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 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
32+ 4.23% |
$2.33K - $2.64K
|
789
$67.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
27+ 5.72% |
$1.96K - $2.23K
|
499
$42.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26+ 0.64% |
$1.89K - $2.15K
|
4.09K
$350K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
24+ 0.55% |
$1.75K - $1.98K
|
4.4K
$377K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
23+ 0.23% |
$1.67K - $1.9K
|
10.1K
$866K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
13+ 0.44% |
$945 - $1.07K
|
2.96K
$254K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11+ 0.22% |
$800 - $908
|
4.94K
$424K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11+ 0.61% |
$800 - $908
|
1.83K
$157K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
10+ 0.18% |
$727 - $826
|
5.72K
$490K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
9+ 0.05% |
$654 - $743
|
16.6K
$1.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.62% |
$509 - $578
|
1.14K
$97.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7New |
$509 - $578
|
7
$600
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$364 - $413
|
5.12K
$439K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4+ 0.15% |
$291 - $330
|
2.62K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.12% |
$291 - $330
|
3.29K
$282K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3+ 0.66% |
$218 - $248
|
460
$39.4K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2+ 0.02% |
$145 - $165
|
8.59K
$736K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.03% |
$72.7 - $82.6
|
3.9K
$334K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.03% |
$72.7 - $82.6
|
3.09K
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-3- 0.07% |
$218 - $248
|
4.41K
$378K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-8- 3.4% |
$582 - $660
|
227
$19.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-12- 0.27% |
$873 - $991
|
4.38K
$375K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-20- 0.04% |
$1.45K - $1.65K
|
44.9K
$3.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-24- 0.21% |
$1.75K - $1.98K
|
11.4K
$981K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-29- 1.09% |
$2.11K - $2.39K
|
2.63K
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-30- 0.08% |
$2.18K - $2.48K
|
38.5K
$3.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-30- 3.6% |
$2.18K - $2.48K
|
804
$68.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-32- 0.52% |
$2.33K - $2.64K
|
6.09K
$522K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-43- 11.32% |
$3.13K - $3.55K
|
337
$28.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-52- 1.23% |
$3.78K - $4.29K
|
4.19K
$359K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-62- 0.28% |
$4.51K - $5.12K
|
21.9K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-70- 1.02% |
$5.09K - $5.78K
|
6.81K
$583K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-79- 2.34% |
$5.74K - $6.52K
|
3.3K
$283K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-80- 1.33% |
$5.82K - $6.6K
|
5.95K
$510K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-92- 1.35% |
$6.69K - $7.6K
|
6.72K
$576K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-92- 1.82% |
$6.69K - $7.6K
|
4.97K
$426K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-118- 4.52% |
$8.58K - $9.74K
|
2.49K
$214K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-168- 0.94% |
$12.2K - $13.9K
|
17.8K
$1.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-178- 1.32% |
$12.9K - $14.7K
|
13.3K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-189- 3.51% |
$13.7K - $15.6K
|
5.2K
$446K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-231- 2.14% |
$16.8K - $19.1K
|
10.6K
$907K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-264- 0.56% |
$19.2K - $21.8K
|
47K
$4.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-269- 2.4% |
$19.6K - $22.2K
|
10.9K
$936K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-276- 8.53% |
$20.1K - $22.8K
|
2.96K
$254K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-304- 10.32% |
$22.1K - $25.1K
|
2.64K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-305- 2.42% |
$22.2K - $25.2K
|
12.3K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-312- 0.55% |
$22.7K - $25.8K
|
56.8K
$4.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-315- 5.81% |
$22.9K - $26K
|
5.11K
$438K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-333- 1.18% |
$24.2K - $27.5K
|
27.9K
$2.39M
|