Skip to content
Disclosery

REGL PROSHARES TR

Follow

S&P MDCP 400 DIV (fund)

238 managers (241 13F filers) reported a position in REGL shares at 2025-12-31, 13,140,193 shares in all. 16 filers opened a position and 14 filers sold out during the quarter.

Managers
238
13F filers
241
New
16
Added
76
Reduced
91
Sold out
14
Shares held by filers
13,140,193

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY2,249,203$189M0.01%-64,69813F-HR/ATimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC2,100,534$177M2.28%-155,72513F-HRTimeline
LPL Financial LLC704,149$59.3M0.02%-38,81713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC701,556$59.1M0.02%+26,15013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…575,895$48.5M0.03%+15,72813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/525,092$44.2M<0.01%-8,91413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP485,483$40.9M0.04%-389,31613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC403,558$34M0.38%-335,67713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN398,562$33.6M0.01%-65,83013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.297,298$25M0.04%+8,19413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA288,903$24.3M<0.01%-5,37813F-HRTimelineGroup
&PARTNERS264,577$22.3M0.12%+1,96613F-HRTimeline
UBS Group AGgroup of 2 filers holding264,500$22.3M-101,049Timeline
TOTH FINANCIAL ADVISORY CORP227,898$19.2M2.09%+10,78813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC215,444$18.1M<0.01%+8,64113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC176,499$14.9M0.02%-70,88613F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC136,371$11.5M0.17%-133,18513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC135,483$11.4M<0.01%-5,07813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.119,366$10.1M0.01%-22713F-HRTimelineGroup
FAS Wealth Partners, Inc.99,759$8.4M0.54%+6,99713F-HRTimeline
Modern Wealth Management, LLC96,194$8.1M0.15%+18,98713F-HRTimeline
Dogwood Wealth Management LLC90,615$7.63M3.36%+16,66613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP78,803$6.64M<0.01%+8,56613F-HRTimelineGroup
Cambridge Investment Research Advisors,…78,068$6.58M0.02%-46213F-HRTimeline
SMITH, MOORE & CO.76,296$6.43M0.49%-1,66213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC72,739$6.13M0.02%013F-HRTimelineGroup
Janney Montgomery Scott LLC64,896$5.47M0.01%+2,13413F-HRTimeline
Connecticut Wealth Management, LLC64,075$5.4M0.23%-10,94013F-HRTimeline
Jacobi Capital Management LLC57,393$4.83M0.28%-17113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED56,681$4.82M0.33%-30,47413F-HRTimeline
Cascade Financial Partners, LLC54,765$4.61M0.47%+2,91213F-HRTimeline
Capital Advisors, Ltd. LLC53,591$4.51M0.51%-47913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP49,500$4.17M0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC46,878$3.95M0.02%-8313F-HRTimeline
World Investment Advisors45,917$3.87M0.06%+91813F-HR/ATimeline
Avant Capital LLC44,950$3.79M2.6%-62813F-HRTimeline
Gladstone Institutional Advisory LLC44,833$3.78M0.14%+1,78113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding43,418$3.66M-5,178Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP42,481$3.6M<0.01%-13,55713F-HRTimelineGroup
KOM Wealth Management Group, LLC40,371$3.4M2.41%+74213F-HRTimeline
LMG Wealth Partners, LLC39,246$3.31M0.62%+73013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…38,559$3.25M0.01%+66813F-HR/ATimelineGroup
