PRSHRS S&P MID 400 DVD ARIST REGL
$92.32
+0.8% 52w: $78.05 – $92.54
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data78.0585.3092.54
Jun 20, 2025 Jul 2, 2026
Institutional holders
239
-1 QoQ
13F value
$1.08B
-2.6% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$205K calls / — puts
Institutional value by quarter
Number of holders
Who owns REGL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 2.3M | $201.0M | 0.0% | +3.4% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 2.0M | $174.8M | 2.2% | -3.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 711.5K | $61.5M | 0.0% | +1.4% |
| LPL Financial LLC | Bank broker | 640.1K | $55.3M | 0.0% | -9.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 603.3K | $52.1M | 0.0% | +4.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 543.9K | $47.0M | 0.0% | +3.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 394.7K | $34.1M | 0.0% | -1.0% |
| ROYAL BANK OF CANADA | Bank broker | 318.7K | $27.5M | 0.0% | +10.3% |
| Baird Financial Group, Inc. | Diversified mechanical | 302.2K | $26.1M | 0.0% | +1.6% |
| UBS Group AG | Bank broker | 272.2K | $23.5M | 0.0% | +3.0% |
| &PARTNERS | Diversified mechanical | 243.8K | $21.1M | 0.1% | -7.9% |
| TOTH FINANCIAL ADVISORY CORP | Other | 228.3K | $19.7M | 2.2% | +0.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 227.9K | $19.7M | 0.0% | +5.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 189.6K | $16.4M | 0.0% | +7.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 136.9K | $11.8M | 0.0% | +1.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 127.2K | $11.0M | 0.0% | -73.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 109.8K | $9.5M | 0.0% | -8.0% |
| Modern Wealth Management, LLC | Wealth advisor | 107.5K | $9.3M | 0.2% | +11.8% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 104.6K | $9.0M | 0.1% | -74.1% |
| FAS Wealth Partners, Inc. | Wealth advisor | 104.1K | $9.0M | 0.6% | +4.4% |
| Dogwood Wealth Management LLC | Wealth advisor | 96.3K | $8.3M | 3.6% | +6.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 86.5K | $7.4M | 0.0% | +9.8% |
| SMITH, MOORE & CO. | Wealth advisor | 82.0K | $7.1M | 0.5% | +7.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 77.7K | $6.7M | 0.0% | -0.5% |
| Bucket List Wealth Management, LLC | Wealth advisor | 75.9K | $6.6M | 3.9% | New |
| Pathstone Holdings, LLC | Diversified mechanical | 72.7K | $6.3M | 0.0% | Held |
| Janney Montgomery Scott LLC | Diversified mechanical | 66.5K | $5.7M | 0.0% | +2.4% |
| Connecticut Wealth Management, LLC | Wealth advisor | 60.2K | $5.2M | 0.2% | -6.0% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 56.9K | $4.9M | 0.4% | +0.4% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 56.7K | $4.9M | 0.2% | +26.5% |
| Cascade Financial Partners, LLC | Wealth advisor | 56.5K | $4.9M | 0.5% | +3.1% |
| Cetera Investment Advisers | Wealth advisor | 56.4K | $4.9M | 0.0% | +46.4% |
| Jacobi Capital Management LLC | Wealth advisor | 56.3K | $4.9M | 0.3% | -1.9% |
| Capital Advisors, Ltd. LLC | Wealth advisor | 53.6K | $4.6M | 0.5% | +0.1% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 51.3K | $4.4M | 0.0% | +3.6% |
| Merit Financial Group, LLC | Wealth advisor | 50.3K | $4.3M | 0.0% | +31.7% |
| Sanctuary Advisors, LLC | Wealth advisor | 48.8K | $4.2M | 0.0% | +4.0% |
| World Investment Advisors | Wealth advisor | 44.8K | $3.9M | 0.1% | -2.5% |
| Avant Capital LLC | Wealth advisor | 43.7K | $3.8M | 2.7% | -2.7% |
| LMG Wealth Partners, LLC | Other | 42.7K | $3.7M | 0.7% | +8.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 39.5K | $3.6M | 0.0% | -7.1% |
| Landmark Wealth Management, LLC | Wealth advisor | 40.1K | $3.5M | 0.9% | +25.8% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 39.7K | $3.4M | 0.0% | +2.9% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 39.7K | $3.4M | 0.1% | +15.6% |
| KOM Wealth Management Group, LLC | Wealth advisor | 39.3K | $3.4M | 2.3% | -2.6% |
| Essex Financial Services, Inc. | Wealth advisor | 38.1K | $3.3M | 0.2% | -3.5% |
| United Advisor Group, LLC | Wealth advisor | 37.9K | $3.3M | 0.4% | -1.4% |
| PINNACLE ASSOCIATES LTD | Other | 33.9K | $2.9M | 0.0% | -10.0% |
| Summit Wealth Partners, LLC | Wealth advisor | 31.1K | $2.7M | 0.4% | -9.7% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 30.6K | $2.6M | 0.0% | +1.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.