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ProShares Russell 2000 Dividend Growers ETF (SMDV) Institutional Ownership

ProShares Russell 2000 Dividend Growers ETF logo
$69.18 +2.47 (+3.70%)
As of 01/21/2025 03:59 PM Eastern
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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)
53
Total
Institutional Inflows
(last 12 months)
$31.96M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$108.56M
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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
1/21/2025Toth Financial Advisory Corp192,528$13.03M1.5%+1.9%1.578%
1/17/2025 Janney Montgomery Scott LLC3,482$236K0.0%-4.9%0.029%
1/17/2025 ForthRight Wealth Management LLC68,251$4.62M1.5%+3.6%0.559%
1/16/2025 Trueblood Wealth Management LLC15,481$1.05M0.5%+1.3%0.127%
1/15/2025 Arkadios Wealth Advisors12,656$856K0.0%-3.9%0.104%
1/15/2025 Kraematon Investment Advisors Inc.5,568$377K0.4%-7.0%0.046%
1/15/2025 Hennion & Walsh Asset Management Inc.11,776$797K0.0%+2.8%0.097%
1/13/2025 Capital Investment Advisors LLC431,354$29.19M0.6%-1.5%3.536%
1/10/2025 Atlas Brown Inc.6,108$413K0.1%+4.0%0.050%
12/26/2024JPMorgan Chase & Co.29,024$2.01M0.0%+58.9%0.238%
11/25/2024World Investment Advisors LLC7,951$551K0.0%+12.5%0.065%
11/25/2024Sanctuary Advisors LLC55,649$4.17M0.0%-5.4%0.456%
11/15/2024Jane Street Group LLC3,642$252K0.0%-66.8%0.030%
11/15/2024Stifel Financial Corp49,273$3.41M0.0%-1.7%0.404%
11/15/2024Benjamin Edwards Inc.5,098$353K0.0%N/A0.042%
11/15/2024Royal Capital Wealth Management LLC12,845$890K0.6%-9.4%0.105%
11/14/2024L.M. Kohn & Company8,533$591K0.1%+5.8%0.070%
11/13/2024Acorn Wealth Advisors LLC5,635$390K0.2%-11.4%0.046%
11/12/2024Palisade Asset Management LLC3,100$215K0.0%N/A0.025%
11/9/2024Creekside Partners4,224$293K0.2%-12.7%0.035%
11/8/2024MWA Asset Management5,546$384K0.3%+48.1%0.045%
11/6/2024KPP Advisory Services LLC3,698$256K0.1%-5.6%0.030%
11/5/2024Nations Financial Group Inc. IA ADV14,197$983K0.1%+6.2%0.116%
11/4/2024Round Rock Advisors LLC4,276$296K0.1%-28.4%0.035%
11/1/2024Heritage Wealth Management Inc.4,422$306K0.1%-8.2%0.036%
10/30/2024Landmark Wealth Management LLC70,653$4.89M2.1%-9.1%0.579%
10/30/2024United Advisor Group LLC41,232$2.86M0.6%+16.7%0.338%
10/29/2024Arlington Trust Co LLC148,002$10.25M2.2%-2.1%1.213%
10/28/2024Creative Financial Designs Inc. ADV2,912$202K0.0%+11.4%0.024%
10/28/2024 ForthRight Wealth Management LLC65,867$4.56M1.5%-1.9%0.540%
10/25/2024Pinnacle Associates Ltd.18,873$1.23M0.0%+477.5%0.155%
10/24/2024 Arkadios Wealth Advisors13,172$912K0.1%-4.9%0.108%
10/23/2024CWC Advisors LLC.3,250$225K0.2%N/A0.027%
10/23/2024 Trueblood Wealth Management LLC15,289$1.06M0.5%+9.6%0.125%
10/23/2024 Hennion & Walsh Asset Management Inc.11,455$793K0.0%+6.1%0.094%
10/22/2024Private Advisor Group LLC10,605$735K0.0%-2.5%0.087%
10/22/2024WT Wealth Management12,796$894K0.2%+21.7%0.105%
10/21/2024Toth Financial Advisory Corp188,864$13.08M1.5%-1.3%1.548%
10/18/2024Raymond James & Associates47,027$3.26M0.0%+7.3%0.385%
10/18/2024 Capital Investment Advisors LLC438,054$30.34M0.6%-0.9%3.591%
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10/10/2024 Koshinski Asset Management Inc.2,964$205K0.0%-12.4%0.024%
10/10/2024Lion Street Advisors LLC5,121$355K0.1%-19.4%0.042%
9/9/2024Heritage Wealth Management Inc.4,817$294K0.1%N/A0.039%
9/5/2024Sanctuary Advisors LLC58,821$3.62M0.0%N/A0.482%
8/30/2024Creekside Partners4,841$301K0.2%N/A0.040%
8/27/2024KPP Advisory Services LLC3,919$243K0.1%-5.2%0.032%