Cetera Investment Advisers38,534$3.25M<0.01%-49,28213F-HRTimeline
United Advisor Group, LLC38,418$3.24M0.42%-9,16713F-HRTimeline
Merit Financial Group, LLC38,210$3.22M0.03%new13F-HRTimeline
PINNACLE ASSOCIATES LTD37,727$3.18M0.04%-8,13613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…35,123$3.03M<0.01%+14,14613F-HRTimeline
Summit Wealth Partners, LLC34,472$2.9M0.54%-2,46213F-HRTimeline
HARBOUR INVESTMENTS, INC.34,308$2.89M0.06%+15713F-HRTimeline
Landmark Wealth Management, LLC31,903$2.69M1.03%+1,28013F-HRTimeline
Premier Path Wealth Partners, LLC31,580$2.66M0.34%-1,25413F-HRTimeline
Visionary Wealth Advisors30,813$2.6M0.12%-44,47013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC30,017$2.53M0.04%+2,81113F-HRTimelineGroup
Dynamic Advisor Solutions LLC25,591$2.16M0.07%-4,24013F-HRTimeline
Biondo Investment Advisors, LLC25,160$2.12M0.26%+1,06213F-HRTimeline
PMG Wealth Management, Inc.24,681$2.08M1.52%+1,02013F-HRTimeline
FSA WEALTH PARTNERS, INC.24,237$2.04M0.73%-43313F-HRTimeline
Clear Creek Financial Management, LLC24,011$2.02M0.17%-2,91613F-HRTimeline
HighTower Advisors, LLC23,339$1.97M<0.01%-6513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC22,147$1.87M0.12%+26213F-HR/ATimeline
PFG Investments, LLC21,291$1.79M0.08%-6013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…20,398$1.72M0.06%-69213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,527$1.64M<0.01%+16,44613F-HRTimelineGroup
HighPoint Advisor Group LLC18,719$1.58M0.03%new13F-HRTimeline
NewEdge Advisors, LLC18,205$1.53M0.01%-26,19913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT17,609$1.48M0.05%+12513F-HRTimeline
Private Advisor Group, LLC17,166$1.45M0.01%-76813F-HRTimeline
Royal Capital Wealth Management, LLC16,630$1.4M0.83%-1013F-HRTimeline
Tower Wealth Partners, Inc.16,629$1.4M0.77%+1,96213F-HRTimeline
MML INVESTORS SERVICES, LLC16,603$1.4M<0.01%+2,42513F-HRTimeline
MLP3, LLC16,559$1.39M1.52%13F-HRTimeline
WEDBUSH SECURITIES INC15,390$1.3M0.04%-83813F-HRTimeline
ROMAN BUTLER FULLERTON & CO14,203$1.27M0.33%-4613F-HRTimeline
Atlas Brown,Inc.14,852$1.25M0.37%-1,31813F-HRTimeline
Core Wealth Advisors, Inc.14,655$1.23M0.32%+1,96413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14,053$1.18M0.06%+78313F-HRTimeline
Intrepid Financial Planning Group LLC14,047$1.18M0.45%+43513F-HRTimeline
Quad-Cities Investment Group, LLC13,884$1.17M0.48%+93213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,834$1.08M<0.01%+5013F-HRTimeline
MSH Capital Advisors LLC12,529$1.06M0.23%+21713F-HRTimeline
WealthPlan Investment Management, LLC12,173$1.03M0.07%-6,61013F-HRTimeline
COZAD ASSET MANAGEMENT INC11,762$991K0.08%-27013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC11,549$973K0.77%+57713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding11,477$967K+448Timeline
Tempus Wealth Planning, LLC11,184$942K0.22%-44913F-HRTimeline
Anson Capital, Inc.10,581$891K0.65%+3,06213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,497$884K<0.01%-8,72413F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.10,149$855K0.28%+1813F-HRTimeline
Capital Investment Advisors, LLC9,694$816K0.01%+7013F-HRTimeline
Creative Planningin group Creative Planning9,065$763K<0.01%-32413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,881$748K<0.01%+3,06813F-HRTimelineGroup
Northwest Financial Advisors8,819$743K1.53%-1,11913F-HRTimeline
