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Disclosery

REGL PROSHARES TR

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S&P MDCP 400 DIV (fund)

237 managers (240 13F filers) reported a position in REGL shares at 2026-03-31, 12,487,184 shares in all. 16 filers opened a position and 15 filers sold out during the quarter.

Managers
237
13F filers
240
New
16
Added
93
Reduced
76
Sold out
15
Shares held by filers
12,487,184

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY2,325,942$201M0.01%+76,73913F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC2,023,071$175M2.15%-77,46313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC711,530$61.5M0.02%+9,97413F-HRTimelineGroup
LPL Financial LLC640,146$55.3M0.01%-64,00313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…603,345$52.1M0.03%+27,45013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/543,882$47M<0.01%+18,79013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN394,726$34.1M0.01%-3,83613F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA318,720$27.5M0.01%+29,81713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.302,183$26.1M0.04%+4,88513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding274,338$23.7M+9,838Timeline
&PARTNERS243,797$21.1M0.1%-20,78013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP228,310$19.7M2.17%+41213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC227,899$19.7M<0.01%+12,45513F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC189,586$16.4M0.02%+13,08713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC136,881$11.8M<0.01%+1,39813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP127,164$11M0.01%-358,31913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.109,839$9.51M0.01%-9,52713F-HRTimelineGroup
Modern Wealth Management, LLC107,502$9.33M0.16%+11,30813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC104,580$9.04M0.09%-298,97813F-HRTimelineGroup
FAS Wealth Partners, Inc.104,109$9M0.56%+4,35013F-HRTimeline
Dogwood Wealth Management LLC96,321$8.32M3.61%+5,70613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP86,495$7.35M<0.01%+7,69213F-HRTimelineGroup
SMITH, MOORE & CO.81,953$7.08M0.52%+5,65713F-HRTimeline
Cambridge Investment Research Advisors,…77,681$6.71M0.02%-38713F-HRTimeline
Bucket List Wealth Management, LLC75,915$6.56M3.95%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC72,739$6.29M0.03%013F-HRTimelineGroup
Janney Montgomery Scott LLC66,477$5.74M0.01%+1,58113F-HRTimeline
Connecticut Wealth Management, LLC60,221$5.2M0.22%-3,85413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED56,909$4.92M0.36%+22813F-HRTimeline
Gladstone Institutional Advisory LLC56,694$4.9M0.18%+11,86113F-HRTimeline
Cascade Financial Partners, LLC56,488$4.88M0.5%+1,72313F-HRTimeline
Cetera Investment Advisers56,401$4.87M0.01%+17,86713F-HRTimeline
Jacobi Capital Management LLC56,326$4.87M0.27%-1,06713F-HRTimeline
Capital Advisors, Ltd. LLC53,626$4.63M0.53%+3513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP51,300$4.43M<0.01%+1,80013F-HRTimelineGroup
Merit Financial Group, LLC50,324$4.35M0.03%+12,11413F-HRTimeline
Sanctuary Advisors, LLC48,766$4.21M0.02%+1,88813F-HRTimeline
World Investment Advisors44,750$3.87M0.06%-1,16713F-HRTimeline
Avant Capital LLC43,726$3.78M2.66%-1,22413F-HRTimeline
LMG Wealth Partners, LLC42,721$3.69M0.67%+3,47513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding42,027$3.63M-1,391Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP39,453$3.62M<0.01%-3,02813F-HRTimelineGroup
Landmark Wealth Management, LLC40,148$3.47M0.93%+8,24513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…39,696$3.43M0.01%+1,13713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.39,662$3.43M0.05%+5,35413F-HRTimeline
KOM Wealth Management Group, LLC39,329$3.4M2.32%-1,04213F-HRTimeline
United Advisor Group, LLC37,897$3.27M0.41%-52113F-HRTimeline
PINNACLE ASSOCIATES LTD33,940$2.93M0.04%-3,78713F-HRTimeline
Summit Wealth Partners, LLC31,128$2.69M0.43%-3,34413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC30,569$2.64M0.04%+55213F-HRTimelineGroup
Clear Creek Financial Management, LLC29,492$2.55M0.2%+5,48113F-HRTimeline
Premier Path Wealth Partners, LLC27,724$2.4M0.31%-3,85613F-HRTimeline
Biondo Investment Advisors, LLC26,658$2.3M0.3%+1,49813F-HRTimeline
Dynamic Advisor Solutions LLC26,619$2.3M0.07%+1,02813F-HRTimeline
BLAIR WILLIAM & CO/IL24,769$2.14M0.01%+16,49813F-HRTimeline
HighTower Advisors, LLC23,826$2.06M<0.01%+48713F-HRTimeline
Visionary Wealth Advisors23,750$2.05M0.09%-7,06313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC22,133$1.91M0.13%-1413F-HRTimeline
