PROSHARES S&P TECH DVD ARIST (TDV) Institutional Shareholders
PROSHARES S&P TECH DVD ARIST (TDV) 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 $146.58M in TDV holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of TDV tracked by InsiderSet, reporting ownership valued at approximately $23.34M 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 $28.55M, representing an estimated gain of +22.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed TDV value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Orion Porfolio Solutions, Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in PROSHARES S&P TECH DVD ARIST (TDV).
This page ranks the largest institutional TDV 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
73
Total Reported Value
$146.58M
Largest Holder
Morgan Stanley
Largest Position
$23.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
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% | 275,515 | $23,338,678 | $28,549,994 | +$5,211,316 | +22.33% | |
| Orion Porfolio Solutions, Llc | 0.15% | 200,974 | $17,024,194 | $20,825,750 | +$3,801,556 | +22.33% | |
| Bank Of America Corp | 0.00% | 168,250 | $14,252,140 | $17,434,755 | +$3,182,615 | +22.33% | |
| Commonwealth Equity Services, Llc | 0.02% | 127,455 | $13,250,470 | $13,207,410 | -$43,060 | -0.32% | |
| Wells Fargo & Company/Mn | 0.00% | 150,578 | $12,755,272 | $15,603,510 | +$2,848,238 | +22.33% | |
| Lpl Financial Llc | 0.00% | 98,635 | $8,355,261 | $10,220,963 | +$1,865,702 | +22.33% | |
| Toth Financial Advisory Corp | 0.48% | 46,949 | $4,880,964 | $4,865,048 | -$15,916 | -0.33% | |
| Mendel Capital Management Llc | 2.18% | 46,649 | $4,849,729 | $4,833,961 | -$15,768 | -0.33% | |
| Royal Bank Of Canada | 0.00% | 50,220 | $4,254,000 | $5,204,002 | +$950,002 | +22.33% | |
| Goldman Sachs Group Inc | 0.00% | 47,015 | $3,982,584 | $4,871,887 | +$889,303 | +22.33% | |
| Wealthplan Investment Management, Llc | 0.20% | 38,127 | $3,963,745 | $3,950,876 | -$12,869 | -0.32% | |
| Osaic Holdings, Inc. | 0.01% | 43,385 | $3,675,474 | $4,495,732 | +$820,258 | +22.32% | |
| Cetera Investment Advisers | 0.00% | 38,837 | $3,289,861 | $4,024,449 | +$734,588 | +22.33% | |
| Raymond James Financial Inc | 0.00% | 30,805 | $2,609,433 | $3,192,140 | +$582,707 | +22.33% | |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | 22,500 | $2,339,145 | $2,331,542 | -$7,603 | -0.33% | |
| Wealthplan Partners, Llc | 0.36% | 18,349 | $1,907,575 | $1,901,399 | -$6,176 | -0.32% | |
| World Investment Advisors | 0.03% | 20,340 | $1,722,978 | $2,107,714 | +$384,736 | +22.33% | |
| Ascentis Independent Advisors | 0.13% | 20,333 | $1,722,369 | $2,106,989 | +$384,620 | +22.33% | |
| Concord Asset Management, Llc/Va | 0.19% | 12,074 | $1,255,237 | $1,251,157 | -$4,080 | -0.33% | |
| Concord Wealth Partners | 0.14% | 12,074 | $1,255,237 | $1,251,157 | -$4,080 | -0.33% | |
| Cfs Investment Advisory Services, Llc | 0.08% | 11,878 | $1,182,589 | $1,230,847 | +$48,258 | +4.08% | |
| Amj Financial Wealth Management | 0.23% | 11,294 | $956,701 | $1,170,331 | +$213,630 | +22.33% | |
| Geneos Wealth Management Inc. | 0.02% | 10,673 | $904,136 | $1,105,980 | +$201,844 | +22.32% | |
| Global X Japan Co., Ltd. | 0.03% | 8,634 | $897,608 | $894,690 | -$2,918 | -0.33% | |
| Mwa Asset Management | 0.39% | 8,300 | $862,917 | $860,080 | -$2,837 | -0.33% | |
| Independent Financial Group, Llc | 0.01% | 7,354 | $764,537 | $762,052 | -$2,485 | -0.33% | |
| Sanctuary Advisors, Llc | 0.00% | 8,597 | $728,214 | $890,856 | +$162,642 | +22.33% | |
| Truist Financial Corp | 0.00% | 6,657 | $692,056 | $689,826 | -$2,230 | -0.32% | |
| Two Sigma Investments, Lp | 0.00% | 8,000 | $677,670 | $828,993 | +$151,323 | +22.33% | |
| Ubs Group Ag | 0.00% | 7,460 | $631,929 | $773,036 | +$141,107 | +22.33% | |
| Integrated Wealth Concepts Llc | 0.00% | 6,908 | $585,211 | $715,835 | +$130,624 | +22.32% | |
| J.W. Cole Advisors, Inc. | 0.01% | 5,312 | $552,256 | $550,451 | -$1,805 | -0.33% | |
| &Partners | 0.00% | 6,072 | $514,337 | $629,206 | +$114,869 | +22.33% | |
| Highpoint Advisor Group Llc | 0.02% | 5,976 | $506,193 | $619,258 | +$113,065 | +22.34% | |
| Apollon Financial, Llc | 0.06% | 4,741 | $492,884 | $491,282 | -$1,602 | -0.33% | |
| Rossby Financial, Lcc | 0.10% | 5,424 | $462,504 | $562,057 | +$99,553 | +21.52% | |
| 4Wealth Advisors, Inc. | 0.33% | 4,258 | $432,686 | $441,231 | +$8,545 | +1.97% | |
| Sound View Wealth Advisors Group, Llc | 0.03% | 4,823 | $408,537 | $499,779 | +$91,242 | +22.33% | |
| Split Rock Private Trading & Wealth Management, Llc | 0.28% | 3,880 | $403,412 | $402,062 | -$1,350 | -0.33% | |
| Rhodes Investment Advisors Inc | 0.27% | 3,475 | $361,268 | $360,094 | -$1,174 | -0.33% | |
| Valeo Financial Advisors, Llc | 0.01% | 3,399 | $353,367 | $352,218 | -$1,149 | -0.33% | |
| Emissary Wealth Llc | 0.26% | 3,234 | $336,213 | $335,120 | -$1,093 | -0.32% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,952 | $334,798 | $409,522 | +$74,724 | +22.32% | |
| Fmr Llc | 0.00% | 3,446 | $291,912 | $357,089 | +$65,177 | +22.33% | |
| Money Concepts Capital Corp | 0.02% | 3,402 | $288,210 | $352,529 | +$64,319 | +22.32% | |
| Farther Finance Advisors, Llc | 0.00% | 2,236 | $232,423 | $231,703 | -$720 | -0.31% | |
| Harbour Investments, Inc. | 0.00% | 2,242 | $189,920 | $232,325 | +$42,405 | +22.33% | |
| Nova Wealth Management, Inc. | 0.08% | 1,339 | $139,205 | $138,753 | -$452 | -0.32% | |
| Advisory Services Network, Llc | 0.00% | 1,297 | $109,840 | $134,400 | +$24,560 | +22.36% | |
| Princeton Global Asset Management Llc | 0.01% | 903 | $93,844 | $93,573 | -$271 | -0.29% |
Frequently asked questions about TDV
Who owns the most TDV stock?
The largest holders of TDV 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 PROSHARES S&P TECH DVD ARIST (TDV).
Is TDV widely held by superinvestors?
Many widely followed stocks like TDV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TDV 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.