ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV)
ETF ยท Cboe BZX
ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) is an exchange-traded fund listed on Cboe BZX, where it has traded since February 3, 2015.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- February 3, 2015
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 137 institutions reported holding SMDV, with 5.0 million shares worth $384.3 million in aggregate. The largest reported holder was Morgan Stanley, with 914,888 shares worth $70.5 million. Of the 5 largest holders listed below, 2 added shares and 3 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Morgan Stanley | 914,888 | $70M | Reduced 3.26% |
| UBS Group | 432,214 | $33M | Added 3.21% |
| Capital Investment Advisors | 395,360 | $30M | Reduced 1.07% |
| Raymond James Financial | 321,080 | $25M | Added 0.09% |
| Wells Fargo & Company/MN | 284,372 | $22M | Reduced 2.18% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is SMDV?
ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) is an exchange-traded fund listed on Cboe BZX, where it has traded since February 3, 2015.
Who are the largest institutional holders of SMDV?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SMDV were Morgan Stanley, UBS Group and Capital Investment Advisors.
How many institutions own SMDV?
137 institutions reported a position in SMDV for the quarter ended June 30, 2026, worth $384.3 million in total.
Did institutions buy or sell SMDV last quarter?
Of the 5 largest reported holders, 2 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for SMDV.
Every reported institutional holder, plus insider and congressional trades in SMDV, on SentiSense.