Who Owns PROSH SP MDCP400 DV ETF (REGL)? -- Institutional Holders (2026-06-30)

259 institutions reported holding $1.14B of PROSH SP MDCP400 DV ETF (REGL) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($202.6M), COLDSTREAM CAPITAL MANAGEMENT INC ($177.3M), RAYMOND JAMES FINANCIAL INC ($59.7M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($57.9M), LPL Financial LLC ($57.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$202.6M2.2MTrimmed
2COLDSTREAM CAPITAL MANAGEMENT INC$177.3M1.9MTrimmed
3RAYMOND JAMES FINANCIAL INC$59.7M651,902Trimmed
4NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$57.9M632,633Added
5LPL Financial LLC$57.5M627,671Trimmed
6BANK OF AMERICA CORP /DE/$46.4M506,627Trimmed
7WELLS FARGO & COMPANY/MN$35.8M391,106Trimmed
8Royal Bank of Canada$27.8M303,226Trimmed
9Baird Financial Group, Inc.$27.6M300,972Trimmed
10UBS Group AG$24.3M265,460Trimmed
11Modern Wealth Management, LLC$23.8M259,799Added
12&PARTNERS$23.3M253,581Added
13TOTH FINANCIAL ADVISORY CORP$21.4M233,281Added
14AMERIPRISE FINANCIAL INC$21.2M231,524Added
15COMMONWEALTH EQUITY SERVICES, LLC$17.3M188,567Trimmed
16FAS Wealth Partners, Inc.$12.5M136,654Added
17ENVESTNET ASSET MANAGEMENT INC$12.3M134,126Trimmed
18OSAIC HOLDINGS, INC.$11.6M126,373Added
19Bucket List Wealth Management, LLC$10.0M109,479Added
20Dogwood Wealth Management LLC$9.8M107,264Added
21JONES FINANCIAL COMPANIES LLLP$8.3M89,314Added
22Cambridge Investment Research Advisors, Inc.$7.4M80,468Added
23SMITH, MOORE & CO.$7.3M80,021Trimmed
24Pathstone Holdings, LLC$6.7M72,813Added
25STIFEL FINANCIAL CORP$6.4M70,148Trimmed

Source: SEC Form 13F filings · as of 2026-06-30