13F Insight
DOSSIER · 13F Holders · Q1 2026
SMDV

PROSHARES TR

143 institutions still hold PROSHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74347B698·143 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$287M
visible holders
Holders
143
filers reporting
Concentration
22.67%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

143 institutions reported SMDV in Q1 2026. MORGAN STANLEY leads at 22.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$65M946K0.00%Q1 202602
UBS Group AG
CIK 0001610520
$29M419K0.00%Q1 202603
Capital Investment Advisors, LLC
CIK 0001582732
$27M400K0.40%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$22M321K0.01%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$20M291K0.00%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M277K0.00%Q1 202607
LPL Financial LLC
CIK 0001403438
$17M246K0.00%Q1 202608
TOTH FINANCIAL ADVISORY CORP
CIK 0000866780
$14M188K1.41%Q2 202609
ROYAL BANK OF CANADA
CIK 0001000275
$14M202K0.00%Q1 202610
Arlington Trust Co LLC
CIK 0001997685
$10M126K0.82%Q2 202611
Baird Financial Group, Inc.
CIK 0001648711
$9M137K0.01%Q1 202612
&PARTNERS
CIK 0000107136
$8M113K0.04%Q1 202613
TRUIST FINANCIAL CORP
CIK 0000092230
$5M79K0.01%Q1 202614
Landmark Wealth Management, LLC
CIK 0001728778
$5M66K1.21%Q1 202615
Sanctuary Advisors, LLC
CIK 0001777271
$4M59K0.02%Q1 202616
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M58K0.01%Q1 202617
SMITH, MOORE & CO.
CIK 0000200724
$4M57K0.28%Q1 202618
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M55K0.00%Q1 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$4M53K0.00%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M43K0.00%Q1 2026
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