PMG Wealth Management, Inc.21,289$1.84M1.33%-3,39213F-HRTimeline
Core Wealth Advisors, Inc.21,005$1.82M0.43%+6,35013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV20,819$1.8M<0.01%+7,98513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…19,909$1.72M0.07%-48913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,648$1.71M<0.01%-15,47513F-HRTimeline
PFG Investments, LLC18,467$1.6M0.07%-2,82413F-HRTimeline
Private Advisor Group, LLC17,128$1.48M0.01%-3813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding17,099$1.48M+5,622Timeline
Tower Wealth Partners, Inc.16,670$1.44M0.8%+4113F-HRTimeline
MLP3, LLC16,583$1.43M1.58%+2413F-HRTimeline
Royal Capital Wealth Management, LLC16,438$1.42M0.88%-19213F-HRTimeline
MML INVESTORS SERVICES, LLC15,148$1.31M<0.01%-1,45513F-HRTimeline
WEDBUSH SECURITIES INC14,925$1.29M0.04%-46513F-HRTimeline
Atlas Brown,Inc.14,736$1.27M0.38%-11613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14,620$1.26M0.07%+56713F-HRTimeline
ROMAN BUTLER FULLERTON & CO13,999$1.26M0.35%-20413F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC14,360$1.24M0.02%-122,01113F-HRTimeline
NewEdge Advisors, LLC14,191$1.23M<0.01%-4,01413F-HR/ATimeline
Intrepid Financial Planning Group LLC13,967$1.21M0.49%-8013F-HRTimeline
Quad-Cities Investment Group, LLC13,895$1.2M0.48%+1113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT11,827$1.02M0.04%-5,78213F-HRTimeline
MSH Capital Advisors LLC11,498$994K0.21%-1,03113F-HRTimeline
Waverly Advisors, LLC11,475$992K0.01%+5,84413F-HRTimeline
Creative Planningin group Creative Planning11,102$959K<0.01%+2,03713F-HRTimelineGroup
KRAEMATON INVESTMENT ADVISORS, INC10,988$949K0.77%-56113F-HRTimeline
Anson Capital, Inc.10,984$949K0.65%+40313F-HRTimeline
Nova Wealth Management, Inc.10,612$917K0.6%+3,11713F-HRTimeline
WealthPlan Investment Management, LLC10,548$911K0.05%-1,62513F-HRTimeline
Intentional Wealth Strategies, LLC10,484$906K0.84%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.10,179$880K0.29%+3013F-HRTimeline
COZAD ASSET MANAGEMENT INC10,095$872K0.07%-1,66713F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC9,981$862K0.56%+1,59213F-HRTimeline
Capital Investment Advisors, LLC9,758$843K0.01%+6413F-HR/ATimeline
NewEdge Wealth, LLC9,580$828K0.01%+3,43013F-HRTimeline
Tempus Wealth Planning, LLC9,089$785K0.18%-2,09513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,902$769K<0.01%+5,17413F-HRTimelineGroup
Harvest Investment Services, LLC8,855$765K0.14%+27313F-HRTimeline
Clarus Wealth Advisors8,718$764K0.33%+35513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,783$759K<0.01%-9813F-HRTimelineGroup
Key Financial Inc8,739$755K0.13%013F-HRTimeline
Steward Partners Investment Advisory, L…8,717$753K<0.01%+3,45313F-HRTimeline
FMR LLCin group FMR LLC8,699$752K<0.01%+78313F-HRTimelineGroup
Northwest Financial Advisors8,588$742K1.43%-23113F-HRTimeline
Parcion Private Wealth LLC8,345$721K0.04%013F-HRTimeline
Signature Wealth Management Partners, L…8,231$711K0.36%+1,46813F-HRTimeline
L & S Advisors Inc8,090$699K0.09%-28813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,077$698K<0.01%+10813F-HRTimeline
CFS Investment Advisory Services, LLC7,634$693K0.05%013F-HRTimeline
J.W. COLE ADVISORS, INC.7,801$674K0.02%-1,35513F-HRTimeline
RDA Financial Network7,250$626K0.16%+42413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,716$572K<0.01%+2,25813F-HR/ATimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC6,556$567K0.06%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,507$562K0.01%-22513F-HRTimelineGroup
Geneos Wealth Management Inc.6,455$558K0.01%-41113F-HRTimeline
Westfuller Advisors, LLC6,451$557K0.24%+3913F-HRTimeline
Heritage Wealth Management, Inc.6,226$538K0.27%-5713F-HRTimeline
Mystic Asset Management, Inc.5,945$514K0.12%013F-HRTimeline
S.A. Mason LLC5,884$508K0.19%+12513F-HRTimeline
WESBANCO BANK INC5,801$501K0.01%013F-HRTimeline
tru Independence LLC5,769$498K0.25%-7713F-HRTimeline
Redhawk Wealth Advisors, Inc.5,671$490K0.05%-29913F-HRTimeline
DAVENPORT & Co LLC5,607$485K<0.01%+70013F-HRTimeline
TICINO WEALTH5,402$471K0.16%-42713F-HRTimeline
Sowell Financial Services LLC5,308$459K0.02%+3613F-HRTimeline
HEADINVEST, LLC5,217$451K0.09%-50013F-HRTimeline
PSI Advisors, LLC5,121$443K0.11%+9513F-HRTimeline
Retirement Planning Co of New England, …5,018$434K0.18%013F-HRTimeline
Pathway Financial Advisers, LLC4,922$425K0.12%-26013F-HRTimeline
Prospera Financial Services Inc4,882$422K0.01%-34613F-HRTimeline
