PROSHARES TR (REGL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
233
Reporting holders
$1.1B
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $202.6M | 2,212,869 | 0.01% | 35q | -4.9%-$10.4M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $177.3M | 1,935,688 | 2.22% | 16q | -4.3%-$8.0M |
| RAYMOND JAMES FINANCIAL INC | $59.7M | 651,902 | 0.02% | 7q | -8.4%-$5.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $57.9M | 632,633 | 0.03% | 31q | +4.9%+$2.7M |
| LPL Financial LLC | $57.5M | 627,671 | 0.01% | 31q | -1.9%-$1.1M |
| BANK OF AMERICA CORP /DE/ | $46.4M | 506,627 | 0.00% | 31q | -6.8%-$3.4M |
| WELLS FARGO & COMPANY/MN | $35.8M | 391,106 | 0.01% | 31q | -50.5%-$36.5M |
| ROYAL BANK OF CANADA | $27.8M | 303,226 | 0.00% | 31q | -4.9%-$1.4M |
| Baird Financial Group, Inc. | $27.6M | 300,972 | 0.04% | 31q | HELD |
| UBS Group AG | $24.3M | 265,460 | 0.00% | 31q | -2.5%-$612.8K |
| Modern Wealth Management, LLC | $23.8M | 259,799 | 0.28% | 11q | +141.7%+$13.9M |
| &PARTNERS | $23.3M | 253,581 | 0.10% | 8q | +4.0%+$897.1K |
| TOTH FINANCIAL ADVISORY CORP | $21.4M | 233,281 | 2.09% | 31q | +2.2%+$455.2K |
| AMERIPRISE FINANCIAL INC | $21.2M | 231,524 | 0.00% | 31q | -49.2%-$20.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $17.3M | 188,567 | 0.02% | 31q | -0.5%-$93.3K |
| FAS Wealth Partners, Inc. | $12.5M | 136,654 | 0.65% | 24q | +37.0%+$3.4M |
| ENVESTNET ASSET MANAGEMENT INC | $12.3M | 134,126 | 0.00% | 31q | -2.0%-$252.3K |
| OSAIC HOLDINGS, INC. | $11.6M | 126,373 | 0.01% | 26q | +15.1%+$1.5M |
| Bucket List Wealth Management, LLC | $10.0M | 109,479 | 4.94% | 2q | +44.2%+$3.1M |
| Dogwood Wealth Management LLC | $9.8M | 107,264 | 3.88% | 11q | +11.4%+$1.0M |
| JONES FINANCIAL COMPANIES LLLP | $8.3M | 89,314 | 0.00% | 9q | +3.3%+$260.9K |
| Merit Financial Group, LLC | $7.5M | 82,353 | 0.02% | 3q | +63.6%+$2.9M |
| SMITH, MOORE & CO. | $7.3M | 80,021 | 0.48% | 31q | -2.4%-$176.9K |
| Pathstone Holdings, LLC | $6.7M | 72,813 | 0.02% | 11q | HELD |
| STIFEL FINANCIAL CORP | $6.4M | 70,148 | 0.01% | 31q | -44.8%-$5.2M |
| Cascade Financial Partners, LLC | $5.6M | 61,148 | 0.49% | 10q | +8.2%+$426.7K |
| Cetera Investment Advisers | $5.6M | 60,630 | 0.01% | 31q | +7.5%+$387.2K |
| SILVER OAK SECURITIES, INCORPORATED | $5.3M | 58,100 | 0.32% | 16q | +2.1%+$109.1K |
| Gladstone Institutional Advisory LLC | $5.3M | 57,754 | 0.17% | 8q | +1.9%+$97.1K |
| Jacobi Capital Management LLC | $5.1M | 55,814 | 0.25% | 31q | -0.9%-$46.9K |
