PROSHRS RSL 2000 DVD GRW ETF (SMDV) Top Institutional Shareholders
PROSHRS RSL 2000 DVD GRW ETF (SMDV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $334.78M in SMDV holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of SMDV tracked by InsiderSet, reporting ownership valued at approximately $65.06M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $69.84M, representing an estimated gain of +7.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed SMDV value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Ubs Group Ag, Capital Investment Advisors, Llc, and several other long-term asset managers with concentrated positions in PROSHRS RSL 2000 DVD GRW ETF (SMDV).
This page ranks the largest institutional SMDV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
130
Total Reported Value
$334.78M
Largest Holder
Morgan Stanley
Largest Position
$65.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
139
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 945,735 | $65,056,769 | $69,842,530 | +$4,785,761 | +7.36% | |
| Ubs Group Ag | 0.01% | 418,753 | $28,806,019 | $30,924,909 | +$2,118,890 | +7.36% | |
| Capital Investment Advisors, Llc | 0.44% | 399,632 | $27,490,522 | $29,512,823 | +$2,022,301 | +7.36% | |
| Raymond James Financial Inc | 0.01% | 320,807 | $22,068,184 | $23,691,597 | +$1,623,413 | +7.36% | |
| Wells Fargo & Company/Mn | 0.00% | 290,708 | $19,997,660 | $21,468,786 | +$1,471,126 | +7.36% | |
| Bank Of America Corp | 0.00% | 277,193 | $19,067,997 | $20,470,703 | +$1,402,706 | +7.36% | |
| Lpl Financial Llc | 0.00% | 246,118 | $16,930,356 | $18,175,814 | +$1,245,458 | +7.36% | |
| Royal Bank Of Canada | 0.00% | 201,555 | $13,865,000 | $14,884,837 | +$1,019,837 | +7.36% | |
| Toth Financial Advisory Corp | 1.44% | 190,213 | $13,084,691 | $14,047,230 | +$962,539 | +7.36% | |
| Baird Financial Group, Inc. | 0.01% | 136,504 | $9,390,056 | $10,080,820 | +$690,764 | +7.36% | |
| Arlington Trust Co Llc | 0.78% | 129,147 | $8,884,022 | $9,537,506 | +$653,484 | +7.36% | |
| &Partners | 0.04% | 113,189 | $7,786,255 | $8,359,008 | +$572,753 | +7.36% | |
| Truist Financial Corp | 0.01% | 79,181 | $5,446,811 | $5,847,517 | +$400,706 | +7.36% | |
| Landmark Wealth Management, Llc | 1.21% | 65,954 | $4,536,956 | $4,870,703 | +$333,747 | +7.36% | |
| Sanctuary Advisors, Llc | 0.02% | 59,116 | $4,066,563 | $4,365,717 | +$299,154 | +7.36% | |
| Smith, Moore & Co. | 0.28% | 56,939 | $3,916,785 | $4,204,945 | +$288,160 | +7.36% | |
| Ameriprise Financial Inc | 0.00% | 54,742 | $3,765,667 | $4,042,697 | +$277,030 | +7.36% | |
| Stifel Financial Corp | 0.00% | 52,866 | $3,636,568 | $3,904,154 | +$267,586 | +7.36% | |
| Envestnet Asset Management Inc | 0.00% | 42,707 | $2,937,766 | $3,153,912 | +$216,146 | +7.36% | |
| Goldman Sachs Group Inc | 0.00% | 37,969 | $2,611,872 | $2,804,011 | +$192,139 | +7.36% | |
| Commonwealth Equity Services, Llc | 0.00% | 35,814 | $2,463,660 | $2,644,864 | +$181,204 | +7.36% | |
| Cetera Investment Advisers | 0.00% | 35,320 | $2,429,623 | $2,608,382 | +$178,759 | +7.36% | |
