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Prshrs S&P Mid 400 DVD Arist (REGL)

CUSIP: 74347B680 | NYSE | 545 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Toth Financial Advisory Corp230,058
2.0% of portfolio›$19.9M
Commonwealth Equity Services, LLC127,490
0.0% of portfolio›$11.0M
Bucket List Wealth Management, LLC114,654
4.8% of portfolio›$9.9M
Confluence Investment Management LLC68,996
0.1% of portfolio›$6.0M
Cambridge Investment Research Advisors, Inc.64,800
0.0% of portfolio›$5.6K
Capital Advisors, Ltd. LLC53,496
0.0% of portfolio›$4.6K
Premier Path Wealth Partners, LLC50,106
0.5% of portfolio›$4.3M
Connecticut Wealth Management, LLC49,832
0.2% of portfolio›$4.3M
Landmark Wealth Management, LLC43,044
0.9% of portfolio›$3.7M
United Advisor Group, LLC37,378
0.3% of portfolio›$3.2M
Pinnacle Associates LTD36,873
0.0% of portfolio›$3.2M
Truist Financial Corp36,615
0.0% of portfolio›$3.2M
Clear Creek Financial Management, LLC36,068
0.2% of portfolio›$3.1M
Dynamic Advisor Solutions LLC30,748
0.1% of portfolio›$2.7M
R2 Capital Strategies, LLC30,552
1.1% of portfolio›$2.6M
Visionary Wealth Advisors28,641
0.1% of portfolio›$2.5M
Wealth Enhancement Advisory Services, LLC26,882
0.0% of portfolio›$2.4M
Verus Capital Partners, LLC21,774
0.1% of portfolio›$1.9M
Mlp3, LLC16,523
1.2% of portfolio›$1.4M
Wedbush Securities Inc14,901
0.0% of portfolio›$1.3K
Kestra Advisory Services, LLC14,268
0.0% of portfolio›$1.2M
Roman Butler Fullerton & Co14,124
0.3% of portfolio›$1.3M
Anson Capital, Inc.14,055
0.8% of portfolio›$1.2M
Atlas Brown,Inc.13,793
0.3% of portfolio›$1.2M
Quad-Cities Investment Group, LLC13,031
0.4% of portfolio›$1.1M
KOM Wealth Management Group, LLC12,655
0.5% of portfolio›$1.1M
MSH Capital Advisors LLC11,276
0.2% of portfolio›$975.2K
Creative Planning11,087
0.0% of portfolio›$958.8K
Tempus Wealth Planning, LLC10,964
0.2% of portfolio›$948.2K
Kraematon Investment Advisors, Inc10,711
0.7% of portfolio›$926.3K
Signature Wealth Management Partners, LLC10,468
0.4% of portfolio›$905.3K
Clarus Wealth Advisors10,343
0.3% of portfolio›$902.6K
Capital Investment Advisors, LLC8,602
0.0% of portfolio›$743.9K
Northwest Financial Advisors8,600
0.1% of portfolio›$743.8K
Davenport & Co LLC8,407
0.0% of portfolio›$727.0K
Parcion Private Wealth LLC8,345
0.0% of portfolio›$721.6K
CFS Investment Advisory Services, LLC7,593
0.0% of portfolio›$666.6K
Key FInancial Inc7,501
0.1% of portfolio›$648.7K
Kestra Private Wealth Services, LLC7,458
0.0% of portfolio›$645.0K
RDA Financial Network7,454
0.1% of portfolio›$644.6K
WealthPlan Investment Management, LLC7,022
0.0% of portfolio›$607.3K
Heritage Wealth Management, Inc.6,324
0.1% of portfolio›$546.9K
S.A. Mason LLC5,889
0.1% of portfolio›$509.3K
Steel Grove Capital Advisors, LLC5,871
0.0% of portfolio›$507.8K
Mystic Asset Management, Inc.5,845
0.1% of portfolio›$505.5K
Wesbanco Bank Inc5,769
0.0% of portfolio›$499.0K
Sowell Financial Services LLC5,630
0.0% of portfolio›$486.9K
Redhawk Wealth Advisors, Inc.5,329
0.0% of portfolio›$460.9K
Harbor Investment Advisory, LLC5,090
0.0% of portfolio›$440.2K
StoneX Group Inc.5,049
0.0% of portfolio›$437.1K
Oppenheimer & Co Inc4,900
0.0% of portfolio›$423.8K
Pathway Financial Advisers, LLC4,891
0.1% of portfolio›$423.0K
Retirement Planning Co of New England, Inc.4,883
0.2% of portfolio›$422.3K
Seven Hills Financial, LLC4,848
0.3% of portfolio›$419.3K
Integrity Advisory Solutions, LLC4,679
0.0% of portfolio›$404.6K
Patten Group, Inc.4,641
0.1% of portfolio›$401.4K
