Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Proshares Tr (REGL)

240 + Investors. Track Smart Money conviction in REGL. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — REGL

Based on 241 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added REGL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
241 hedge funds hold REGL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

112 buying101 selling
Last quarter: 112 funds bought or added vs 101 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 29 → 20 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

68% conviction (2yr+) 15% medium 16% new
165 out of 241 hedge funds have held REGL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~25 new funds/quarter

31 → 18 → 29 → 20 → 25 new funds/Q
New funds entering each quarter: 18 → 29 → 20 → 25. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 20% newcomers

71% veterans 10% 1-2yr 20% new
Entry-cohort mix of 241 holders: 170 (71%) are 2+ year veterans, 24 entered 1–2 years ago, and 47 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
21 of 241 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in REGL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — REGL

In 2026 Q2, 112 hedge funds were net buyers of REGL (25 opened a new position, 87 added to an existing one), while 101 reduced or exited (80 trimmed, 21 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 45% of total institutional value in REGL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 241.

Hedge Fund Ownership: REGL

How many hedge funds hold REGL — quarterly history vs. share price
Quarterly hedge fund ownership of REGL vs. share price

Market Analysis: REGL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: REGL

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: REGL
240 + Investors

Track Smart Money conviction in REGL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 240 237 1.27%
13F Shares 12M 12M 0.05%
Total Value $1.11B $1.05B 5.86%
New Positions 25 20 +5
Increased Positions 87 92 -5
Closed Positions 22 21 +1
Reduced Positions 79 74 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: REGL

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Institutional Holders (2026 Q2)

240 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in REGL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 REGL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bucket List Wealth Management, LLC 4.94% 109,479 $10.0M
2 Dogwood Wealth Management LLC 3.88% 107,264 $9.8M
3 Avant Capital LLC 2.36% 41,094 $3.8M
4 Coldstream Capital Management Inc 2.22% 1,935,688 $177.3M
5 KOM Wealth Management Group, LLC 2.11% 38,098 $3.5M
6 Toth Financial Advisory Corp 2.09% 233,281 $21.4M
7 PMG Wealth Management, Inc. 1.21% 21,390 $2.0M
8 R2 Capital Strategies, LLC 1.20% 28,810 $2.6M
9 Landmark Wealth Management, LLC 0.93% 42,336 $3.9M
10 Tower Wealth Partners, Inc. 0.86% 19,004 $1.7M
11 Royal Capital Wealth Management, LLC 0.85% 16,445 $1.5M
12 Intentional Wealth Strategies, LLC 0.79% 9,218 $844K
13 Kraematon Investment Advisors, Inc 0.75% 11,013 $1.0M
14 Anson Capital, Inc. 0.75% 12,577 $1.2M
15 LMG Wealth Partners, LLC 0.68% 46,369 $4.2M
16 FAS Wealth Partners, Inc. 0.65% 136,654 $12.5M
17 Nova Wealth Management, Inc. 0.53% 10,460 $958K
18 Cascade Financial Partners, LLC 0.49% 61,148 $5.6M
19 Smith, Moore & CO. 0.48% 80,021 $7.3M
20 WMS Group LLC 0.47% 4,000 $366K
21 Quad-Cities Investment Group, LLC 0.43% 13,096 $1.2M
22 Intrepid Financial Planning Group LLC 0.43% 13,785 $1.3M
23 Core Wealth Advisors, Inc. 0.40% 21,804 $2.0M
24 Signature Wealth Management Partners, LLC 0.40% 9,290 $851K
25 Summit Wealth Partners, LLC 0.38% 29,470 $2.7M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Proshares Tr (REGL)

What does the Smart Money Trend signal show for REGL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added REGL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for REGL?

Slight buying edge — 53% buying: Last quarter: 112 funds bought or added vs 101 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for REGL holders?

Elite ownership — 45% AUM from top-100 funds: 21 of 241 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in REGL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held REGL?

68% of holders stayed for 2+ years: 165 out of 241 hedge funds have held REGL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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