Institutional Ownership Proshares Tr S&P Midcap 400 Di (REGL)
This table provides information about the institutional ownership of Proshares Tr S&P Midcap 400 Di (REGL). We have compiled data on the 222 institutions that hold shares in the stock, with a total of 13.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
2,345,840
shares
|
$191 Million
4.19% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,312,758
shares
|
$188 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
806,220
shares
|
$65.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
648,285
shares
|
$52.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
582,020
shares
|
$47.4 Million
0.04% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
477,358
shares
|
$38.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
422,860
shares
|
$34.4 Million
0.05% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
367,890
shares
|
$30 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
346,112
shares
|
$28.2 Million
0.07% of portfolio
|
Q3 2023
Added 90.2%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
305,160
shares
|
$24.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.65%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
296,018
shares
|
$24.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
286,696
shares
|
$23.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
222,478
shares
|
$18.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
212,630
shares
|
$17.3 Million
2.92% of portfolio
|
Q1 2023
Reduced 2.56%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
199,275
shares
|
$16.2 Million
1.97% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
195,125
shares
|
$15.9 Million
0.0% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
190,945
shares
|
$15.5 Million
0.25% of portfolio
|
Q3 2024
Added 94.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
136,451
shares
|
$11.1 Million
0.0% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
132,750
shares
|
$10.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 21.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
129,514
shares
|
$10.5 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
117,947
shares
|
$9.6 Million
4.45% of portfolio
|
Q4 2022
Added 6.28%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
103,809
shares
|
$8.45 Million
0.41% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
100,963
shares
|
$8.22 Million
1.89% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
93,738
shares
|
$7.63 Million
0.03% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
80,907
shares
|
$6.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|