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Institutional Ownership · SEC Form 13F

Who owns REGL (REGL)


Which tracked institutional funds hold REGL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See REGL company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

239
Institutional holders
12,374,332
Shares held (tracked funds)

How the tape is positioned

40 tracked funds added or opened REGL while 22 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

REGL’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes REGL more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in REGL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 239 tracked filers holding REGL, 112 increased or opened the position and 98 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in REGL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 3

  • Bucket List Wealth Management, LLC$7M
  • Intentional Wealth Strategies, LLC$906K
  • STEEL GROVE CAPITAL ADVISORS, LLC$567K

Full exits 8

  • FAS Wealth Partners, Inc.$8M
  • FSA WEALTH PARTNERS, INC.$2M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • HighPoint Advisor Group LLC$2M
  • NewEdge Advisors, LLC$2M
  • PLANWISER FINANCIAL, LLC$707K

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$52M
  • MORGAN STANLEY$12M
  • ROYAL BANK OF CANADA$3M
  • BANK OF AMERICA CORP /DE/$3M
  • RAYMOND JAMES FINANCIAL INC$2M
  • Cetera Investment Advisers$2M

Largest trims

  • STIFEL FINANCIAL CORP$30M
  • BENJAMIN EDWARDS INC$25M
  • CONFLUENCE INVESTMENT MANAGEMENT LLC$10M
  • LPL Financial LLC$4M
  • COLDSTREAM CAPITAL MANAGEMENT INC$2M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added2,325,942$201M19.1%2026-Q1
COLDSTREAM CAPITAL MANAGEMENT INC trimmed2,023,071$175M16.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added711,530$61M5.8%2026-Q1
LPL Financial LLC trimmed640,146$55M5.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added603,345$52M4.9%2026-Q1
BANK OF AMERICA CORP /DE/ added543,882$47M4.5%2026-Q1
WELLS FARGO & COMPANY/MN trimmed394,726$34M3.2%2026-Q1
ROYAL BANK OF CANADA added318,720$28M2.6%2026-Q1
Baird Financial Group, Inc. added302,183$26M2.5%2026-Q1
UBS Group AG added272,152$24M2.2%2026-Q1
&PARTNERS trimmed243,797$21M2.0%2026-Q1
TOTH FINANCIAL ADVISORY CORP added228,310$20M1.9%2026-Q1
AMERIPRISE FINANCIAL INC added227,899$20M1.9%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added189,586$16M1.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added136,881$12M1.1%2026-Q1
STIFEL FINANCIAL CORP trimmed127,164$11M1.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed109,839$10M0.9%2026-Q1
Modern Wealth Management, LLC added107,502$9M0.9%2026-Q1
BENJAMIN EDWARDS INC trimmed104,580$9M0.9%2026-Q1
Dogwood Wealth Management LLC added96,321$8M0.8%2026-Q1
JONES FINANCIAL COMPANIES LLLP added86,495$7M0.7%2026-Q1
SMITH, MOORE & CO. added81,953$7M0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed77,681$7M0.6%2026-Q1
Bucket List Wealth Management, LLC new75,915$7M0.6%2026-Q1
Pathstone Holdings, LLC72,739$6M0.6%2026-Q1
Janney Montgomery Scott LLC added66,477$6M0.5%2026-Q1
Connecticut Wealth Management, LLC trimmed60,221$5M0.5%2026-Q1
SILVER OAK SECURITIES, INCORPORATED added56,909$5M0.5%2026-Q1
Gladstone Institutional Advisory LLC added56,694$5M0.5%2026-Q1
Cascade Financial Partners, LLC added56,488$5M0.5%2026-Q1
Cetera Investment Advisers added56,401$5M0.5%2026-Q1
Jacobi Capital Management LLC trimmed56,326$5M0.5%2026-Q1
Capital Advisors, Ltd. LLC added53,626$5M0.4%2026-Q1
TWO SIGMA INVESTMENTS, LP added51,300$4M0.4%2026-Q1
Merit Financial Group, LLC added50,324$4M0.4%2026-Q1
Sanctuary Advisors, LLC added48,766$4M0.4%2026-Q1
World Investment Advisors trimmed44,750$4M0.4%2026-Q1
