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

ProShares S&P MidCap 400 Dividend Aristocrats ETF logo
$83.70 +3.50 (+4.36%)
Closing price 07/3/2025 01:04 PM Eastern
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$83.78 +0.08 (+0.09%)
As of 04:00 AM Eastern
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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)
28
Total
Institutional Inflows
(last 12 months)
$34.49M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$15.33M
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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
7/1/2025 Confluence Investment Management LLC300,181$24.48M0.3%N/A1.375%
5/29/2025Nova Wealth Management Inc.1,603$129K0.1%N/A0.007%
5/16/2025NewEdge Advisors LLC37,822$3.05M0.0%+477.6%0.175%
5/16/2025Integrated Wealth Concepts LLC2,608$210K0.0%-42.7%0.012%
5/15/2025Baird Financial Group Inc.303,146$24.45M0.0%-1.3%1.402%
5/13/2025Nations Financial Group Inc. IA ADV13,450$1.09M0.1%+3.7%0.062%
5/13/2025Azimuth Capital Investment Management LLC2,650$214K0.0%N/A0.012%
5/9/2025Pathway Financial Advisers LLC5,918$477K0.2%-3.1%0.030%
5/8/2025Cozad Asset Management Inc.12,612$1.02M0.1%+1.1%0.064%
4/28/2025Rosenberg Matthew Hamilton940$76K0.0%+141.0%0.005%
4/23/2025S.A. Mason LLC5,709$460K0.2%+5.0%0.029%
4/21/2025L.M. Kohn & Company8,587$693K0.2%+4.8%0.044%
4/21/2025PSI Advisors LLC5,060$408K0.1%+7.4%0.026%
4/21/2025Essex Savings Bank4,388$354K0.1%+4.7%0.022%
4/17/2025Janney Montgomery Scott LLC40,418$3.26M0.0%-2.1%0.207%
2/17/2025Baird Financial Group Inc.307,013$24.76M0.0%+3.7%1.509%
2/17/2025Ameriprise Financial Inc.146,074$11.78M0.0%+7.1%0.718%
2/14/2025Integrated Wealth Concepts LLC4,552$367K0.0%+7.5%0.022%
2/13/2025Anchor Investment Management LLC3,382$273K0.0%-6.0%0.017%
2/13/2025Russell Investments Group Ltd.791$64K0.0%+559.2%0.004%
2/12/2025JPMorgan Chase & Co.16,377$1.32M0.0%-91.6%0.080%
2/10/2025Cozad Asset Management Inc.12,470$1.01M0.1%+10.9%0.061%
2/10/2025Farther Finance Advisors LLC365$29K0.0%+2,707.7%0.002%
2/10/2025Hollencrest Capital Management17,204$1.39M0.1%+1.2%0.085%
2/6/2025Cullen Frost Bankers Inc.1,817$147K0.0%N/A0.009%
2/6/2025Jones Financial Companies Lllp40,019$3.23M0.0%+43.0%0.197%
1/30/2025L.M. Kohn & Company8,190$661K0.2%-6.0%0.040%
1/30/2025Nations Financial Group Inc. IA ADV12,974$1.05M0.1%-1.8%0.064%
1/17/2025Janney Montgomery Scott LLC41,267$3.33M0.0%+0.9%0.203%
1/14/2025Rosenberg Matthew Hamilton390$31K0.0%N/A0.002%
1/10/2025Atlas Brown Inc.15,873$1.28M0.4%+1.2%0.078%
12/26/2024JPMorgan Chase & Co.195,125$15.96M0.0%+11.4%0.959%
11/25/2024Wilmington Savings Fund Society FSB337$28K0.0%N/A0.002%
11/15/2024Integrated Wealth Concepts LLC4,235$346K0.0%-33.8%0.021%
11/14/2024L.M. Kohn & Company8,714$713K0.2%+2.9%0.043%
11/5/2024Nations Financial Group Inc. IA ADV13,216$1.08M0.1%+20.2%0.065%
11/1/2024Heritage Wealth Management Inc.6,634$543K0.2%+4.7%0.033%
10/30/2024United Advisor Group LLC40,385$3.30M0.7%+16.8%0.198%
10/25/2024S.A. Mason LLC5,345$437K0.2%+7.2%0.026%
10/25/2024Cutter & CO Brokerage Inc.2,696$220K0.0%N/A0.013%
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9/9/2024Heritage Wealth Management Inc.6,334$459K0.2%N/A0.031%
8/20/2024Pathway Financial Advisers LLC6,144$451K0.2%+6.1%0.030%
8/9/2024ICA Group Wealth Management LLC421$31K0.0%-69.5%0.002%
8/7/2024Beam Wealth Advisors Inc.10,360$763K0.2%N/A0.051%
7/29/2024Nations Financial Group Inc. IA ADV10,996$809K0.1%-1.2%0.054%
7/23/2024Atlas Brown Inc.15,683$1.15M0.4%-2.6%0.077%
7/16/2024Aspect Partners LLC448$33K0.0%-37.6%0.002%
7/10/2024S.A. Mason LLC4,987$367K0.2%+29.9%0.025%
5/29/2024Pathway Financial Advisers LLC5,789$455K0.2%N/A0.028%
5/17/2024Comerica Bank10,529$827K0.0%-24.0%0.052%
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%
5/7/2024Benedetti & Gucer Inc.10,468$822K0.4%-20.6%0.051%
5/1/2024Janney Montgomery Scott LLC42,583$3.35M0.0%-20.2%0.209%
4/30/2024Cutter & CO Brokerage Inc.2,900$228K0.1%N/A0.014%
