Who Owns ProShares - S&P MidCap 400 Dividend Aristocrats ETF (REGL)?Hedge Fund & Institutional Holders

$87.19+0.23 (+0.27%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.7818118900017602e+215T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$72.71$77.78$82.84$87.91$92.98Sep 24Jun 25Mar 26

REGL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BENJAMIN EDWARDS INCNew Position+404K+$34.0M
Sanctuary Advisors, LLCNew Position+186K+$15.2M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+176K+$14.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+135K+$11.0M
FAS Wealth Partners, Inc.New Position+100K+$8.4M
JONES FINANCIAL COMPANIES LLLPNew Position+79K+$6.0M
Janney Montgomery Scott LLCNew Position+65K+$5.0M
SILVER OAK SECURITIES, INCORPORATEDNew Position+57K+$4.8M
Cascade Financial Partners, LLCNew Position+55K+$4.6M
Capital Advisors, Ltd. LLCNew Position+54K+$4.5M
TWO SIGMA INVESTMENTS, LPNew Position+50K+$4.0M
TRUIST FINANCIAL CORPNew Position+42K+$3.6M
KOM Wealth Management Group, LLCNew Position+40K+$3.4M
Merit Financial Group, LLCNew Position+38K+$3.2M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+35K+$3.0M

REGL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-65K-$197.3B
COLDSTREAM CAPITAL MANAGEMENT INCDecreased-156K-$192.4B
STIFEL FINANCIAL CORPDecreased-389K-$74.6B
LPL Financial LLCDecreased-39K-$63.3B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-560K-$47.8B
BANK OF AMERICA CORP /DE/Decreased-9K-$45.5B
WELLS FARGO & COMPANY/MNDecreased-66K-$39.6B
UBS Group AGDecreased-101K-$31.2B
ROYAL BANK OF CANADADecreased-5K-$25.1B
CONFLUENCE INVESTMENT MANAGEMENT LLCDecreased-133K-$23.0B
OSAIC HOLDINGS, INC.Decreased-227-$10.2B
Cetera Investment AdvisersDecreased-49K-$7.5B
SMITH, MOORE & CO.Decreased-2K-$6.6B
Visionary Wealth AdvisorsDecreased-44K-$6.4B
Connecticut Wealth Management, LLCDecreased-11K-$6.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Anchor Investment Management, LLC3,303$278.2M0.02%Share
2MORGAN STANLEY2,248,558$189.0M0.01%Share
3COLDSTREAM CAPITAL MANAGEMENT INC2,100,534$176.0M2.27%Share
4LPL Financial LLC704,149$59.0M0.02%Share
5RAYMOND JAMES FINANCIAL INC504,722$42.0M0.01%Share
6STIFEL FINANCIAL CORP485,385$40.0M0.04%Share
7BENJAMIN EDWARDS INC390,360$32.9M0.36%Share
8BANK OF AMERICA CORP /DE/307,320$25.0M0.00%Share
9Baird Financial Group, Inc.297,298$25.0M0.04%Share
10ROYAL BANK OF CANADA284,623$23.0M0.00%Share
11UBS Group AG264,226$22.3M0.00%Share
12&PARTNERS264,577$22.0M0.12%Share
13TOTH FINANCIAL ADVISORY CORP227,898$19.2M2.08%Share
14WELLS FARGO & COMPANY/MN236,418$19.0M0.00%Share
15AMERIPRISE FINANCIAL INC215,288$18.0M0.00%Share
16BANK OF AMERICA CORP /DE/211,061$17.0M0.00%Share
17RAYMOND JAMES FINANCIAL INC194,300$16.0M0.00%Share
18COMMONWEALTH EQUITY SERVICES, LLC176,499$14.0M0.02%Share
19WELLS FARGO & COMPANY/MN162,144$13.0M0.00%Share
20CONFLUENCE INVESTMENT MANAGEMENT LLC136,230$11.5M0.17%Share
21ENVESTNET ASSET MANAGEMENT INC135,483$11.0M0.00%Share
22OSAIC HOLDINGS, INC.119,253$10.0M0.01%Share
23FAS Wealth Partners, Inc.99,759$8.4M0.54%Share
24Modern Wealth Management, LLC96,111$8.1M0.15%Share
25Dogwood Wealth Management LLC90,615$7.6M3.36%Share
26SMITH, MOORE & CO.76,296$6.4M0.49%Share
27Cambridge Investment Research Advisors, Inc.78,068$6.0M0.02%Share
28Pathstone Holdings, LLC72,739$6.0M0.02%Share
29JONES FINANCIAL COMPANIES LLLP78,803$6.0M0.00%Share
30Janney Montgomery Scott LLC64,896$5.0M0.01%Share
31Connecticut Wealth Management, LLC64,075$5.0M0.22%Share
32Jacobi Capital Management LLC57,393$4.8M0.28%Share
33SILVER OAK SECURITIES, INCORPORATED56,681$4.8M0.33%Share
34Cascade Financial Partners, LLC54,765$4.6M0.47%Share
35Capital Advisors, Ltd. LLC53,591$4.5M0.51%Share
36TWO SIGMA INVESTMENTS, LP49,500$4.0M0.01%Share
37Sanctuary Advisors, LLC46,878$3.9M0.02%Share
38Sanctuary Advisors, LLC47,521$3.9M0.02%Share
39World Investment Advisors45,917$3.9M0.07%Share
40Avant Capital LLC44,950$3.8M2.60%Share
41Sanctuary Advisors, LLC45,945$3.7M0.02%Share
42Sanctuary Advisors, LLC45,945$3.7M0.03%Share
43TRUIST FINANCIAL CORP42,481$3.6M0.00%Share
44KOM Wealth Management Group, LLC40,371$3.4M2.41%Share
45LMG Wealth Partners, LLC39,246$3.3M0.62%Share
46United Advisor Group, LLC38,418$3.2M0.40%Share
47Merit Financial Group, LLC38,210$3.2M0.03%Share
48PINNACLE ASSOCIATES LTD37,707$3.2M0.04%Share
49WEALTH ENHANCEMENT ADVISORY SERVICES, LLC35,123$3.0M0.00%Share
50Cetera Investment Advisers38,534$3.0M0.00%Share

REGL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025237$1.3B+98
Q3 2025139$1.0T-74
Q2 2025213$850.6B+2
Q1 2025211$974.7B+40
Q4 2024171$31.3T+27
Q3 2024144$699.1T+0
Q2 2024144$642.0T+3
Q1 2024141$704.5T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold REGL (ProShares - S&P MidCap 400 Dividend Aristocrats ETF). The largest holder is Anchor Investment Management, LLC with $278.2M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own REGL?

As of Q4 2025, 50 institutional investors report holding REGL (ProShares - S&P MidCap 400 Dividend Aristocrats ETF) in their 13F filings.

Who is the largest institutional holder of REGL?

The largest institutional holder of REGL is Anchor Investment Management, LLC with $278.2M in shares.

Is institutional ownership of REGL increasing or decreasing?

This quarter, 15 institutions opened new positions in REGL and 0 closed their positions.