REGL · Insider trading · 13F holders · Congress trades
ProShares S&P MidCap 400 Dividend ar istocrats ETF (REGL)
Who is buying and selling REGL: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 26
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
REGL at a glance
- No open-market insider purchases or sales of REGL were filed in the last 90 days.
- 26 13F filers hold REGL among their 50 largest positions, worth $277.4M combined. The biggest bets by portfolio weight are Bucket List Wealth Management, LLC (4.8%), Dogwood Wealth Management LLC (3.9%) and Avant Capital LLC (2.4%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
- Members of Congress have disclosed 1 REGL trade since 2018, 1 purchase and 0 sales in the past year; the latest was Hakeem S. Jeffries (D-NY), buying $15K–50K on Aug 23, 2018.
- REGL last closed at $91.80 on Oct 30, 2026.
REGL insider trading
No open-market insider purchases or sales of REGL were filed in the last 90 days.
Who owns REGL? Hedge funds and superinvestors
26 13F filers hold REGL among their 50 largest positions, worth $277.4M combined. The biggest bets by portfolio weight are Bucket List Wealth Management, LLC (4.8%), Dogwood Wealth Management LLC (3.9%) and Avant Capital LLC (2.4%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Coldstream Capital Management IncWealth manager | 2.2% | $177.3M | 1,935,688 | -4.3% shares | Q2 2026 |
| Toth Financial Advisory CorpWealth manager | 2.0% | $19.9M | 230,058 | -1.4% shares | Q3 2026 |
| FAS Wealth Partners, Inc.Wealth manager | 0.7% | $12.5M | 136,654 | +31.3% shares | Q2 2026 |
| Bucket List Wealth Management, LLCWealth manager | 4.8% | $9.9M | 114,654 | +4.7% shares | Q3 2026 |
| Dogwood Wealth Management LLCWealth manager | 3.9% | $9.8M | 107,264 | +11.4% shares | Q2 2026 |
| Smith, Moore & Co.Wealth manager | 0.5% | $7.3M | 80,021 | -2.4% shares | Q2 2026 |
| Cascade Financial Partners, LLCWealth manager | 0.5% | $5.6M | 61,148 | +8.2% shares | Q2 2026 |
| Capital Advisors, Ltd. LLCInstitutional asset manager | 0.5% | $4.6M | 53,496 | +0.0% shares | Q3 2026 |
| Premier Path Wealth Partners, LLCWealth manager | 0.5% | $4.3M | 50,106 | — | Q3 2026 |
| Landmark Wealth Management, LLCWealth manager | 0.9% | $3.9M | 42,336 | +5.4% shares | Q2 2026 |
| Avant Capital LLCWealth manager | 2.4% | $3.8M | 41,094 | -6.0% shares | Q2 2026 |
| R2 Capital Strategies, LLCWealth manager | 1.1% | $2.6M | 30,552 | +6.0% shares | Q3 2026 |
| Core Wealth Advisors, Inc.Wealth manager | 0.4% | $2.0M | 21,804 | +3.8% shares | Q2 2026 |
| PMG Wealth Management, Inc.Wealth manager | 1.2% | $2.0M | 21,390 | +0.5% shares | Q2 2026 |
| Tower Wealth Partners, Inc.Wealth manager | 0.9% | $1.7M | 19,004 | +14.0% shares | Q2 2026 |
| Royal Capital Wealth Management, LLCWealth manager | 0.8% | $1.5M | 16,445 | +0.0% shares | Q2 2026 |
| Mlp3, LLCWealth manager | 1.2% | $1.4M | 16,523 | +0.1% shares | Q3 2026 |
| Anson Capital, Inc.Wealth manager | 0.8% | $1.2M | 14,055 | +11.8% shares | Q3 2026 |
| KOM Wealth Management Group, LLCWealth manager | 0.5% | $1.1M | 12,655 | -66.8% shares | Q3 2026 |
| Kraematon Investment Advisors, IncWealth manager | 0.8% | $1.0M | 11,013 | +0.2% shares | Q2 2026 |
| Signature Wealth Management Partners, LLCWealth manager | 0.4% | $905K | 10,468 | — | Q3 2026 |
| Intentional Wealth Strategies, LLCWealth manager | 0.8% | $844K | 9,218 | -12.1% shares | Q2 2026 |
| Northwest Financial AdvisorsWealth manager | 0.1% | $744K | 8,600 | +0.1% shares | Q3 2026 |
| Perspective Wealth Advisors LLCWealth manager | 0.3% | $590K | 6,443 | -35.4% shares | Q2 2026 |
| Keystone Financial Services, LLCWealth manager | 0.2% | $401K | 4,374 | +4.5% shares | Q2 2026 |
| WMS Group LLCWealth manager | 0.5% | $366K | 4,000 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 10, Q2 2026: 16). Screen REGL in the grand portfolio →
REGL stock trades by members of Congress
Members of Congress have disclosed 1 REGL trade since 2018, 1 purchase and 0 sales in the past year; the latest was Hakeem S. Jeffries (D-NY), buying $15K–50K on Aug 23, 2018.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Sep 19, 2018 | Hakeem S. JeffriesD-NY · House | Buy | $15K–50K | Aug 23, 2018 | +60.2% |
REGL questions and answers
Are insiders buying REGL stock?
No open-market insider purchases or sales of REGL were filed in the last 90 days.
Which hedge funds own REGL?
26 13F filers hold REGL among their 50 largest positions, worth $277.4M combined. The biggest bets by portfolio weight are Bucket List Wealth Management, LLC (4.8%), Dogwood Wealth Management LLC (3.9%) and Avant Capital LLC (2.4%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
Has Congress traded REGL?
Members of Congress have disclosed 1 REGL trade since 2018, 1 purchase and 0 sales in the past year; the latest was Hakeem S. Jeffries (D-NY), buying $15K–50K on Aug 23, 2018.
Who is the largest holder of REGL?
Among 13F filers, Coldstream Capital Management Inc reports the largest REGL position, $177.3M (1,935,688 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Bucket List Wealth Management, LLC's: 4.8% of its portfolio.
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