tru Independence LLC4,640
0.2% of portfolio›$401.3K
Key Client Fiduciary Advisors, LLC4,515
0.1% of portfolio›$390.5K
Independent Financial Group, LLC4,515
0.0% of portfolio›$390.4K
Flagship Harbor Advisors, LLC4,400
0.0% of portfolio›$380.5K
Cyndeo Wealth Partners, LLC4,321
0.0% of portfolio›$373.7K
TriaGen Wealth Management LLC4,165
0.1% of portfolio›$360.2K
WealthBridge Capital Management, LLC4,158
0.1% of portfolio›$359.6K
Hartford Financial Management Inc.4,000
0.1% of portfolio›$345.9K
Montis Financial, LLC3,964
0.1% of portfolio›$342.8K
Prospera Financial Services Inc3,848
0.0% of portfolio›$353.7K
Concurrent Investment Advisors, LLC3,847
0.0% of portfolio›$332.7K
KPP Advisory Services LLC3,839
0.1% of portfolio›$332.0K
Victory Financial Group, LLC3,824
0.0% of portfolio›$330.7K
B. Riley Wealth Advisors, Inc.3,669
0.0% of portfolio›$317.3K
Well Done, LLC3,449
0.0% of portfolio›$298.3K
Rossmore Private Capital3,425
0.0% of portfolio›$296.2K
Acorn Wealth Advisors, LLC3,382
0.1% of portfolio›$292.5K
Martin Capital Partners, LLC3,354
0.1% of portfolio›$290.1K
Ticino Wealth3,347
0.1% of portfolio›$289.5K
Financial Partners Group, Inc3,296
0.0% of portfolio›$285.1K
Essex Bank3,258
0.1% of portfolio›$281.7K
Chicago Partners Investment Group LLC3,200
0.0% of portfolio›$287.9K
Cullen T Bankers, Inc.3,113
0.0% of portfolio›$269.2K
Gilpin Wealth Management, LLC3,000
0.2% of portfolio›$259.4K
Lyell Wealth Management, LP2,866
0.0% of portfolio›$247.9K
QTR Family Wealth, LLC2,796
0.1% of portfolio›$241.8K
Spire Wealth Management2,571
0.0% of portfolio›$222.4K
Centerpoint Advisory Group2,418
0.1% of portfolio›$209.1K
Private Trust Co NA2,362
0.0% of portfolio›$204.3K
Sovran Advisors, LLC2,269
0.0% of portfolio›$208.3K
Gamma Investing LLC2,025
0.0% of portfolio›$175.1K
Mowery & Schoenfeld Wealth Management, LLC1,656
0.2% of portfolio›$143.2K
Assetmark, Inc1,383
0.0% of portfolio›$119.6K
Farther Finance Advisors, LLC1,014
0.0% of portfolio›$87.7K
Ascentis Independent Advisors835
0.0% of portfolio›$72.2K
Dhjj Financial Advisors, Ltd.798
0.0% of portfolio›$69.1K
Asset Dedication, LLC450
0.0% of portfolio›$38.9K
TD Waterhouse Canada Inc.380
0.0% of portfolio›$33.1K
Bfsg, LLC351
0.0% of portfolio›$30.4K
IFP Advisors, Inc336
0.0% of portfolio›$29.1K
United Community Bank300
0.0% of portfolio›$25.9K
Sunrise Financial Services, LLC270
0.0% of portfolio›$23.4K
Buck Wealth Strategies, LLC243
0.0% of portfolio›$21.0K
Rosenberg Matthew Hamilton192
0.0% of portfolio›$16.6K
Nemes Rush Group LLC177
0.0% of portfolio›$15.3K
Signature Equity Partners, LLC175
0.0% of portfolio›$15.1K
Armstrong Advisory Group, Inc148
0.0% of portfolio›$12.8K
Hazlett, Burt & Watson, Inc.108
0.0% of portfolio›$10
Pinnacle Bancorp, Inc.100
0.0% of portfolio›$8.6K
1620 Investment Advisors, Inc.90
0.0% of portfolio›$7.8K
Root Financial Partners, LLC54
0.0% of portfolio›$4.7K
GK Wealth Management LLC20
0.0% of portfolio›$1.7K
Main Street Group, LTD15
0.0% of portfolio›$1.3K
EverSource Wealth Advisors, LLC12
0.0% of portfolio›$1.0K
Citigroup Inc9
0.0% of portfolio›$778
Valley National Advisers Inc8
0.0% of portfolio›$692
StyleTurnoverLocationFiled
Toth Financial Advisory Corp
230,058$19.9M2.0%CoreLowLeesburg, VA2026-10-08
Commonwealth Equity Services, LLC
127,490$11.0M0.0%ETFLowWaltham, MA2026-11-02
Bucket List Wealth Management, LLC
114,654$9.9M4.8%ETFMediumThe Villages, FL2026-10-22
Confluence Investment Management LLC
68,996$6.0M0.1%ValueMediumSt. Louis, MO2026-10-01
Cambridge Investment Research Advisors, Inc.
