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 250 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 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 |
Aug 15, 2025 Q2 2025 |
2,356,024
shares
|
$195 Million
0.01% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
882,721
shares
|
$73.2 Million
0.07% of portfolio
|
Q2 2025
Added 1163.05%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
757,485
shares
|
$62.8 Million
0.83% of portfolio
|
Q2 2025
Added 1753.67%
|
|
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
663,035
shares
|
$55 Million
0.02% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
554,003
shares
|
$45.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.84%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
538,451
shares
|
$44.6 Million
0.0% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
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%
|
|
|
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%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
311,807
shares
|
$25.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.5%
|
|
|
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
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
299,906
shares
|
$24.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
259,076
shares
|
$21.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
255,649
shares
|
$21.2 Million
0.17% of portfolio
|
Q2 2025
Added 42.25%
|
|
|
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%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
199,294
shares
|
$16.5 Million
0.0% of portfolio
|
Q2 2025
Added 29.52%
|
|
|
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%
|