IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Proshrs RSL 2000 DVD GRW ETF (SMDV)

CUSIP: 74347B698 | NYSE | 416 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Capital Investment Advisors, LLC390,840
0.4% of portfolio›$28.0M
Toth Financial Advisory Corp183,739
1.3% of portfolio›$13.2M
Arlington Trust Co LLC130,072
0.7% of portfolio›$9.3M
Landmark Wealth Management, LLC68,193
1.2% of portfolio›$4.9M
Cambridge Investment Research Advisors, Inc.54,441
0.0% of portfolio›$3.9K
Truist Financial Corp39,222
0.0% of portfolio›$2.8M
Commonwealth Equity Services, LLC34,478
0.0% of portfolio›$2.5M
United Advisor Group, LLC30,935
0.2% of portfolio›$2.2M
Wealth Enhancement Advisory Services, LLC26,034
0.0% of portfolio›$1.9M
New England Private Wealth Advisors LLC25,673
0.2% of portfolio›$1.8M
Parcion Private Wealth LLC24,893
0.1% of portfolio›$1.8M
United Asset Strategies, Inc.18,990
0.1% of portfolio›$1.4M
Compass Financial Management LLC16,984
0.1% of portfolio›$1.2M
Trueblood Wealth Management, LLC15,498
0.4% of portfolio›$1.1M
Wedbush Securities Inc14,232
0.0% of portfolio›$1.0K
Northwest Financial Advisors9,680
0.1% of portfolio›$694.2K
Davenport & Co LLC8,629
0.0% of portfolio›$618.9K
Dynamic Advisor Solutions LLC7,695
0.0% of portfolio›$551.9K
Anson Capital, Inc.7,133
0.3% of portfolio›$511.5K
Primoris Wealth Advisors, LLC7,076
0.2% of portfolio›$511.1K
Lewis Asset Management, LLC6,266
0.2% of portfolio›$449.4K
Total Clarity Wealth Management, Inc.6,009
0.1% of portfolio›$431.0K
Pension & Wealth Management Advisors, Inc.6,000
0.1% of portfolio›$430.3K
Creekside Partners5,499
0.1% of portfolio›$394.4K
CFS Investment Advisory Services, LLC5,330
0.0% of portfolio›$387.4K
Gilpin Wealth Management, LLC5,136
0.2% of portfolio›$368.4K
B. Riley Wealth Advisors, Inc.5,121
0.0% of portfolio›$367.3K
Kestra Advisory Services, LLC5,060
0.0% of portfolio›$362.9K
Kraematon Investment Advisors, Inc4,636
0.2% of portfolio›$332.5K
Integrity Alliance, Llc.4,488
0.0% of portfolio›$321.9K
Bay Capital Advisors, LLC4,400
0.2% of portfolio›$315.6K
Acorn Wealth Advisors, LLC4,271
0.1% of portfolio›$306.3K
Heritage Wealth Management, Inc.4,149
0.1% of portfolio›$297.6K
Mlp3, LLC4,120
0.3% of portfolio›$295.5K
Redwood Financial Network Corp4,043
0.2% of portfolio›$289.9K
Wesbanco Bank Inc3,934
0.0% of portfolio›$282.1K
Atlas Brown,Inc.3,510
0.1% of portfolio›$251.7K
KPP Advisory Services LLC3,369
0.0% of portfolio›$241.6K
Pinnacle Associates LTD3,133
0.0% of portfolio›$224.7K
Citigroup Inc3,120
0.0% of portfolio›$223.8K
Atria Investments, Inc2,815
0.0% of portfolio›$201.9K
Gen-Wealth Partners Inc2,431
0.0% of portfolio›$174.3K
Harbor Investment Advisory, LLC2,280
0.0% of portfolio›$163.5K
Capital Advisors, Ltd. LLC1,757
0.0% of portfolio›$126
Blue Trust, Inc.1,070
0.0% of portfolio›$76.7K
Ameliora Wealth Management Ltd.500
0.0% of portfolio›$35.9K
Ascentis Independent Advisors392
0.0% of portfolio›$28.1K
Mainstream Capital Management LLC369
0.0% of portfolio›$26.5K
Farther Finance Advisors, LLC292
0.0% of portfolio›$20.9K
Sunrise Financial Services, LLC272
0.0% of portfolio›$19.5K
Assetmark, Inc161
0.0% of portfolio›$11.5K
Spire Wealth Management111
0.0% of portfolio›$8.0K
Lanark Financial, Inc.100
0.0% of portfolio›$7.2K
Private Trust Co NA89
0.0% of portfolio›$6.4K
Root Financial Partners, LLC57
0.0% of portfolio›$4.1K
Simplex Trading, LLC50
0.0% of portfolio›$3.6K
GK Wealth Management LLC17
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
Capital Investment Advisors, LLC
390,840$28.0M0.4%CoreLowAtlanta, GA2026-10-22
Toth Financial Advisory Corp
183,739$13.2M1.3%CoreLowLeesburg, VA2026-10-08
Arlington Trust Co LLC
130,072$9.3M0.7%ETFMediumBirmingham, AL2026-10-20
Landmark Wealth Management, LLC
68,193$4.9M1.2%ETFVery LowMelville, NY2026-11-03
Cambridge Investment Research Advisors, Inc.