64,800$5.6K0.0%ETFLowFairfield, IA2026-11-02
Capital Advisors, Ltd. LLC
53,496$4.6K0.0%ETFLowShaker Heights, OH2026-10-27
Premier Path Wealth Partners, LLC
50,106$4.3M0.5%GrowthMediumMadison, NJ2026-10-16
Connecticut Wealth Management, LLC
49,832$4.3M0.2%ETFLowFarmington, CT2026-10-13
Landmark Wealth Management, LLC
43,044$3.7M0.9%ETFVery LowMelville, NY2026-11-03
United Advisor Group, LLC
37,378$3.2M0.3%ETFLowCincinnati, OH2026-11-03
Pinnacle Associates LTD
36,873$3.2M0.0%CoreLowNew York, NY2026-10-20
Truist Financial Corp
36,615$3.2M0.0%CoreLowCharlotte, NC2026-10-30
Clear Creek Financial Management, LLC
36,068$3.1M0.2%ETFMediumSilverdale, WA2026-10-28
Dynamic Advisor Solutions LLC
30,748$2.7M0.1%ETFLowPhoenix, AZ2026-10-13
R2 Capital Strategies, LLC
30,552$2.6M1.1%ETFN/ALincoln, NE2026-10-15
Visionary Wealth Advisors
28,641$2.5M0.1%ETFLowO'Fallon, IL2026-11-04
Wealth Enhancement Advisory Services, LLC
26,882$2.4M0.0%CoreLowPlymouth, MN2026-10-13
Verus Capital Partners, LLC
21,774$1.9M0.1%GrowthLowScottsdale, AZ2026-11-03
Mlp3, LLC
16,523$1.4M1.2%CoreVery LowLinwood, NJ2026-10-22
Wedbush Securities Inc
14,901$1.3K0.0%CoreLowPasadena, CA2026-10-22
Kestra Advisory Services, LLC
14,268$1.2M0.0%CoreLowAustin, TX2026-11-02
Roman Butler Fullerton & Co
14,124$1.3M0.3%GrowthMediumSt Louis, MO2026-10-27
Anson Capital, Inc.
14,055$1.2M0.8%ETFLowTyrone, GA2026-10-23
Atlas Brown,Inc.
13,793$1.2M0.3%GrowthLowLouisville, KY2026-10-09
Quad-Cities Investment Group, LLC
13,031$1.1M0.4%CoreLowDavenport, IA2026-10-16
KOM Wealth Management Group, LLC
12,655$1.1M0.5%ETFLowAppleton, WI2026-10-15
MSH Capital Advisors LLC
11,276$975.2K0.2%CoreLowScottsdale, AZ2026-11-03
Creative Planning
11,087$958.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Tempus Wealth Planning, LLC
10,964$948.2K0.2%ETFMediumIrvine, CA2026-10-14
Kraematon Investment Advisors, Inc
10,711$926.3K0.7%MomentumLowBraintree, MA2026-11-02
Signature Wealth Management Partners, LLC
10,468$905.3K0.4%GrowthVery LowMontvale, NJ2026-10-21
Clarus Wealth Advisors
10,343$902.6K0.3%ETFMediumPeoria, AZ2026-10-13
Capital Investment Advisors, LLC
8,602$743.9K0.0%CoreLowAtlanta, GA2026-10-22
Northwest Financial Advisors
8,600$743.8K0.1%ETFLowHerndon, VA2026-10-27
Davenport & Co LLC
8,407$727.0K0.0%CoreMediumRichmond, VA2026-10-14
Parcion Private Wealth LLC
8,345$721.6K0.0%CoreMediumBellevue, WA2026-10-28
CFS Investment Advisory Services, LLC
7,593$666.6K0.0%ETFMediumTotowa, NJ2026-10-19
Key FInancial Inc
7,501$648.7K0.1%ETFLowWest Chester, PA2026-11-02
Kestra Private Wealth Services, LLC
7,458$645.0K0.0%GrowthLowAustin, TX2026-10-30
RDA Financial Network
7,454$644.6K0.1%GrowthMediumAkron, IA2026-10-15
WealthPlan Investment Management, LLC
7,022$607.3K0.0%GrowthMediumOmaha, NE2026-10-15
Heritage Wealth Management, Inc.
