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ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) Institutional Ownership

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+0.73 (+0.95%)
(As of 05/9/2024 ET)
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Institutional Ownership Changes (13F Filings) for ProShares S&P MidCap 400 Dividend Aristocrats ETF (BATS:REGL)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$64.45M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$7.06M
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REGL Institutional Buying and Selling by Quarter

ProShares S&P MidCap 400 Dividend Aristocrats ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Cozad Asset Management Inc.11,240$883K0.1%+1.3%0.055%
5/8/2024Russell Investments Group Ltd.388$30K0.0%N/A0.002%
5/7/2024 Benedetti & Gucer Inc.10,468$822K0.4%-20.6%0.051%
5/1/2024 Janney Montgomery Scott LLC42,583$3.35M0.0%-20.2%0.209%
4/30/2024 Cutter & CO Brokerage Inc.2,900$228K0.1%N/A0.014%
4/26/2024 SlateStone Wealth LLC2,678$210K0.0%N/A0.013%
4/24/2024 Essex Financial Services Inc.51,649$4.06M0.4%-2.0%0.252%
4/23/2024 Nations Financial Group Inc. IA ADV11,129$874K0.1%+29.9%0.054%
4/15/2024 S.A. Mason LLC3,840$302K0.2%+92.5%0.019%
4/8/2024 Atlas Brown Inc.16,101$1.27M0.5%+6.2%0.071%
3/8/2024ICA Group Wealth Management LLC1,471$108K0.0%-67.8%0.007%
2/15/2024Comerica Bank13,847$1.02M0.0%-35.0%0.061%
2/9/2024 Nations Financial Group Inc. IA ADV8,570$630K0.1%+5.3%0.038%
2/6/2024 Essex Financial Services Inc.52,717$3.88M0.4%-5.5%0.233%
2/5/2024Cozad Asset Management Inc.11,094$816K0.1%-11.4%0.049%
2/1/2024 PSI Advisors LLC4,494$331K0.1%+7.6%0.020%
1/30/2024Scissortail Wealth Management LLC6,274$458K0.1%N/A0.028%
1/29/2024 ORG Partners LLC567$42K0.0%N/A0.003%
1/22/2024 Essex Savings Bank4,095$301K0.1%+7.1%0.018%
1/18/2024 Atlas Brown Inc.15,154$1.12M0.5%+1.2%0.067%
1/12/2024 GPS Wealth Strategies Group LLC2,755$203K0.0%-7.2%0.012%
1/2/2024 M&R Capital Management Inc.859$63K0.0%N/A0.004%
1/2/2024Anchor Investment Management LLC3,495$257K0.0%N/A0.015%
11/16/2023 Essex Financial Services Inc.55,805$3.72M0.4%-1.7%0.247%
11/15/2023Integrated Wealth Concepts LLC56,048$3.74M0.1%+3.8%0.248%
11/15/2023KPP Advisory Services LLC4,355$291K0.1%N/A0.019%
11/9/2023DB Wealth Management Group LLC5,377$359K0.2%-24.7%0.024%
11/8/2023 Janney Montgomery Scott LLC53,421$3.57M0.0%-31.7%0.236%
11/6/2023 L.M. Kohn & Company8,811$588K0.2%+1.8%0.039%
11/2/2023Cozad Asset Management Inc.12,528$836K0.1%+25.1%0.055%
10/26/2023 GPS Wealth Strategies Group LLC2,970$198K0.0%+10.9%0.013%
10/17/2023 Avior Wealth Management LLC2,641$176K0.0%+44.9%0.012%
10/17/2023 Atlas Brown Inc.14,967$999K0.5%+2.2%0.066%
10/13/2023 S.A. Mason LLC1,945$130K0.1%+161.1%0.009%
10/13/2023 PSI Advisors LLC4,175$279K0.1%+90.1%0.018%
10/13/2023 Martin Capital Partners LLC4,527$302K0.1%-5.5%0.020%
8/11/2023Baird Financial Group Inc.279,477$19.64M0.1%+1.7%1.235%
8/10/2023Wintrust Investments LLC28,584$2.01M0.2%N/A0.126%
8/9/2023Flow Traders U.S. LLC3,217$226K0.0%-24.9%0.014%
8/9/2023 Essex Financial Services Inc.56,755$3.99M0.5%+4.1%0.251%
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8/8/2023American Money Management LLC4,047$284K0.1%-3.6%0.018%
7/31/2023 WealthPLAN Partners LLC1,608$113K0.0%-39.1%0.007%
7/27/2023Empire Financial Management Company LLC3,480$245K0.1%-9.8%0.015%
7/26/2023 Janney Montgomery Scott LLC78,234$5.50M0.0%-18.4%0.340%
7/26/2023Cozad Asset Management Inc.10,013$704K0.1%+2.9%0.043%
