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