Avant Capital LLC trimmed43,726$4M0.4%2026-Q1
LMG Wealth Partners, LLC added42,721$4M0.4%2026-Q1
TRUIST FINANCIAL CORP trimmed39,453$4M0.3%2026-Q1
Landmark Wealth Management, LLC added40,148$3M0.3%2026-Q1
Rockefeller Capital Management L.P. added39,696$3M0.3%2026-Q1
HARBOUR INVESTMENTS, INC. added39,662$3M0.3%2026-Q1
KOM Wealth Management Group, LLC trimmed39,329$3M0.3%2026-Q1
Essex Financial Services, Inc. trimmed38,069$3M0.3%2026-Q1
United Advisor Group, LLC trimmed37,897$3M0.3%2026-Q1
PINNACLE ASSOCIATES LTD trimmed33,940$3M0.3%2026-Q1
Summit Wealth Partners, LLC trimmed31,128$3M0.3%2026-Q1
PRINCIPAL SECURITIES, INC. added30,569$3M0.3%2026-Q1
Clear Creek Financial Management, LLC added29,492$3M0.2%2026-Q1
Premier Path Wealth Partners, LLC trimmed27,724$2M0.2%2026-Q1
Biondo Investment Advisors, LLC added26,658$2M0.2%2026-Q1
Dynamic Advisor Solutions LLC added26,619$2M0.2%2026-Q1
BLAIR WILLIAM & CO/IL added24,769$2M0.2%2026-Q1
HighTower Advisors, LLC added23,826$2M0.2%2026-Q1
Visionary Wealth Advisors trimmed23,750$2M0.2%2026-Q1
VERUS CAPITAL PARTNERS, LLC trimmed22,133$2M0.2%2026-Q1
PMG Wealth Management, Inc. trimmed21,289$2M0.2%2026-Q1
Core Wealth Advisors, Inc. added21,005$2M0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added20,819$2M0.2%2026-Q1
Ameritas Advisory Services, LLC trimmed19,909$2M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed19,648$2M0.2%2026-Q1
PFG Investments, LLC trimmed18,467$2M0.2%2026-Q1
Private Advisor Group, LLC trimmed17,128$1M0.1%2026-Q1
Tower Wealth Partners, Inc. added16,670$1M0.1%2026-Q1
MLP3, LLC added16,583$1M0.1%2026-Q1
Royal Capital Wealth Management, LLC trimmed16,438$1M0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed15,148$1M0.1%2026-Q1
WEDBUSH SECURITIES INC trimmed14,925$1M0.1%2026-Q1
Atlas Brown,Inc. trimmed14,736$1M0.1%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added14,620$1M0.1%2026-Q1
ROMAN BUTLER FULLERTON & CO trimmed13,999$1M0.1%2026-Q1
CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed14,360$1M0.1%2026-Q1
Intrepid Financial Planning Group LLC trimmed13,967$1M0.1%2026-Q1
Quad-Cities Investment Group, LLC added13,895$1M0.1%2026-Q1
HOLLENCREST CAPITAL MANAGEMENT trimmed11,827$1M0.1%2026-Q1
MSH Capital Advisors LLC trimmed11,498$994K0.1%2026-Q1
Waverly Advisors, LLC added11,475$992K0.1%2026-Q1
Creative Planning added11,102$959K0.1%2026-Q1
KRAEMATON INVESTMENT ADVISORS, INC trimmed10,988$949K0.1%2026-Q1
Anson Capital, Inc. added10,984$949K0.1%2026-Q1
Nova Wealth Management, Inc. added10,612$917K0.1%2026-Q1
WealthPlan Investment Management, LLC trimmed10,548$911K0.1%2026-Q1
Intentional Wealth Strategies, LLC new10,484$906K0.1%2026-Q1
Jackson, Grant Investment Advisers, Inc. added10,179$880K0.1%2026-Q1
COZAD ASSET MANAGEMENT INC trimmed10,095$872K0.1%2026-Q1
PERSPECTIVE WEALTH ADVISORS LLC added9,981$862K0.1%2026-Q1
Capital Investment Advisors, LLC added9,758$843K0.1%2026-Q1
FAS Wealth Partners, Inc. added99,759$8M0.8%2025-Q4 stale
Integrated Advisors Network LLC added40,048$3M0.3%2025-Q2 stale
Live Oak Investment Partners new47,859$3M0.3%2025-Q3 stale
Atria Wealth Solutions, Inc. trimmed28,440$2M0.2%2025-Q2 stale
FSA WEALTH PARTNERS, INC. trimmed24,237$2M0.2%2025-Q4 stale
Armstrong, Fleming & Moore, Inc new20,565$2M0.2%2025-Q1 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added19,527$2M0.2%2025-Q4 stale
HighPoint Advisor Group LLC new18,719$2M0.1%2025-Q4 stale
NewEdge Advisors, LLC trimmed18,205$2M0.1%2025-Q4 stale
Tyler-Stone Wealth Management added13,884$1M0.1%2025-Q2 stale
BEAM WEALTH ADVISORS, INC. trimmed10,732$916K0.1%2025-Q3 stale
L.M. KOHN & COMPANY added10,339$882K0.1%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership