Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Proshares Tr (REGL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
54%

Smart Money Signals — REGL

Based on 237 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
237 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 — +13% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

112 buying94 selling
Last quarter: 112 funds bought or added vs 94 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.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 30 → 18 → 29 → 20. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new
157 out of 237 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 — ~20 new funds/quarter

23 → 30 → 18 → 29 → 20 new funds/Q
New funds entering each quarter: 30 → 18 → 29 → 20. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 20% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Entry-cohort mix of 237 holders: 157 (66%) are 2+ year veterans, 32 entered 1–2 years ago, and 48 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
18 of 237 holders are among the 100 largest funds by AUM, controlling 46% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q1, 112 hedge funds were net buyers of REGL (20 opened a new position, 92 added to an existing one), while 94 reduced or exited (74 trimmed, 20 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 46% of total institutional value in REGL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 237.

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

-- --

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

Is It Too Late to Buy Proshares Tr (REGL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much REGL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
REGL
+4.2%
SPY
+13.9%

REGL outperformed SPY by -9.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
REGL
+3.4%
SPY
+0.2%

Since the filing became public, REGL outperformed SPY by +3.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: REGL
233 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 233 237 -1.69%
13F Shares 12M 13M -2.24%
Total Value $1.04B $1.06B -1.53%
New Positions 20 29 -9
Increased Positions 91 74 +17
Closed Positions 24 15 +9
Reduced Positions 72 89 -17
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 Q1)

233 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dogwood Wealth Management LLC 3.61% 96,321 $8.3M
2 Avant Capital LLC 2.66% 43,726 $3.8M
3 KOM Wealth Management Group, LLC 2.32% 39,329 $3.4M
4 Toth Financial Advisory Corp 2.17% 228,310 $19.7M
5 Coldstream Capital Management Inc 2.15% 2,023,071 $174.8M
6 Mlp3, LLC 1.58% 16,583 $1.4M
7 Northwest Financial Advisors 1.43% 8,588 $742K
8 PMG Wealth Management, Inc. 1.33% 21,289 $1.8M
9 Landmark Wealth Management, LLC 0.93% 40,148 $3.5M
10 Royal Capital Wealth Management, LLC 0.88% 16,438 $1.4M
11 Intentional Wealth Strategies, LLC 0.84% 10,484 $906K
12 Tower Wealth Partners, Inc. 0.80% 16,670 $1.4M
13 Kraematon Investment Advisors, Inc 0.77% 10,988 $949K
14 LMG Wealth Partners, LLC 0.67% 42,721 $3.7M
15 Anson Capital, Inc. 0.65% 10,984 $949K
16 Nova Wealth Management, Inc. 0.60% 10,612 $917K
17 FAS Wealth Partners, Inc. 0.56% 104,109 $9.0M
18 Perspective Wealth Advisors LLC 0.56% 9,981 $862K
19 Smith, Moore & CO. 0.52% 81,953 $7.1M
20 Cascade Financial Partners, LLC 0.50% 56,488 $4.9M
21 WMS Group LLC 0.50% 4,000 $346K
22 Intrepid Financial Planning Group LLC 0.49% 13,967 $1.2M
23 Quad-Cities Investment Group, LLC 0.48% 13,895 $1.2M
24 Core Wealth Advisors, Inc. 0.43% 21,005 $1.8M
25 Summit Wealth Partners, LLC 0.43% 31,128 $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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for REGL?

Slight buying edge — 54% buying: Last quarter: 112 funds bought or added vs 94 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 — 46% AUM from top-100 funds: 18 of 237 holders are among the 100 largest funds by AUM, controlling 46% 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?

66% of holders stayed for 2+ years: 157 out of 237 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.

Is it too late to buy Proshares Tr (REGL) following the 2026 Q1 hedge fund 13F filings?

As of today, REGL has moved +3.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.2%. Since the quarter end (March 31, 2026), REGL has gained +4.2% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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