PRSHRS S&P MID 400 DVD ARIST (REGL) Institutional Ownership Changes & 13F Activity

PRSHRS S&P MID 400 DVD ARIST (REGL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Royal Bank Of Canada, Verus Capital Partners, Llc, &Partners, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Verus Capital Partners, LlcSell-22,147-100.0%0$0.00Q1 2026Jul 09, 2026
Wells Fargo & Company/MnSell-3,836-1.0%394,726$34.11MQ1 2026Jul 08, 2026
Western Wealth Management, LlcBuy+8—8$691.00Q1 2026May 19, 2026
Bank Of America CorpBuy+18,790+3.6%543,882$47.00MQ1 2026May 18, 2026
Core Wealth Advisors, Inc.Buy+6,350+43.3%21,005$1.82MQ1 2026May 18, 2026
Empire Financial Management Company, LlcBuy+102+4.1%2,604$225.01KQ1 2026May 18, 2026
Morgan StanleyBuy+76,739+3.4%2,325,942$200.98MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+29,817+10.3%318,720$27.54MQ1 2026May 15, 2026
&PartnersSell-20,780-7.9%243,797$21.07MQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-9,527-8.0%109,839$9.51MQ1 2026May 15, 2026
Mercer Global Advisors IncBuy+7,985+62.2%20,819$1.80MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+7,692+9.8%86,495$7.35MQ1 2026May 15, 2026
Citadel Advisors LlcSell-7,033-67.0%3,464$299.32KQ1 2026May 15, 2026
Waverly Advisors, LlcBuy+5,844+103.8%11,475$991.55KQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+5,354+15.6%39,662$3.43MQ1 2026May 15, 2026
Goldman Sachs Group IncBuy+5,174+138.8%8,902$769.22KQ1 2026May 15, 2026
Integrated Wealth Concepts LlcBuy+4,885—4,885$422.08KQ1 2026May 15, 2026
Quantinno Capital Management LpBuy+3,077—3,077$265.88KQ1 2026May 15, 2026
Tower Research Capital Llc (Trc)Sell-2,913-99.9%4$346.00Q1 2026May 15, 2026
Two Sigma Investments, LpBuy+1,800+3.6%51,300$4.43MQ1 2026May 15, 2026
Silver Grove Financial Group, Inc.Buy+1,208+40.1%4,219$364.55KQ1 2026May 15, 2026
Fmr LlcBuy+783+9.9%8,699$751.69KQ1 2026May 15, 2026
Qube Research & Technologies LtdBuy+697+107.7%1,344$116.14KQ1 2026May 15, 2026
Iht Wealth Management, LlcSell-627-19.8%2,533$218.83KQ1 2026May 15, 2026
Headinvest, LlcSell-500-8.7%5,217$450.80KQ1 2026May 15, 2026
Harvest Investment Services, LlcBuy+273+3.2%8,855$765.17KQ1 2026May 15, 2026
Royal Capital Wealth Management, LlcSell-192-1.2%16,438$1.42MQ1 2026May 15, 2026
Corient Private Wealth LlcSell-144-4.0%3,500$302.44KQ1 2026May 15, 2026
Allworth Financial LpBuy+134—134$11.60KQ1 2026May 15, 2026
Psi Advisors, LlcBuy+95+1.9%5,121$442.51KQ1 2026May 15, 2026
Showing 30 of 202

Frequently asked questions about REGL activity

  • Which institutional owners are buying REGL?

    Institutional owners buying REGL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in REGL activity?

    "Buy" means an investor increased their reported position in REGL compared to the prior reporting period. This reflects growing exposure to PRSHRS S&P MID 400 DVD ARIST (REGL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in REGL increasing?

    Institutional interest in REGL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.