TDV Institutional Ownership & Shareholders
PROSHARES S&P TECH DVD ARIST (TDV) is currently held by 77 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $171.14M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of TDV tracked by InsiderSet, reporting ownership valued at approximately $28.02M in its June 30, 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 $28.39M, representing an estimated gain of +1.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% 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
77
Total Reported Value
$171.14M
Largest Holder
Morgan Stanley
Largest Position
$28.02M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
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% | 269,543 | $28,022,296 | $28,393,660 | +$371,364 | +1.33% | |
| Orion Porfolio Solutions, Llc | 0.15% | 194,058 | $20,174,560 | $20,442,070 | +$267,510 | +1.33% | |
| Bank Of America Corp | 0.00% | 169,757 | $17,648,278 | $17,882,202 | +$233,924 | +1.33% | |
| Wells Fargo & Company/Mn | 0.00% | 141,386 | $14,698,700 | $14,893,601 | +$194,901 | +1.33% | |
| Commonwealth Equity Services, Llc | 0.02% | 122,674 | $12,191,330 | $12,922,479 | +$731,149 | +6.00% | |
| Lpl Financial Llc | 0.00% | 79,507 | $8,265,696 | $8,375,267 | +$109,571 | +1.33% | |
| Goldman Sachs Group Inc | 0.00% | 55,027 | $5,720,717 | $5,796,544 | +$75,827 | +1.33% | |
| Royal Bank Of Canada | 0.00% | 49,457 | $5,142,000 | $5,209,800 | +$67,800 | +1.32% | |
| Toth Financial Advisory Corp | 0.49% | 49,692 | $4,938,352 | $5,234,555 | +$296,203 | +6.00% | |
| Mendel Capital Management Llc | 2.18% | 46,649 | $4,849,729 | $4,914,006 | +$64,277 | +1.33% | |
| Coston, Mcisaac & Partners | 0.91% | 43,642 | $4,536,000 | $4,597,248 | +$61,248 | +1.35% | |
| Cetera Investment Advisers | 0.00% | 42,281 | $4,395,616 | $4,453,881 | +$58,265 | +1.33% | |
| Osaic Holdings, Inc. | 0.01% | 41,083 | $4,271,450 | $4,327,683 | +$56,233 | +1.32% | |
| Raymond James Financial Inc | 0.00% | 29,744 | $3,092,309 | $3,133,233 | +$40,924 | +1.32% | |
| Newedge Advisors, Llc | 0.01% | 28,304 | $2,942,521 | $2,981,543 | +$39,022 | +1.33% | |
| Wealthplan Investment Management, Llc | 0.14% | 29,140 | $2,895,929 | $3,069,608 | +$173,679 | +6.00% | |
| Ascentis Independent Advisors | 0.12% | 19,583 | $1,946,215 | $2,062,873 | +$116,658 | +5.99% | |
| World Investment Advisors | 0.03% | 20,340 | $1,722,978 | $2,142,616 | +$419,638 | +24.36% | |
| Wealthplan Partners, Llc | 0.23% | 12,757 | $1,267,804 | $1,343,822 | +$76,018 | +6.00% | |
| Cfs Investment Advisory Services, Llc | 0.08% | 11,878 | $1,222,959 | $1,251,229 | +$28,270 | +2.31% | |
| Concord Wealth Partners | 0.13% | 11,143 | $1,107,372 | $1,173,804 | +$66,432 | +6.00% | |
| Concord Asset Management, Llc/Va | 0.17% | 11,081 | $1,101,210 | $1,167,273 | +$66,063 | +6.00% | |
| Geneos Wealth Management Inc. | 0.02% | 10,557 | $1,097,542 | $1,112,074 | +$14,532 | +1.32% | |
| Janney Montgomery Scott Llc | 0.00% | 10,490 | $1,091,000 | $1,105,017 | +$14,017 | +1.28% | |
| Amj Financial Wealth Management | 0.23% | 11,294 | $956,701 | $1,189,710 | +$233,009 | +24.36% | |
| Sanctuary Advisors, Llc | 0.00% | 8,630 | $897,188 | $909,084 | +$11,896 | +1.33% | |
| Mwa Asset Management | 0.39% | 8,300 | $862,917 | $874,322 | +$11,405 | +1.32% | |
| Ubs Group Ag | 0.00% | 8,094 | $841,468 | $852,622 | +$11,154 | +1.33% | |
| Independent Financial Group, Llc | 0.01% | 7,354 | $730,841 | $774,670 | +$43,829 | +6.00% | |