Integrated Wealth Concepts LLC4,885$422K<0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,858$420K0.01%+3913F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC4,679$404K0.02%-14813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,582$396K0.01%-51113F-HR/ATimeline
Key Client Fiduciary Advisors, LLC4,527$391K0.13%+32213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,521$391K<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,622$389K<0.01%+1213F-HRTimelineGroup
Cyndeo Wealth Partners, LLC4,477$387K0.02%+6113F-HRTimeline
Patten Group, Inc.4,356$376K0.07%+25913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,314$373K<0.01%013F-HRTimelineGroup
KPP Advisory Services LLC4,311$372K0.05%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,250$367K0.03%-19013F-HRTimeline
Silver Grove Financial Group, Inc.4,219$365K0.29%+813F-HRTimeline
Well Done, LLC4,194$362K0.05%013F-HRTimeline
Keystone Financial Services, LLC4,187$362K0.24%-36613F-HRTimeline
TriaGen Wealth Management LLC4,165$360K0.1%013F-HRTimeline
WealthBridge Capital Management, LLC4,125$356K0.08%+1113F-HRTimeline
RAM Investment Partners, LLC4,100$354K0.06%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,063$351K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC4,017$349K<0.01%+3,61813F-HRTimeline
Hartford Financial Management Inc.4,000$346K0.09%013F-HRTimeline
WMS Group LLC4,000$346K0.5%013F-HRTimeline
Montis Financial, LLC3,947$341K0.07%+79513F-HRTimeline
B. Riley Wealth Advisors, Inc.3,870$330K0.02%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,701$320K0.13%+22213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,500$302K<0.01%-14413F-HRTimelineGroup
Martin Capital Partners, LLC3,480$301K0.11%+5013F-HRTimeline
Azimuth Capital Investment Management L…3,475$300K0.01%+82513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3,470$300K0.24%-5013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,464$299K<0.01%-7,03313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,443$298K<0.01%-2,29113F-HRTimelineGroup
Rossmore Private Capital3,425$296K0.03%013F-HRTimeline
Moors & Cabot, Inc.3,372$291K0.01%013F-HRTimeline
Anchor Investment Management, LLC3,303$285K0.02%013F-HRTimeline
Chicago Partners Investment Group LLC3,200$285K0.01%013F-HRTimeline
American Money Management, LLC3,221$278K0.04%-10513F-HRTimeline
Acorn Wealth Advisors, LLC3,176$274K0.08%-1,99313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,175$274K<0.01%013F-HRTimelineGroup
Quantinno Capital Management LP3,077$266K<0.01%new13F-HRTimeline
Integrity Advisory Solutions, LLC2,917$252K0.03%new13F-HRTimeline
QTR Family Wealth, LLC2,780$251K0.1%-513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,855$247K<0.01%+1713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,666$230K0.01%+1,50713F-HRTimelineGroup
Advisory Services Network, LLC2,631$227K<0.01%013F-HRTimeline
Empire Financial Management Company, LLC2,604$225K0.05%+10213F-HRTimeline
Fortis Capital Management LLC2,581$223K0.03%+1513F-HRTimeline
IHT Wealth Management, LLC2,533$219K0.01%-62713F-HRTimeline
Savvy Advisors, Inc.2,529$219K0.01%-84913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,500$216K0.03%013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC2,509$216K0.01%+613F-HRTimeline
Mission Hills Financial Advisory, LLC2,482$214K0.11%+1013F-HRTimeline
PFG Advisors2,443$211K0.01%-4,81813F-HRTimeline
Centerpoint Advisory Group2,418$209K0.16%-58013F-HRTimeline
Ausdal Financial Partners, Inc.2,417$209K0.01%-94813F-HRTimeline
Sovran Advisors, LLC2,269$206K0.02%013F-HRTimeline
Meridian Financial Advisors, LLC2,360$204K0.11%-27113F-HRTimeline
PRIVATE TRUST CO NA2,349$203K0.02%013F-HRTimeline
HOWE & RUSLING INC2,277$197K0.01%+43713F-HRTimeline
GAMMA Investing LLC2,025$175K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,759$152K<0.01%+213F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,392$121K0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,370$118K0.01%013F-HRTimeline
Clearstead Advisors, LLC1,350$117K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd1,344$116K<0.01%+69713F-HRTimeline
MAI Capital Management1,333$115K<0.01%-3113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,037$90.4K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,027$87.5K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,005$86.8K<0.01%013F-HRTimelineGroup
Destiny Wealth Partners, LLC896$77.4K0.01%new13F-HRTimeline
Larson Financial Group LLC842$72.8K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.828$71.5K<0.01%+68413F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…815$70.4K0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.798$69K0.02%013F-HRTimeline