Who Owns REGL?
ProShares - S&P MidCap 400 Dividend Aristocrats ETF — Institutional Ownership & 13F Holdings
$89.83
-0.67 (-0.74%)
Market Cap
$1.8B
Shares Outstanding
18,433,699
Institutional Holders
211
Total Inst. Value
$891.5M
% of Float Held
—
QoQ Holder Change
+70
Institutional data as of Q1 2025
New Positions
57
Closed Positions
17
Increased
63
Decreased
52
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | COLDSTREAM CAPITAL MANAGEMENT INC | $202.1M | 2,505,833 |
| 2 | MORGAN STANLEY | $181.2M | 2,246,465 |
| 3 | WELLS FARGO & COMPANY/MN | $54.4M | 674,277 |
| 4 | RAYMOND JAMES FINANCIAL INC | $52.3M | 648,050 |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $43.5M | 538,840 |
| 6 | BANK OF AMERICA CORP /DE/ | $42.4M | 526,343 |
| 7 | UBS Group AG | $30.9M | 382,584 |
| 8 | ROYAL BANK OF CANADA | $25.6M | 317,909 |
| 9 | Baird Financial Group, Inc. | $24.4M | 303,146 |
| 10 | TOTH FINANCIAL ADVISORY CORP | $16.7M | 207,582 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | +64K | $202.1M |
| RAYMOND JAMES FINANCIAL INC | +5K | $52.3M |
| BANK OF AMERICA CORP /DE/ | +24K | $42.4M |
| UBS Group AG | +8K | $30.9M |
| TOTH FINANCIAL ADVISORY CORP | +3K | $16.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | -94K | $54.4M |
| MORGAN STANLEY | -63K | $181.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | -49K | $23K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -44K | $43.5M |
| JONES FINANCIAL COMPANIES LLLP | -39K | $49K |
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Frequently Asked Questions
How many institutional investors hold REGL?
As of Q1 2025, 211 institutional investors report holding REGL (ProShares - S&P MidCap 400 Dividend Aristocrats ETF) in their 13F filings.
Which hedge fund owns the most REGL?
The largest institutional holder of REGL is COLDSTREAM CAPITAL MANAGEMENT INC with $202.1M in shares.
Are institutions buying or selling REGL?
This quarter, 57 institutions opened new positions in REGL and 17 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.