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

PROSHARES TR

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

CUSIP 74347B698·142 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.5%
vs prior quarter
13F value held
$283M
54.0% inst. owned
of float
Holders
142
+69 QoQ
filers reporting
Activity
+60 / −27
+776 added · −845 reduced
this quarter
Concentration
22.96%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

142 institutions reported SMDV in Q1 2026. MORGAN STANLEY leads at 23.0% of the visible book. +69 net new institutions vs prior quarter — accumulation reading.

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
ROYAL BANK OF CANADA
CIK 0001000275
$14M202K0.00%Q1 202609
TOTH FINANCIAL ADVISORY CORP
CIK 0000866780
$13M190K1.44%Q1 202610
Baird Financial Group, Inc.
CIK 0001648711
$9M137K0.01%Q1 202611
Arlington Trust Co LLC
CIK 0001997685
$9M129K0.78%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
SMITH, MOORE & CO.
CIK 0000200724
$4M57K0.28%Q1 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M55K0.00%Q1 202618
STIFEL FINANCIAL CORP
CIK 0000720672
$4M53K0.00%Q1 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M43K0.00%Q1 202620
GOLDMAN SACHS GROUP INC
CIK 0000886982
$3M38K0.00%Q1 2026
Page 1 of 8
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