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REGL · ProShares S&P MidCap 400 Dividend Aristocrats ETF ETF

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$93.02 -0.16 (-0.17%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 1
Total Value: $333,681
Total Shares: 3,644

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2025
Top Holder
100.0%
Dec 2020 → Jun 2026 · range 19.6% – 100.0%
0.0 pts
Top 5
100.0%
Dec 2020 → Jun 2026 · range 48.0% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2020 → Jun 2026 · range 67.6% – 100.0%
0.0 pts
HHI
10,000
Dec 2020 → Jun 2026 · range 755 – 10,000
Highly concentrated0

Quarterly Activity

vs Mar 31, 2025
New
1
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: 0
Institutional value: +6.9%
Shares held: -5.8%

Top New Positions

vs Mar 31, 2025
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 3,644 $333,681

Top Sold-Out Positions

vs Mar 31, 2025
Institution Previously Held Last Value (USD) Open
B. Riley Wealth Advisors, Inc. 3,870 $312,115
Filter: New 1 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 1 of 1
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC REGL $333,681 100.00% 3,644