Evid Invest
Who owns TDVWhat TDV owns — n/a

Who owns ProShares - S&P Technology Dividend Aristocrats ETF?

Institutional ownership of TDV from SEC Form 13F filings across 69 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

69

13F holders

$156.7M

value, 2026 filers

56.7%

of shares outstanding (1.6M sh)

15

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of TDV's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY269,543$28.0M0.0%9.4%-2.2%
2Orion Porfolio Solutions, LLC194,058$20.2M0.2%6.8%-3.4%
3BANK OF AMERICA CORP /DE/169,757$17.6M0.0%5.9%+0.9%
4WELLS FARGO & COMPANY/MN141,386$14.7M0.0%4.9%-6.1%
5COMMONWEALTH EQUITY SERVICES, LLC127,455$13.3M0.0%4.4%-2.7%
6LPL Financial LLC79,507$8.3M0.0%2.8%-19.4%
7Cambridge Investment Research Advisors, Inc.63,902$6,6440.0%2.2%+97.2%
8GOLDMAN SACHS GROUP INC55,027$5.7M0.0%1.9%+17.0%
9ROYAL BANK OF CANADA49,457$5.1M0.0%1.7%-1.5%
10TOTH FINANCIAL ADVISORY CORP46,949$4.9M0.5%1.6%-0.5%
11Coston, McIsaac & Partners43,642$4,5360.0%1.5%+23.4%
12Cetera Investment Advisers42,281$4.4M0.0%1.5%+8.9%
13OSAIC HOLDINGS, INC.41,083$4.3M0.0%1.4%-5.3%
14WealthPlan Investment Management, LLC38,127$4.0M0.2%1.3%-20.7%
15RAYMOND JAMES FINANCIAL INC29,744$3.1M0.0%1%-3.4%
16NewEdge Advisors, LLCNEW28,304$2.9M0.0%1%new
17Mirae Asset Global Investments Co., Ltd.22,500$2.3M0.0%0.8%-8.2%
18World Investment Advisors20,340$1.7M0.0%0.7%0.0%
19Concord Wealth Partners12,074$1.3M0.1%0.4%-9.6%
20Janney Montgomery Scott LLCNEW10,490$1,0910.0%0.4%new
21Global X Japan Co., Ltd.8,634$897,6080.0%0.3%+2.6%
22Sanctuary Advisors, LLC8,630$897,1880.0%0.3%+0.4%
23MWA Asset Management8,300$862,9170.4%0.3%-51.7%
24UBS Group AG8,094$841,4680.0%0.3%+8.5%
25INDEPENDENT FINANCIAL GROUP, LLC7,354$764,5370.0%0.3%-50.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.