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Funds Holding REGL

On this page, we present all of the funds holding REGL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding REGL, with a link to that fund's top holdings. The next columns indicate the amount of REGL stock held by each of the funds holding REGL, followed by the REGL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 192 funds holding REGL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding REGL), click the fund name in the "Holder" column of the funds-holding-REGL table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley2,369,783$174,345 12/31/2023
     REGL2,369,783$174,345 12/31/2023
Coldstream Capital Management Inc.2,081,573$153,141 12/31/2023
     REGL2,081,573$153,141 12/31/2023
Wells Fargo & Company MN1,042,340$76,685 12/31/2023
     REGL1,042,340$76,685 12/31/2023
LPL Financial LLC693,721$51,037 12/31/2023
     REGL693,721$51,037 12/31/2023
Bank of America Corp DE598,978$44,067 12/31/2023
     REGL598,978$44,067 12/31/2023
Northwestern Mutual Wealth Management Co.527,111$38,780 12/31/2023
     REGL527,111$38,780 12/31/2023
Commonwealth Equity Services LLC521,965$38,401 12/31/2023
     REGL521,965$38,401 12/31/2023
Raymond James Financial Services Advisors Inc.397,951$31,263 03/31/2024
     REGL397,951$31,263 03/31/2024
Parcion Private Wealth LLC423,163$31,132 12/31/2023
     REGL423,163$31,132 12/31/2023
UBS Group AG406,746$29,924 12/31/2023
     REGL406,746$29,924 12/31/2023
Royal Bank of Canada347,647$25,576 12/31/2023
     REGL347,647$25,576 12/31/2023
Ameriprise Financial Inc.298,798$21,987 12/31/2023
     REGL298,798$21,987 12/31/2023
Baird Financial Group Inc.288,702$21,240 12/31/2023
     REGL288,702$21,240 12/31/2023
Toth Financial Advisory Corp204,022$16,028 03/31/2024
     REGL204,022$16,028 03/31/2024
Advisor Group Holdings Inc.212,034$15,618 12/31/2023
     REGL212,034$15,618 12/31/2023
JPMorgan Chase & Co.200,246$14,732 12/31/2023
     REGL200,246$14,732 12/31/2023
Pinnacle Associates Ltd.190,945$14,048 12/31/2023
     REGL190,945$14,048 12/31/2023
Raymond James & Associates169,414$13,309 03/31/2024
     REGL169,414$13,309 03/31/2024
Cambridge Investment Research Advisors Inc.117,921$8,675 12/31/2023
     REGL117,921$8,675 12/31/2023
Connecticut Wealth Management LLC116,097$8,541 12/31/2023
     REGL116,097$8,541 12/31/2023
Stifel Financial Corp111,916$8,234 12/31/2023
     REGL111,916$8,234 12/31/2023
Wealth Enhancement Advisory Services LLC84,041$6,602 03/31/2024
     REGL84,041$6,602 03/31/2024
LMG Wealth Partners LLC81,275$5,979 12/31/2023
     REGL81,275$5,979 12/31/2023
Cetera Investment Advisers74,765$5,500 12/31/2023
     REGL74,765$5,500 12/31/2023
Pathstone Holdings LLC73,239$5,388 12/31/2023
     REGL73,239$5,388 12/31/2023
Financial Advisory Service Inc.69,529$5,115 12/31/2023
     REGL69,529$5,115 12/31/2023
Smith Moore & CO.69,975$4,943 12/31/2023
     REGL69,975$4,943 12/31/2023
Capital Advisors Ltd. LLC56,057$4,404 03/31/2024
     REGL56,057$4,404 03/31/2024
Benjamin F. Edwards & Company Inc.58,052$4,271 12/31/2023
     REGL58,052$4,271 12/31/2023
Truist Financial Corp56,683$4,170 12/31/2023
