025OLD Mission Capital LLC17,295$1.31M0.0%+42.5%0.443%
2/12/2025CIBC Private Wealth Group LLC538$41K0.0%-61.2%0.014%
2/6/2025AMJ Financial Wealth Management12,063$910K0.3%+11.3%0.309%
1/23/2025Coston McIsaac & Partners22,614$1.71M0.5%+24.5%0.580%
1/17/2025Janney Montgomery Scott LLC11,124$839K0.0%-3.2%0.285%
12/26/2024JPMorgan Chase & Co.3,610$278K0.0%+21.8%0.093%
10/29/2024Janney Montgomery Scott LLC11,491$886K0.0%-5.2%0.295%
10/22/2024Coston McIsaac & Partners18,166$1.40M0.4%+44.6%0.466%
10/10/2024Valeo Financial Advisors LLC4,510$348K0.0%N/A0.116%
8/7/2024AMJ Financial Wealth Management11,175$834K0.3%-5.6%0.287%
7/16/2024ORG Partners LLC5,545$413K0.1%N/A0.142%
5/9/2024Dearborn Partners LLC3,533$254K0.0%+9.6%0.091%
5/8/2024AMJ Financial Wealth Management11,835$852K0.3%-54.1%0.303%
5/1/2024Janney Montgomery Scott LLC12,320$887K0.0%+4.0%0.316%
4/17/2024Coston McIsaac & Partners8,096$582K0.2%+160.2%0.204%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
3/8/2024ICA Group Wealth Management LLC462$32K0.0%N/A0.015%
2/12/2024AMJ Financial Wealth Management25,776$1.79M0.8%-3.0%0.848%
2/8/2024Janney Montgomery Scott LLC11,848$824K0.0%+18.6%0.390%
1/29/2024ORG Partners LLC9,092$633K0.1%N/A0.299%
1/23/2024Coston McIsaac & Partners3,112$216K0.1%+291.0%0.102%
11/13/2023AMJ Financial Wealth Management26,579$1.65M0.7%+16.3%0.874%
11/1/2023Dearborn Partners LLC3,223$200K0.0%N/A0.106%
8/10/2023AMJ Financial Wealth Management22,852$1.51M0.7%N/A0.752%
7/31/2023WealthPLAN Partners LLC39,255$2.60M0.4%-26.1%1.291%
7/26/2023Janney Montgomery Scott LLC9,886$655K0.0%+4.8%0.386%
7/25/2023WealthPlan Investment Management LLC2,714$644K0.2%-95.8%0.106%
5/10/2023WealthPLAN Partners LLC53,106$3.25M0.4%-53.8%2.289%
5/8/2023WealthPlan Investment Management LLC64,342$3.94M0.7%-44.1%2.773%
4/28/2023Janney Montgomery Scott LLC9,432$577K0.0%-6.0%0.407%
2/1/2023Janney Montgomery Scott LLC10,032$555K0.0%-2.0%0.000%


TDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 15 institutional investors and hedge funds held shares of ProShares S&P Technology Dividend Aristocrats ETF. The most heavily invested institutionals were Coston McIsaac & Partners ($3.00M), NewEdge Advisors LLC ($2.48M), Ascentis Independent Advisors ($1.72M), OLD Mission Capital LLC ($1.31M), AMJ Financial Wealth Management ($927K), Janney Montgomery Scott LLC ($894K), and Rossby Financial LCC ($427K).Learn more on ProShares S&P Technology Dividend Aristocrats ETF's institutional investors.

Of the 12 institutional investors that purchased ProShares S&P Technology Dividend Aristocrats ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Coston McIsaac & Partners ($20.70K), NewEdge Advisors LLC ($19.99K), Ascentis Independent Advisors ($15.63K), OLD Mission Capital LLC ($5.16K), Rossby Financial LCC ($4.93K), Nova Wealth Management Inc. ($4.40K), and Magnolia Capital Management Ltd. ($2.30K).

Institutional investors have bought a total of 56,688 shares in the last 24 months. This purchase volume represents approximately $4.91M in transactions.

The following institutional investors have sold ProShares S&P Technology Dividend Aristocrats ETF stock in the last 24 months: Nova Wealth Management Inc. ($1.20K), Valeo Financial Advisors LLC ($926.00), and AMJ Financial Wealth Management ($116.00).

Institutional investors have sold a total of 2,245 shares in the last 24 months. This volume of shares sold represents approximately $194.60K in transactions.


Related Companies

Institutional ownership data for BATS:TDV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners
INSANE DRONE FOOTAGE
New drone footage shows a mysterious factory rising at one of Elon Musk's most secure facilities, cleared and ...
Paradigm Press | Sponsoredtc pixel
Trump's about to unleash his Midterm Weapon
Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower ...
Monument Traders Alliance | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
Did you grab your copy yet?
Bill Poulos's Top 10 Stocks to Buy This Quarter report is still available free, but not for long. Every quarte...
Profits Run | Sponsoredtc pixel
The Iran War Isn’t Chaos. It’s Strategy.
Two thousand missiles struck Iran. Three days later, Dylan Jovine sat in two private meetings with U.S. Congre...
Behind the Markets | Sponsoredtc pixel
Elon Musk’s One Stock Retirement Plan
Jeff Brown picked Nvidia in 2016, before it surged 37,000 percent. Now he's tracking a small AI company he say...
Brownstone Research | Sponsoredtc pixel