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