Free Trial
→ I was right about SpaceX (From Brownstone Research) (Ad)tc pixel Free REGL Stock Alerts

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

ProShares S&P MidCap 400 Dividend Aristocrats ETF logo
$89.47 +0.59 (+0.66%)
As of 05/5/2026 04:10 PM Eastern
Compare

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)
$37.61M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$17.77M
Get REGL Insider Trade Alerts

Want to know when executives and insiders are buying or selling ProShares S&P MidCap 400 Dividend Aristocrats ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

REGL Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/23/2026Virtu Financial LLC6,605$556K0.0%N/A0.030%
2/18/2026NewEdge Advisors LLC18,205$1.53M0.0%-59.0%0.083%
2/18/2026Garton & Associates Financial Advisors LLC595$50K0.0%N/A0.003%
2/12/2026Hollencrest 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%
2/5/2026Duncan Williams Asset Management LLC2,939$269K0.1%N/A0.013%
2/5/2026L & 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%
1/1/2026JPMorgan Chase & Co.2,679$229K0.0%-53.3%0.012%
11/19/2025Sunbelt Securities Inc.1,370$117K0.0%N/A0.006%
11/17/2025NewEdge Advisors LLC44,404$3.79M0.0%-3.7%0.203%
11/17/2025Ameriprise Financial Inc.206,803$17.65M0.0%+3.8%0.947%
11/10/2025Cozad Asset Management Inc.12,032$1.03M0.1%-2.2%0.055%
11/10/2025Thoroughbred Financial Services LLC2,540$216K0.0%-14.2%0.012%
11/7/2025L & S Advisors Inc8,528$728K0.1%-14.3%0.039%
11/7/2025JPMorgan Chase & Co.2,679$229K0.0%-53.3%0.012%
11/5/2025Bessemer Group Inc.6,323$540K0.0%N/A0.029%
11/4/2025Jones Financial Companies Lllp70,237$5.98M0.0%+10.5%0.322%
11/4/2025L.M. Kohn & Company10,339$882K1.1%+20.4%0.047%
11/3/2025Hollencrest Capital Management17,484$1.49M0.1%+1.0%0.080%
11/3/2025GPS Wealth Strategies Group LLC2,959$253K0.0%-4.3%0.014%
10/31/2025Cullen 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%
8/15/2025Captrust Financial Advisors2,560$209K0.0%N/A0.012%
8/15/2025Ameriprise 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%
8/14/2025NewEdge Advisors LLC46,099$3.76M0.0%+21.9%0.211%
8/13/2025Baird Financial Group Inc.306,993$25.03M0.0%+1.3%1.406%
8/12/2025Cozad Asset Management Inc.12,307$1.00M0.1%-2.4%0.056%
8/12/2025JPMorgan 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%
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%
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%


REGL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of REGL shares?

During the previous two years, 51 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.

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

Of the 40 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).

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

Institutional investors have bought a total of 460,563 shares in the last 24 months. This purchase volume represents approximately $37.61M in transactions.

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

Of the 14 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. ($6.37K), Baird Financial Group Inc. ($3.87K), Integrated Wealth Concepts LLC ($1.94K), GPS Wealth Strategies Group LLC ($1.66K), and L & S Advisors Inc ($1.57K).

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

Institutional investors have sold a total of 210,627 shares in the last 24 months. This volume of shares sold represents approximately $17.77M in transactions.


Related Companies

This page (BATS:REGL) was last updated on 5/6/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
I’m sounding the alarm
Meta is cutting 10% of its workforce. Microsoft offered voluntary retirement to 7% of U.S. employees. Oracle, ...
Porter & Company | Sponsoredtc pixel
How to collect $1,170/month from silver
There is a silver fund paying up to 20% in yearly distributions - no mining stocks, no options required. The s...
Investors Alley | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Did you miss The Dark AI Summit?
Over 55,000 people attended Jeff Brown's Dark AI Summit, where he revealed a private AI company he believes ho...
Brownstone Research | Sponsoredtc pixel
Iran War Update: Trump’s Hand-Written Letter Reveals What Comes Next
Jim Rickards has uncovered what he believes is Trump's economic plan, with a key trigger date of May 15. The F...
Paradigm Press | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel