SMDV — Proshares Tr Institutional Holders · Q3 2026
Who owns Proshares Tr (SMDV)? 6 institutions reported holding $13.82M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Toth Financial Advisory Corp ($13.2M), Gilpin Wealth Management, LLC ($368,354), Atlas Brown,Inc. ($251,708).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TOTH FINANCIAL ADVISORY CORP | $13.2M | 183,739 | Trimmed |
| 2 | GILPIN WEALTH MANAGEMENT, LLC | $368,354 | 5,136 | Hold |
| 3 | Atlas Brown,Inc. | $251,708 | 3,510 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $20,942 | 292 | Added |
| 5 | GK Wealth Management LLC | $1,219 | 17 | New |
| 6 | First Heartland Consultants, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30