4/26/2024SlateStone Wealth LLC2,678$210K0.0%N/A0.013%
4/24/2024Essex Financial Services Inc.51,649$4.06M0.4%-2.0%0.252%
4/23/2024Nations Financial Group Inc. IA ADV11,129$874K0.1%+29.9%0.054%
4/15/2024S.A. Mason LLC3,840$302K0.2%+92.5%0.019%
4/8/2024Atlas 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%
2/9/2024Nations Financial Group Inc. IA ADV8,570$630K0.1%+5.3%0.038%
2/6/2024Essex 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%
2/1/2024PSI Advisors LLC4,494$331K0.1%+7.6%0.020%
1/30/2024Scissortail Wealth Management LLC6,274$458K0.1%N/A0.028%
1/29/2024ORG Partners LLC567$42K0.0%N/A0.003%
1/22/2024Essex Savings Bank4,095$301K0.1%+7.1%0.018%
1/18/2024Atlas Brown Inc.15,154$1.12M0.5%+1.2%0.067%
1/12/2024GPS Wealth Strategies Group LLC2,755$203K0.0%-7.2%0.012%
1/2/2024M&R Capital Management Inc.859$63K0.0%N/A0.004%
1/2/2024Anchor Investment Management LLC3,495$257K0.0%N/A0.015%
11/16/2023Essex 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%
11/8/2023Janney Montgomery Scott LLC53,421$3.57M0.0%-31.7%0.236%
11/6/2023L.M. Kohn & Company8,811$588K0.2%+1.8%0.039%
11/2/2023Cozad Asset Management Inc.12,528$836K0.1%+25.1%0.055%
10/26/2023GPS Wealth Strategies Group LLC2,970$198K0.0%+10.9%0.013%
10/17/2023Avior Wealth Management LLC2,641$176K0.0%+44.9%0.012%
10/17/2023Atlas Brown Inc.14,967$999K0.5%+2.2%0.066%
10/13/2023S.A. Mason LLC1,945$130K0.1%+161.1%0.009%
10/13/2023PSI Advisors LLC4,175$279K0.1%+90.1%0.018%
10/13/2023Martin 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%
8/9/2023Essex 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%
7/31/2023WealthPLAN Partners LLC1,608$113K0.0%-39.1%0.007%
7/27/2023Empire Financial Management Company LLC3,480$245K0.1%-9.8%0.015%
7/26/2023Janney 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%
7/21/2023PSI Advisors LLC2,196$154K0.1%+76.0%0.010%
7/18/2023Atlas Brown Inc.14,641$1.03M0.5%-14.6%0.064%
7/17/2023Martin Capital Partners LLC4,792$337K0.1%-5.8%0.021%
7/17/2023GPS Wealth Strategies Group LLC2,679$188K0.0%+9.0%0.012%
(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, 49 institutional investors and hedge funds held shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($24.48M), Baird Financial Group Inc. ($24.45M), Ameriprise Financial Inc. ($11.78M), WealthPlan Investment Management LLC ($6.57M), Essex Financial Services Inc. ($4.06M), United Advisor Group LLC ($3.30M), and Janney Montgomery Scott LLC ($3.26M).Learn more on ProShares S&P MidCap 400 Dividend Aristocrats ETF's institutional investors.

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

Of the 39 institutional investors that purchased ProShares S&P MidCap 400 Dividend Aristocrats ETF's 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), Confluence Investment Management LLC ($300.18K), NewEdge Advisors LLC ($31.27K), Wintrust Investments LLC ($28.58K), JPMorgan Chase & Co. ($19.94K), Baird Financial Group Inc. ($15.71K), and Jones Financial Companies Lllp ($12.04K).

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

Institutional investors have bought a total of 426,397 shares in the last 24 months. This purchase volume represents approximately $34.49M in transactions.

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

Of the 11 institutional investors that sold ProShares S&P MidCap 400 Dividend Aristocrats ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($178.75K), Integrated Wealth Concepts LLC ($4.11K), Baird Financial Group Inc. ($3.87K), ICA Group Wealth Management LLC ($961.00), Janney Montgomery Scott LLC ($849.00), L.M. Kohn & Company ($524.00), and Atlas Brown Inc. ($418.00).

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

Institutional investors have sold a total of 190,525 shares in the last 24 months. This volume of shares sold represents approximately $15.33M in transactions.


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This page (BATS:REGL) was last updated on 7/7/2025 by MarketBeat.com Staff
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