| Equitable Holdings, Inc. | 0.02% | 36,528 | $2,416,079 | $2,697,593 | +$281,514 | +11.65% | |
| United Advisor Group, Llc | 0.28% | 32,316 | $2,222,999 | $2,386,537 | +$163,538 | +7.36% | |
| Osaic Holdings, Inc. | 0.00% | 32,147 | $2,215,339 | $2,374,056 | +$158,717 | +7.16% | |
| New England Private Wealth Advisors Llc | 0.24% | 30,172 | $2,075,532 | $2,228,202 | +$152,670 | +7.36% | |
| Jacobi Capital Management Llc | 0.11% | 27,775 | $1,910,619 | $2,051,184 | +$140,565 | +7.36% | |
| Two Sigma Investments, Lp | 0.00% | 26,700 | $1,836,682 | $1,971,795 | +$135,113 | +7.36% | |
| Parcion Private Wealth Llc | 0.11% | 24,893 | $1,712,380 | $1,838,348 | +$125,968 | +7.36% | |
| Forthright Wealth Management, Llc | 0.36% | 18,351 | $1,262,379 | $1,355,221 | +$92,842 | +7.35% | |
| United Asset Strategies, Inc. | 0.10% | 18,164 | $1,249,464 | $1,341,411 | +$91,947 | +7.36% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 17,631 | $1,224,475 | $1,302,049 | +$77,574 | +6.34% | |
| Essex Financial Services, Inc. | 0.07% | 17,660 | $1,214,855 | $1,304,191 | +$89,336 | +7.35% | |
| Nations Financial Group Inc | 0.06% | 16,566 | $1,139,569 | $1,223,399 | +$83,830 | +7.36% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 16,428 | $1,130,054 | $1,213,208 | +$83,154 | +7.36% | |
| Trueblood Wealth Management, Llc | 0.42% | 15,529 | $1,068,237 | $1,146,817 | +$78,580 | +7.36% | |
| Pfg Investments, Llc | 0.05% | 14,199 | $976,715 | $1,048,596 | +$71,881 | +7.36% | |
| Mercer Global Advisors Inc | 0.00% | 13,393 | $921,278 | $989,073 | +$67,795 | +7.36% | |
| Rockefeller Capital Management L.P. | 0.00% | 12,685 | $872,653 | $936,787 | +$64,134 | +7.35% | |
| Harvest Investment Services, Llc | 0.16% | 12,665 | $871,272 | $935,310 | +$64,038 | +7.35% | |
| Royal Capital Wealth Management, Llc | 0.53% | 12,485 | $858,851 | $922,017 | +$63,166 | +7.35% | |
| Mwa Asset Management | 0.46% | 3,290 | $836,583 | $242,966 | -$593,617 | -70.96% | |
| Jones Financial Companies Lllp | 0.00% | 12,203 | $826,358 | $901,192 | +$74,834 | +9.06% | |
| Cascade Financial Partners, Llc | 0.08% | 11,608 | $798,510 | $857,251 | +$58,741 | +7.36% | |
| Fifth Third Bancorp | 0.00% | 9,912 | $681,852 | $732,001 | +$50,149 | +7.35% | |
| Northwest Financial Advisors | 1.28% | 9,656 | $664,255 | $713,096 | +$48,841 | +7.35% | |
| Geneos Wealth Management Inc. | 0.01% | 8,646 | $594,774 | $638,507 | +$43,733 | +7.35% | |
| Gen-Wealth Partners Inc | 0.18% | 8,164 | $561,576 | $602,911 | +$41,335 | +7.36% | |
| Dynamic Advisor Solutions Llc | 0.02% | 7,947 | $546,652 | $586,886 | +$40,234 | +7.36% | |
| Citadel Advisors Llc | 0.00% | 7,863 | $540,893 | $580,683 | +$39,790 | +7.36% |
Frequently asked questions about SMDV
Who owns the most SMDV stock?
The largest holders of SMDV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PROSHRS RSL 2000 DVD GRW ETF (SMDV).
Is SMDV widely held by superinvestors?
Many widely followed stocks like SMDV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SMDV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.