     REGL56,683$4,170 12/31/2023
Atria Wealth Solutions Inc.54,073$3,978 12/31/2023
     REGL54,073$3,978 12/31/2023
Integrated Wealth Concepts LLC53,897$3,965 12/31/2023
     REGL53,897$3,965 12/31/2023
Janney Montgomery Scott LLC53,373$3,927 12/31/2023
     REGL53,373$3,927 12/31/2023
Essex Financial Services Inc.52,717$3,878 12/31/2023
     REGL52,717$3,878 12/31/2023
Landmark Wealth Management LLC50,010$3,679 12/31/2023
     REGL50,010$3,679 12/31/2023
Kerntke Otto McGlone Wealth Management Group47,535$3,497 12/31/2023
     REGL47,535$3,497 12/31/2023
Jacobi Capital Management LLC46,330$3,408 12/31/2023
     REGL46,330$3,408 12/31/2023
Kingsview Wealth Management LLC44,274$3,257 12/31/2023
     REGL44,274$3,257 12/31/2023
Pensionmark Financial Group LLC43,732$3,217 12/31/2023
     REGL43,732$3,217 12/31/2023
Rockefeller Capital Management L.P.33,456$2,461 12/31/2023
     REGL33,456$2,461 12/31/2023
Avaii Wealth Management LLC29,460$2,167 12/31/2023
     REGL29,460$2,167 12/31/2023
HighTower Advisors LLC29,382$2,162 12/31/2023
     REGL29,382$2,162 12/31/2023
Modern Wealth Management LLC27,557$2,027 12/31/2023
     REGL27,557$2,027 12/31/2023
Envestnet Asset Management Inc.25,295$1,861 12/31/2023
     REGL25,295$1,861 12/31/2023
MML Investors Services LLC24,673$1,815 12/31/2023
     REGL24,673$1,815 12/31/2023
Dynamic Advisor Solutions LLC22,684$1,782 03/31/2024
     REGL22,684$1,782 03/31/2024
SILVER OAK SECURITIES Inc22,970$1,690 12/31/2023
     REGL22,970$1,690 12/31/2023
PFG Investments LLC21,171$1,663 03/31/2024
     REGL21,171$1,663 03/31/2024
Dana Investment Advisors Inc.22,189$1,632 12/31/2023
     REGL22,189$1,632 12/31/2023
Premier Path Wealth Partners LLC19,497$1,454 12/31/2023
     REGL19,497$1,454 12/31/2023
Private Advisor Group LLC19,731$1,452 12/31/2023
     REGL19,731$1,452 12/31/2023
Biondo Investment Advisors LLC19,379$1,426 12/31/2023
     REGL19,379$1,426 12/31/2023
Visionary Wealth Advisors19,330$1,422 12/31/2023
     REGL19,330$1,422 12/31/2023
Royal Capital Wealth Management LLC19,187$1,412 12/31/2023
     REGL19,187$1,412 12/31/2023
Quad Cities Investment Group LLC16,650$1,308 03/31/2024
     REGL16,650$1,308 03/31/2024
Goldman Sachs Group Inc.17,499$1,287 12/31/2023
     REGL17,499$1,287 12/31/2023
Atlas Brown Inc.16,101$1,265 03/31/2024
     REGL16,101$1,265 03/31/2024
Hollencrest Capital Management16,804$1,236 12/31/2023
     REGL16,804$1,236 12/31/2023
Wedbush Securities Inc.14,864$1,094 12/31/2023
     REGL14,864$1,094 12/31/2023
Kraematon Investment Advisors Inc.14,325$1,054 12/31/2023
     REGL14,325$1,054 12/31/2023
Kellett Schaffner Wealth Advisors LLC14,092$1,037 12/31/2023
     REGL14,092$1,037 12/31/2023
Comerica Bank13,847$1,019 12/31/2023
     REGL13,847$1,019 12/31/2023
Mercer Global Advisors Inc. ADV13,808$1,016 12/31/2023
     REGL13,808$1,016 12/31/2023
FDx Advisors Inc.13,564$998 12/31/2023
     REGL13,564$998 12/31/2023
WealthBridge Capital Management LLC13,572$998 12/31/2023
     REGL13,572$998 12/31/2023
Benedetti & Gucer Inc.13,188$970 12/31/2023
     REGL13,188$970 12/31/2023
Tower Wealth Partners Inc.12,194$958 03/31/2024
     REGL12,194$958 03/31/2024
Verus Capital Partners LLC12,604$927 12/31/2023