Key Financial Inc8,739$736K0.13%-15013F-HRTimeline
Clarus Wealth Advisors8,363$729K0.3%+1,53513F-HRTimeline
J.W. COLE ADVISORS, INC.9,156$723K0.02%-1,63613F-HRTimeline
Harvest Investment Services, LLC8,582$723K0.14%-1,43413F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC8,389$707K0.5%13F-HRTimeline
L & S Advisors Inc8,378$706K0.07%-15013F-HRTimeline
Parcion Private Wealth LLC8,345$703K0.04%013F-HRTimeline
BLAIR WILLIAM & CO/IL8,271$697K<0.01%+5,55413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,969$671K<0.01%+3,81413F-HRTimeline
FMR LLCin group FMR LLC7,916$667K<0.01%-49713F-HRTimelineGroup
CFS Investment Advisory Services, LLC7,634$643K0.05%-6213F-HRTimeline
Nova Wealth Management, Inc.7,495$631K0.43%+70013F-HRTimeline
PFG Advisors7,261$612K0.03%-4113F-HRTimeline
COMERICA BANK7,032$592K<0.01%-7,06313F-HRTimeline
Geneos Wealth Management Inc.6,866$578K0.01%-1113F-HRTimeline
RDA Financial Network6,826$575K0.14%+42313F-HRTimeline
Signature Wealth Management Partners, L…6,763$570K0.28%+2,39913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,732$567K0.01%+513F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC6,605$556K0.02%new13F-HRTimelineGroup
Westfuller Advisors, LLC6,412$540K0.22%+4613F-HRTimeline
Heritage Wealth Management, Inc.6,283$529K0.15%-45113F-HRTimeline
NewEdge Wealth, LLC6,150$518K0.01%013F-HRTimeline
Redhawk Wealth Advisors, Inc.5,970$503K0.06%+8813F-HRTimeline
Mystic Asset Management, Inc.5,945$501K0.11%013F-HRTimeline
tru Independence LLC5,846$492K0.12%-49013F-HRTimeline
TICINO WEALTH5,829$491K0.18%13F-HRTimeline
WESBANCO BANK INC5,801$489K0.01%+7313F-HRTimeline
S.A. Mason LLC5,759$485K0.19%-3013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,734$483K<0.01%-25,76213F-HRTimelineGroup
HEADINVEST, LLC5,717$481K0.1%-10013F-HRTimeline
Waverly Advisors, LLC5,631$474K<0.01%+1,73013F-HRTimeline
Sowell Financial Services LLC5,272$444K0.02%+813F-HRTimeline
Steward Partners Investment Advisory, L…5,264$443K<0.01%+10913F-HRTimeline
Prospera Financial Services Inc5,228$441K0.01%+413F-HRTimeline
Pathway Financial Advisers, LLC5,182$436K0.13%-613F-HRTimeline
Acorn Wealth Advisors, LLC5,169$435K0.13%-2,16313F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC5,126$432K0.13%+1813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,093$429K0.01%-1,09513F-HRTimeline
PSI Advisors, LLC5,026$423K0.11%013F-HRTimeline
Retirement Planning Co of New England, …5,018$423K0.17%-15013F-HRTimeline
DAVENPORT & Co LLC4,907$413K<0.01%-11113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,827$407K0.02%-30113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,819$406K0.01%-17713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,610$388K<0.01%-96713F-HRTimelineGroup
Keystone Financial Services, LLC4,553$383K0.26%+12513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,458$375K<0.01%+1,77913F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC4,440$374K0.03%013F-HRTimeline
Cyndeo Wealth Partners, LLC4,416$372K0.02%+713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,314$363K<0.01%+1,17513F-HRTimelineGroup
KPP Advisory Services LLC4,310$363K0.05%-15013F-HRTimeline
Silver Grove Financial Group, Inc.4,211$355K0.31%+913F-HRTimeline
Key Client Fiduciary Advisors, LLC4,205$354K0.12%+46713F-HRTimeline
Well Done, LLC4,194$353K0.05%013F-HRTimeline
TriaGen Wealth Management LLC4,165$351K0.09%013F-HRTimeline
