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 |
|---|---|---|---|---|---|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
12,911
shares
|
$1.06 Million
0.62% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
12,237
shares
|
$1 Million
0.39% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
12,209
shares
|
$1 Million
0.11% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
11,839
shares
|
$970,442
1.0% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
11,240
shares
|
$921,342
0.09% of portfolio
|
Q1 2024
Added 1.32%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
10,795
shares
|
$884,866
0.7% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
10,726
shares
|
$879,210
0.4% of portfolio
|
Q3 2024
Reduced 10.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
10,663
shares
|
$874,046
0.0% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
10,468
shares
|
$858,061
0.41% of portfolio
|
Q1 2024
Reduced 20.62%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
10,406
shares
|
$852,979
0.28% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
10,386
shares
|
$851,340
0.25% of portfolio
|
Q3 2024
Reduced 11.53%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
10,313
shares
|
$845,356
0.07% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
10,202
shares
|
$836,257
0.19% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
10,070
shares
|
$825,437
0.13% of portfolio
|
Q1 2023
Added 13.88%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
9,991
shares
|
$818,962
0.31% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
9,950
shares
|
$815,601
0.1% of portfolio
|
Q4 2022
Reduced 16.74%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
9,734
shares
|
$797,895
0.24% of portfolio
|
Q3 2024
Added 35.4%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
9,469
shares
|
$776,173
0.01% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
9,019
shares
|
$739,287
0.0% of portfolio
|
Q3 2024
Reduced 11.8%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
8,714
shares
|
$714,286
0.18% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,106
shares
|
$664,448
0.01% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Forefront Wealth Management Inc.
|
Nov 06, 2023 Q3 2023 |
8,068
shares
|
$661,333
0.77% of portfolio
|
Q3 2023
Added 0.91%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
7,777
shares
|
$637,480
0.21% of portfolio
|
Q3 2024
Added 24.97%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
7,632
shares
|
$625,595
0.05% of portfolio
|
Q2 2024
Reduced 14.99%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
7,165
shares
|
$587,315
0.02% of portfolio
|
Q3 2024
Added 8.15%
|