     REGL12,604$927 12/31/2023
Tempus Wealth Planning LLC11,506$904 03/31/2024
     REGL11,506$904 03/31/2024
Avantax Advisory Services Inc.12,209$898 12/31/2023
     REGL12,209$898 12/31/2023
Acorn Wealth Advisors LLC12,070$888 12/31/2023
     REGL12,070$888 12/31/2023
Nations Financial Group Inc. IA ADV11,129$874 03/31/2024
     REGL11,129$874 03/31/2024
WealthPlan Investment Management LLC11,831$870 12/31/2023
     REGL11,831$870 12/31/2023
Northwest Financial Advisors11,606$854 12/31/2023
     REGL11,606$854 12/31/2023
Cozad Asset Management Inc.11,094$816 12/31/2023
     REGL11,094$816 12/31/2023
Susquehanna International Group LLP10,919$803 12/31/2023
     REGL10,919$803 12/31/2023
Koshinski Asset Management Inc.10,525$774 12/31/2023
     REGL10,525$774 12/31/2023
Captrust Financial Advisors10,062$740 12/31/2023
     REGL10,062$740 12/31/2023
L & S Advisors Inc9,950$732 12/31/2023
     REGL9,950$732 12/31/2023
Jackson Grant Investment Advisers Inc.9,937$731 12/31/2023
     REGL9,937$731 12/31/2023
Harvest Investment Services LLC9,717$715 12/31/2023
     REGL9,717$715 12/31/2023
Cetera Advisor Networks LLC9,167$674 12/31/2023
     REGL9,167$674 12/31/2023
L.M. Kohn & Company8,871$653 12/31/2023
     REGL8,871$653 12/31/2023
CFS Investment Advisory Services LLC8,627$635 12/31/2023
     REGL8,627$635 12/31/2023
Capital Investment Advisors LLC7,550$593 03/31/2024
     REGL7,550$593 03/31/2024
Lakeview Capital Partners LLC8,059$593 12/31/2023
     REGL8,059$593 12/31/2023
tru Independence LLC7,364$579 03/31/2024
     REGL7,364$579 03/31/2024
GWM Advisors LLC7,427$542 12/31/2023
     REGL7,427$542 12/31/2023
Geneos Wealth Management Inc.7,350$541 12/31/2023
     REGL7,350$541 12/31/2023
J.W. Cole Advisors Inc.6,976$513 12/31/2023
     REGL6,976$513 12/31/2023
Kestra Private Wealth Services LLC6,734$495 12/31/2023
     REGL6,734$495 12/31/2023
Headinvest LLC6,652$489 12/31/2023
     REGL6,652$489 12/31/2023
Scissortail Wealth Management LLC6,274$458 12/31/2023
     REGL6,274$458 12/31/2023
Retirement Planning Co of New England Inc.6,191$455 12/31/2023
     REGL6,191$455 12/31/2023
Key Financial Inc6,172$454 12/31/2023
     REGL6,172$454 12/31/2023
Mystic Asset Management Inc.6,050$445 12/31/2023
     REGL6,050$445 12/31/2023
Oppenheimer & Co. Inc.6,030$444 12/31/2023
     REGL6,030$444 12/31/2023
Leo Wealth LLC5,687$433 12/31/2023
     REGL5,687$433 12/31/2023
Tyler Stone Wealth Management5,887$433 12/31/2023
     REGL5,887$433 12/31/2023
Anson Capital Inc.5,866$432 12/31/2023
     REGL5,866$432 12/31/2023
Personal CFO Solutions LLC5,777$425 12/31/2023
     REGL5,777$425 12/31/2023
Wesbanco Bank Inc.5,304$417 03/31/2024
     REGL5,304$417 03/31/2024
Equitable Holdings Inc.5,574$410 12/31/2023
     REGL5,574$410 12/31/2023
Steward Partners Investment Advisory LLC5,578$410 12/31/2023
     REGL5,578$410 12/31/2023
DB Wealth Management Group LLC5,377$396 12/31/2023
     REGL5,377$396 12/31/2023
Flagship Harbor Advisors LLC4,975$391 03/31/2024
     REGL4,975$391 03/31/2024
Patten Group Inc.4,845$381 03/31/2024
     REGL4,845$381 03/31/2024
Coastal Investment Advisors Inc.4,714$370 03/31/2024
     REGL4,714$370 03/31/2024
