13F Insight
DOSSIER · 13F Holders · Q2 2026
SMDV

PROSHARES TR

148 institutions still hold PROSHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74347B698·148 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$316M
visible holders
Holders
148
filers reporting
Concentration
22.29%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

148 institutions reported SMDV in Q2 2026. MORGAN STANLEY leads at 22.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$70M915K0.00%Q2 202602
UBS Group AG
CIK 0001610520
$33M432K0.00%Q2 202603
Capital Investment Advisors, LLC
CIK 0001582732
$30M395K0.40%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$25M321K0.01%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$22M284K0.00%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$21M276K0.00%Q2 202607
LPL Financial LLC
CIK 0001403438
$20M255K0.00%Q2 202608
TOTH FINANCIAL ADVISORY CORP
CIK 0000866780
$14M188K1.41%Q2 202609
ROYAL BANK OF CANADA
CIK 0001000275
$14M187K0.00%Q2 202610
Baird Financial Group, Inc.
CIK 0001648711
$10M134K0.01%Q2 202611
Arlington Trust Co LLC
CIK 0001997685
$10M126K0.82%Q2 202612
&PARTNERS
CIK 0000107136
$9M116K0.04%Q2 202613
TRUIST FINANCIAL CORP
CIK 0000092230
$6M77K0.01%Q2 202614
Landmark Wealth Management, LLC
CIK 0001728778
$5M68K1.25%Q2 202615
Sanctuary Advisors, LLC
CIK 0001777271
$5M60K0.02%Q2 202616
GOLDMAN SACHS GROUP INC
CIK 0000886982
$5M59K0.00%Q2 202617
SMITH, MOORE & CO.
CIK 0000200724
$4M55K0.27%Q2 202618
STIFEL FINANCIAL CORP
CIK 0000720672
$4M53K0.00%Q2 202619
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M52K0.00%Q2 202620
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M58K0.01%Q1 2026
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