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

ProShares S&P Technology Dividend Aristocrats ETF logo
$84.25 +0.72 (+0.86%)
Closing price 08/29/2025 03:57 PM Eastern
Extended Trading
$84.26 +0.01 (+0.02%)
As of 08/29/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$2.04M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$563.70K
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TDV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025 AMJ Financial Wealth Management10,653$886K0.2%-4.3%0.347%
7/22/2025 Valeo Financial Advisors LLC4,325$360K0.0%-4.1%0.141%
7/17/2025 Janney Montgomery Scott LLC8,197$682K0.0%+5.8%0.267%
7/7/2025 Nova Wealth Management Inc.4,399$366K0.3%+190.6%0.143%
5/29/2025 Nova Wealth Management Inc.1,514$110K0.1%N/A0.049%
5/16/2025 NewEdge Advisors LLC8,672$632K0.0%-2.2%0.281%
5/16/2025 Integrated Wealth Concepts LLC5,699$415K0.0%-10.5%0.184%
4/17/2025 Janney Montgomery Scott LLC7,751$565K0.0%-30.3%0.238%
2/14/2025 Integrated Wealth Concepts LLC6,367$480K0.0%-11.0%0.163%
2/12/2025 OLD Mission Capital LLC17,295$1.31M0.0%+42.5%0.443%
2/12/2025 CIBC Private Wealth Group LLC538$41K0.0%-61.2%0.014%
2/6/2025 AMJ Financial Wealth Management12,063$910K0.3%+11.3%0.309%
1/23/2025 Coston McIsaac & Partners22,614$1.71M0.5%+24.5%0.580%
1/17/2025 Janney Montgomery Scott LLC11,124$839K0.0%-3.2%0.285%
12/26/2024 JPMorgan Chase & Co.3,610$278K0.0%+21.8%0.093%
10/29/2024 Janney Montgomery Scott LLC11,491$886K0.0%-5.2%0.295%
10/22/2024 Coston McIsaac & Partners18,166$1.40M0.4%+44.6%0.466%
10/10/2024 Valeo Financial Advisors LLC4,510$348K0.0%N/A0.116%
8/7/2024 AMJ Financial Wealth Management11,175$834K0.3%-5.6%0.287%
7/16/2024 ORG Partners LLC5,545$413K0.1%N/A0.142%
5/9/2024 Dearborn Partners LLC3,533$254K0.0%+9.6%0.091%
5/8/2024 AMJ Financial Wealth Management11,835$852K0.3%-54.1%0.303%
5/1/2024 Janney Montgomery Scott LLC12,320$887K0.0%+4.0%0.316%
4/17/2024 Coston McIsaac & Partners8,096$582K0.2%+160.2%0.204%
3/8/2024ICA Group Wealth Management LLC462$32K0.0%N/A0.015%
2/12/2024 AMJ Financial Wealth Management25,776$1.79M0.8%-3.0%0.848%
2/8/2024 Janney Montgomery Scott LLC11,848$824K0.0%+18.6%0.390%
1/29/2024 ORG Partners LLC9,092$633K0.1%N/A0.299%
1/23/2024 Coston McIsaac & Partners3,112$216K0.1%+291.0%0.102%
11/13/2023 AMJ Financial Wealth Management26,579$1.65M0.7%+16.3%0.874%
11/1/2023 Dearborn Partners LLC3,223$200K0.0%N/A0.106%
8/10/2023 AMJ Financial Wealth Management22,852$1.51M0.7%N/A0.752%
7/31/2023 WealthPLAN Partners LLC39,255$2.60M0.4%-26.1%1.291%
7/26/2023 Janney Montgomery Scott LLC9,886$655K0.0%+4.8%0.386%
7/25/2023 WealthPlan Investment Management LLC2,714$644K0.2%-95.8%0.106%
5/10/2023 WealthPLAN Partners LLC53,106$3.25M0.4%-53.8%2.289%
5/8/2023 WealthPlan Investment Management LLC64,342$3.94M0.7%-44.1%2.773%
4/28/2023 Janney Montgomery Scott LLC9,432$577K0.0%-6.0%0.407%
2/1/2023 Janney Montgomery Scott LLC10,032$555K0.0%-2.0%0.000%
(Data available from 1/1/2016 forward)

TDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TDV shares?

During the previous two years, 13 institutional investors and hedge funds held shares of ProShares S&P Technology Dividend Aristocrats ETF. The most heavily invested institutionals were Coston McIsaac & Partners ($1.71M), OLD Mission Capital LLC ($1.31M), AMJ Financial Wealth Management ($886K), Janney Montgomery Scott LLC ($682K), NewEdge Advisors LLC ($632K), Integrated Wealth Concepts LLC ($415K), and ORG Partners LLC ($413K).Learn more on ProShares S&P Technology Dividend Aristocrats ETF's institutional investors.

Which institutional investors have been buying ProShares S&P Technology Dividend Aristocrats ETF's stock?

Of the 10 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 ($17.35K), ORG Partners LLC ($14.64K), OLD Mission Capital LLC ($5.16K), AMJ Financial Wealth Management ($4.95K), Valeo Financial Advisors LLC ($4.51K), Nova Wealth Management Inc. ($4.40K), and Dearborn Partners LLC ($3.53K).

How much institutional buying is happening at ProShares S&P Technology Dividend Aristocrats ETF?

Institutional investors have bought a total of 26,436 shares in the last 24 months. This purchase volume represents approximately $2.04M in transactions.

Which of ProShares S&P Technology Dividend Aristocrats ETF's major shareholders have been selling company stock?

The following institutional investors have sold ProShares S&P Technology Dividend Aristocrats ETF stock in the last 24 months: Janney Montgomery Scott LLC ($4.38K), Integrated Wealth Concepts LLC ($1.46K), CIBC Private Wealth Group LLC ($849.00), AMJ Financial Wealth Management ($473.00), NewEdge Advisors LLC ($198.00), and Valeo Financial Advisors LLC ($185.00).

How much institutional selling is happening at ProShares S&P Technology Dividend Aristocrats ETF?

Institutional investors have sold a total of 7,539 shares in the last 24 months. This volume of shares sold represents approximately $563.70K in transactions.



This page (BATS:TDV) was last updated on 8/30/2025 by MarketBeat.com Staff
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