Lincoln National Corp4,795$353 12/31/2023
     REGL4,795$353 12/31/2023
Great Valley Advisor Group Inc.4,756$350 12/31/2023
     REGL4,756$350 12/31/2023
Harbor Investment Advisory LLC4,440$349 03/31/2024
     REGL4,440$349 03/31/2024
National Asset Management Inc.4,541$334 12/31/2023
     REGL4,541$334 12/31/2023
Well Done LLC4,221$332 03/31/2024
     REGL4,221$332 03/31/2024
PSI Advisors LLC4,494$331 12/31/2023
     REGL4,494$331 12/31/2023
Prosperity Financial Group Inc.4,502$331 12/31/2023
     REGL4,502$331 12/31/2023
TriaGen Wealth Management LLC4,165$327 03/31/2024
     REGL4,165$327 03/31/2024
Core Wealth Advisors Inc.4,201$309 12/31/2023
     REGL4,201$309 12/31/2023
S.A. Mason LLC3,840$302 03/31/2024
     REGL3,840$302 03/31/2024
Essex Savings Bank4,095$301 03/31/2024
     REGL4,095$301 03/31/2024
US Bancorp DE4,063$299 12/31/2023
     REGL4,063$299 12/31/2023
Hartford Financial Management Inc.4,000$294 12/31/2023
     REGL4,000$294 12/31/2023
Aptus Capital Advisors LLC3,999$294 12/31/2023
     REGL3,999$294 12/31/2023
American Money Management LLC3,909$288 12/31/2023
     REGL3,909$288 12/31/2023
Thoroughbred Financial Services LLC3,900$286 12/31/2023
     REGL3,900$286 12/31/2023
Ameritas Advisory Services LLC3,765$277 12/31/2023
     REGL3,765$277 12/31/2023
Howe & Rusling Inc.3,748$276 12/31/2023
     REGL3,748$276 12/31/2023
Integrated Advisors Network LLC3,748$276 12/31/2023
     REGL3,748$276 12/31/2023
Cetera Advisors LLC3,717$273 12/31/2023
     REGL3,717$273 12/31/2023
Empire Financial Management Company LLC3,655$269 12/31/2023
     REGL3,655$269 12/31/2023
NewEdge Wealth LLC3,600$265 12/31/2023
     REGL3,600$265 12/31/2023
Trilogy Capital Inc.3,298$259 03/31/2024
     REGL3,298$259 03/31/2024
Clarus Wealth Advisors3,419$259 03/31/2024
     REGL3,419$259 03/31/2024
Anchor Investment Management LLC3,495$257 12/31/2023
     REGL3,495$257 12/31/2023
Insight Advisors LLC PA3,453$254 12/31/2023
     REGL3,453$254 12/31/2023
IHT Wealth Management LLC3,437$253 12/31/2023
     REGL3,437$253 12/31/2023
Rossmore Private Capital3,425$252 12/31/2023
     REGL3,425$252 12/31/2023
Moors & Cabot Inc.3,372$248 12/31/2023
     REGL3,372$248 12/31/2023
WealthPLAN Partners LLC3,354$247 12/31/2023
     REGL3,354$247 12/31/2023
Atlas Wealth LLC3,308$243 12/31/2023
     REGL3,308$243 12/31/2023
The PNC Financial Services Group Inc.3,258$240 12/31/2023
     REGL3,258$240 12/31/2023
Roman Butler Fullerton & Co.3,254$236 12/31/2023
     REGL3,254$236 12/31/2023
Ausdal Financial Partners Inc.2,937$231 03/31/2024
     REGL2,937$231 03/31/2024
Advisory Services Network LLC3,045$224 12/31/2023
     REGL3,045$224 12/31/2023
Cooper Financial Group2,778$218 03/31/2024
     REGL2,778$218 03/31/2024
Warren Averett Asset Management LLC2,958$218 12/31/2023
     REGL2,958$218 12/31/2023
Caldwell Sutter Capital Inc.2,696$212 03/31/2024
     REGL2,696$212 03/31/2024
Lake Street Financial LLC2,642$208 03/31/2024
     REGL2,642$208 03/31/2024
Tower Research Capital LLC TRC 2,782$205 12/31/2023
     REGL2,782$205 12/31/2023
Rehmann Capital Advisory Group2,783$205 12/31/2023
     REGL2,783$205 12/31/2023
GPS Wealth Strategies Group LLC2,755$203 12/31/2023
