Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of PROSHARES TR S&P MIDCAP 400 DI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.38K+ 22.27% |
$100K - $114K
|
7.58K
$650K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.31K+ 923.24% |
$95.3K - $108K
|
1.45K
$125K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.21K+ 11.43% |
$88K - $99.9K
|
11.8K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.17K+ 0.56% |
$85K - $96.5K
|
209K
$17.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.16K+ 4.76% |
$84.3K - $95.8K
|
25.5K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
1.13K+ 32.31% |
$82.5K - $93.6K
|
4.64K
$398K
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.13K+ 5.18% |
$82.3K - $93.5K
|
23K
$1.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.04KNew |
$75.6K - $85.9K
|
1.04K
$89.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.03KNew |
$74.7K - $84.8K
|
1.03K
$88K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.01K+ 1.35% |
$73.6K - $83.6K
|
76K
$6.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.01KNew |
$73.1K - $83K
|
1.01K
$86.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
964+ 19.29% |
$70.1K - $79.6K
|
5.96K
$511K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
883+ 6.35% |
$64.2K - $72.9K
|
14.8K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
862+ 3.8% |
$62.7K - $71.2K
|
23.5K
$2.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
850+ 170.0% |
$61.8K - $70.2K
|
1.35K
$116K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
841+ 13.89% |
$61.1K - $69.4K
|
6.9K
$591K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
767+ 8.05% |
$55.8K - $63.3K
|
10.3K
$882K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
557+ 4.27% |
$40.5K - $46K
|
13.6K
$1.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
546+ 8.16% |
$39.7K - $45.1K
|
7.24K
$620K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$36.4K - $41.3K
|
500
$42.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
482+ 17.04% |
$35K - $39.8K
|
3.31K
$284K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
478+ 12.92% |
$34.8K - $39.5K
|
4.18K
$358K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
418+ 1.39% |
$30.4K - $34.5K
|
30.6K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
365+ 262.59% |
$26.5K - $30.1K
|
504
$43.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
321+ 2.44% |
$23.3K - $26.5K
|
13.5K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
300+ 46.37% |
$21.8K - $24.8K
|
947
$81.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
261New |
$19K - $21.5K
|
261
$22.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
260+ 9.97% |
$18.9K - $21.5K
|
2.87K
$246K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
225+ 2.38% |
$16.4K - $18.6K
|
9.68K
$830K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
222New |
$16.1K - $18.3K
|
222
$19K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
220New |
$16K - $18.2K
|
220
$18.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
210+ 1.49% |
$15.3K - $17.3K
|
14.3K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
187+ 5.46% |
$13.6K - $15.4K
|
3.62K
$310K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
179+ 3.63% |
$13K - $14.8K
|
5.11K
$438K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
173+ 1.4% |
$12.6K - $14.3K
|
12.5K
$1.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
167New |
$12.1K - $13.8K
|
167
$14.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
BUY
|
- |
162+ 2.35% |
$11.8K - $13.4K
|
7.05K
$604K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
152+ 2.3% |
$11.1K - $12.5K
|
6.77K
$580K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
139+ 1.34% |
$10.1K - $11.5K
|
10.5K
$902K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
131+ 1.43% |
$9.53K - $10.8K
|
9.3K
$797K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
131+ 13.94% |
$9.53K - $10.8K
|
1.07K
$91.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
130+ 5.86% |
$9.45K - $10.7K
|
2.35K
$201K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
120New |
$8.73K - $9.91K
|
120
$10.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
110+ 0.64% |
$8K - $9.08K
|
17.3K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
92+ 2.74% |
$6.69K - $7.6K
|
3.45K
$296K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
61+ 1.03% |
$4.44K - $5.04K
|
5.98K
$513K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
60+ 0.38% |
$4.36K - $4.95K
|
16K
$1.37M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
57+ 0.41% |
$4.14K - $4.71K
|
13.9K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
42+ 2.66% |
$3.05K - $3.47K
|
1.62K
$139K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
40+ 0.64% |
$2.91K - $3.3K
|
6.3K
$540K
|