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

ProShares S&P Technology Dividend Aristocrats ETF logo
$99.56 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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)
$4.95M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$345.88K
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TDV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
3/8/2024ICA Group Wealth Management LLC462$32K0.0%N/A0.015%
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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 13 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), ORG Partners LLC ($5.55K), OLD Mission Capital LLC ($5.16K), Rossby Financial LCC ($4.93K), and Valeo Financial Advisors LLC ($4.51K).

Institutional investors have bought a total of 57,719 shares in the last 24 months. This purchase volume represents approximately $4.95M 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. ($2.14K), Valeo Financial Advisors LLC ($1.30K), and AMJ Financial Wealth Management ($589.00).

Institutional investors have sold a total of 4,028 shares in the last 24 months. This volume of shares sold represents approximately $345.88K in transactions.


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This page (BATS:TDV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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