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Disclosery

TDV PROSHARES TR

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S&P TECH DIVIDEN (fund)

78 managers (79 13F filers) reported a position in TDV shares at 2026-03-31, 1,778,560 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
78
13F filers
79
New
11
Added
21
Reduced
29
Sold out
7
Shares held by filers
1,778,560

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 STANLEY275,515$23.3M<0.01%-3,14413F-HRTimelineGroup
Orion Porfolio Solutions, LLC200,974$17M0.15%-11,69213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/168,250$14.3M<0.01%-12,91313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN150,578$12.8M<0.01%-6,98913F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC130,986$11.1M0.02%-16,18513F-HRTimeline
LPL Financial LLC98,635$8.36M<0.01%+4,05213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA50,220$4.25M<0.01%-9,80513F-HRTimelineGroup
WealthPlan Investment Management, LLC48,091$4.07M0.23%-41,78913F-HRTimeline
Mendel Capital Management LLC47,426$4.02M2.02%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP47,182$4M0.44%-6513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC47,015$3.98M<0.01%+9,14213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,385$3.68M0.01%-3,52613F-HRTimelineGroup
Cetera Investment Advisers38,837$3.29M<0.01%+1,73213F-HRTimeline
Coston, McIsaac & Partners35,380$3M0.68%+2,66013F-HRTimeline
Cambridge Investment Research Advisors,…32,408$2.75M0.01%-59713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,805$2.61M<0.01%-6,45413F-HRTimelineGroup
WealthPLAN Partners, LLC29,817$2.53M0.49%-7,92813F-HRTimeline
NewEdge Advisors, LLC28,516$2.42M0.01%-7513F-HR/ATimeline
Concord Wealth Partnersgroup of 2 filers holding26,714$2.26M-388Timeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…24,500$2.08M0.01%-22,00013F-HR/ATimelineGroup
World Investment Advisors20,340$1.72M0.03%+91513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…20,333$1.72M0.13%+15,63313F-HRTimelineGroup
CFS Investment Advisory Services, LLC11,891$1.12M0.08%+7,08313F-HRTimeline
AMJ Financial Wealth Management11,294$957K0.23%+58413F-HRTimeline
Geneos Wealth Management Inc.10,673$904K0.02%+19013F-HRTimeline
Sanctuary Advisors, LLC8,597$728K<0.01%-6713F-HRTimeline
MWA Asset Management8,586$727K0.4%+15413F-HR/ATimeline
Global X Japan Co., Ltd.8,412$713K0.04%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP8,000$678K<0.01%+1,90013F-HRTimelineGroup
Emissary Wealth LLC7,959$674K0.63%-1,84513F-HRTimeline
UBS Group AGin group UBS Group AG7,460$632K<0.01%-1,10213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC7,354$623K0.01%-33513F-HR/ATimeline
Integrated Wealth Concepts LLC6,908$585K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,884$583K<0.01%+7913F-HRTimelineGroup
&PARTNERS6,072$514K<0.01%-313F-HRTimeline
HighPoint Advisor Group LLC5,976$506K0.02%-1,62713F-HRTimeline
Private Advisor Group, LLC5,867$497K<0.01%+113F-HRTimeline
Rossby Financial, LCC5,424$463K0.1%+49513F-HRTimeline
J.W. COLE ADVISORS, INC.5,258$445K0.02%+1,13613F-HRTimeline
Sound View Wealth Advisors Group, LLC4,823$409K0.03%+113F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC4,741$402K0.06%013F-HRTimelineGroup
Split Rock Private Trading & Wealth Man…4,710$399K0.31%-52413F-HRTimeline
4WEALTH ADVISORS, INC.4,329$355K0.3%-1,39013F-HRTimeline
Steward Partners Investment Advisory, L…3,952$335K<0.01%-14113F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV3,450$292K0.25%013F-HRTimeline
FMR LLCin group FMR LLC3,446$292K<0.01%+15913F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP3,402$288K0.02%-11313F-HRTimeline
Valeo Financial Advisors, LLC3,399$288K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,242$190K<0.01%-2,56213F-HRTimeline
Farther Finance Advisors, LLC1,760$150K<0.01%+24713F-HRTimeline
Nova Wealth Management, Inc.1,339$113K0.07%-91713F-HRTimeline
Advisory Services Network, LLC1,297$110K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC903$76.5K0.01%013F-HRTimeline
Larson Financial Group LLC876$74.2K<0.01%013F-HRTimeline
Benson Wealth Management INC848$71.8K0.1%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC769$65.1K<0.01%013F-HRTimeline
Sound Income Strategies, LLC686$58.5K<0.01%013F-HRTimeline
Allworth Financial LP572$48.5K<0.01%+113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…561$47.5K<0.01%+213F-HRTimelineGroup
IFP Advisors, Inc335$28.4K<0.01%013F-HRTimeline
AE Wealth Management LLC231$19.6K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC221$18.7K<0.01%new13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp164$13.9K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/150$12.7K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC147$12.5K<0.01%-32013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC125$10.6K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.100$8.47K<0.01%013F-HRTimeline
MAI Capital Management81$6.86K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA80$6.78K<0.01%013F-HRTimeline
Vision Retirement, LLC44$3.74K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC43$3.64K<0.01%+113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC43$3.61K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\39$3.3K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37$3.03K<0.01%new13F-HR/ATimelineGroup
FINANCIAL CONSULATE, INC31$2.63K<0.01%new13F-HRTimeline
NFSG Corp26$2.2K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC23$1.95K<0.01%013F-HRTimeline
Security National Bank13$1.1K<0.01%new13F-HRTimeline