Who Owns PROSHARES TR (SMDV)? -- Institutional Holders (2026-03-31)
138 institutions reported holding $339.6M of PROSHARES TR (SMDV) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($65.1M), UBS Group AG ($28.8M), Capital Investment Advisors, LLC ($27.5M), RAYMOND JAMES FINANCIAL INC ($22.1M), WELLS FARGO & COMPANY/MN ($20.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $65.1M | 945,735 | Trimmed |
| 2 | UBS Group AG | $28.8M | 418,753 | Added |
| 3 | Capital Investment Advisors, LLC | $27.5M | 399,632 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $22.1M | 320,807 | Added |
| 5 | WELLS FARGO & COMPANY/MN | $20.0M | 290,708 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $19.1M | 277,193 | Trimmed |
| 7 | LPL Financial LLC | $16.9M | 246,118 | Trimmed |
| 8 | Royal Bank of Canada | $13.9M | 201,555 | Trimmed |
| 9 | TOTH FINANCIAL ADVISORY CORP | $13.1M | 190,213 | Trimmed |
| 10 | Baird Financial Group, Inc. | $9.4M | 136,504 | Added |
| 11 | Arlington Trust Co LLC | $8.9M | 129,147 | Trimmed |
| 12 | &PARTNERS | $7.8M | 113,189 | Trimmed |
| 13 | TRUIST FINANCIAL CORP | $5.4M | 79,181 | Trimmed |
| 14 | Landmark Wealth Management, LLC | $4.5M | 65,954 | Added |
| 15 | Sanctuary Advisors, LLC | $4.1M | 59,116 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $4.0M | 57,824 | Added |
| 17 | SMITH, MOORE & CO. | $3.9M | 56,939 | Added |
| 18 | AMERIPRISE FINANCIAL INC | $3.8M | 54,742 | Trimmed |
| 19 | STIFEL FINANCIAL CORP | $3.6M | 52,866 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 42,707 | Trimmed |
| 21 | GOLDMAN SACHS GROUP INC | $2.6M | 37,969 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 35,814 | Trimmed |
| 23 | Cetera Investment Advisers | $2.4M | 35,320 | Trimmed |
| 24 | Equitable Holdings, Inc. | $2.4M | 36,528 | Added |
| 25 | United Advisor Group, LLC | $2.2M | 32,316 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31