Prshrs S&P Mid 400 DVD AristREGLETF
13F holders, Q1 2026 (March 31)240holders −1
16new positions
15sold out
2famous investors
$86.43avg. 13F price*
At the end of Q1 2026, 240 institutions reported holding Prshrs S&P Mid 400 DVD Arist (REGL) in their 13F filings, down 1 from Q4 2025. 16 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($201.0M), Coldstream Capital Management Inc. ($174.8M) and Raymond James Financial Inc. ($61.5M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Prshrs S&P Mid 400 DVD Arist
- Filed as
- PROSHARES TR (Q1 2026)
- CUSIP
- 74347B680
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $9.0M |
| Exits | 15 | $7.3M |
All 13F filers, Q4 2025 → Q1 2026: 498,859 shares bought and 1,147,167 shares sold, net −648,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 240 holders
| Morgan Stanley | 0.01% | Add +3.4% | 2,325,942 | $201.0M |
| Coldstream Capital Management Inc. | 2.17% | Reduce -3.7% | 2,023,071 | $174.8M |
| Raymond James Financial Inc. | 0.02% | Add +1.4% | 711,530 | $61.5M |
| LPL Financial LLC | 0.01% | Reduce -9.1% | 640,146 | $55.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +4.8% | 603,345 | $52.1M |
| Bank of America Corp. | 0.00% | Add +3.6% | 543,882 | $47.0M |
| Wells Fargo & Company | 0.01% | Reduce -1.0% | 394,726 | $34.1M |
| Royal Bank of Canada | 0.01% | Add +10.3% | 318,720 | $27.5M |
| Baird Financial Group, Inc. | 0.04% | Add +1.6% | 302,183 | $26.1M |
| UBS Group AG | 0.00% | Add +3.0% | 272,152 | $23.5M |
| &partners | 0.10% | Reduce -7.8% | 243,797 | $21.1M |
| Toth Financial Advisory Corp. | 2.17% | Add +0.2% | 228,310 | $19.7M |
| Ameriprise Financial Inc. | 0.00% | Add +5.8% | 227,899 | $19.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.4% | 189,586 | $16.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.0% | 136,881 | $11.8M |
| Stifel Financial Corp. | 0.01% | Reduce -73.8% | 127,164 | $11.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.0% | 109,839 | $9.5M |
| Modern Wealth Management, LLC | 0.16% | Add +11.8% | 107,502 | $9.3M |
| Benjamin Edwards Inc. | 0.09% | Reduce -74.1% | 104,580 | $9.0M |
| FAS Wealth Partners, Inc. | 0.56% | Add +4.4% | 104,109 | $9.0M |
| Dogwood Wealth Management LLC | 3.61% | Add +6.3% | 96,321 | $8.3M |
| Jones Financial Companies LLLP | 0.00% | Add +9.8% | 86,495 | $7.4M |
| Smith, Moore & Co. | 0.52% | Add +7.4% | 81,953 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.5% | 77,681 | $6.7M |
| Bucket List Wealth Management, LLC | 3.95% | New | 75,915 | $6.6M |
| Pathstone Holdings, LLC | 0.03% | No change | 72,739 | $6.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.4% | 66,477 | $5.7M |
| Connecticut Wealth Management, LLC | 0.22% | Reduce -6.0% | 60,221 | $5.2M |
| Silver Oak Securities, Incorporated | 0.36% | Add +0.4% | 56,909 | $4.9M |
| Gladstone Institutional Advisory LLC | 0.18% | Add +26.5% | 56,694 | $4.9M |
| Cascade Financial Partners, LLC | 0.50% | Add +3.1% | 56,488 | $4.9M |
| Cetera Investment Advisers | 0.01% | Add +46.4% | 56,401 | $4.9M |
| Jacobi Capital Management LLC | 0.27% | Reduce -1.9% | 56,326 | $4.9M |
| Capital Advisors, Ltd. LLC | 0.53% | Add +0.1% | 53,626 | $4.6M |
| Two Sigma Investments, LP | 0.00% | Add +3.6% | 51,300 | $4.4M |
| Merit Financial Group, LLC | 0.03% | Add +31.7% | 50,324 | $4.3M |
| Sanctuary Advisors, LLC | 0.02% | Add +4.0% | 48,766 | $4.2M |
| World Investment Advisors | 0.06% | Reduce -2.5% | 44,750 | $3.9M |
| Avant Capital LLC | 2.66% | Reduce -2.7% | 43,726 | $3.8M |
| LMG Wealth Partners, LLC | 0.67% | Add +8.8% | 42,721 | $3.7M |
| Truist Financial Corp. | 0.00% | Reduce -7.1% | 39,453 | $3.6M |
| Landmark Wealth Management, LLC | 0.93% | Add +25.8% | 40,148 | $3.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.0% | 39,696 | $3.4M |
| Harbour Investments, Inc. | 0.05% | Add +15.6% | 39,662 | $3.4M |
| KOM Wealth Management Group, LLC | 2.32% | Reduce -2.6% | 39,329 | $3.4M |