6,324$546.9K0.1%CoreLowCincinnati, OH2026-10-28
S.A. Mason LLC
5,889$509.3K0.1%GrowthVery LowHolland, MI2026-10-13
Steel Grove Capital Advisors, LLC
5,871$507.8K0.0%ETFLowMemphis, TN2026-10-13
Mystic Asset Management, Inc.
5,845$505.5K0.1%CoreVery LowWarwick, RI2026-10-15
Wesbanco Bank Inc
5,769$499.0K0.0%CoreLowWheeling, WV2026-11-04
Sowell Financial Services LLC
5,630$486.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
Redhawk Wealth Advisors, Inc.
5,329$460.9K0.0%ETFHighMinneapolis, MN2026-10-14
Harbor Investment Advisory, LLC
5,090$440.2K0.0%GrowthLowLutherville, MD2026-10-13
StoneX Group Inc.
5,049$437.1K0.0%ETFMediumNew York, NY2026-11-03
Oppenheimer & Co Inc
4,900$423.8K0.0%CoreLowNew York, NY2026-10-26
Pathway Financial Advisers, LLC
4,891$423.0K0.1%CoreLowAuburn, IN2026-10-27
Retirement Planning Co of New England, Inc.
4,883$422.3K0.2%CoreLowWarwick, RI2026-10-15
Seven Hills Financial, LLC
4,848$419.3K0.3%ETFN/ATallahassee, FL2026-10-13
Integrity Advisory Solutions, LLC
4,679$404.6K0.0%ETFMediumDallas, TX2026-10-29
Patten Group, Inc.
4,641$401.4K0.1%CoreLowChattanooga, TN2026-10-26
tru Independence LLC
4,640$401.3K0.2%ETFLowPortland, OR2026-10-20
Key Client Fiduciary Advisors, LLC
4,515$390.5K0.1%ValueMediumFairfield, NJ2026-10-19
Independent Financial Group, LLC
4,515$390.4K0.0%GrowthLowSan Diego, CA2026-10-13
Flagship Harbor Advisors, LLC
4,400$380.5K0.0%ETFMediumBoston, MA2026-10-26
Cyndeo Wealth Partners, LLC
4,321$373.7K0.0%CoreMediumSt. Petersburg, FL2026-10-16
TriaGen Wealth Management LLC
4,165$360.2K0.1%CoreMediumCalabasas, CA2026-10-14
WealthBridge Capital Management, LLC
4,158$359.6K0.1%ETFLowWesterville, OH2026-10-16
Hartford Financial Management Inc.
4,000$345.9K0.1%CoreLowWest Hartford, CT2026-10-21
Montis Financial, LLC
3,964$342.8K0.1%ETFLowWaltham, MA2026-11-04
Prospera Financial Services Inc
3,848$353.7K0.0%CoreMediumDallas, TX2026-11-04
Concurrent Investment Advisors, LLC
3,847$332.7K0.0%GrowthMediumTampa, FL2026-10-16
KPP Advisory Services LLC
3,839$332.0K0.1%GrowthMediumLouisville, KY2026-10-26
Victory Financial Group, LLC
3,824$330.7K0.0%ETFLowAustin, TX2026-10-27
B. Riley Wealth Advisors, Inc.
3,669$317.3K0.0%GrowthLowMemphis, TN2026-10-13
Well Done, LLC
3,449$298.3K0.0%ETFLowHolland, MI2026-10-20
Rossmore Private Capital
3,425$296.2K0.0%CoreLowGlastonbury, CT2026-10-27
Acorn Wealth Advisors, LLC
3,382$292.5K0.1%ETFLowGrand Blanc, MI2026-10-19
Martin Capital Partners, LLC
3,354$290.1K0.1%YieldLowEugene, OR2026-10-07
Ticino Wealth
3,347$289.5K0.1%GARPMediumMission Viejo, CA2026-10-13
Financial Partners Group, Inc
3,296$285.1K0.0%ETFLowOverland Park, KS2026-10-19
Essex Bank
3,258$281.7K0.1%CoreLowEssex, CT2026-10-16
Chicago Partners Investment Group LLC
3,200$287.9K0.0%GARPLowChicago, IL2026-10-27
Cullen T Bankers, Inc.
