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ProShares Russell 2000 Dividend Growers ETF (SMDV) Institutional Ownership

ProShares Russell 2000 Dividend Growers ETF logo
$61.94 -4.77 (-7.15%)
Closing price 04/17/2025 03:58 PM Eastern
Extended Trading
$61.93 -0.01 (-0.02%)
As of 04/17/2025 04:08 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)
63
Total
Institutional Inflows
(last 12 months)
$68.00M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$105.63M
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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
4/18/2025 Lion Street Advisors LLC3,129$205K0.1%-39.0%0.030%
4/17/2025 Dynamic Advisor Solutions LLC7,715$506K0.0%+8.2%0.075%
4/16/2025 Wealth Enhancement Advisory Services LLC5,955$391K0.0%+11.9%0.058%
4/15/2025 ForthRight Wealth Management LLC68,559$4.50M1.5%+0.5%0.666%
4/14/2025 Toth Financial Advisory Corp194,239$12.74M1.5%+0.9%1.886%
4/14/2025 Capital Investment Advisors LLC418,229$27.43M0.5%-3.0%4.060%
4/14/2025 Kraematon Investment Advisors Inc.5,368$352K0.4%-3.6%0.052%
4/8/2025 Atlas Brown Inc.5,858$384K0.1%-4.1%0.057%
3/17/2025 Wealth Enhancement Advisory Services LLC5,323$360K0.0%N/A0.051%
2/25/2025B. Riley Wealth Advisors Inc.5,238$354K0.0%-15.5%0.050%
2/24/2025United Advisor Group LLC46,125$3.12M0.6%+11.9%0.378%
2/17/2025Waverly Advisors LLC3,662$248K0.0%+13.5%0.030%
2/17/2025WBI Investments LLC40,975$2.77M0.7%+8.6%0.336%
2/17/2025Two Sigma Investments LP18,500$1.25M0.0%-36.2%0.152%
2/17/2025Royal Bank of Canada221,408$14.98M0.0%-0.3%1.815%
2/17/2025Cetera Investment Advisers92,223$6.24M0.0%-1.2%0.756%
2/17/2025Baird Financial Group Inc.124,819$8.45M0.0%+2.9%1.023%
2/17/2025Bank of America Corp DE278,719$18.86M0.0%-0.3%2.285%
2/17/2025Ameriprise Financial Inc.22,879$1.55M0.0%+8.3%0.188%
2/14/2025Mercer Global Advisors Inc. ADV16,803$1.14M0.0%-4.8%0.138%
2/14/2025Comerica Bank9,406$637K0.0%-3.3%0.077%
2/14/2025Two Sigma Securities LLC5,967$404K0.1%N/A0.049%
2/14/2025Stifel Financial Corp49,726$3.37M0.0%+0.9%0.408%
2/14/2025Tower Research Capital LLC TRC 930$63K0.0%N/A0.008%
2/13/2025NewEdge Advisors LLC5,413$366K0.0%-35.7%0.044%
2/13/2025Anchor Investment Management LLC1,767$120K0.0%-7.5%0.014%
2/13/2025Raymond James Financial Inc.314,760$21.30M0.0%N/A2.580%
2/13/2025Envestnet Asset Management Inc.12,581$851K0.0%+29.1%0.103%
2/13/2025Wells Fargo & Company MN459,939$31.12M0.0%+1.1%3.770%
2/13/2025Smith Moore & CO.53,489$3.62M0.3%+0.4%0.438%
2/12/2025Nemes Rush Group LLC507$34K0.0%N/A0.004%
2/12/2025Howe & Rusling Inc.2,240$152K0.0%-13.2%0.018%
2/12/2025Bay Capital Advisors LLC4,400$298K0.2%N/A0.036%
2/11/2025LPL Financial LLC260,795$17.65M0.0%+7.6%2.138%
2/10/2025Creative Financial Designs Inc. ADV6,705$454K0.0%+130.3%0.055%
2/10/2025Commonwealth Equity Services LLC89,121$6.03M0.0%+5.0%0.731%
2/10/2025Avantax Advisory Services Inc.4,250$288K0.0%-12.5%0.035%
2/7/2025New England Private Wealth Advisors LLC30,024$2.03M0.3%+0.6%0.246%
2/6/2025Raymond James Financial Inc.314,760$21.30M0.0%N/A2.580%
2/6/2025Mainstream Capital Management LLC386$26K0.0%N/A0.003%
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2/6/2025Jones Financial Companies Lllp7,236$490K0.0%+64.7%0.059%
