PROSHRS RSL 2000 DVD GRW ETF SMDV
$77.01
-0.3% 52w: $61.47 – $77.67
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data61.4769.5777.67
Jun 20, 2025 Jul 2, 2026
Institutional holders
133
-2 QoQ
13F value
$340.0M
+1.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$436K calls / — puts
Institutional value by quarter
Number of holders
Who owns SMDV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 945.7K | $65.1M | 0.0% | -0.1% |
| UBS Group AG | Bank broker | 418.8K | $28.8M | 0.0% | +1.6% |
| Capital Investment Advisors, LLC | Wealth advisor | 399.6K | $27.5M | 0.4% | -1.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 320.8K | $22.1M | 0.0% | +0.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 290.7K | $20.0M | 0.0% | -0.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 277.2K | $19.1M | 0.0% | -0.7% |
| LPL Financial LLC | Bank broker | 246.1K | $16.9M | 0.0% | -1.6% |
| ROYAL BANK OF CANADA | Bank broker | 201.6K | $13.9M | 0.0% | -3.5% |
| TOTH FINANCIAL ADVISORY CORP | Other | 190.2K | $13.1M | 1.4% | -0.2% |
| Baird Financial Group, Inc. | Diversified mechanical | 136.5K | $9.4M | 0.0% | +2.9% |
| Arlington Trust Co LLC | Wealth advisor | 129.1K | $8.9M | 0.8% | -3.3% |
| &PARTNERS | Diversified mechanical | 113.2K | $7.8M | 0.0% | -2.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 79.2K | $5.4M | 0.0% | -7.3% |
| Landmark Wealth Management, LLC | Wealth advisor | 66.0K | $4.5M | 1.2% | +25.9% |
| Sanctuary Advisors, LLC | Wealth advisor | 59.1K | $4.1M | 0.0% | +2.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 57.8K | $4.0M | 0.0% | +32.7% |
| SMITH, MOORE & CO. | Wealth advisor | 56.9K | $3.9M | 0.3% | +13.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 54.7K | $3.8M | 0.0% | -6.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 52.9K | $3.6M | 0.0% | +9.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 42.7K | $2.9M | 0.0% | -0.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 38.0K | $2.6M | 0.0% | +64.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 35.8K | $2.5M | 0.0% | -64.2% |
| Cetera Investment Advisers | Wealth advisor | 35.3K | $2.4M | 0.0% | -0.3% |
| Equitable Holdings, Inc. | Wealth advisor | 36.5K | $2.4M | 0.0% | +88.7% |
| United Advisor Group, LLC | Wealth advisor | 32.3K | $2.2M | 0.3% | -4.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 32.1K | $2.2M | 0.0% | +4.4% |
| New England Private Wealth Advisors LLC | Wealth advisor | 30.2K | $2.1M | 0.2% | +0.1% |
| Jacobi Capital Management LLC | Wealth advisor | 27.8K | $1.9M | 0.1% | 0.0% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 26.7K | $1.8M | 0.0% | Held |
| Parcion Private Wealth LLC | Wealth advisor | 24.9K | $1.7M | 0.1% | Held |
| ForthRight Wealth Management, LLC | Wealth advisor | 18.4K | $1.3M | 0.4% | -79.0% |
| United Asset Strategies, Inc. | Other | 18.2K | $1.2M | 0.1% | +7.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 17.6K | $1.2M | 0.0% | -25.4% |
| Essex Financial Services, Inc. | Wealth advisor | 17.7K | $1.2M | 0.1% | -5.9% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 16.6K | $1.1M | 0.1% | +2.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 16.4K | $1.1M | 0.0% | +8.1% |
| Trueblood Wealth Management, LLC | Other | 15.5K | $1.1M | 0.4% | -1.1% |
| WEDBUSH SECURITIES INC | Diversified mechanical | 14.3K | $986K | 0.0% | +2.9% |
| PFG Investments, LLC | Diversified mechanical | 14.2K | $977K | 0.0% | -27.8% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 13.4K | $921K | 0.0% | -2.0% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 12.7K | $873K | 0.0% | -1.0% |
| Harvest Investment Services, LLC | Other | 12.7K | $871K | 0.2% | +1.2% |
| Royal Capital Wealth Management, LLC ★2 | Fundamental diversified | 12.5K | $859K | 0.5% | +0.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 12.2K | $826K | 0.0% | +0.5% |
| Cascade Financial Partners, LLC | Wealth advisor | 11.6K | $799K | 0.1% | -0.7% |
| FIFTH THIRD BANCORP | Diversified mechanical | 9.9K | $682K | 0.0% | New |
| Northwest Financial Advisors | Wealth advisor | 9.7K | $664K | 1.3% | -2.3% |
| Geneos Wealth Management Inc. | Wealth advisor | 8.6K | $595K | 0.0% | +6.3% |
| Gen-Wealth Partners Inc | Other | 8.2K | $562K | 0.2% | -16.2% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 7.9K | $547K | 0.0% | +0.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.