3,113$269.2K0.0%GrowthLowSan Antonio, TX2026-10-28
Gilpin Wealth Management, LLC
3,000$259.4K0.2%GrowthLowDenver, CO2026-10-09
Lyell Wealth Management, LP
2,866$247.9K0.0%GrowthLowMenlo Park, CA2026-10-30
QTR Family Wealth, LLC
2,796$241.8K0.1%GrowthMediumLake Mary, FL2026-11-02
Spire Wealth Management
2,571$222.4K0.0%GrowthMediumMclean, VA2026-10-30
Centerpoint Advisory Group
2,418$209.1K0.1%ETFLowOverland Park, KS2026-10-23
Private Trust Co NA
2,362$204.3K0.0%CoreLowCleveland, OH2026-10-20
Sovran Advisors, LLC
2,269$208.3K0.0%ETFMediumSan Diego, CA2026-11-02
Gamma Investing LLC
2,025$175.1K0.0%IndexVery LowFoster City, CA2026-10-08
Mowery & Schoenfeld Wealth Management, LLC
1,656$143.2K0.2%GrowthMediumLincolnshire, IL2026-10-28
Assetmark, Inc
1,383$119.6K0.0%ETFLowConcord, CA2026-10-21
Farther Finance Advisors, LLC
1,014$87.7K0.0%IndexLowSan Francisco, CA2026-10-08
Ascentis Independent Advisors
835$72.2K0.0%ETFLowDallas, TX2026-11-03
Dhjj Financial Advisors, Ltd.
798$69.1K0.0%ETFVery LowNaperville, IL2026-10-23
Asset Dedication, LLC
450$38.9K0.0%ETFLowSan Francisco, CA2026-11-03
TD Waterhouse Canada Inc.
380$33.1K0.0%CoreLowToronto, Australia2026-10-16
Bfsg, LLC
351$30.4K0.0%CoreLowIrvine, CA2026-10-30
IFP Advisors, Inc
336$29.1K0.0%GrowthLowTampa, FL2026-10-16
United Community Bank
300$25.9K0.0%CoreLowGreenville, SC2026-10-28
Sunrise Financial Services, LLC
270$23.4K0.0%ETFMediumBurien, WA2026-10-21
Buck Wealth Strategies, LLC
243$21.0K0.0%ValueMediumDenver, CO2026-10-28
Rosenberg Matthew Hamilton
192$16.6K0.0%ETFVery LowGrand Junction, CO2026-10-05
Nemes Rush Group LLC
177$15.3K0.0%CoreVery LowNovi, MI2026-11-04
Signature Equity Partners, LLC
175$15.1K0.0%GrowthMediumColumbus, OH2026-10-29
Armstrong Advisory Group, Inc
148$12.8K0.0%ETFHighNeedham, MA2026-10-09
Hazlett, Burt & Watson, Inc.
108$100.0%CoreVery LowWheeling, WV2026-11-04
Pinnacle Bancorp, Inc.
100$8.6K0.0%CoreVery LowBeatrice, NE2026-10-21
1620 Investment Advisors, Inc.
90$7.8K0.0%ValueLowPlymouth, MA2026-11-04
Root Financial Partners, LLC
54$4.7K0.0%ETFMediumEncinitas, CA2026-10-21
GK Wealth Management LLC
20$1.7K0.0%GARPVery HighReno, NV2026-10-09
Main Street Group, LTD
15$1.3K0.0%ETFMediumGlen Allen, VA2026-10-28
EverSource Wealth Advisors, LLC
12$1.0K0.0%CoreMediumBirmingham, AL2026-11-04
Citigroup Inc
9$7780.0%CoreMediumNew York, NY2026-11-04
Valley National Advisers Inc
8$6920.0%ETFLowBethlehem, PA2026-10-23