7/25/2023WealthPlan Investment Management LLC848,524$6.57M1.6%+8,338.8%3.684%
7/21/2023 PSI Advisors LLC2,196$154K0.1%+76.0%0.010%
7/18/2023 Atlas Brown Inc.14,641$1.03M0.5%-14.6%0.064%
7/17/2023 Martin Capital Partners LLC4,792$337K0.1%-5.8%0.021%
7/17/2023 GPS Wealth Strategies Group LLC2,679$188K0.0%+9.0%0.012%
5/11/2023Connectus Wealth LLC194,575$13.77M0.3%-4.6%0.839%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC1,813$128K0.0%N/A0.008%
5/10/2023 WealthPLAN Partners LLC2,641$187K0.0%-77.1%0.011%
5/10/2023 S.A. Mason LLC745$53K0.0%+29.6%0.003%
5/10/2023American Money Management LLC4,197$297K0.1%+10.4%0.018%
5/9/2023US Bancorp DE4,063$287K0.0%-5.9%0.018%
5/8/2023WealthPlan Investment Management LLC10,055$711K0.1%-12.6%0.043%
5/8/2023 L.M. Kohn & Company8,313$588K0.2%-6.4%0.036%
5/5/2023Silver Oak Securities Incorporated30,255$2.14M0.4%-1.5%0.130%
5/1/2023Cozad Asset Management Inc.9,728$688K0.1%+2.9%0.042%
4/28/2023 Janney Montgomery Scott LLC95,817$6.78M0.0%-5.1%0.413%
4/27/2023 Benedetti & Gucer Inc.15,153$1.07M0.6%+18.8%0.065%
4/26/2023Investment Management of Virginia LLC212,630$15.04M2.9%-2.6%0.917%
4/25/2023 PSI Advisors LLC1,248$88K0.0%+242.9%0.005%
4/21/2023 Atlas Brown Inc.17,135$1.21M0.6%+2.1%0.075%
4/20/2023Empire Financial Management Company LLC3,858$273K0.1%N/A0.017%
4/17/2023 GPS Wealth Strategies Group LLC2,457$174K0.0%N/A0.011%
4/12/2023 Private Trust Co. NA1,848$131K0.0%+34.6%0.008%
2/16/2023Live Oak Investment Partners45,449$3.25M3.0%N/A0.000%
2/14/2023Atlas Wealth LLC3,308$237K0.1%N/A0.000%
2/13/2023Baird Financial Group Inc.273,207$19.55M0.1%+7.7%0.000%
2/10/2023CoreCap Advisors LLC3,749$268K0.0%+15.0%0.000%
2/9/2023Biondo Investment Advisors LLC18,389$1.32M0.3%+2.1%0.000%
2/8/2023Cozad Asset Management Inc.9,456$677K0.1%+134.5%0.000%
2/7/2023Connectus Wealth LLC204,011$14.60M0.3%+0.7%0.000%
2/7/2023 Nations Financial Group Inc. IA ADV4,560$326K0.0%+12.0%0.000%
2/7/2023 Hollencrest Capital Management16,392$1.17M0.1%N/A0.000%
2/3/2023Western Pacific Wealth Management LP500$36K0.0%N/A0.000%
2/2/2023Silver Oak Securities Incorporated30,709$2.20M0.4%N/A0.000%
2/1/2023 Janney Montgomery Scott LLC100,955$7.22M0.0%+52.0%0.000%
1/23/2023Investment Management of Virginia LLC218,211$15.61M3.1%+21.4%0.000%
1/23/2023 Benedetti & Gucer Inc.12,759$913K0.7%+1.6%0.000%
1/19/2023 PSI Advisors LLC364$26K0.0%N/A0.000%
1/11/2023New England Guild Wealth Advisors Inc.117,947$8.44M4.4%+6.3%0.000%
1/10/2023 S.A. Mason LLC575$41K0.0%N/A0.000%
1/5/2023 Martin Capital Partners LLC5,219$373K0.2%+4.7%0.000%
1/5/2023 Atlas Brown Inc.16,790$1.20M0.6%+2.4%0.000%
11/22/2022IHT Wealth Management LLC6,153$396K0.0%-3.8%0.000%
11/14/2022 Nations Financial Group Inc. IA ADV4,071$262K0.0%+30.2%0.000%
11/10/2022Connectus Wealth LLC202,547$13.05M0.3%N/A0.000%
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11/9/2022Harvest Investment Services LLC7,787$501K0.6%-2.5%0.000%
11/9/2022DB Wealth Management Group LLC7,019$452K0.3%+4.2%0.000%
11/7/2022Cozad Asset Management Inc.4,033$260K0.0%N/A0.000%
11/7/2022 Essex Financial Services Inc.20,427$1.32M0.2%+16.1%0.000%
11/7/2022Biondo Investment Advisors LLC18,014$1.16M0.3%+2.8%0.000%
11/7/2022Investment Management of Virginia LLC179,733$11.58M2.5%-0.6%0.000%
10/26/2022 Bard Financial Services Inc.16,900$1.09M0.1%+4.7%0.000%
10/25/2022 Janney Montgomery Scott LLC66,430$4.28M0.0%+64.3%0.000%
10/25/2022 Benedetti & Gucer Inc.6,966$497K0.4%-45.0%0.000%
10/17/2022 GPS Wealth Strategies Group LLC2,284$147K0.0%+7.7%0.000%
(Data available from 1/1/2016 forward)