Aptus Capital Advisors, LLC4,156$350K<0.01%+3013F-HRTimeline
WealthBridge Capital Management, LLC4,114$346K0.08%-1,78413F-HRTimeline
Patten Group, Inc.4,097$345K0.06%-69713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,063$342K<0.01%013F-HRTimelineGroup
WealthPLAN Partners, LLC4,049$341K0.05%-9513F-HRTimeline
Hartford Financial Management Inc.4,000$337K0.09%013F-HRTimeline
WMS Group LLC4,000$337K0.43%13F-HRTimeline
Kingsview Wealth Management, LLC3,893$328K<0.01%-8013F-HRTimeline
B. Riley Wealth Advisors, Inc.3,870$326K0.02%-20013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,728$314K<0.01%-4613F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP3,644$307K<0.01%+30013F-HR/ATimelineGroup
GILPIN WEALTH MANAGEMENT, LLC3,520$296K0.23%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,479$293K0.12%+813F-HRTimeline
Martin Capital Partners, LLC3,430$289K0.11%-8513F-HRTimeline
Rossmore Private Capital3,425$288K0.03%013F-HRTimeline
Savvy Advisors, Inc.3,378$284K0.01%new13F-HRTimeline
Moors & Cabot, Inc.3,372$284K0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.3,365$283K0.01%-1,09113F-HRTimeline
Chicago Partners Investment Group LLC3,200$282K0.01%013F-HRTimeline
American Money Management, LLC3,326$280K0.04%-2513F-HRTimeline
Anchor Investment Management, LLC3,303$278K0.02%013F-HRTimeline
Duncan Williams Asset Management, LLC2,939$269K0.07%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,175$267K<0.01%-3,14813F-HRTimelineGroup
IHT Wealth Management, LLC3,160$266K0.01%+413F-HRTimeline
Montis Financial, LLC3,152$265K0.05%-61813F-HRTimeline
QTR Family Wealth, LLC2,785$259K0.11%-6113F-HRTimeline
Centerpoint Advisory Group2,998$252K0.19%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,917$246K0.01%+80913F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,838$239K<0.01%+2113F-HRTimelineGroup
Azimuth Capital Investment Management L…2,650$223K0.01%013F-HRTimeline
Meridian Financial Advisors, LLC2,631$222K0.12%+413F-HRTimeline
Advisory Services Network, LLC2,631$222K<0.01%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,571$217K<0.01%-1,20613F-HRTimeline
Fortis Capital Management LLC2,566$216K0.03%new13F-HRTimeline
Empire Financial Management Company, LLC2,502$211K0.05%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,500$211K0.03%013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC2,503$210K0.01%-3713F-HRTimeline
Mission Hills Financial Advisory, LLC2,472$208K0.11%new13F-HRTimeline
Sovran Advisors, LLC2,269$202K0.02%new13F-HRTimeline
CHAPIN DAVIS, INC.2,390$201K0.05%013F-HRTimeline
PRIVATE TRUST CO NA2,349$198K0.02%013F-HRTimeline
GAMMA Investing LLC2,025$171K0.01%new13F-HRTimeline
HOWE & RUSLING INC1,840$155K0.01%+5313F-HRTimeline
CWM, LLCin group CWM, LLC1,757$148K<0.01%+813F-HRTimelineGroup
Global Retirement Partners, LLC1,439$121K<0.01%-1413F-HRTimeline
GPS Wealth Strategies Group, LLC1,435$121K0.1%-1,52413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,392$117K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1,370$115K0.01%013F-HRTimeline
MAI Capital Management1,364$115K<0.01%+12413F-HRTimeline
Clearstead Advisors, LLC1,350$114K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,159$97.6K<0.01%+913F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,037$89.3K<0.01%+83413F-HRTimeline
Smartleaf Asset Management LLC1,027$87.4K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,005$84.6K<0.01%013F-HRTimelineGroup