Who owns REGL?
ProShares S&P MidCap 400 Dividend Aristocrats ETF · ProShares
240 institutions reported holding REGL, worth $1.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of REGL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $202.6M | 2,212,869 | −113,073 shares |
| Coldstream Capital Management Inc. | Bellevue, WA | $177.3M | 1,935,688 | −87,383 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $59.7M | 651,902 | −59,628 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $57.9M | 632,633 | +29,288 shares |
| LPL Financial LLC | Fort Mill, SC | $57.5M | 627,671 | −12,475 shares |
| Bank of America Corp. | Charlotte, NC | $46.4M | 506,627 | −37,255 shares |
| Wells Fargo & Company | San Francisco, CA | $35.8M | 391,106 | −3,620 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $27.8M | 303,226 | −15,494 shares |
| Baird Financial Group, Inc. | Milwaukee, WI | $27.6M | 300,972 | −1,211 shares |
| UBS Group AG | Zurich, Switzerland | $24.3M | 265,460 | −6,692 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns REGL?
240 institutional managers reported holding REGL in Form 13F filings for June 30, 2026, worth $1.1B in total. The largest reported position was held by Morgan Stanley, at $202.6M.
Did institutions buy or sell REGL last quarter?
Reported 13F value rose 7.2% from March 31, 2026, which includes price moves as well as buying and selling. 24 firms reported a new position and 18 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is REGL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.