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 |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
86,539
shares
|
$7.17 Million
0.56% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
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%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
79,361
shares
|
$6.58 Million
0.59% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
76,434
shares
|
$6.34 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
75,968
shares
|
$6.3 Million
0.01% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
73,239
shares
|
$6.07 Million
0.03% of portfolio
|
Q4 2022
Reduced 0.68%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
72,739
shares
|
$6.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 50.17%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
67,252
shares
|
$5.57 Million
0.47% of portfolio
|
Q4 2022
Reduced 2.24%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
67,009
shares
|
$5.55 Million
2.72% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
63,552
shares
|
$5.27 Million
0.0% of portfolio
|
Q2 2025
Added 33.55%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
63,315
shares
|
$5.25 Million
0.14% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
58,180
shares
|
$4.82 Million
0.33% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
56,773
shares
|
$4.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
55,217
shares
|
$4.58 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
55,152
shares
|
$4.57 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
53,525
shares
|
$4.44 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
52,698
shares
|
$4.37 Million
0.01% of portfolio
|
Q2 2025
Added 30.38%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
51,164
shares
|
$4.24 Million
0.06% of portfolio
|
Q2 2025
Reduced 26.58%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
47,030
shares
|
$3.9 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
46,883
shares
|
$3.89 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
46,421
shares
|
$3.85 Million
0.18% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
46,346
shares
|
$3.84 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
46,099
shares
|
$3.82 Million
0.02% of portfolio
|
Q2 2025
Added 21.88%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
45,974
shares
|
$3.81 Million
2.95% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
44,934
shares
|
$3.72 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.04%
|