13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
REGL

PRS MIDCAP DIV ARISTO

251 institutions still hold PRS MIDCAP DIV ARISTO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74347b680·251 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.3%
vs prior quarter
13F value held
$839M
74.0% inst. owned
of float
Holders
251
-79 QoQ
filers reporting
Activity
+67 / −51
+870 added · −742 reduced
this quarter
Concentration
23.96%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

251 institutions reported REGL in Q1 2026. MORGAN STANLEY leads at 24.0% of the visible book. -79 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$201M2.3M0.01%Q1 202602
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$175M2.0M2.15%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$61M712K0.02%Q1 202604
LPL Financial LLC
CIK 0001403438
$55M640K0.01%Q1 202605
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$52M603K0.03%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$47M544K0.00%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$34M395K0.01%Q1 202608
ROYAL BANK OF CANADA
CIK 0001000275
$28M319K0.00%Q1 202609
Baird Financial Group, Inc.
CIK 0001648711
$26M302K0.04%Q1 202610
UBS Group AG
CIK 0001610520
$24M272K0.00%Q1 202611
&PARTNERS
CIK 0000107136
$21M244K0.10%Q1 202612
TOTH FINANCIAL ADVISORY CORP
CIK 0000866780
$20M228K2.17%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$20M228K0.00%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$16M190K0.02%Q1 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$12M137K0.00%Q1 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$11M127K0.01%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M110K0.01%Q1 202618
Modern Wealth Management, LLC
CIK 0002001900
$9M108K0.16%Q1 202619
BENJAMIN EDWARDS INC
CIK 0001451623
$9M105K0.09%Q1 202620
FAS Wealth Partners, Inc.
CIK 0001596957
$8M100K0.54%Q4 2025
Page 1 of 13
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