Who owns SMDV?
ProShares S&P SmallCap 600 Dividend Aristocrats ETF · ProShares
139 institutions reported holding SMDV, worth $389.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SMDV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $70.5M | 914,888 | −30,847 shares |
| UBS Group AG | Zurich, Switzerland | $33.3M | 432,214 | +13,461 shares |
| Capital Investment Advisors, LLC | Atlanta, GA | $30.5M | 395,360 | −4,272 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $24.7M | 321,080 | +273 shares |
| Wells Fargo & Company | San Francisco, CA | $21.9M | 284,372 | −6,336 shares |
| Bank of America Corp. | Charlotte, NC | $21.3M | 276,290 | −903 shares |
| LPL Financial LLC | Fort Mill, SC | $19.6M | 254,825 | +8,707 shares |
| TOTH Financial Advisory Corp. | Leesburg, VA | $14.5M | 187,697 | −2,516 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $14.4M | 186,954 | −14,601 shares |
| Baird Financial Group, Inc. | Milwaukee, WI | $10.3M | 134,083 | −2,421 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SMDV?
139 institutional managers reported holding SMDV in Form 13F filings for June 30, 2026, worth $389.6M in total. The largest reported position was held by Morgan Stanley, at $70.5M.
Did institutions buy or sell SMDV last quarter?
Reported 13F value rose 14.7% from March 31, 2026, which includes price moves as well as buying and selling. 21 firms reported a new position and 11 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SMDV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.