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

ProShares S&P MidCap 400 Dividend Aristocrats ETF logo
$93.02 0.00 (0.00%)
As of 09/4/2026 04:10 PM 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)
21
Total
Institutional Inflows
(last 12 months)
$5.63M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$17.96M
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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
8/23/2026 Azimuth Capital Investment Management LLC4,125$378K0.0%+18.7%0.019%
8/13/2026 Pinnacle Holdings LLC12,577$706K0.2%N/A0.058%
8/12/2026 Compass Financial Management LLC3,566$200K0.0%N/A0.016%
7/9/2026 Atlas Brown Inc.13,902$1.27M0.3%-5.7%0.064%
7/7/2026 Harbor Investment Advisory LLC5,090$466K0.0%+19.8%0.023%
5/28/2026 Cozad Asset Management Inc.10,095$872K0.1%-14.2%0.046%
5/7/2026 Hollencrest Capital Management11,827$1.02M0.0%-32.8%0.054%
4/28/2026 Ascentis Independent Advisors815$70K0.0%N/A0.004%
4/24/2026 Harbor Investment Advisory LLC4,250$367K0.0%-4.3%0.019%
4/22/2026 Janney Montgomery Scott LLC66,477$5.74M0.0%+2.4%0.305%
4/17/2026 Atlas Brown Inc.14,736$1.27M0.4%-0.8%0.068%
4/15/2026 Nations Financial Group Inc. IA ADV14,620$1.26M0.1%+4.0%0.067%
2/23/2026 Virtu Financial LLC6,605$556K0.0%N/A0.030%
2/18/2026 NewEdge Advisors LLC18,205$1.53M0.0%-59.0%0.083%
2/18/2026 Garton & Associates Financial Advisors LLC595$50K0.0%N/A0.003%
2/12/2026 Hollencrest Capital Management17,609$1.48M0.1%+0.7%0.081%
2/11/2026 Janney Montgomery Scott LLC64,896$5.47M0.0%+3.4%0.297%
2/6/2026GPS Wealth Strategies Group LLC1,435$121K0.1%-51.5%0.007%
2/5/2026 Duncan Williams Asset Management LLC2,939$269K0.1%N/A0.013%
2/5/2026 L & S Advisors Inc8,378$706K0.1%-1.8%0.038%
2/2/2026 Essex Bank3,976$335K0.1%-9.1%0.018%
1/26/2026 Whittier Trust Co. of Nevada Inc.1,037$89K0.0%+410.8%0.005%
1/26/2026 Nations Financial Group Inc. IA ADV14,053$1.18M0.1%+5.9%0.064%
1/21/2026 Flagship Harbor Advisors LLC4,827$407K0.0%-5.9%0.022%
1/14/2026 Nova Wealth Management Inc.7,495$631K0.4%+10.3%0.034%
1/9/2026 Atlas Brown Inc.14,852$1.25M0.4%-8.2%0.068%
1/5/2026 Confluence Investment Management LLC136,371$11.49M0.2%-49.4%0.625%
1/5/2026 GAMMA Investing LLC2,025$171K0.0%N/A0.009%
1/1/2026 JPMorgan Chase & Co.2,679$229K0.0%-53.3%0.012%
11/19/2025Sunbelt Securities Inc.1,370$117K0.0%N/A0.006%
11/17/2025 NewEdge Advisors LLC44,404$3.79M0.0%-3.7%0.203%
11/17/2025 Ameriprise Financial Inc.206,803$17.65M0.0%+3.8%0.947%
11/10/2025 Cozad Asset Management Inc.12,032$1.03M0.1%-2.2%0.055%
11/10/2025 Thoroughbred Financial Services LLC2,540$216K0.0%-14.2%0.012%
11/7/2025 L & S Advisors Inc8,528$728K0.1%-14.3%0.039%
11/7/2025 JPMorgan Chase & Co.2,679$229K0.0%-53.3%0.012%
11/5/2025 Bessemer Group Inc.6,323$540K0.0%N/A0.029%
11/4/2025 Jones Financial Companies Lllp70,237$5.98M0.0%+10.5%0.322%
11/4/2025L.M. Kohn & Company10,339$882K1.1%+20.4%0.047%
11/3/2025 Hollencrest Capital Management17,484$1.49M0.1%+1.0%0.080%
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11/3/2025GPS Wealth Strategies Group LLC2,959$253K0.0%-4.3%0.014%
10/31/2025 Cullen Frost Bankers Inc.2,817$240K0.0%+54.1%0.013%
10/17/2025 Atlas Brown Inc.16,170$1.38M0.4%+1.3%0.074%
10/14/2025 Confluence Investment Management LLC269,556$23.00M0.3%-10.2%1.235%
10/7/2025 Nova Wealth Management Inc.6,795$580K0.4%+58.7%0.031%
8/15/2025 Captrust Financial Advisors2,560$209K0.0%N/A0.012%
8/15/2025 Ameriprise Financial Inc.199,294$16.25M0.0%+29.5%0.913%
8/14/2025 Heritage Wealth Management Inc.6,767$552K0.2%+2.3%0.031%
8/14/2025 NewEdge Advisors LLC46,099$3.76M0.0%+21.9%0.211%
8/13/2025 Baird Financial Group Inc.306,993$25.03M0.0%+1.3%1.406%
8/12/2025 Cozad Asset Management Inc.12,307$1.00M0.1%-2.4%0.056%
8/12/2025 JPMorgan Chase & Co.5,737$468K0.0%-4.2%0.026%
7/30/2025 FNY Investment Advisers LLC500$40K0.0%N/A0.002%
7/29/2025 Private Trust Co. NA2,349$192K0.0%+5.9%0.011%
7/28/2025 Rosenberg Matthew Hamilton1,071$87K0.0%+13.9%0.005%
7/17/2025 Janney Montgomery Scott LLC52,698$4.30M0.0%+30.4%0.241%
7/10/2025 Western Pacific Wealth Management LP1,040$85K0.1%N/A0.005%
7/7/2025 Nova Wealth Management Inc.4,281$349K0.3%+167.1%0.020%
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%
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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%
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%


REGL Institutional Ownership - Frequently Asked Questions

During the previous two years, 48 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. ($25.03M), Ameriprise Financial Inc. ($17.65M), Confluence Investment Management LLC ($11.49M), Jones Financial Companies Lllp ($5.98M), Janney Montgomery Scott LLC ($5.74M), United Advisor Group LLC ($3.30M), and NewEdge Advisors LLC ($1.53M).Learn more on ProShares S&P MidCap 400 Dividend Aristocrats ETF's institutional investors.

Of the 41 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: Confluence Investment Management LLC ($300.18K), Ameriprise Financial Inc. ($62.55K), NewEdge Advisors LLC ($39.55K), JPMorgan Chase & Co. ($19.94K), Jones Financial Companies Lllp ($18.72K), Janney Montgomery Scott LLC ($16.38K), and Baird Financial Group Inc. ($14.84K).

Institutional investors have bought a total of 64,858 shares in the last 24 months. This purchase volume represents approximately $5.63M in transactions.

Of the 12 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: Confluence Investment Management LLC ($163.81K), NewEdge Advisors LLC ($27.89K), JPMorgan Chase & Co. ($6.12K), Hollencrest Capital Management ($5.78K), Atlas Brown Inc. ($2.27K), Cozad Asset Management Inc. ($1.94K), and GPS Wealth Strategies Group LLC ($1.66K).

Institutional investors have sold a total of 212,353 shares in the last 24 months. This volume of shares sold represents approximately $17.96M in transactions.


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Institutional ownership data for BATS:REGL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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