| Truist Financial Corp | 0.00% | 6,838 | $679,577 | $720,315 | +$40,738 | +5.99% | |
| Ameritas Advisory Services, Llc | 0.01% | 6,185 | $643,018 | $651,528 | +$8,510 | +1.32% | |
| &Partners | 0.00% | 6,015 | $622,403 | $633,620 | +$11,217 | +1.80% | |
| Highpoint Advisor Group Llc | 0.02% | 5,916 | $615,047 | $623,191 | +$8,144 | +1.32% | |
| Citadel Advisors Llc | 0.00% | 5,860 | $609,217 | $617,292 | +$8,075 | +1.33% | |
| Mowery & Schoenfeld Wealth Management, Llc | 0.66% | 5,991 | $595,386 | $631,092 | +$35,706 | +6.00% | |
| Two Sigma Investments, Lp | 0.00% | 5,700 | $592,583 | $600,438 | +$7,855 | +1.33% | |
| Integrated Wealth Concepts Llc | 0.00% | 5,539 | $575,812 | $583,478 | +$7,666 | +1.33% | |
| J.W. Cole Advisors, Inc. | 0.01% | 5,312 | $552,256 | $559,566 | +$7,310 | +1.32% | |
| Susquehanna International Group, Llp | 0.00% | 4,984 | $518,147 | $525,015 | +$6,868 | +1.33% | |
| Sound View Wealth Advisors Group, Llc | 0.03% | 4,823 | $501,445 | $508,055 | +$6,610 | +1.32% | |
| Apollon Financial, Llc | 0.05% | 4,741 | $471,161 | $499,417 | +$28,256 | +6.00% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 4,133 | $419,669 | $435,370 | +$15,701 | +3.74% | |
| Rossby Financial, Lcc | 0.07% | 3,848 | $400,045 | $405,348 | +$5,303 | +1.33% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,807 | $395,825 | $401,029 | +$5,204 | +1.31% | |
| Fmr Llc | 0.00% | 3,724 | $387,150 | $392,286 | +$5,136 | +1.33% | |
| Split Rock Private Trading & Wealth Management, Llc | 0.26% | 3,880 | $385,592 | $408,719 | +$23,127 | +6.00% | |
| Valeo Financial Advisors, Llc | 0.01% | 3,399 | $337,793 | $358,051 | +$20,258 | +6.00% | |
| Emissary Wealth Llc | 0.26% | 3,234 | $336,213 | $340,670 | +$4,457 | +1.33% | |
| Rhodes Investment Advisors Inc | 0.23% | 3,275 | $325,470 | $344,989 | +$19,519 | +6.00% | |
| Jpmorgan Chase & Co | 0.00% | 2,996 | $304,446 | $315,599 | +$11,153 | +3.66% |
Frequently asked questions about TDV
Who are the largest institutional holders of TDV?
The largest institutional holders of TDV reported in the latest SEC Form 13F filings include Morgan Stanley, Orion Porfolio Solutions, Llc, Bank Of America Corp, Wells Fargo & Company/Mn, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported TDV position.
What is TDV institutional ownership?
This page tracks TDV positions reported by institutional investment managers through SEC Form 13F. PROSHARES S&P TECH DVD ARIST (TDV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TDV?
InsiderSet currently tracks 77 institutional managers reporting TDV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TDV shareholders.
How much TDV stock do institutions own?
Institutional investment managers disclosed approximately $171.14M in TDV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TDV institutional ownership last updated?
The latest TDV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TDV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TDV position after the reporting date.
Are institutions buying or selling TDV?
Institutional buying and selling can be analyzed by comparing TDV positions across consecutive 13F reporting periods. InsiderSet's TDV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TDV ownership changes.
How has TDV institutional ownership changed over time?
InsiderSet tracks TDV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.