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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -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
COMMONWEALTH EQUITY SERVICES, LLCNew Position+176K+$14.0B
FAS Wealth Partners, Inc.New Position+100K+$8.4B
JONES FINANCIAL COMPANIES LLLPNew Position+79K+$6.0B
SILVER OAK SECURITIES, INCORPORATEDNew Position+57K+$4.8B
Cascade Financial Partners, LLCNew Position+55K+$4.6B
TWO SIGMA INVESTMENTS, LPNew Position+50K+$4.0B
KOM Wealth Management Group, LLCNew Position+40K+$3.4B
Gladstone Institutional Advisory LLCNew Position+45K+$3.0B
Summit Wealth Partners, LLCNew Position+34K+$2.9B
Premier Path Wealth Partners, LLCNew Position+32K+$2.7B
PMG Wealth Management, Inc.New Position+25K+$2.1B
FSA WEALTH PARTNERS, INC.New Position+24K+$2.0B
PFG Investments, LLCNew Position+21K+$1.8B
Modern Wealth Management, LLCIncreased+19K+$1.5B
Dogwood Wealth Management LLCIncreased+17K+$1.3B

REGL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
COLDSTREAM CAPITAL MANAGEMENT INCDecreased-156K-$192.4B
LPL Financial LLCDecreased-39K-$63.3B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-560K-$47.8B
STIFEL FINANCIAL CORPDecreased-389K-$34.7B
CONFLUENCE INVESTMENT MANAGEMENT LLCDecreased-133K-$11.5B
UBS Group AGDecreased-101K-$8.9B
WELLS FARGO & COMPANY/MNDecreased-66K-$7.6B
Cetera Investment AdvisersDecreased-49K-$7.5B
Visionary Wealth AdvisorsDecreased-44K-$3.8B
NewEdge Advisors, LLCDecreased-26K-$3.8B
Mariner, LLCDecreased-26K-$2.7B
Dynamic Advisor Solutions LLCDecreased-4K-$2.5B
ROYAL BANK OF CANADADecreased-5K-$2.1B
HighTower Advisors, LLCDecreased-65-$2.0B
CITADEL ADVISORS LLCDecreased-9K-$1.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RAYMOND JAMES FINANCIAL INC504,722$42.0B0.01%Share
2STIFEL FINANCIAL CORP485,385$40.0B0.04%Share
3Baird Financial Group, Inc.297,298$25.0B0.04%Share
4BANK OF AMERICA CORP /DE/307,320$25.0B0.00%Share
5ROYAL BANK OF CANADA284,623$23.0B0.00%Share
6UBS Group AG264,226$22.3B0.00%Share
7WELLS FARGO & COMPANY/MN236,418$19.0B0.00%Share
8AMERIPRISE FINANCIAL INC215,288$18.0B0.00%Share
9BANK OF AMERICA CORP /DE/211,061$17.0B0.00%Share
10RAYMOND JAMES FINANCIAL INC194,300$16.0B0.00%Share
11COMMONWEALTH EQUITY SERVICES, LLC176,499$14.0B0.02%Share
12WELLS FARGO & COMPANY/MN162,144$13.0B0.00%Share
13CONFLUENCE INVESTMENT MANAGEMENT LLC136,230$11.5B0.17%Share
14OSAIC HOLDINGS, INC.119,253$10.0B0.01%Share
15FAS Wealth Partners, Inc.99,759$8.4B0.54%Share
16Modern Wealth Management, LLC96,111$8.1B0.15%Share
17Dogwood Wealth Management LLC90,615$7.6B3.36%Share
18SMITH, MOORE & CO.76,296$6.4B0.49%Share
19JONES FINANCIAL COMPANIES LLLP78,803$6.0B0.00%Share
20Connecticut Wealth Management, LLC64,075$5.0B0.22%Share
21Jacobi Capital Management LLC57,393$4.8B0.28%Share
22SILVER OAK SECURITIES, INCORPORATED56,681$4.8B0.33%Share
23Cascade Financial Partners, LLC54,765$4.6B0.47%Share
24TWO SIGMA INVESTMENTS, LP49,500$4.0B0.01%Share
25Avant Capital LLC44,950$3.8B2.60%Share
26KOM Wealth Management Group, LLC40,371$3.4B2.41%Share
27LMG Wealth Partners, LLC39,246$3.3B0.62%Share
28United Advisor Group, LLC38,418$3.2B0.40%Share
29PINNACLE ASSOCIATES LTD37,707$3.2B0.04%Share
30Essex Financial Services, Inc.39,442$3.0B0.17%Share
31Rockefeller Capital Management L.P.38,559$3.0B0.01%Share
32Gladstone Institutional Advisory LLC44,833$3.0B0.11%Share
33Summit Wealth Partners, LLC34,472$2.9B0.54%Share
34Premier Path Wealth Partners, LLC31,580$2.7B0.34%Share
35Visionary Wealth Advisors30,813$2.6B0.12%Share
36PMG Wealth Management, Inc.24,681$2.1B1.52%Share
37FSA WEALTH PARTNERS, INC.24,052$2.0B0.73%Share
38PFG Investments, LLC21,291$1.8B0.08%Share
39Tower Wealth Partners, Inc.16,629$1.4B0.77%Share
40Royal Capital Wealth Management, LLC16,630$1.4B0.83%Share
41ROMAN BUTLER FULLERTON & CO14,203$1.3B0.33%Share
42Atlas Brown,Inc.14,852$1.3B0.37%Share
43Core Wealth Advisors, Inc.14,655$1.2B0.32%Share
44Intrepid Financial Planning Group LLC14,047$1.2B0.45%Share
45Quad-Cities Investment Group, LLC13,884$1.2B0.48%Share
46WealthPlan Investment Management, LLC12,173$1.0B0.07%Share
47VERUS CAPITAL PARTNERS, LLC22,147$1.0B0.06%Share
48Private Advisor Group, LLC17,166$1.0B0.00%Share
49MSH Capital Advisors LLC12,529$1.0B0.21%Share
50HOLLENCREST CAPITAL MANAGEMENT17,609$1.0B0.03%Share

REGL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025237$436.8B+98
Q3 2025139$751.3B-74
Q2 2025213$835.4B+2
Q1 2025211$953.9B+40
Q4 2024171$10.0T+27
Q3 2024144$71.5T+0
Q2 2024144$14.2T+3
Q1 2024141$435.8T—

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As of Q4 2025, 50 institutional investors hold REGL (ProShares - S&P MidCap 400 Dividend Aristocrats ETF). The largest holder is RAYMOND JAMES FINANCIAL INC with $42.0B in shares. This quarter, 13 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 RAYMOND JAMES FINANCIAL INC with $42.0B in shares.

Is institutional ownership of REGL increasing or decreasing?

This quarter, 13 institutions opened new positions in REGL and 0 closed their positions.