| Connecticut Wealth Management, LLC | $4.7M | 51,391 | 0.17% | 6q | -14.7%-$808.6K |
| BLAIR WILLIAM & CO/IL | $4.7M | 51,132 | 0.01% | 7q | +106.4%+$2.4M |
| Sanctuary Advisors, LLC | $4.6M | 49,829 | 0.02% | 9q | +2.2%+$97.3K |
| LMG Wealth Partners, LLC | $4.2M | 46,369 | 0.68% | 15q | +8.5%+$334.0K |
| Landmark Wealth Management, LLC | $3.9M | 42,336 | 0.93% | 19q | +5.4%+$200.4K |
| World Investment Advisors | $3.9M | 44,750 | 0.06% | 11q | HELD |
| Avant Capital LLC | $3.8M | 41,094 | 2.36% | 15q | -6.0%-$241.0K |
| HARBOUR INVESTMENTS, INC. | $3.7M | 40,523 | 0.05% | 10q | +2.2%+$78.8K |
| BENJAMIN EDWARDS INC | $3.7M | 39,910 | 0.03% | 8q | -61.8%-$5.9M |
| Rockefeller Capital Management L.P. | $3.7M | 39,901 | 0.01% | 27q | +0.5%+$18.8K |
| PINNACLE ASSOCIATES LTD | $3.5M | 38,295 | 0.04% | 13q | +12.8%+$398.8K |
| United Advisor Group, LLC | $3.5M | 38,195 | 0.37% | 10q | +0.8%+$27.3K |
| KOM Wealth Management Group, LLC | $3.5M | 38,098 | 2.11% | 15q | -3.1%-$112.7K |
| Essex Financial Services, Inc. | $3.4M | 37,560 | 0.17% | 26q | -1.3%-$46.6K |
| Ameritas Advisory Services, LLC | $3.4M | 37,425 | 0.07% | 19q | +88.0%+$1.6M |
| TRUIST FINANCIAL CORP | $3.4M | 36,704 | 0.00% | 27q | -7.0%-$251.7K |
| Premier Path Wealth Partners, LLC | $3.3M | 35,676 | 0.38% | 11q | +28.7%+$728.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.9M | 31,660 | 0.00% | 18q | +52.1%+$992.7K |
| Clear Creek Financial Management, LLC | $2.9M | 31,572 | 0.19% | 10q | +7.1%+$190.5K |
| Brookstone Capital Management | $2.8M | 30,521 | 0.03% | new | NEW |
| Summit Wealth Partners, LLC | $2.7M | 29,470 | 0.38% | 27q | -5.3%-$151.8K |
| PRINCIPAL SECURITIES, INC. | $2.7M | 29,015 | 0.03% | 11q | -5.1%-$142.3K |
| Dynamic Advisor Solutions LLC | $2.7M | 28,983 | 0.08% | 15q | +8.9%+$216.5K |
| Biondo Investment Advisors, LLC | $2.7M | 28,944 | 0.32% | 31q | +8.6%+$209.3K |
| R2 Capital Strategies, LLC | $2.6M | 28,810 | 1.20% | new | FIRST |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 24,495 | 0.00% | 12q | +24.7%+$444.7K |
| HighTower Advisors, LLC | $2.1M | 23,371 | 0.00% | 31q | -1.9%-$41.7K |
| Visionary Wealth Advisors | $2.0M | 22,223 | 0.08% | 27q | -6.4%-$139.8K |
| Core Wealth Advisors, Inc. | $2.0M | 21,804 | 0.40% | 14q | +3.8%+$73.2K |
| PMG Wealth Management, Inc. | $2.0M | 21,390 | 1.21% | 7q | HELD |
| VERUS CAPITAL PARTNERS, LLC | $1.9M | 21,070 | 0.10% | 14q | -4.8%-$97.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.9M | 20,594 | 0.01% | 8q | +155.0%+$1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 19,559 | 0.00% | new | NEW |
