Skip to content
Disclosery

SMDV PROSHARES TR

Follow

RUSS 2000 DIVD (fund)

134 managers (135 13F filers) reported a position in SMDV shares at 2026-03-31, 4,954,175 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
134
13F filers
135
New
8
Added
52
Reduced
42
Sold out
6
Shares held by filers
4,954,175

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY945,735$65.1M<0.01%-78913F-HRTimelineGroup
UBS Group AGin group UBS Group AG418,753$28.8M0.01%+6,59913F-HRTimelineGroup
Capital Investment Advisors, LLC399,632$27.5M0.4%-4,68613F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC320,807$22.1M0.01%+2,53113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN290,708$20M<0.01%-2,64313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/277,193$19.1M<0.01%-1,93313F-HRTimelineGroup
LPL Financial LLC246,118$16.9M<0.01%-4,09713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA201,555$13.9M<0.01%-7,34013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP190,213$13.1M1.44%-28913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.136,504$9.39M0.01%+3,82513F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC129,147$8.88M0.78%-4,46613F-HRTimelineGroup
&PARTNERS113,189$7.79M0.04%-2,56213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP79,181$5.45M0.01%-6,19813F-HRTimelineGroup
Landmark Wealth Management, LLC65,954$4.54M1.21%+13,56213F-HRTimeline
Sanctuary Advisors, LLC59,116$4.07M0.02%+1,56413F-HRTimeline
Cambridge Investment Research Advisors,…57,824$3.98M0.01%+14,26013F-HRTimeline
SMITH, MOORE & CO.56,939$3.92M0.28%+6,91113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC54,742$3.77M<0.01%-3,63513F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP52,866$3.64M<0.01%+4,42513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC42,707$2.94M<0.01%-8413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,969$2.61M<0.01%+14,92413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC35,814$2.46M<0.01%-64,23113F-HRTimeline
Cetera Investment Advisers35,320$2.43M<0.01%-9613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.36,528$2.42M0.02%+17,16913F-HRTimelineGroup
United Advisor Group, LLC32,316$2.22M0.28%-1,33413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,147$2.22M<0.01%+1,35413F-HRTimelineGroup
New England Private Wealth Advisors LLC30,172$2.08M0.24%+2413F-HRTimeline
Jacobi Capital Management LLC27,775$1.91M0.11%+113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP26,700$1.84M<0.01%013F-HRTimelineGroup
Parcion Private Wealth LLC24,893$1.71M0.11%013F-HRTimeline
ForthRight Wealth Management, LLC18,351$1.26M0.36%-69,17913F-HRTimeline
United Asset Strategies, Inc.18,164$1.25M0.1%+1,25613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,631$1.22M<0.01%-5,99113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.17,660$1.21M0.07%-1,11613F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,566$1.14M0.06%+42013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,428$1.13M<0.01%+1,23213F-HRTimelineGroup
Trueblood Wealth Management, LLC15,529$1.07M0.42%-17713F-HRTimeline
WEDBUSH SECURITIES INC14,341$986K0.03%+40013F-HRTimeline
PFG Investments, LLC14,199$977K0.05%-5,47213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,393$921K<0.01%-26713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,685$873K<0.01%-12213F-HRTimelineGroup
Harvest Investment Services, LLC12,665$871K0.16%+15313F-HRTimeline
Royal Capital Wealth Management, LLC12,485$859K0.53%+1313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,203$826K<0.01%+6013F-HRTimelineGroup
Cascade Financial Partners, LLC11,608$799K0.08%-8513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,912$682K<0.01%new13F-HRTimelineGroup
Northwest Financial Advisors9,656$664K1.28%-23013F-HRTimeline
Geneos Wealth Management Inc.8,646$595K0.01%+51113F-HRTimeline
Gen-Wealth Partners Inc8,164$562K0.18%-1,57413F-HRTimeline
Dynamic Advisor Solutions LLC7,947$547K0.02%+2313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,863$541K<0.01%-5,28013F-HRTimelineGroup
Private Advisor Group, LLC7,640$526K<0.01%+1813F-HRTimeline
World Investment Advisors6,745$464K0.01%-89013F-HRTimeline
Lewis Asset Management, LLC6,534$449K0.18%+3813F-HRTimeline
Total Clarity Wealth Management, Inc.6,282$432K0.1%+5113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,113$421K<0.01%-8,97413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL6,106$420K<0.01%+50013F-HRTimeline
CFS Investment Advisory Services, LLC5,657$413K0.03%-1,20213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…6,000$413K0.12%013F-HRTimeline
