REGL

PRSHRS S&P MID 400 DVD ARIST
USCUSIP 74347B680
Institutional Owners
71
+0 QoQ
13F Value Held
$284.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)36 adding · 22 trimming
Insider net (180d)+$0
Price history not yet available for REGL.

Top institutional holders

71 13F filers
#FundPosition valueSharesLast moveAs of
1COLDSTREAM CAPITAL MANAGEMENT INC
$174.8M
2.02MReducedQ1 2026
2&PARTNERS
$21.1M
243.8KReducedQ1 2026
3BENJAMIN EDWARDS INC
$8.9M
103.5KAddedQ1 2026
4Modern Wealth Management, LLC
$8.1M
96.1KNewQ4 2025
5Pathstone Holdings, LLC
$6.3M
72.7KHeldQ1 2026
6Connecticut Wealth Management, LLC
$5.2M
60.2KReducedQ1 2026
7Gladstone Institutional Advisory LLC
$4.9M
56.7KAddedQ1 2026
8Jacobi Capital Management LLC
$4.9M
56.3KReducedQ1 2026
9Merit Financial Group, LLC
$4.3M
50.3KAddedQ1 2026
10Sanctuary Advisors, LLC
$4.2M
48.8KAddedQ1 2026
11Essex Financial Services, Inc.
$3.3M
38.1KReducedQ1 2026
12Rockefeller Capital Management L.P.
$3.2M
38.6KNewQ4 2025
13PINNACLE ASSOCIATES LTD
$2.9M
33.9KReducedQ1 2026
14PRINCIPAL SECURITIES, INC.
$2.6M
30.6KAddedQ1 2026
15Dynamic Advisor Solutions LLC
$2.3M
26.6KAddedQ1 2026
16BLAIR WILLIAM & CO/IL
$2.1M
24.8KAddedQ1 2026
17Visionary Wealth Advisors
$2.1M
23.8KReducedQ1 2026
18Ameritas Advisory Services, LLC
$1.7M
19.9KReducedQ1 2026
19WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$1.7M
19.6KReducedQ1 2026
20Private Advisor Group, LLC
$1.5M
17.1KReducedQ1 2026
21MML INVESTORS SERVICES, LLC
$1.3M
15.1KReducedQ1 2026
22NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$1.3M
14.6KAddedQ1 2026
23NewEdge Advisors, LLC
$1.2M
14.2KNewQ1 2026
24Waverly Advisors, LLC
$992K
11.5KAddedQ1 2026
25WealthPlan Investment Management, LLC
$911K
10.5KReducedQ1 2026

Fund activity — latest quarter

Opened (NEW)
12
funds
Added
24
funds
Reduced
19
funds
Exited
3
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

65 funds+64 since Q2 2025
03365Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $272M

Funds that own REGL also own

CompanyCo-held byCombined value
Nvidia CorpNVDA71 funds$21.6B
ISHARES TR CORE SP500 ETFIVV71 funds$19.6B
Microsoft CorpMSFT71 funds$17.9B
TATE STR SPDR S&P 500 ETF TSPY71 funds$11.5B
Jpmorgan Chase & CoJPM71 funds$8.6B
Broadcom IncAVGO71 funds$8.5B
LPHABET INCGOOG71 funds$7.6B
Meta Platforms Inc Cl AMETA71 funds$7.5B
VANGUARD TAXMANAGED FDS VAN FTSE DEV MKTVEA71 funds$5.6B
Johnson & JohnsonJNJ71 funds$4.9B
Exxon Mobil CorpXOM71 funds$4.6B
Walmart IncWMT71 funds$4.5B

Ranked by how many of REGL's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.