REGAN FIXED RATE MBS ETF (MBSX) Institutional Ownership and Insiders Activity
REGAN FIXED RATE MBS ETF (MBSX) is widely held by institutional investors, with 7 firms reporting positions valued at approximately $16.85M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Castleview Partners, Llc is the largest disclosed holder, reporting approximately $8.63M in MBSX holdings in its latest filing.
Institutional ownership remains highly concentrated, with Castleview Partners, Llc representing the majority of disclosed value.
Institutional Holders
7
Total Reported Value
$16.85M
Largest Holder
Castleview Partners, Llc
Largest Position
$8.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
1
Funds Exiting Positions
2
Top Institutional Owners
View allInvestorReported Balance
- Castleview Partners, Llc$8.63M
- Auour Investments Llc$4.26M
- Camarda Financial Advisors, Llc$1.90M
- Susquehanna International Group, Llp$940,821
- Citadel Advisors Llc$468,335