     REGL2,755$203 12/31/2023
Bouchey Financial Group Ltd2,563$201 03/31/2024
     REGL2,563$201 03/31/2024
Colonial Trust Co SC2,500$184 12/31/2023
     REGL2,500$184 12/31/2023
FMR LLC2,004$147 12/31/2023
     REGL2,004$147 12/31/2023
Private Trust Co. NA1,920$141 12/31/2023
     REGL1,920$141 12/31/2023
ICA Group Wealth Management LLC1,471$108 12/31/2023
     REGL1,471$108 12/31/2023
Emfo LLC1,425$105 12/31/2023
     REGL1,425$105 12/31/2023
Proequities Inc.1,350$99 12/31/2023
     REGL1,350$99 12/31/2023
Bank of Montreal Can1,300$96 12/31/2023
     REGL1,300$96 12/31/2023
Qube Research & Technologies Ltd1,058$78 12/31/2023
     REGL1,058$78 12/31/2023
Sandy Spring Bank1,005$74 12/31/2023
     REGL1,005$74 12/31/2023
Spire Wealth Management1,002$72 12/31/2023
     REGL1,002$72 12/31/2023
Huntington National Bank939$69 12/31/2023
     REGL939$69 12/31/2023
M&R Capital Management Inc.859$67 03/31/2024
     REGL859$67 03/31/2024
DHJJ Financial Advisors Ltd.798$63 03/31/2024
     REGL798$63 03/31/2024
CWM LLC790$62 03/31/2024
     REGL790$62 03/31/2024
Larson Financial Group LLC842$62 12/31/2023
     REGL842$62 12/31/2023
Aspect Partners LLC716$53 12/31/2023
     REGL716$53 12/31/2023
ORG Partners LLC567$42 12/31/2023
     REGL567$42 12/31/2023
Principal Securities Inc.500$37 12/31/2023
     REGL500$37 12/31/2023
Clearstead Advisors LLC500$37 12/31/2023
     REGL500$37 12/31/2023
Western Pacific Wealth Management LP500$37 12/31/2023
     REGL500$37 12/31/2023
Asset Dedication LLC450$35 03/31/2024
     REGL450$35 03/31/2024
Ancora Advisors LLC475$35 12/31/2023
     REGL475$35 12/31/2023
Farther Finance Advisors LLC472$35 12/31/2023
     REGL472$35 12/31/2023
Park Place Capital Corp418$33 03/31/2024
     REGL418$33 03/31/2024
Bfsg LLC351$28 03/31/2024
     REGL351$28 03/31/2024
TD Waterhouse Canada Inc.380$28 12/31/2023
     REGL380$28 12/31/2023
JNBA Financial Advisors334$25 12/31/2023
     REGL334$25 12/31/2023
Cape Investment Advisory Inc.260$19 12/31/2023
     REGL260$19 12/31/2023
Dividend Assets Capital LLC205$15 12/31/2023
     REGL205$15 12/31/2023
Householder Group Estate & Retirement Specialist LLC187$13 12/31/2023
     REGL187$13 12/31/2023
Global Retirement Partners LLC141$11 03/31/2024
     REGL141$11 03/31/2024
Armstrong Advisory Group Inc.148$11 03/31/2024
     REGL148$11 03/31/2024
IFP Advisors Inc154$11 12/31/2023
     REGL154$11 12/31/2023
Caitlin John LLC154$11 12/31/2023
     REGL154$11 12/31/2023
Pinnacle Bank100$8 03/31/2024
     REGL100$8 03/31/2024
Semmax Financial Advisors Inc.96$7 12/31/2023
     REGL96$7 12/31/2023
Mark Sheptoff Financial Planning LLC85$6 12/31/2023
     REGL85$6 12/31/2023
Macroview Investment Management LLC68$5 12/31/2023
     REGL68$5 12/31/2023
Valley National Advisers Inc.32$3 03/31/2024
     REGL32$3 03/31/2024
Coston McIsaac & Partners7$1 03/31/2024
     REGL7$1 03/31/2024
Nemes Rush Group LLC9$1 12/31/2023
     REGL9$1 12/31/2023
Assetmark Inc.1$0 12/31/2023
     REGL1$0 12/31/2023

See Summary: Institutional Holders of REGL
See Details: Top 10 Hedge Funds Holding REGL
Also See: REGL Holdings Changes

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