PROSHRS RSL 2000 DVD GRW ETF (SMDV) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $340.70M 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 $73.02M, representing an estimated gain of +12.24% 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
132
Total Reported Value
$340.70M
Largest Holder
Morgan Stanley
Largest Position
$65.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
147
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 | $73,020,199 | +$7,963,430 | +12.24% | |
| Ubs Group Ag | 0.01% | 418,753 | $28,806,019 | $32,331,919 | +$3,525,900 | +12.24% | |
| Capital Investment Advisors, Llc | 0.44% | 399,632 | $27,490,522 | $30,855,587 | +$3,365,065 | +12.24% | |
| Raymond James Financial Inc | 0.01% | 320,807 | $22,068,184 | $24,769,508 | +$2,701,324 | +12.24% | |
| Wells Fargo & Company/Mn | 0.00% | 290,708 | $19,997,660 | $22,445,565 | +$2,447,905 | +12.24% | |
| Bank Of America Corp | 0.00% | 277,193 | $19,067,997 | $21,402,072 | +$2,334,075 | +12.24% | |
| Lpl Financial Llc | 0.00% | 246,118 | $16,930,356 | $19,002,771 | +$2,072,415 | +12.24% | |
| Toth Financial Advisory Corp | 1.41% | 187,697 | $14,458,299 | $14,492,085 | +$33,786 | +0.23% | |
| Royal Bank Of Canada | 0.00% | 201,555 | $13,865,000 | $15,562,062 | +$1,697,062 | +12.24% | |
| Arlington Trust Co Llc | 0.82% | 126,427 | $9,738,672 | $9,761,429 | +$22,757 | +0.23% | |
| Baird Financial Group, Inc. | 0.01% | 136,504 | $9,390,056 | $10,539,474 | +$1,149,418 | +12.24% | |
| &Partners | 0.04% | 113,189 | $7,786,255 | $8,739,323 | +$953,068 | +12.24% | |
| Truist Financial Corp | 0.01% | 76,536 | $5,895,601 | $5,909,345 | +$13,744 | +0.23% | |
| Landmark Wealth Management, Llc | 1.21% | 65,954 | $4,536,956 | $5,092,308 | +$555,352 | +12.24% | |
| Sanctuary Advisors, Llc | 0.02% | 59,116 | $4,066,563 | $4,564,346 | +$497,783 | +12.24% | |
| Smith, Moore & Co. | 0.28% | 56,939 | $3,916,785 | $4,396,260 | +$479,475 | +12.24% | |
| Ameriprise Financial Inc | 0.00% | 54,742 | $3,765,667 | $4,226,630 | +$460,963 | +12.24% | |
| Stifel Financial Corp | 0.00% | 52,866 | $3,636,568 | $4,081,784 | +$445,216 | +12.24% | |
| Envestnet Asset Management Inc | 0.00% | 42,707 | $2,937,766 | $3,297,407 | +$359,641 | +12.24% | |
| Commonwealth Equity Services, Llc | 0.00% | 35,270 | $2,716,880 | $2,723,197 | +$6,317 | +0.23% | |
| Goldman Sachs Group Inc | 0.00% | 37,969 | $2,611,872 | $2,931,586 | +$319,714 | +12.24% | |
| United Advisor Group, Llc | 0.27% | 32,426 | $2,497,775 | $2,503,611 | +$5,836 | +0.23% | |
| Cetera Investment Advisers | 0.00% | 35,320 | $2,429,623 | $2,727,057 | +$297,434 | +12.24% | |
| Equitable Holdings, Inc. | 0.02% | 36,528 | $2,416,079 | $2,820,327 | +$404,248 | +16.73% | |
| Osaic Holdings, Inc. | 0.00% | 32,147 | $2,215,339 | $2,482,070 | +$266,731 | +12.04% | |
| Jacobi Capital Management Llc | 0.10% | 27,854 | $2,145,561 | $2,150,607 | +$5,046 | +0.24% | |
| New England Private Wealth Advisors Llc | 0.24% | 30,172 | $2,075,532 | $2,329,580 | +$254,048 | +12.24% | |
| Parcion Private Wealth Llc | 0.11% | 24,893 | $1,917,508 | $1,921,989 | +$4,481 | +0.23% | |
| Two Sigma Investments, Lp | 0.00% | 26,700 | $1,836,682 | $2,061,507 | +$224,825 | +12.24% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 22,857 | $1,750,037 | $1,764,789 | +$14,752 | +0.84% | |
| United Asset Strategies, Inc. | 0.10% | 18,624 | $1,434,577 | $1,437,959 | +$3,382 | +0.24% | |
| Nations Financial Group Inc | 0.07% | 18,047 | $1,390,160 | $1,393,409 | +$3,249 | +0.23% | |
| Forthright Wealth Management, Llc | 0.36% | 18,351 | $1,262,379 | $1,416,881 | +$154,502 | +12.24% | |
| Essex Financial Services, Inc. | 0.07% | 17,660 | $1,214,855 | $1,363,529 | +$148,674 | +12.24% | |
| Trueblood Wealth Management, Llc | 0.42% | 15,610 | $1,202,458 | $1,205,248 | +$2,790 | +0.23% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 16,428 | $1,130,054 | $1,268,406 | +$138,352 | +12.24% | |
| Pfg Investments, Llc | 0.04% | 13,854 | $1,067,173 | $1,069,667 | +$2,494 | +0.23% | |
| Mercer Global Advisors Inc | 0.00% | 13,393 | $921,278 | $1,034,074 | +$112,796 | +12.24% | |
| Rockefeller Capital Management L.P. | 0.00% | 12,685 | $872,653 | $979,409 | +$106,756 | +12.23% | |
| Harvest Investment Services, Llc | 0.16% | 12,665 | $871,272 | $977,865 | +$106,593 | +12.23% | |
| Royal Capital Wealth Management, Llc | 0.53% | 12,485 | $858,851 | $963,967 | +$105,116 | +12.24% | |
| Jones Financial Companies Lllp | 0.00% | 12,203 | $826,358 | $942,194 | +$115,836 | +14.02% | |
| Cascade Financial Partners, Llc | 0.08% | 11,608 | $798,510 | $896,254 | +$97,744 | +12.24% | |
| Northwest Financial Advisors | 0.10% | 9,668 | $744,699 | $746,466 | +$1,767 | +0.24% | |
| Fifth Third Bancorp | 0.00% | 9,912 | $681,852 | $765,306 | +$83,454 | +12.24% | |
| Dynamic Advisor Solutions Llc | 0.02% | 7,970 | $613,906 | $615,364 | +$1,458 | +0.24% | |
| Geneos Wealth Management Inc. | 0.01% | 8,646 | $594,774 | $667,558 | +$72,784 | +12.24% | |
| Private Advisor Group, Llc | 0.00% | 7,466 | $575,088 | $576,450 | +$1,362 | +0.24% | |
| Gen-Wealth Partners Inc | 0.18% | 8,164 | $561,576 | $630,342 | +$68,766 | +12.25% | |
| Citadel Advisors Llc | 0.00% | 7,863 | $540,893 | $607,102 | +$66,209 | +12.24% |
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.