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 142 institutions that hold shares in the stock, with a total of 5.69 Million shares, which have been reported (via 13F filing form) to have a value of $372 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
221
shares
|
$14,448
0.0% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
161
shares
|
$10,526
0.0% of portfolio
|
Q3 2025
Reduced 56.25%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 23, 2026 Q4 2025 |
136
shares
|
$8,891
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
109
shares
|
$7,126
0.0% of portfolio
|
Q4 2025
Added 0.93%
|
|
|
Paladin Advisory Group, LLC
|
Jan 21, 2026 Q4 2025 |
101
shares
|
$6,603
0.0% of portfolio
|
Q1 2024
Reduced 96.69%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
100
shares
|
$6,538
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
89
shares
|
$5,818
0.0% of portfolio
|
Q1 2024
Added 147.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
75
shares
|
$4,903
0.0% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
57
shares
|
$3,726
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
54
shares
|
$3,530
0.0% of portfolio
|
Q3 2025
Reduced 64.94%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
50
shares
|
$3,269
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
40
shares
|
$2,615
0.0% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
29
shares
|
$1,896
0.0% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
28
shares
|
$1,830
0.0% of portfolio
|
Q4 2025
Reduced 61.11%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
8
shares
|
$523
0.0% of portfolio
|
Q3 2025
Reduced 99.39%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
3
shares
|
$196
0.0% of portfolio
|
Q4 2025
Reduced 91.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|