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ProShares Russell 2000 Dividend Growers ETF (SMDV) Institutional Ownership

ProShares Russell 2000 Dividend Growers ETF logo
$64.89 -1.82 (-2.73%)
Closing price 08/6/2025 03:57 PM Eastern
Extended Trading
$64.97 +0.08 (+0.12%)
As of 04:00 AM 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)
$65.93M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$13.97M
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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
8/4/2025 Northwest Financial Advisors10,695$696K1.0%-11.1%0.107%
8/4/2025 L.M. Kohn & Company9,789$637K0.2%+13.6%0.098%
8/1/2025 Envestnet Asset Management Inc.72,998$4.75M0.0%+33.1%0.727%
7/28/2025 ForthRight Wealth Management LLC85,395$5.56M1.7%+24.6%0.851%
7/28/2025 Harbour Investments Inc.2,243$146K0.0%+2,143.0%0.022%
7/24/2025 Capital Advisors Ltd. LLC4,943$322K0.0%+8.3%0.049%
7/21/2025 Ameritas Advisory Services LLC444$29K0.0%N/A0.004%
7/18/2025 PFG Investments LLC17,259$1.12M0.1%-26.1%0.172%
7/18/2025 Truist Financial Corp116,781$7.60M0.0%+1.7%1.163%
7/17/2025 Capital Investment Advisors LLC419,959$27.32M0.5%+0.4%4.183%
7/14/2025 Lewis Asset Management LLC6,835$445K0.2%-15.0%0.068%
7/14/2025 Toth Financial Advisory Corp191,474$12.46M1.5%-1.4%1.907%
7/10/2025 Wealth Enhancement Advisory Services LLC5,786$392K0.0%-2.8%0.058%
7/8/2025 Arlington Trust Co LLC140,033$9.11M1.8%-3.2%1.395%
6/27/2025Goldman Sachs Group Inc.22,259$1.46M0.0%+12.1%0.222%
6/17/2025Howe & Rusling Inc.2,526$166K0.0%+12.8%0.025%
5/27/2025Jacobi Capital Management LLC28,633$1.88M0.1%-4.0%0.283%
5/22/2025WBI Investments LLC16,301$1.07M0.3%-60.2%0.161%
5/20/2025 Integrity Alliance LLC.3,530$232K0.0%N/A0.035%
5/16/2025Goldman Sachs Group Inc.22,259$1.46M0.0%+12.1%0.220%
5/16/2025Royal Capital Wealth Management LLC12,409$814K0.6%-3.3%0.123%
5/16/2025NewEdge Advisors LLC5,013$329K0.0%-7.4%0.050%
5/15/2025Royal Bank of Canada222,357$14.58M0.0%+0.4%2.199%
5/14/2025Comerica Bank9,721$638K0.0%+3.3%0.096%
5/14/2025Northwestern Mutual Wealth Management Co.23,080$1.51M0.0%-38.5%0.228%
5/14/2025United Asset Strategies Inc.17,371$1.14M0.1%+0.9%0.172%
5/13/2025Raymond James Financial Inc.302,184$19.82M0.0%-4.0%2.989%
5/13/2025Nations Financial Group Inc. IA ADV15,409$1.01M0.1%+10.9%0.152%
5/9/2025MWA Asset Management5,581$366K0.3%-2.8%0.054%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,078$202K0.0%-16.6%0.030%
5/8/2025 Arkadios Wealth Advisors4,073$267K0.0%-67.8%0.040%
5/7/2025LPL Financial LLC263,225$17.27M0.0%+0.9%2.568%
5/7/2025 Trilogy Capital Inc.4,689$308K0.0%-6.6%0.046%
5/6/2025Cetera Investment Advisers89,299$5.86M0.0%-3.2%0.871%
5/5/2025 Lewis Asset Management LLC8,042$527K0.4%-16.9%0.078%
5/5/2025Private Advisor Group LLC7,886$517K0.0%-2.9%0.077%
5/2/2025 Landmark Wealth Management LLC47,891$3.14M1.4%-30.5%0.467%
4/29/2025 Envestnet Asset Management Inc.54,862$3.60M0.0%+336.1%0.535%
4/28/2025 Arlington Trust Co LLC144,727$9.49M2.0%+0.4%1.412%
4/25/2025 Essex Financial Services Inc.25,221$1.65M0.1%-2.6%0.246%
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4/23/2025 Creative Financial Designs Inc. ADV8,346$547K0.0%+24.5%0.081%
4/21/2025 L.M. Kohn & Company8,615$565K0.1%+6.9%0.084%
4/21/2025United Advisor Group LLC48,538$3.18M0.7%+5.2%0.474%
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 TRC930$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%
2/13/2025 Envestnet 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%
2/12/2025 Bay Capital Advisors LLC4,400$298K0.2%N/A0.036%
2/11/2025LPL Financial LLC260,795$17.65M0.0%+7.6%2.138%
2/10/2025 Creative 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%
2/6/2025 Mainstream Capital Management LLC386$26K0.0%N/A0.003%
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%
2/5/2025 US 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%
1/31/2025 Truist Financial Corp91,525$6.19M0.0%+9.1%0.750%
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1/31/2025Sanctuary Advisors LLC54,555$3.76M0.0%-2.0%0.447%
1/30/2025 L.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%
1/29/2025 Essex Financial Services Inc.25,886$1.75M0.1%-4.3%0.212%
1/29/2025 Arlington 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%
1/27/2025 Trilogy 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%
1/23/2025 Lewis Asset Management LLC9,677$655K0.5%-4.5%0.079%
(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, 123 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 ($27.32M), Raymond James Financial Inc. ($19.82M), Bank of America Corp DE ($18.86M), LPL Financial LLC ($17.27M), and Raymond James Financial Services Advisors Inc. ($15.35M).Learn more on ProShares Russell 2000 Dividend Growers ETF's institutional investors.

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

Of the 97 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. ($629.52K), Capital Investment Advisors LLC ($166.09K), Arlington Trust Co LLC ($113.09K), Cetera Advisors LLC ($74.20K), UBS Group AG ($67.48K), LPL Financial LLC ($64.29K), and Envestnet Asset Management Inc. ($63.25K).

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

Institutional investors have bought a total of 985,820 shares in the last 24 months. This purchase volume represents approximately $65.93M in transactions.

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

Of the 50 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: Landmark Wealth Management LLC ($29.84K), WBI Investments LLC ($24.67K), Capital Investment Advisors LLC ($23.66K), Northwestern Mutual Wealth Management Co. ($14.45K), Raymond James Financial Inc. ($12.58K), Arlington Trust Co LLC ($11.63K), and Two Sigma Investments LP ($10.50K).

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

Institutional investors have sold a total of 210,467 shares in the last 24 months. This volume of shares sold represents approximately $13.97M in transactions.



This page (BATS:SMDV) was last updated on 8/7/2025 by MarketBeat.com Staff
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