2/5/2025Jacobi Capital Management LLC29,829$2.02M0.2%+3.3%0.245%
2/5/2025US Bancorp DE400$27K0.0%N/A0.003%
2/5/2025WT Wealth Management12,354$836K0.3%-3.5%0.101%
2/4/2025Acorn Wealth Advisors LLC5,070$343K0.1%-10.0%0.042%
2/3/2025Private Advisor Group LLC8,121$550K0.0%-23.4%0.067%
1/31/2025Truist Financial Corp91,525$6.19M0.0%+9.1%0.750%
1/31/2025Sanctuary Advisors LLC54,555$3.76M0.0%-2.0%0.447%
1/30/2025L.M. Kohn & Company8,056$545K0.1%-5.6%0.066%
1/30/2025Nations Financial Group Inc. IA ADV13,890$940K0.1%-2.2%0.114%
1/29/2025Essex Financial Services Inc.25,886$1.75M0.1%-4.3%0.212%
1/29/2025Arlington Trust Co LLC144,219$9.76M2.0%-2.6%1.182%
1/28/2025MWA Asset Management5,741$388K0.3%+3.5%0.047%
1/28/2025 Ameliora Wealth Management Ltd.500$34K0.0%N/A0.004%
1/27/2025Trilogy Capital Inc.5,019$340K0.0%-3.5%0.041%
1/24/2025 Total Clarity Wealth Management Inc.6,774$458K0.1%+12.0%0.056%
1/23/2025Lewis Asset Management LLC9,677$655K0.5%-4.5%0.079%
1/22/2025Landmark Wealth Management LLC68,865$4.66M2.1%-2.5%0.564%
1/22/2025United Asset Strategies Inc.17,217$1.17M0.1%+1.5%0.141%
1/22/2025PFG Investments LLC23,265$1.57M0.1%+1.7%0.191%
1/22/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,691$250K0.0%N/A0.030%
1/21/2025 Toth 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%
1/15/2025Arkadios 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%
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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%
10/24/2024Arkadios 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%
10/21/2024 Toth Financial Advisory Corp188,864$13.08M1.5%-1.3%1.548%
10/18/2024Raymond James & Associates47,027$3.26M0.0%+7.3%0.385%
(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, 129 institutional investors and hedge funds held shares of ProShares Russell 2000 Dividend Growers ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($31.12M), UBS Group AG ($30.04M), Capital Investment Advisors LLC ($27.43M), Raymond James Financial Inc. ($21.30M), Bank of America Corp DE ($18.86M), LPL Financial LLC ($17.65M), and Raymond James Financial Services Advisors Inc. ($15.35M).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: Raymond James Financial Inc. ($629.52K), Capital Investment Advisors LLC ($272.21K), Arlington Trust Co LLC ($112.58K), LPL Financial LLC ($94.54K), 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 1,925,864 shares in the last 24 months. This purchase volume represents approximately $122.50M in transactions.

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

Of the 77 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 ($1.55M), United Asset Strategies Inc. ($136.72K), Arlington Partners LLC ($93.84K), Insight Advisors LLC PA ($43.46K), Hennion & Walsh Asset Management Inc. ($37.84K), Commonwealth Equity Services LLC ($34.09K), and CFS Investment Advisory Services LLC ($31.97K).

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

Institutional investors have sold a total of 2,260,034 shares in the last 24 months. This volume of shares sold represents approximately $139.58M in transactions.



This page (BATS:SMDV) was last updated on 4/20/2025 by MarketBeat.com Staff
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