Who owns ProShares - S&P MidCap 400 Dividend Aristocrats ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of REGL from SEC Form 13F filings across 242 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 242 institutions disclosed 12.4M shares of ProShares - S&P MidCap 400 Dividend Aristocrats ETF worth $1.14B — about 66.7% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
242
13F holders
$1.14B
value, 2026 filers
66.7%
of shares outstanding (12.4M sh)
29
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of REGL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2.2M | $202.6M | 0.0% | 11.9% | -4.9% |
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | 1.9M | $177.3M | 2.2% | 10.4% | -4.3% |
| 3 | RAYMOND JAMES FINANCIAL INC | 651,902 | $59.7M | 0.0% | 3.5% | -8.4% |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 632,633 | $57.9M | 0.0% | 3.4% | +4.9% |
| 5 | LPL Financial LLC | 627,671 | $57.5M | 0.0% | 3.4% | -1.9% |
| 6 | BANK OF AMERICA CORP /DE/ | 506,627 | $46.4M | 0.0% | 2.7% | -6.8% |
| 7 | WELLS FARGO & COMPANY/MN | 391,106 | $35.8M | 0.0% | 2.1% | -0.9% |
| 8 | ROYAL BANK OF CANADA | 303,226 | $27.8M | 0.0% | 1.6% | -4.9% |
| 9 | Baird Financial Group, Inc. | 300,972 | $27.6M | 0.0% | 1.6% | -0.4% |
| 10 | UBS Group AG | 265,460 | $24.3M | 0.0% | 1.4% | -2.5% |
| 11 | Modern Wealth Management, LLC | 259,799 | $23.8M | 0.3% | 1.4% | +141.7% |
| 12 | &PARTNERS | 253,581 | $23.3M | 0.1% | 1.4% | +4.0% |
| 13 | TOTH FINANCIAL ADVISORY CORP | 233,281 | $21.4M | 2.1% | 1.3% | +2.2% |
| 14 | AMERIPRISE FINANCIAL INC | 231,524 | $21.2M | 0.0% | 1.2% | +1.6% |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 188,567 | $17.3M | 0.0% | 1% | -0.5% |
| 16 | FAS Wealth Partners, Inc.NEW | 136,654 | $12.5M | 0.7% | 0.7% | new |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 134,126 | $12.3M | 0.0% | 0.7% | -2.0% |
| 18 | OSAIC HOLDINGS, INC. | 126,373 | $11.6M | 0.0% | 0.7% | +15.1% |
| 19 | Bucket List Wealth Management, LLC | 109,479 | $10.0M | 4.9% | 0.6% | +44.2% |
| 20 | Dogwood Wealth Management LLC | 107,264 | $9.8M | 3.9% | 0.6% | +11.4% |
| 21 | JONES FINANCIAL COMPANIES LLLP | 89,314 | $8.3M | 0.0% | 0.5% | +3.3% |
| 22 | Cambridge Investment Research Advisors, Inc. | 80,468 | $7.4M | 0.0% | 0.4% | +3.6% |
| 23 | SMITH, MOORE & CO. | 80,021 | $7.3M | 0.5% | 0.4% | -2.4% |
| 24 | Pathstone Holdings, LLC | 72,813 | $6.7M | 0.0% | 0.4% | +0.1% |
| 25 | STIFEL FINANCIAL CORP | 70,148 | $6.4M | 0.0% | 0.4% | -44.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.