SMDV institutional holders

PROSHARES TR · 13F, 2026Q2

Managers holding138
Shares held5,053,426
Reported value$389.3m
Quarter flows17 new, 45 added, 45 trimmed, 14 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY914,888$70.5m0.0%
UBS Group AG432,214$33.3m0.0%
Capital Investment Advisors, LLC395,360$30.5m0.4%
RAYMOND JAMES FINANCIAL INC321,080$24.7m0.0%
WELLS FARGO & COMPANY/MN284,372$21.9m0.0%
BANK OF AMERICA CORP /DE/276,290$21.3m0.0%
LPL Financial LLC254,825$19.6m0.0%
TOTH FINANCIAL ADVISORY CORP187,697$14.5m1.4%
ROYAL BANK OF CANADA186,954$14.4m0.0%
Baird Financial Group, Inc.134,083$10.3m0.0%
Arlington Trust Co LLC126,427$9.7m0.8%
Cambridge Investment Research Advisors, Inc.120,424$9.3m0.0%
&PARTNERS115,635$8.9m0.0%
TRUIST FINANCIAL CORP76,536$5.9m0.0%
Landmark Wealth Management, LLC67,861$5.2m1.3%
Sanctuary Advisors, LLC59,646$4.6m0.0%
GOLDMAN SACHS GROUP INC59,144$4.6m0.0%
SMITH, MOORE & CO.54,810$4.2m0.3%
STIFEL FINANCIAL CORP53,185$4.1m0.0%
AMERIPRISE FINANCIAL INC51,872$4.0m0.0%
ENVESTNET ASSET MANAGEMENT INC41,104$3.2m0.0%
Equitable Holdings, Inc.35,289$2.7m0.0%
COMMONWEALTH EQUITY SERVICES, LLC35,270$2.7m0.0%
Cetera Investment Advisers34,857$2.7m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP33,112$2.6m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SMDV"). SMDV price history · All 13F data

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