REGL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of REGL shares?

During the previous two years, 52 institutional investors and hedge funds held shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF. The most heavily invested institutionals were Baird Financial Group Inc. ($19.64M), Investment Management of Virginia LLC ($15.04M), Connectus Wealth LLC ($13.77M), New England Guild Wealth Advisors Inc. ($8.44M), WealthPlan Investment Management LLC ($6.57M), Essex Financial Services Inc. ($4.06M), and Integrated Wealth Concepts LLC ($3.74M).Learn more on REGL's institutional investors.

Which institutional investors have been buying ProShares S&P MidCap 400 Dividend Aristocrats ETF stock?

Of the 45 institutional investors that purchased ProShares S&P MidCap 400 Dividend Aristocrats ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: WealthPlan Investment Management LLC ($838.47K), Connectus Wealth LLC ($204.01K), Baird Financial Group Inc. ($144.10K), Janney Montgomery Scott LLC ($76.34K), Live Oak Investment Partners ($45.45K), Investment Management of Virginia LLC ($38.48K), and Silver Oak Securities Incorporated ($30.71K).

How much institutional buying is happening at ProShares S&P MidCap 400 Dividend Aristocrats ETF?

Institutional investors have bought a total of 1,547,942 shares in the last 24 months. This purchase volume represents approximately $107.26M in transactions.

Which ProShares S&P MidCap 400 Dividend Aristocrats ETF major shareholders have been selling company stock?

Of the 24 institutional investors that sold ProShares S&P MidCap 400 Dividend Aristocrats ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($58.32K), WealthPLAN Partners LLC ($9.93K), Connectus Wealth LLC ($9.44K), Investment Management of Virginia LLC ($9.17K), Benedetti & Gucer Inc. ($8.43K), Comerica Bank ($7.45K), and Atlas Brown Inc. ($6.28K).

How much institutional selling is happening at ProShares S&P MidCap 400 Dividend Aristocrats ETF?

Institutional investors have sold a total of 127,334 shares in the last 24 months. This volume of shares sold represents approximately $8.98M in transactions.


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This page (BATS:REGL) was last updated on 5/9/2024 by MarketBeat.com Staff

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