Farther Finance Advisors, LLC REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF

Ownership history in Farther Finance Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF (REGL) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows REGL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this REGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

REGL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Farther Finance Advisors, LLC held REGL — position size vs. price
% of Fund (quarterly)    REGL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 4,017 +3,618 +906.8% 0.00% $349K 2026-04-07 $87.67
2025 Q4 ADDED 399 +34 +9.3% 0.00% $34K 2026-01-23 $87.63
2025 Q3 UNCHANGED 365 0% 0.00% $31K 2025-10-14 $83.65
2025 Q2 UNCHANGED 365 0% 0.00% $30K 2025-07-11 $81.98
2025 Q1 UNCHANGED 365 0% 0.00% $30K 2025-04-14 $75.81
2024 Q4 ADDED 365 +352 +2707.7% 0.00% $29K 2025-02-10 $79.23
2024 Q3 UNCHANGED 13 0% 0.00% $1K 2024-10-29 $78.38
2024 Q2 REDUCED 96.9% +11.6% 13 -409 -96.9% 0.00% $971 2024-07-31 $77.33
2024 Q1 REDUCED 10.6% -6.4% 422 -50 -10.6% 0.00% $33K 2024-05-14 $73.88
2023 Q4 INITIATED 472 0.00% $35K 2024-02-15 $69.87

FAQ About Farther Finance Advisors, LLC and REGL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning REGL?

Farther Finance Advisors, LLC reported REGL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported REGL position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for REGL was 0.00% in 2026 Q1.

What is the latest reported REGL position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 4,017 shares, equal to 0.00% of portfolio, with an estimated market value of $349K.

What does the chart on this REGL ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly REGL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their REGL position?

Based on 13F filing dates vs. subsequent REGL price moves, Farther Finance Advisors, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on REGL relative to SPY over the holding period was -3.3%.

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