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 223 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
77,727
shares
|
$6.37 Million
0.54% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
76,118
shares
|
$6.24 Million
0.6% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
73,239
shares
|
$6 Million
0.03% of portfolio
|
Q4 2022
Reduced 0.68%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
72,989
shares
|
$5.98 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
69,143
shares
|
$5.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
67,252
shares
|
$5.51 Million
0.47% of portfolio
|
Q4 2022
Reduced 2.24%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
62,053
shares
|
$5.09 Million
0.98% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
55,870
shares
|
$4.58 Million
0.57% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
55,217
shares
|
$4.53 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
54,698
shares
|
$4.48 Million
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
52,711
shares
|
$4.32 Million
0.33% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
52,268
shares
|
$4.28 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
50,628
shares
|
$4.15 Million
0.2% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
49,642
shares
|
$4.07 Million
1.77% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
47,542
shares
|
$3.9 Million
3.63% of portfolio
|
Q3 2023
Added 0.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
47,310
shares
|
$3.88 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
47,181
shares
|
$3.87 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
45,968
shares
|
$3.77 Million
3.18% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
44,515
shares
|
$3.65 Million
0.46% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
42,860
shares
|
$3.51 Million
0.11% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
42,206
shares
|
$3.46 Million
0.21% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
41,267
shares
|
$3.38 Million
0.01% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
40,385
shares
|
$3.31 Million
0.78% of portfolio
|
Q3 2024
Added 16.76%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
29,347
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
28,905
shares
|
$2.37 Million
0.36% of portfolio
|
Q4 2024
Added 2.49%
|