PROSHARES S&P TECH DVD ARIST TDV
$99.56
-2.8% 52w: $78.67 – $106.41
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data78.6792.54106.41
Jun 20, 2025 Jul 2, 2026
Institutional holders
78
+4 QoQ
13F value
$150.6M
-6.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TDV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 275.5K | $23.3M | 0.0% | -1.1% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 201.0K | $17.0M | 0.1% | -5.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 168.3K | $14.3M | 0.0% | -7.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 150.6K | $12.8M | 0.0% | -4.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 131.0K | $11.1M | 0.0% | -11.0% |
| LPL Financial LLC | Bank broker | 98.6K | $8.4M | 0.0% | +4.3% |
| ROYAL BANK OF CANADA | Bank broker | 50.2K | $4.3M | 0.0% | -16.3% |
| WealthPlan Investment Management, LLC | Wealth advisor | 48.1K | $4.1M | 0.2% | -46.5% |
| Mendel Capital Management LLC | Wealth advisor | 47.4K | $4.0M | 2.0% | — |
| TOTH FINANCIAL ADVISORY CORP | Other | 47.2K | $4.0M | 0.4% | -0.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 47.0K | $4.0M | 0.0% | +24.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 43.4K | $3.7M | 0.0% | -7.5% |
| Cetera Investment Advisers | Wealth advisor | 38.8K | $3.3M | 0.0% | +4.7% |
| Coston, McIsaac & Partners | Other | 35.4K | $3.0M | 0.7% | +8.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 32.4K | $2.7M | 0.0% | -1.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 30.8K | $2.6M | 0.0% | -17.3% |
| WealthPLAN Partners, LLC | Wealth advisor | 29.8K | $2.5M | 0.5% | -21.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 28.5K | $2.4M | 0.0% | -0.3% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 24.5K | $2.1M | 0.0% | -47.3% |
| World Investment Advisors | Wealth advisor | 20.3K | $1.7M | 0.0% | +4.7% |
| Ascentis Independent Advisors | Other | 20.3K | $1.7M | 0.1% | +332.6% |
| Concord Wealth Partners | Wealth advisor | 13.4K | $1.1M | 0.1% | -1.4% |
| Concord Asset Management, LLC/VA | Wealth advisor | 13.4K | $1.1M | 0.2% | -1.4% |
| CFS Investment Advisory Services, LLC | Wealth advisor | 11.9K | $1.1M | 0.1% | +147.3% |
| AMJ Financial Wealth Management | Other | 11.3K | $957K | 0.2% | +5.5% |
| Geneos Wealth Management Inc. | Wealth advisor | 10.7K | $904K | 0.0% | +1.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 8.6K | $728K | 0.0% | -0.8% |
| MWA Asset Management | Other | 8.6K | $727K | 0.4% | +1.8% |
| Global X Japan Co., Ltd. | Other | 8.4K | $713K | 0.0% | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 8.0K | $678K | 0.0% | +31.1% |
| Emissary Wealth LLC | Other | 8.0K | $674K | 0.6% | -18.8% |
| UBS Group AG | Bank broker | 7.5K | $632K | 0.0% | -12.9% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 7.4K | $623K | 0.0% | -4.4% |
| Integrated Wealth Concepts LLC | Wealth advisor | 6.9K | $585K | 0.0% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 6.9K | $583K | 0.0% | +1.2% |
| &PARTNERS | Diversified mechanical | 6.1K | $514K | 0.0% | 0.0% |
| HighPoint Advisor Group LLC | Wealth advisor | 6.0K | $506K | 0.0% | -21.4% |
| Private Advisor Group, LLC | Wealth advisor | 5.9K | $497K | 0.0% | 0.0% |
| Rossby Financial, LCC | Wealth advisor | 5.4K | $463K | 0.1% | +10.0% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 5.3K | $445K | 0.0% | +27.6% |
| Sound View Wealth Advisors Group, LLC | Other | 4.8K | $409K | 0.0% | 0.0% |
| Apollon Financial, LLC | Wealth advisor | 4.7K | $402K | 0.1% | Held |
| Split Rock Private Trading & Wealth Management, LLC | Wealth advisor | 4.7K | $399K | 0.3% | -10.0% |
| 4WEALTH ADVISORS, INC. | Wealth advisor | 4.3K | $355K | 0.3% | -24.3% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 4.0K | $335K | 0.0% | -3.4% |
| RHODES INVESTMENT ADVISORS INC /ADV | Other | 3.5K | $292K | 0.3% | Held |
| FMR LLC | Long only active | 3.4K | $292K | 0.0% | +4.8% |
| MONEY CONCEPTS CAPITAL CORP | Wealth advisor | 3.4K | $288K | 0.0% | -3.2% |
| Valeo Financial Advisors, LLC | Wealth advisor | 3.4K | $288K | 0.0% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 2.2K | $190K | 0.0% | -53.3% |
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.