Institutional Ownership Proshares Tr Russell 2000 Divi (SMDV)
This table provides information about the institutional ownership of Proshares Tr Russell 2000 Divi (SMDV). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 6.07 Million shares, which have been reported (via 13F filing form) to have a value of $416 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
5,568
shares
|
$381,909
0.4% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
5,433
shares
|
$372,649
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
5,413
shares
|
$371,277
0.0% of portfolio
|
Q4 2024
Reduced 35.68%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5,135
shares
|
$352,209
0.16% of portfolio
|
Q1 2023
Reduced 39.12%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,129
shares
|
$351,798
0.11% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
5,098
shares
|
$349,671
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
5,070
shares
|
$347,751
0.15% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
5,019
shares
|
$344,253
0.02% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
4,952
shares
|
$339,657
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
4,566
shares
|
$313,181
0.04% of portfolio
|
Q4 2023
Reduced 37.12%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
4,422
shares
|
$303,304
0.1% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
4,400
shares
|
$301,796
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
4,276
shares
|
$293,290
0.06% of portfolio
|
Q3 2024
Reduced 28.45%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
4,250
shares
|
$291,507
0.0% of portfolio
|
Q4 2024
Reduced 12.48%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,222
shares
|
$289,586
0.13% of portfolio
|
Q1 2024
Reduced 9.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
4,193
shares
|
$287,597
0.0% of portfolio
|
Q4 2024
Reduced 16.64%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
3,880
shares
|
$266,129
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
3,826
shares
|
$262,425
0.0% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
3,738
shares
|
$256,389
0.0% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
3,699
shares
|
$253,714
0.06% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,691
shares
|
$253,165
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
3,662
shares
|
$251,176
0.0% of portfolio
|
Q4 2024
Added 13.52%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
3,612
shares
|
$247,747
0.01% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,494
shares
|
$239,653
0.01% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
3,482
shares
|
$238,830
0.0% of portfolio
|
Q4 2024
Reduced 4.89%
|