| Tower Wealth Partners, Inc. | $1.7M | 19,004 | 0.86% | 16q | +14.0%+$213.7K |
| PFG Investments, LLC | $1.7M | 18,485 | 0.07% | 14q | HELD |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.5M | 16,920 | 0.07% | 18q | +15.7%+$210.6K |
| Royal Capital Wealth Management, LLC | $1.5M | 16,445 | 0.85% | 19q | HELD |
| Private Advisor Group, LLC | $1.4M | 15,579 | 0.01% | 31q | -9.0%-$141.8K |
| NewEdge Advisors, LLC | $1.4M | 15,564 | 0.00% | new | NEW |
| ROMAN BUTLER FULLERTON & CO | $1.3M | 14,452 | 0.32% | 12q | +3.2%+$41.7K |
| Atlas Brown,Inc. | $1.3M | 13,902 | 0.34% | 31q | -5.7%-$76.4K |
| Intrepid Financial Planning Group LLC | $1.3M | 13,785 | 0.43% | 8q | -1.3%-$16.7K |
| MSH Capital Advisors LLC | $1.3M | 13,776 | 0.22% | 19q | +19.8%+$208.6K |
| Quad-Cities Investment Group, LLC | $1.2M | 13,096 | 0.43% | 31q | -5.8%-$73.2K |
| Anson Capital, Inc. | $1.2M | 12,577 | 0.75% | 12q | +14.5%+$145.9K |
| MML INVESTORS SERVICES, LLC | $1.1M | 11,964 | 0.00% | 31q | -21.0%-$291.6K |
| HOLLENCREST CAPITAL MANAGEMENT | $1.1M | 11,827 | 0.07% | 15q | HELD |
| PNC Financial Services Group, Inc. | $1.1M | 11,772 | 0.00% | 22q | +34.0%+$273.7K |
| Waverly Advisors, LLC | $1.1M | 11,502 | 0.01% | 11q | HELD |
| KRAEMATON INVESTMENT ADVISORS, INC | $1.0M | 11,013 | 0.75% | 19q | HELD |
| WealthPlan Investment Management, LLC | $981.9K | 10,723 | 0.05% | 17q | +1.7%+$16.0K |
| Creative Planning | $962.7K | 10,513 | 0.00% | 4q | -5.3%-$53.9K |
| Nova Wealth Management, Inc. | $957.8K | 10,460 | 0.53% | 6q | -1.4%-$13.9K |
| Jackson, Grant Investment Advisers, Inc. | $934.4K | 10,204 | 0.29% | 29q | HELD |
| Clarus Wealth Advisors | $924.5K | 10,196 | 0.36% | 20q | +17.0%+$134.0K |
| FMR LLC | $918.6K | 10,031 | 0.00% | 30q | +15.3%+$122.0K |
| Steward Partners Investment Advisory, LLC | $907.1K | 9,906 | 0.00% | 29q | +13.6%+$108.9K |
| COZAD ASSET MANAGEMENT INC | $898.3K | 9,810 | 0.06% | 16q | -2.8%-$26.1K |
| NewEdge Wealth, LLC | $877.2K | 9,580 | 0.01% | 14q | HELD |
| Tempus Wealth Planning, LLC | $867.2K | 9,470 | 0.17% | 27q | +4.2%+$34.9K |
| Harvest Investment Services, LLC | $864.0K | 9,435 | 0.13% | 31q | +6.5%+$53.1K |
| Signature Wealth Management Partners, LLC | $850.7K | 9,290 | 0.40% | 5q | +12.9%+$97.0K |
| Intentional Wealth Strategies, LLC | $844.1K | 9,218 | 0.79% | 2q | -12.1%-$115.9K |
