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 240 institutions that hold shares in the stock, with a total of 14.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
78,030
shares
|
$6.57 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
77,945
shares
|
$6.56 Million
0.61% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
75,164
shares
|
$6.33 Million
0.0% of portfolio
|
Q1 2025
Added 411.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
74,956
shares
|
$6.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
73,239
shares
|
$6.17 Million
0.03% of portfolio
|
Q4 2022
Reduced 0.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
69,888
shares
|
$5.89 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
69,683
shares
|
$5.87 Million
0.09% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
67,252
shares
|
$5.66 Million
0.47% of portfolio
|
Q4 2022
Reduced 2.24%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
67,009
shares
|
$5.64 Million
2.72% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
59,074
shares
|
$4.97 Million
0.16% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
56,773
shares
|
$4.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
55,606
shares
|
$4.68 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
55,506
shares
|
$4.67 Million
0.34% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
55,217
shares
|
$4.65 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
54,974
shares
|
$4.63 Million
0.56% of portfolio
|
Q1 2025
Added 16.96%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
52,698
shares
|
$4.44 Million
0.01% of portfolio
|
Q2 2025
Added 30.38%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
51,736
shares
|
$4.36 Million
0.85% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
47,871
shares
|
$4.03 Million
3.26% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
47,585
shares
|
$4.01 Million
0.0% of portfolio
|
Q1 2025
Added 6697.86%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
47,294
shares
|
$3.98 Million
0.84% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
46,883
shares
|
$3.95 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
|
$3.91 Million
0.18% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
46,346
shares
|
$3.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
44,954
shares
|
$3.79 Million
0.1% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
43,900
shares
|
$3.7 Million
0.01% of portfolio
|
Q1 2025
New holding
|