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 229 institutions that hold shares in the stock, with a total of 14.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
73,239
shares
|
$5.74 Million
0.03% of portfolio
|
Q4 2022
Reduced 0.68%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
72,989
shares
|
$5.72 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
70,220
shares
|
$5.51 Million
0.01% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
67,252
shares
|
$5.27 Million
0.47% of portfolio
|
Q4 2022
Reduced 2.24%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
60,389
shares
|
$4.74 Million
2.58% of portfolio
|
Q4 2024
Added 29.5%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
58,980
shares
|
$4.62 Million
0.17% of portfolio
|
Q4 2024
Added 39.74%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
55,887
shares
|
$4.38 Million
0.93% of portfolio
|
Q4 2024
Reduced 9.94%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
55,611
shares
|
$4.36 Million
0.01% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
55,606
shares
|
$4.36 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
55,217
shares
|
$4.33 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
54,959
shares
|
$4.31 Million
0.21% of portfolio
|
Q4 2024
Added 187.61%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
54,096
shares
|
$4.24 Million
0.34% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
48,504
shares
|
$3.8 Million
0.04% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
48,138
shares
|
$3.77 Million
1.72% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
48,006
shares
|
$3.76 Million
2.98% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
47,750
shares
|
$3.74 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
47,438
shares
|
$3.72 Million
3.22% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
47,294
shares
|
$3.71 Million
0.84% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
47,003
shares
|
$3.69 Million
0.49% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
46,408
shares
|
$3.64 Million
3.98% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
46,346
shares
|
$3.63 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
44,778
shares
|
$3.51 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
44,552
shares
|
$3.49 Million
0.1% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
40,418
shares
|
$3.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
40,019
shares
|
$3.14 Million
0.0% of portfolio
|
Q4 2024
Added 43.02%
|