| Capital Investment Advisors, LLC | $823.4K | 8,992 | 0.01% | 12q | -7.8%-$70.1K |
| Northwest Financial Advisors | $787.0K | 8,595 | 0.10% | 11q | HELD |
| Key Financial Inc | $779.6K | 8,514 | 0.13% | 23q | -2.6%-$20.6K |
| Parcion Private Wealth LLC | $764.1K | 8,345 | 0.04% | 15q | HELD |
| XTX Topco Ltd | $761.4K | 8,315 | 0.01% | new | NEW |
| RDA Financial Network | $749.9K | 8,189 | 0.16% | 7q | +13.0%+$86.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $735.9K | 8,036 | 0.01% | 24q | +5.6%+$38.9K |
Showing the largest 100 of 241 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 233 | $1.1B | 12,237,503 | 19 | 67 | 70 | 0.0% |
| Q1 2026 | 232 | $1.1B | 12,772,872 | 17 | 77 | 69 | 0.0% |
| Q4 2025 | 231 | $1.1B | 12,939,753 | 15 | 61 | 78 | 0.0% |
| Q3 2025 | 220 | $1.2B | 14,086,717 | 16 | 81 | 62 | 0.0% |
| Q2 2025 | 216 | $1.2B | 14,491,763 | 23 | 75 | 62 | 0.0% |
| Q1 2025 | 206 | $989.0M | 12,264,672 | 24 | 70 | 48 | 0.0% |
| Q4 2024 | 197 | $968.9M | 12,008,360 | 12 | 77 | 46 | 0.0% |
| Q3 2024 | 192 | $992.8M | 12,155,063 | 16 | 66 | 59 | 0.0% |
| Q2 2024 | 192 | $901.2M | 12,247,598 | 12 | 59 | 68 | 0.0% |
| Q1 2024 | 194 | $1.4B | 17,284,589 | 23 | 58 | 58 | 0.1% |
| Q4 2023 | 180 | $1.1B | 15,171,738 | 11 | 55 | 72 | 0.0% |
| Q3 2023 | 185 | $910.7M | 13,650,203 | 14 | 74 | 55 | 0.0% |
| Q2 2023 | 184 | $948.2M | 13,493,895 | 12 | 68 | 52 | 0.0% |
| Q1 2023 | 179 | $978.7M | 13,833,512 | 19 | 76 | 40 | 0.0% |
| Q4 2022 | 155 | $909.9M | 12,730,516 | 31 | 60 | 20 | 0.0% |
| Q3 2022 | 154 | $604.3M | 9,378,555 | 17 | 67 | 37 | 0.0% |
| Q2 2022 | 152 | $595.3M | 8,823,658 | 13 | 48 | 49 | 0.0% |
| Q1 2022 | 147 | $655.9M | 8,439,713 | 12 | 52 | 48 | 0.0% |
| Q4 2021 | 148 | $587.4M | 7,968,030 | 9 | 55 | 33 | 0.0% |
| Q3 2021 | 138 | $538.7M | 7,947,660 | 8 | 52 | 37 | 0.0% |
| Q2 2021 | 145 | $572.0M | 8,014,558 | 18 | 54 | 39 | 0.0% |
| Q1 2021 | 135 | $533.9M | 7,659,801 | 19 | 63 | 26 | 0.0% |
| Q4 2020 | 121 | $452.5M | 7,199,419 | 16 | 47 | 36 | 0.0% |
| Q3 2020 | 107 | $368.2M | 6,933,562 | 12 | 38 | 38 | 0.0% |
| Q2 2020 | 101 | $373.6M | 7,099,243 | 14 | 38 | 31 | 0.0% |
| Q1 2020 | 105 | $292.2M | 6,488,598 | 18 | 39 | 34 | 0.0% |
| Q4 2019 | 114 | $412.7M | 6,855,499 | 12 | 49 | 22 | 0.0% |
| Q3 2019 | 101 | $366.4M | 6,307,398 | 6 | 55 | 21 | 0.0% |
| Q2 2019 | 104 | $328.6M | 5,619,889 | 23 | 46 | 22 | 0.0% |
| Q1 2019 | 90 | $285.1M | 5,046,633 | 17 | 46 | 15 | 0.0% |
| Q4 2018 | 84 | $200.8M | 3,881,236 | 0 | 2 | 4 | 0.0% |