226 tracked 13F filers disclose a position in REGL as of the latest SEC 13F filings, a combined $1.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $201.0M | 2.3M | ▲+3.4% Added · +77K sh | Q1 2026 | |
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | $174.8M | 2.0M | ▼−3.7% Reduced · −77K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $61.5M | 712K | ▲+1.4% Added · +10K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $55.3M | 640K | ▼−9.1% Reduced · −64K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $52.1M | 603K | ▲+4.8% Added · +27K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $47.0M | 544K | ▲+3.6% Added · +19K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $34.1M | 395K | ▼−1.0% Reduced · −4K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $27.5M | 319K | ▲+10% Added · +30K sh | Q1 2026 | |
| 9 | Baird Financial Group, Inc. | $26.1M | 302K | ▲+1.6% Added · +5K sh | Q1 2026 | |
| 10 | UBS Group AG | $23.5M | 272K | ▲+3.0% Added · +8K sh | Q1 2026 | |
| 11 | &PARTNERS | $23.3M | 254K | ▲+4.0% Added · +10K sh | Q2 2026 | |
| 12 | TOTH FINANCIAL ADVISORY CORP | $21.4M | 233K | ▲+2.2% Added · +5K sh | Q2 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $19.7M | 228K | ▲+5.8% Added · +12K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $16.4M | 190K | ▲+7.4% Added · +13K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $11.8M | 137K | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 16 | FAS Wealth Partners, Inc. | $12.5M | 137K | ▲+31% Added · +33K sh | Q2 2026 | |
| 17 | STIFEL FINANCIAL CORP | $11.0M | 127K | ▼−74% Reduced · −358K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $9.5M | 110K | ▼−8.0% Reduced · −10K sh | Q1 2026 | |
| 19 | Bucket List Wealth Management, LLC | $10.0M | 109K | ▲+44% Added · +34K sh | Q2 2026 | |
| 20 | Modern Wealth Management, LLC | $9.3M | 108K | ▲+12% Added · +11K sh | Q1 2026 | |
| 21 | Dogwood Wealth Management LLC | $9.8M | 107K | ▲+11% Added · +11K sh | Q2 2026 | |
| 22 | JONES FINANCIAL COMPANIES LLLP | $7.4M | 86K | ▲+9.8% Added · +8K sh | Q1 2026 | |
| 23 | SMITH, MOORE & CO. | $7.3M | 80K | ▼−2.4% Reduced · −2K sh | Q2 2026 | |
| 24 | Pathstone Holdings, LLC | $6.3M | 73K | —Held | Q1 2026 | |
| 25 | Cascade Financial Partners, LLC | $5.6M | 61K | ▲+8.2% Added · +5K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in REGL and 23 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 121 funds | $40.3B |
| APPLE INCAAPL | 120 funds | $51.8B |
| JPMORGAN CHASE & COJPM | 120 funds | $12.0B |
| NVIDIA CORPNVDA | 119 funds | $62.0B |
| ALPHABET INC-CL AGOOGL | 119 funds | $24.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 119 funds | $9.7B |
| AMAZON.COM INCAMZN | 118 funds | $28.6B |
| ALPHABET INC-CL CGOOG | 118 funds | $17.3B |
| ELI LILLY & COLLY | 118 funds | $11.5B |
| CHEVRON CORPCVX | 117 funds | $4.2B |
| BROADCOM INCAVGO | 116 funds | $21.6B |
| JOHNSON & JOHNSONJNJ | 116 funds | $9.0B |
Ranked by how many of REGL's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| REGLthis pagemc | 226 funds | $1.1B |
| SMDVcommon | 133 funds | $318.8M |
| IGHGmc | 60 funds | $143.1M |
| TOLZETF | 54 funds | $125.0M |
| TBTPSHS ULTSH 20YRS | 50 funds | $85.7M |
| SPXESP500 EX ENRGY | 33 funds | $37.6M |
| ONLNONLINE RTL ETF | 29 funds | $17.3M |
| SPXTSP500 EX TECH | 27 funds | $22.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for REGL
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/REGL/capital-change-brief"
Use Arkolith's capital_change_brief for REGL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for REGL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.