Anson Capital, Inc.5,697$392K0.27%+21513F-HRTimeline
Creekside Partners5,495$378K0.16%+213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,284$363K<0.01%+2,46713F-HRTimelineGroup
NewEdge Advisors, LLC5,278$363K<0.01%+1113F-HR/ATimeline
HighPoint Advisor Group LLC5,250$361K0.02%013F-HRTimeline
DAVENPORT & Co LLC5,199$358K<0.01%+89013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC5,136$353K0.28%013F-HRTimeline
B. Riley Wealth Advisors, Inc.5,176$353K0.02%-2213F-HRTimeline
HighTower Advisors, LLC5,058$348K<0.01%+213F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC4,928$339K0.28%-83413F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,511$310K0.01%-85913F-HRTimeline
Bay Capital Advisors, LLC4,400$303K0.19%013F-HRTimeline
Beacon Pointe Advisors, LLC4,290$295K<0.01%+5713F-HRTimeline
Acorn Wealth Advisors, LLC4,280$294K0.09%+3113F-HRTimeline
Atlas Brown,Inc.4,260$293K0.09%+1313F-HRTimeline
Round Rock Advisors LLC4,207$289K0.04%-3713F-HRTimeline
Heritage Wealth Management, Inc.4,035$278K0.14%+10513F-HRTimeline
Arkadios Wealth Advisors3,989$274K<0.01%+313F-HRTimeline
Janney Montgomery Scott LLC3,959$272K<0.01%+21413F-HRTimeline
WESBANCO BANK INC3,934$271K0.01%013F-HRTimeline
HOWE & RUSLING INC3,891$268K0.02%+70613F-HRTimeline
Legacy Trust3,880$267K0.05%013F-HRTimeline
Waverly Advisors, LLC3,749$258K<0.01%+9713F-HRTimeline
J.W. COLE ADVISORS, INC.3,608$248K0.01%-1,17413F-HRTimeline
KPP Advisory Services LLC3,490$240K0.03%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,443$237K0.08%+213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,367$232K<0.01%+7013F-HRTimelineGroup
IHT Wealth Management, LLC3,291$226K0.01%+313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,227$222K<0.01%013F-HRTimeline
MWA Asset Management3,190$219K0.12%new13F-HR/ATimeline
Western Wealth Management, LLC3,007$207K0.01%new13F-HR/ATimeline
Belpointe Asset Management LLC2,996$206K0.01%new13F-HRTimeline
MAI Capital Management2,965$204K<0.01%+1613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,583$178K0.07%-4613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,280$157K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC2,086$144K0.02%-2,53613F-HRTimeline
FMR LLCin group FMR LLC2,021$139K<0.01%+58913F-HRTimelineGroup
Anchor Investment Management, LLC1,281$88.1K0.01%-24713F-HRTimeline
HARBOUR INVESTMENTS, INC.1,086$74.7K<0.01%-1,17013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,000$68.8K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO982$67K<0.01%-83913F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…790$54.3K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources735$50.6K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.731$50.3K<0.01%+413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…573$39.4K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC552$38K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…536$36.9K<0.01%new13F-HRTimelineGroup
Ameliora Wealth Management Ltd.500$34.4K0.01%013F-HRTimeline
Key Financial Inc425$29.2K0.01%013F-HRTimeline
Sound Income Strategies, LLC397$27.5K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…350$24.1K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC299$20.6K<0.01%+7613F-HRTimeline
Aventura Private Wealth, LLC280$19.2K0.01%+313F-HRTimeline
Sunrise Financial Services, LLC272$18.7K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC248$17.2K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd203$14K<0.01%-5413F-HRTimeline
Allworth Financial LP167$11.5K<0.01%+7213F-HRTimeline
Wilmington Savings Fund Society, FSB161$11.1K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…136$9.36K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management110$7.56K<0.01%+113F-HRTimelineGroup
Paladin Advisory Group, LLC101$6.95K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.100$6.88K<0.01%013F-HRTimeline
MidFirst Bank99$6.81K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA89$6.12K<0.01%013F-HRTimeline
CoreCap Advisors, LLC82$5.64K<0.01%+713F-HRTimeline
Root Financial Partners, LLC57$3.94K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC54$3.71K<0.01%013F-HRTimelineGroup
Addison Advisors LLC50$3.44K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors34$2.34K<0.01%-613F-HRTimelineGroup
Park Place Capital Corp30$2.04K<0.01%+113F-HRTimeline
Farther Finance Advisors, LLC28$1.94K<0.01%013F-HRTimeline
Napier Financial, LLC18$1.24K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4$275<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3$206<0.01%013F-HRTimelineGroup
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline