13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
REGL

PRSHRS S&P MID 400 DVD ARIST

256 institutions still hold PRSHRS S&P MID 400 DVD ARIST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74347B680·Exchange Traded Fund·256 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$865M
visible holders
Holders
256
filers reporting
Concentration
23.41%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

256 institutions reported REGL in Q2 2026. MORGAN STANLEY leads at 23.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$203M2.2M0.01%Q2 202602
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$177M1.9M2.22%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$60M652K0.02%Q2 202604
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$58M633K0.03%Q2 202605
LPL Financial LLC
CIK 0001403438
$57M628K0.01%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$46M507K0.00%Q2 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$36M391K0.01%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$28M303K0.00%Q2 202609
Baird Financial Group, Inc.
CIK 0001648711
$28M301K0.04%Q2 202610
UBS Group AG
CIK 0001610520
$24M265K0.00%Q2 202611
&PARTNERS
CIK 0000107136
$23M254K0.10%Q2 202612
TOTH FINANCIAL ADVISORY CORP
CIK 0000866780
$21M233K2.09%Q2 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$21M232K0.00%Q2 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$17M189K0.02%Q2 202615
FAS Wealth Partners, Inc.
CIK 0001596957
$13M137K0.65%Q2 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$12M134K0.00%Q2 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M126K0.01%Q2 202618
Bucket List Wealth Management, LLC
CIK 0002133435
$10M109K4.94%Q2 202619
Dogwood Wealth Management LLC
CIK 0002056922
$10M107K3.88%Q2 202620
Modern Wealth Management, LLC
CIK 0002001900
$9M108K0.16%Q1 2026
Page 1 of 13
236 more holders available. Log in →