| Essex Financial Services, Inc. | 0.18% | Reduce -3.5% | 38,069 | $3.3M |
| United Advisor Group, LLC | 0.41% | Reduce -1.4% | 37,897 | $3.3M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -10.0% | 33,940 | $2.9M |
| Summit Wealth Partners, LLC | 0.43% | Reduce -9.7% | 31,128 | $2.7M |
| Principal Securities, Inc. | 0.04% | Add +1.8% | 30,569 | $2.6M |
| Clear Creek Financial Management, LLC | 0.20% | Add +22.8% | 29,492 | $2.5M |
| Premier Path Wealth Partners, LLC | 0.31% | Reduce -12.2% | 27,724 | $2.4M |
| Biondo Investment Advisors, LLC | 0.30% | Add +6.0% | 26,658 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +4.0% | 26,619 | $2.3M |
| Blair William & Co. | 0.01% | Add +199.5% | 24,769 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +2.1% | 23,826 | $2.1M |
| Visionary Wealth Advisors | 0.09% | Reduce -22.9% | 23,750 | $2.1M |
| Verus Capital Partners, LLC | 0.13% | Reduce -0.1% | 22,133 | $1.9M |
| PMG Wealth Management, Inc. | 1.33% | Reduce -13.7% | 21,289 | $1.8M |
| Core Wealth Advisors, Inc. | 0.43% | Add +43.3% | 21,005 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +62.2% | 20,819 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -2.4% | 19,909 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -44.1% | 19,648 | $1.7M |
| PFG Investments, LLC | 0.07% | Reduce -13.3% | 18,467 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.2% | 17,128 | $1.5M |
| Tower Wealth Partners, Inc. | 0.80% | Add +0.3% | 16,670 | $1.4M |
| MLP3, LLC | 1.59% | Add +0.1% | 16,583 | $1.4M |
| Royal Capital Wealth Management, LLC | 0.88% | Reduce -1.1% | 16,438 | $1.4M |
| MML Investors Services, LLC | 0.00% | Reduce -8.8% | 15,148 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Reduce -3.0% | 14,925 | $1.3M |
| Atlas Brown,Inc. | 0.38% | Reduce -0.8% | 14,736 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +4.0% | 14,620 | $1.3M |
| Roman Butler Fullerton & Co. | 0.35% | Reduce -1.4% | 13,999 | $1.3M |
| Confluence Investment Management LLC | 0.02% | Reduce -89.5% | 14,360 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Reduce -22.1% | 14,191 | $1.2M |
| Intrepid Financial Planning Group LLC | 0.49% | Reduce -0.6% | 13,967 | $1.2M |
| Quad-Cities Investment Group, LLC | 0.48% | Add +0.1% | 13,895 | $1.2M |
| Hollencrest Capital Management | 0.04% | Reduce -32.8% | 11,827 | $1.0M |
| MSH Capital Advisors LLC | 0.21% | Reduce -8.2% | 11,498 | $994K |
| Waverly Advisors, LLC | 0.01% | Add +103.8% | 11,475 | $992K |
| Creative Planning | 0.00% | Add +22.5% | 11,102 | $959K |
| Kraematon Investment Advisors, Inc. | 0.77% | Reduce -4.9% | 10,988 | $949K |
| Anson Capital, Inc. | 0.65% | Add +3.8% | 10,984 | $949K |
| Nova Wealth Management, Inc. | 0.60% | Add +41.6% | 10,612 | $917K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -13.3% | 10,548 | $911K |
| Intentional Wealth Strategies, LLC | 0.84% | — | 10,484 | $906K |
| Jackson, Grant Investment Advisers, Inc. | 0.29% | Add +0.3% | 10,179 | $880K |
| Cozad Asset Management Inc. | 0.07% | Reduce -14.2% | 10,095 | $872K |
| Perspective Wealth Advisors LLC | 0.56% | Add +19.0% | 9,981 | $862K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.7% | 9,758 | $843K |
| NewEdge Wealth, LLC | 0.01% | Add +55.8% | 9,580 | $828K |
| Kestra Advisory Services, LLC | 0.00% | Add +98.0% | 9,488 | $820K |
| Tempus Wealth Planning, LLC | 0.18% | Reduce -18.7% | 9,089 | $785K |
| Goldman Sachs Group Inc. | 0.00% | Add +138.8% | 8,902 | $769K |
| Harvest Investment Services, LLC | 0.14% | Add +3.2% | 8,855 | $765K |
| Clarus Wealth Advisors | 0.33% | Add +4.2% | 8,718 | $764K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 8,783 | $759K |
| Key Financial Inc | 0.13% | No change | 8,739 | $755K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +65.6% | 8,717 | $753K |
| FMR LLC | 0.00% | Add +9.9% | 8,699 | $752K |
"% of holder's portfolio" is REGL's weight in each manager's 13F, not the share of Prshrs S&P Mid 400 DVD Arist the manager owns.