Who Owns TDV?
ProShares - S&P Technology Dividend Aristocrats ETF — Institutional Ownership & 13F Holdings
$96.58
+0.92 (+0.96%)
Market Cap
$260.3M
Shares Outstanding
2,459,447
Institutional Holders
71
Total Inst. Value
$123.8M
% of Float Held
—
QoQ Holder Change
+20
Institutional data as of Q1 2025
New Positions
11
Closed Positions
11
Increased
21
Decreased
22
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $21.1M | 290,101 |
| 2 | WELLS FARGO & COMPANY/MN | $13.5M | 185,127 |
| 3 | BANK OF AMERICA CORP /DE/ | $13.0M | 178,397 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.1M | 84 |
| 5 | RAYMOND JAMES FINANCIAL INC | $6.1M | 83,844 |
| 6 | GWN SECURITIES INC. | $5.5M | 69,393 |
| 7 | WealthPLAN Partners, LLC | $5.1M | 69,774 |
| 8 | WealthPlan Investment Management, LLC | $4.7M | 64,170 |
| 9 | ROYAL BANK OF CANADA | $4.2M | 57,840 |
| 10 | Cambridge Investment Research Advisors, Inc. | $4.1M | 56,463 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +15K | $21.1M |
| BANK OF AMERICA CORP /DE/ | +11K | $13.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +1 | $6.1M |
| GWN SECURITIES INC. | +66K | $5.5M |
| WealthPLAN Partners, LLC | +2K | $5.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -100K | $2.3M |
| GOLDMAN SACHS GROUP INC | -26K | $2.9M |
| RAYMOND JAMES FINANCIAL INC | -20K | $6.1M |
| WELLS FARGO & COMPANY/MN | -12K | $13.5M |
| &PARTNERS | -6K | $485K |
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Frequently Asked Questions
How many institutional investors hold TDV?
As of Q1 2025, 71 institutional investors report holding TDV (ProShares - S&P Technology Dividend Aristocrats ETF) in their 13F filings.
Which hedge fund owns the most TDV?
The largest institutional holder of TDV is MORGAN STANLEY with $21.1M in shares.
Are institutions buying or selling TDV?
This quarter, 11 institutions opened new positions in TDV and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.