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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,325,942 | $201M | 19.1% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 2,023,071 | $175M | 16.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 711,530 | $61M | 5.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 640,146 | $55M | 5.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 603,345 | $52M | 4.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 543,882 | $47M | 4.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 394,726 | $34M | 3.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 318,720 | $28M | 2.6% | 2026-Q1 |
| Baird Financial Group, Inc. added | 302,183 | $26M | 2.5% | 2026-Q1 |
| UBS Group AG added | 272,152 | $24M | 2.2% | 2026-Q1 |
| &PARTNERS trimmed | 243,797 | $21M | 2.0% | 2026-Q1 |
| TOTH FINANCIAL ADVISORY CORP added | 228,310 | $20M | 1.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 227,899 | $20M | 1.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 189,586 | $16M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 136,881 | $12M | 1.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 127,164 | $11M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 109,839 | $10M | 0.9% | 2026-Q1 |
| Modern Wealth Management, LLC added | 107,502 | $9M | 0.9% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 104,580 | $9M | 0.9% | 2026-Q1 |
| Dogwood Wealth Management LLC added | 96,321 | $8M | 0.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 86,495 | $7M | 0.7% | 2026-Q1 |
| SMITH, MOORE & CO. added | 81,953 | $7M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 77,681 | $7M | 0.6% | 2026-Q1 |
| Bucket List Wealth Management, LLC new | 75,915 | $7M | 0.6% | 2026-Q1 |
| Pathstone Holdings, LLC | 72,739 | $6M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 66,477 | $6M | 0.5% | 2026-Q1 |
| Connecticut Wealth Management, LLC trimmed | 60,221 | $5M | 0.5% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 56,909 | $5M | 0.5% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 56,694 | $5M | 0.5% | 2026-Q1 |
| Cascade Financial Partners, LLC added | 56,488 | $5M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 56,401 | $5M | 0.5% | 2026-Q1 |
| Jacobi Capital Management LLC trimmed | 56,326 | $5M | 0.5% | 2026-Q1 |
| Capital Advisors, Ltd. LLC added | 53,626 | $5M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 51,300 | $4M | 0.4% | 2026-Q1 |
| Merit Financial Group, LLC added | 50,324 | $4M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 48,766 | $4M | 0.4% | 2026-Q1 |
| World Investment Advisors trimmed | 44,750 | $4M | 0.4% | 2026-Q1 |
| Avant Capital LLC trimmed | 43,726 | $4M | 0.4% | 2026-Q1 |
| LMG Wealth Partners, LLC added | 42,721 | $4M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 39,453 | $4M | 0.3% | 2026-Q1 |
| Landmark Wealth Management, LLC added | 40,148 | $3M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 39,696 | $3M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 39,662 | $3M | 0.3% | 2026-Q1 |
| KOM Wealth Management Group, LLC trimmed | 39,329 | $3M | 0.3% | 2026-Q1 |
| Essex Financial Services, Inc. trimmed | 38,069 | $3M | 0.3% | 2026-Q1 |
| United Advisor Group, LLC trimmed | 37,897 | $3M | 0.3% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD trimmed | 33,940 | $3M | 0.3% | 2026-Q1 |
| Summit Wealth Partners, LLC trimmed | 31,128 | $3M | 0.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 30,569 | $3M | 0.3% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 29,492 | $3M | 0.2% | 2026-Q1 |
| Premier Path Wealth Partners, LLC trimmed | 27,724 | $2M | 0.2% | 2026-Q1 |
| Biondo Investment Advisors, LLC added | 26,658 | $2M | 0.2% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 26,619 | $2M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 24,769 | $2M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 23,826 | $2M | 0.2% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 23,750 | $2M | 0.2% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC trimmed | 22,133 | $2M | 0.2% | 2026-Q1 |
| PMG Wealth Management, Inc. trimmed | 21,289 | $2M | 0.2% | 2026-Q1 |
| Core Wealth Advisors, Inc. added | 21,005 | $2M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 20,819 | $2M | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 19,909 | $2M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 19,648 | $2M | 0.2% | 2026-Q1 |
| PFG Investments, LLC trimmed | 18,467 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 17,128 | $1M | 0.1% | 2026-Q1 |
| Tower Wealth Partners, Inc. added | 16,670 | $1M | 0.1% | 2026-Q1 |
| MLP3, LLC added | 16,583 | $1M | 0.1% | 2026-Q1 |
| Royal Capital Wealth Management, LLC trimmed | 16,438 | $1M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 15,148 | $1M | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 14,925 | $1M | 0.1% | 2026-Q1 |
| Atlas Brown,Inc. trimmed | 14,736 | $1M | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 14,620 | $1M | 0.1% | 2026-Q1 |
| ROMAN BUTLER FULLERTON & CO trimmed | 13,999 | $1M | 0.1% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 14,360 | $1M | 0.1% | 2026-Q1 |
| Intrepid Financial Planning Group LLC trimmed | 13,967 | $1M | 0.1% | 2026-Q1 |
| Quad-Cities Investment Group, LLC added | 13,895 | $1M | 0.1% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 11,827 | $1M | 0.1% | 2026-Q1 |
| MSH Capital Advisors LLC trimmed | 11,498 | $994K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 11,475 | $992K | 0.1% | 2026-Q1 |
| Creative Planning added | 11,102 | $959K | 0.1% | 2026-Q1 |
| KRAEMATON INVESTMENT ADVISORS, INC trimmed | 10,988 | $949K | 0.1% | 2026-Q1 |
| Anson Capital, Inc. added | 10,984 | $949K | 0.1% | 2026-Q1 |
| Nova Wealth Management, Inc. added | 10,612 | $917K | 0.1% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 10,548 | $911K | 0.1% | 2026-Q1 |
| Intentional Wealth Strategies, LLC new | 10,484 | $906K | 0.1% | 2026-Q1 |
| Jackson, Grant Investment Advisers, Inc. added | 10,179 | $880K | 0.1% | 2026-Q1 |
| COZAD ASSET MANAGEMENT INC trimmed | 10,095 | $872K | 0.1% | 2026-Q1 |
| PERSPECTIVE WEALTH ADVISORS LLC added | 9,981 | $862K | 0.1% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 9,758 | $843K | 0.1% | 2026-Q1 |
| FAS Wealth Partners, Inc. added | 99,759 | $8M | 0.8% | 2025-Q4 stale |
| Integrated Advisors Network LLC added | 40,048 | $3M | 0.3% | 2025-Q2 stale |
| Live Oak Investment Partners new | 47,859 | $3M | 0.3% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 28,440 | $2M | 0.2% | 2025-Q2 stale |
| FSA WEALTH PARTNERS, INC. trimmed | 24,237 | $2M | 0.2% | 2025-Q4 stale |
| Armstrong, Fleming & Moore, Inc new | 20,565 | $2M | 0.2% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 19,527 | $2M | 0.2% | 2025-Q4 stale |
| HighPoint Advisor Group LLC new | 18,719 | $2M | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 18,205 | $2M | 0.1% | 2025-Q4 stale |
| Tyler-Stone Wealth Management added | 13,884 | $1M | 0.1% | 2025-Q2 stale |
| BEAM WEALTH ADVISORS, INC. trimmed | 10,732 | $916K | 0.1% | 2025-Q3 stale |
| L.M. KOHN & COMPANY added | 10,339 | $882K | 0.1% | 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.
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.