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Among the 2 tracked institutional investors we monitor, SMDV (PROSHARES TR) is held with a combined value of $431.23K across 5,598 shares. The largest holder is CITADEL ADVISORS LLC with a position worth $268.60K. 1 fund increased its holdings. 1 fund reduced its position.
Total Institutional Value
$431.23K
Total Shares Held
5,598
Institutional Holders
2
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $268.60K | 0.00% | -55.7% |
| 2 | FMR LLC | $162.63K | 0.00% | +4.5% |
| Member | Type | Date |
|---|---|---|
| Thomas R Carper | Sell | May 15, 2024 |
As of the latest SEC 13F filings, CITADEL ADVISORS LLC is the largest institutional holder of SMDV with a position worth $268.60K, representing 0.00% of their portfolio. In total, 2 institutional investors hold SMDV with a combined value of $431.23K.
Institutional investors hold $431.23K worth of SMDV stock across 2 positions. The largest institutional holder is CITADEL ADVISORS LLC with $268.60K in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SMDV, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SMDV positions.
Last Close
$76.11
2026-09-02
YTD
+16.2%
82% of 52-week range