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 245 institutions that hold shares in the stock, with a total of 14.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
2,416,257
shares
|
$200 Million
3.29% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,246,465
shares
|
$186 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
709,756
shares
|
$58.8 Million
0.02% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
674,277
shares
|
$55.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
648,050
shares
|
$53.7 Million
0.02% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
540,284
shares
|
$44.8 Million
0.03% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
526,343
shares
|
$43.6 Million
0.0% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
422,860
shares
|
$35.1 Million
0.05% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
382,584
shares
|
$31.7 Million
0.01% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
346,112
shares
|
$28.7 Million
0.07% of portfolio
|
Q3 2023
Added 90.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
317,909
shares
|
$26.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
306,993
shares
|
$25.4 Million
0.05% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
300,181
shares
|
$24.9 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
259,076
shares
|
$21.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
222,478
shares
|
$18.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
212,630
shares
|
$17.6 Million
2.92% of portfolio
|
Q1 2023
Reduced 2.56%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
208,751
shares
|
$17.3 Million
2.07% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
179,717
shares
|
$14.9 Million
0.16% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
153,877
shares
|
$12.8 Million
0.0% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
120,002
shares
|
$9.95 Million
0.0% of portfolio
|
Q2 2025
Added 59.65%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
117,947
shares
|
$9.78 Million
4.45% of portfolio
|
Q4 2022
Added 6.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
108,984
shares
|
$9.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
93,467
shares
|
$7.75 Million
0.02% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
84,687
shares
|
$7.02 Million
0.61% of portfolio
|
Q2 2025
Added 51.14%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
83,314
shares
|
$6.91 Million
0.58% of portfolio
|
Q1 2025
Added 2.37%
|