REGL institutional holders

PROSHARES TR · 13F, 2026Q2

Managers holding239
Shares held12,479,309
Reported value$1.1bn
Quarter flows22 new, 90 added, 78 trimmed, 22 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY2,212,869$202.6m0.0%
COLDSTREAM CAPITAL MANAGEMENT INC1,935,688$177.3m1.6%
RAYMOND JAMES FINANCIAL INC651,902$59.7m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO632,633$57.9m0.0%
LPL Financial LLC627,671$57.5m0.0%
BANK OF AMERICA CORP /DE/506,627$46.4m0.0%
WELLS FARGO & COMPANY/MN391,106$35.8m0.0%
ROYAL BANK OF CANADA303,226$27.8m0.0%
Baird Financial Group, Inc.300,972$27.6m0.0%
UBS Group AG265,460$24.3m0.0%
Modern Wealth Management, LLC259,799$23.8m0.3%
&PARTNERS253,581$23.3m0.1%
TOTH FINANCIAL ADVISORY CORP233,281$21.4m2.1%
AMERIPRISE FINANCIAL INC231,524$21.2m0.0%
COMMONWEALTH EQUITY SERVICES, LLC188,567$17.3m0.0%
Cambridge Investment Research Advisors, Inc.160,936$14.7m0.0%
FAS Wealth Partners, Inc.136,654$12.5m0.7%
ENVESTNET ASSET MANAGEMENT INC134,126$12.3m0.0%
OSAIC HOLDINGS, INC.126,373$11.6m0.0%
Bucket List Wealth Management, LLC109,479$10.0m4.9%
Dogwood Wealth Management LLC107,264$9.8m3.9%
JONES FINANCIAL COMPANIES LLLP89,314$8.3m0.0%
SMITH, MOORE & CO.80,021$7.3m0.5%
Pathstone Holdings, LLC72,813$6.7m0.0%
STIFEL FINANCIAL CORP70,148$6.4m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("REGL"). REGL price history · All 13F data

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