Who Owns PROSHARES TR (SMDV)? -- Institutional Holders (2026-06-30)
149 institutions reported holding $384.6M of PROSHARES TR (SMDV) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($70.5M), UBS Group AG ($33.3M), Capital Investment Advisors, LLC ($30.5M), RAYMOND JAMES FINANCIAL INC ($24.7M), WELLS FARGO & COMPANY/MN ($21.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $70.5M | 914,888 | Trimmed |
| 2 | UBS Group AG | $33.3M | 432,214 | Added |
| 3 | Capital Investment Advisors, LLC | $30.5M | 395,360 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $24.7M | 321,080 | Added |
| 5 | WELLS FARGO & COMPANY/MN | $21.9M | 284,372 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $21.3M | 276,290 | Trimmed |
| 7 | LPL Financial LLC | $19.6M | 254,825 | Added |
| 8 | TOTH FINANCIAL ADVISORY CORP | $14.5M | 187,697 | Trimmed |
| 9 | Royal Bank of Canada | $14.4M | 186,954 | Trimmed |
| 10 | Baird Financial Group, Inc. | $10.3M | 134,083 | Trimmed |
| 11 | Arlington Trust Co LLC | $9.7M | 126,427 | Trimmed |
| 12 | &PARTNERS | $8.9M | 115,635 | Added |
| 13 | TRUIST FINANCIAL CORP | $5.9M | 76,536 | Trimmed |
| 14 | Landmark Wealth Management, LLC | $5.2M | 67,861 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $4.6M | 60,212 | Added |
| 16 | Sanctuary Advisors, LLC | $4.6M | 59,646 | Added |
| 17 | GOLDMAN SACHS GROUP INC | $4.6M | 59,144 | Added |
| 18 | SMITH, MOORE & CO. | $4.2M | 54,810 | Trimmed |
| 19 | STIFEL FINANCIAL CORP | $4.1M | 53,185 | Added |
| 20 | AMERIPRISE FINANCIAL INC | $4.0M | 51,872 | Trimmed |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 41,104 | Trimmed |
| 22 | Equitable Holdings, Inc. | $2.7M | 35,289 | Trimmed |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 35,270 | Trimmed |
| 24 | Cetera Investment Advisers | $2.7M | 34,857 | Trimmed |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6M | 33,112 | Added |
Source: SEC Form 13F filings · as of 2026-06-30