8/22/2024Cetera Investment Advisers92,967$5.78M0.0%-5.9%0.762%
8/21/2024Truist Financial Corp80,910$5.03M0.0%+20.1%0.663%
8/19/2024B. Riley Wealth Advisors Inc.6,337$397K0.0%-16.7%0.052%
8/16/2024Northwestern Mutual Wealth Management Co.40,183$2.50M0.0%+1.9%0.329%
8/13/2024Benjamin F. Edwards & Company Inc.14,608$908K0.0%-23.0%0.120%
8/12/2024Blair William & Co. IL5,946$369K0.0%-4.6%0.049%
8/12/2024Mercer Global Advisors Inc. ADV17,821$1.11M0.0%N/A0.146%
8/9/2024Total Clarity Wealth Management Inc.7,096$441K0.2%-2.3%0.058%
8/8/2024Oppenheimer & Co. Inc.32,087$1.99M0.0%+1.7%0.263%
8/8/2024New England Private Wealth Advisors LLC27,470$1.71M0.3%+6.4%0.225%
8/7/2024Anson Capital Inc.3,394$211K0.2%+8.3%0.028%
8/7/2024PFG Investments LLC22,855$1.42M0.1%+30.7%0.187%
8/6/2024Arlington Trust Co LLC151,151$9.39M2.2%-0.8%1.239%
8/5/2024Private Advisor Group LLC10,880$676K0.0%-3.3%0.089%
8/1/2024United Asset Strategies Inc.16,986$1.06M0.1%+35.9%0.139%
7/31/2024Essex Financial Services Inc.31,452$1.97M0.1%+13.3%0.258%
7/31/2024Commonwealth Equity Services LLC84,918$5.28M0.0%-3.6%0.696%
7/30/2024WBI Investments LLC37,143$2.31M0.6%-4.7%0.304%
7/30/2024Key Financial Inc549$34K0.0%+342.7%0.005%
7/29/2024Nations Financial Group Inc. IA ADV13,368$830K0.1%-1.1%0.110%
7/29/2024 Arkadios Wealth Advisors13,852$861K0.1%N/A0.114%
7/26/2024MWA Asset Management3,746$233K0.2%-7.2%0.031%
7/20/2024Raymond James Financial Services Advisors Inc.247,099$15.35M0.0%-0.1%2.025%
7/20/2024 Hennion & Walsh Asset Management Inc.10,799$671K0.0%-42.0%0.089%
7/19/2024Raymond James & Associates43,829$2.72M0.0%-1.9%0.359%
7/13/2024 ForthRight Wealth Management LLC67,162$4.17M1.5%+0.3%0.551%
7/12/2024Lion Street Advisors LLC6,351$395K0.1%-24.2%0.052%
7/12/2024 Capital Investment Advisors LLC441,891$27.45M0.6%-77.6%3.622%
5/24/2024Cetera Advisors LLC74,199$4.75M0.0%N/A0.608%
5/24/2024Cetera Investment Advisers98,779$6.32M0.0%+9.8%0.810%
5/17/2024Comerica Bank10,063$644K0.0%-15.8%0.082%
5/16/2024B. Riley Wealth Advisors Inc.7,606$487K0.0%-3.0%0.062%
5/11/2024Jacobi Capital Management LLC24,041$1.54M0.1%+5.2%0.197%
5/9/2024SageView Advisory Group LLC4,977$319K0.0%N/A0.041%
5/8/2024Avantax Advisory Services Inc.4,950$317K0.0%-12.1%0.041%
5/7/2024Anson Capital Inc.3,135$201K0.3%N/A0.026%
5/7/2024Benedetti & Gucer Inc.4,222$270K0.1%-9.3%0.035%
5/7/2024Oppenheimer & Co. Inc.31,564$2.02M0.0%+8.0%0.259%
5/4/2024WBI Investments LLC38,990$2.50M0.5%+5.3%0.320%
5/2/2024Lewis Asset Management LLC10,919$699K0.6%+10.5%0.090%
5/1/2024 Janney Montgomery Scott LLC3,514$225K0.0%-25.3%0.029%
4/30/2024J.W. Cole Advisors Inc.3,623$232K0.0%+8.9%0.029%
4/29/2024Commonwealth Equity Services LLC88,076$5.64M0.0%-12.9%0.717%
4/29/2024Benjamin F. Edwards & Company Inc.18,978$1.22M0.0%-51.6%0.154%
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4/24/2024Landmark Wealth Management LLC44,158$2.83M1.3%+3.2%0.359%
4/24/2024Essex Financial Services Inc.27,752$1.78M0.2%-2.1%0.226%
4/23/2024United Asset Strategies Inc.12,500$800K0.1%+5.0%0.102%
4/23/2024Nations Financial Group Inc. IA ADV13,513$865K0.1%+22.6%0.110%
4/23/2024Raymond James Financial Services Advisors Inc.247,254$15.83M0.0%+3.6%2.012%
4/22/2024PFG Investments LLC17,490$1.12M0.1%+1.2%0.142%
4/18/2024tru Independence LLC3,769$241K0.1%-23.5%0.031%
4/17/2024 Hennion & Walsh Asset Management Inc.18,625$1.19M0.1%-61.7%0.152%
4/16/2024Toth Financial Advisory Corp191,886$12.28M1.5%+7.2%1.561%
4/15/2024 Key Client Fiduciary Advisors LLC5,917$379K0.2%+24.7%0.048%
(Data available from 1/1/2016 forward)

SMDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMDV shares?

During the previous two years, 125 institutional investors and hedge funds held shares of ProShares Russell 2000 Dividend Growers ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($34.85M), UBS Group AG ($30.04M), Capital Investment Advisors LLC ($29.19M), Raymond James Financial Services Advisors Inc. ($15.35M), LPL Financial LLC ($14.64M), Toth Financial Advisory Corp ($13.03M), and Arlington Trust Co LLC ($10.25M).Learn more on SMDV's institutional investors.

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

Of the 99 institutional investors that purchased ProShares Russell 2000 Dividend Growers ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital Investment Advisors LLC ($402.11K), Raymond James Financial Services Advisors Inc. ($116.12K), Arlington Trust Co LLC ($112.58K), LPL Financial LLC ($90.79K), Cetera Advisors LLC ($74.20K), UBS Group AG ($67.48K), and Sanctuary Advisors LLC ($58.82K).

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

Institutional investors have bought a total of 1,708,347 shares in the last 24 months. This purchase volume represents approximately $104.64M in transactions.

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

Of the 73 institutional investors that sold ProShares Russell 2000 Dividend Growers ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Investment Advisors LLC ($1.54M), United Asset Strategies Inc. ($136.72K), Arlington Partners LLC ($93.84K), Insight Advisors LLC PA ($60.22K), UBS Group AG ($59.40K), Hennion & Walsh Asset Management Inc. ($37.84K), and CFS Investment Advisory Services LLC ($35.23K).

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

Institutional investors have sold a total of 2,312,068 shares in the last 24 months. This volume of shares sold represents approximately $142.51M in transactions.


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This page (BATS:SMDV) was last updated on 1/22/2025 by MarketBeat.com Staff
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