54,441$3.9K0.0%ETFLowFairfield, IA2026-11-02
Truist Financial Corp
39,222$2.8M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
34,478$2.5M0.0%ETFLowWaltham, MA2026-11-02
United Advisor Group, LLC
30,935$2.2M0.2%ETFLowCincinnati, OH2026-11-03
Wealth Enhancement Advisory Services, LLC
26,034$1.9M0.0%CoreLowPlymouth, MN2026-10-13
New England Private Wealth Advisors LLC
25,673$1.8M0.2%ETFVery LowWellesley, MA2026-10-19
Parcion Private Wealth LLC
24,893$1.8M0.1%CoreMediumBellevue, WA2026-10-28
United Asset Strategies, Inc.
18,990$1.4M0.1%GrowthLowGarden City, NY2026-10-28
Compass Financial Management LLC
16,984$1.2M0.1%CoreN/ATampa, FL2026-10-30
Trueblood Wealth Management, LLC
15,498$1.1M0.4%CoreLowLima, OH2026-10-23
Wedbush Securities Inc
14,232$1.0K0.0%CoreLowPasadena, CA2026-10-22
Northwest Financial Advisors
9,680$694.2K0.1%ETFLowHerndon, VA2026-10-27
Davenport & Co LLC
8,629$618.9K0.0%CoreMediumRichmond, VA2026-10-14
Dynamic Advisor Solutions LLC
7,695$551.9K0.0%ETFLowPhoenix, AZ2026-10-13
Anson Capital, Inc.
7,133$511.5K0.3%ETFLowTyrone, GA2026-10-23
Primoris Wealth Advisors, LLC
7,076$511.1K0.2%GrowthMediumNorth Palm Beach, FL2026-10-28
Lewis Asset Management, LLC
6,266$449.4K0.2%GrowthLowLafayette, CA2026-10-14
Total Clarity Wealth Management, Inc.
6,009$431.0K0.1%ETFMediumSt. Charles, IL2026-10-26
Pension & Wealth Management Advisors, Inc.
6,000$430.3K0.1%ETFLowWaltham, MA2026-10-16
Creekside Partners
5,499$394.4K0.1%ETFVery LowPetaluma, CA2026-11-04
CFS Investment Advisory Services, LLC
5,330$387.4K0.0%ETFMediumTotowa, NJ2026-10-19
Gilpin Wealth Management, LLC
5,136$368.4K0.2%GrowthLowDenver, CO2026-10-09
B. Riley Wealth Advisors, Inc.
5,121$367.3K0.0%GrowthLowMemphis, TN2026-10-13
Kestra Advisory Services, LLC
5,060$362.9K0.0%CoreLowAustin, TX2026-11-02
Kraematon Investment Advisors, Inc
4,636$332.5K0.2%MomentumLowBraintree, MA2026-11-02
Integrity Alliance, Llc.
4,488$321.9K0.0%ETFMediumUrbandale, IA2026-10-29
Bay Capital Advisors, LLC
4,400$315.6K0.2%ETFLowVirginia Beach, VA2026-10-16
Acorn Wealth Advisors, LLC
4,271$306.3K0.1%ETFLowGrand Blanc, MI2026-10-19
Heritage Wealth Management, Inc.
4,149$297.6K0.1%CoreLowCincinnati, OH2026-10-28
Mlp3, LLC
4,120$295.5K0.3%CoreVery LowLinwood, NJ2026-10-22
Redwood Financial Network Corp
4,043$289.9K0.2%ETFLowSolon, OH2026-11-03
Wesbanco Bank Inc
3,934$282.1K0.0%CoreLowWheeling, WV2026-11-04
Atlas Brown,Inc.
3,510$251.7K0.1%GrowthLowLouisville, KY2026-10-09
KPP Advisory Services LLC
3,369$241.6K0.0%GrowthMediumLouisville, KY2026-10-26
Pinnacle Associates LTD
3,133$224.7K0.0%CoreLowNew York, NY2026-10-20
Citigroup Inc
3,120$223.8K0.0%CoreMediumNew York, NY2026-11-04
Atria Investments, Inc
2,815$201.9K0.0%CoreMediumCharlotte, NC2026-10-15
Gen-Wealth Partners Inc
2,431$174.3K0.0%CoreLowZeeland, MI2026-11-04
Harbor Investment Advisory, LLC
2,280$163.5K0.0%GrowthLowLutherville, MD2026-10-13
Capital Advisors, Ltd. LLC
1,757$1260.0%ETFLowShaker Heights, OH2026-10-27
Blue Trust, Inc.
1,070$76.7K0.0%ETFLowBrentwood, TN2026-10-15
Ameliora Wealth Management Ltd.
500$35.9K0.0%ETFLowZurich, Switzerland2026-10-23
Ascentis Independent Advisors
392$28.1K0.0%ETFLowDallas, TX2026-11-03
Mainstream Capital Management LLC
369$26.5K0.0%GrowthLowLos Angeles, CA2026-10-23
Farther Finance Advisors, LLC
292$20.9K0.0%IndexLowSan Francisco, CA2026-10-08
Sunrise Financial Services, LLC
272$19.5K0.0%ETFMediumBurien, WA2026-10-21
Assetmark, Inc
161$11.5K0.0%ETFLowConcord, CA2026-10-21
Spire Wealth Management
111$8.0K0.0%GrowthMediumMclean, VA2026-10-30
Lanark Financial, Inc.
100$7.2K0.0%CoreMediumBirmingham, AL2026-10-26
Private Trust Co NA
89$6.4K0.0%CoreLowCleveland, OH2026-10-20
Root Financial Partners, LLC
57$4.1K0.0%ETFMediumEncinitas, CA2026-10-21
Simplex Trading, LLC
50$3.6K0.0%CoreVery HighChicago, IL2026-11-04
GK Wealth Management LLC
17$1.2K0.0%GARPVery HighReno, NV2026-10-09