REGAN FIXED RATE MBS ETF (MBSX) Institutional Ownership Changes & 13F Activity
REGAN FIXED RATE MBS ETF (MBSX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Susquehanna International Group, Llp, Blackdiamond Wealth Management, Llc, Castleview Partners, Llc, Auour Investments Llc, and Jane Street Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +1,776 | +11.6% | 17,152 | $468.33K | Q2 2026 | Sep 02, 2026 |
| Camarda Financial Advisors, Llc | Buy | +2,643 | +4.0% | 69,519 | $1.90M | Q2 2026 | Aug 17, 2026 |
| Susquehanna International Group, Llp | Buy | +34,456 | — | 34,456 | $940.82K | Q2 2026 | Aug 14, 2026 |
| Auour Investments Llc | Sell | -12,109 | -10.0% | 108,782 | $2.97M | Q2 2026 | Jul 21, 2026 |
| Castleview Partners, Llc | Buy | +30,467 | +10.2% | 330,184 | $9.02M | Q2 2026 | Jul 20, 2026 |
| Diesslin Group, Inc. | Buy | +1,849 | +20.4% | 10,927 | $298.37K | Q2 2026 | Jul 02, 2026 |
| Blackdiamond Wealth Management, Llc | Sell | -31,659 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Jane Street Group, Llc | Sell | -11,599 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
Frequently asked questions about MBSX activity
Which institutional owners are buying MBSX?
Institutional owners buying MBSX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MBSX activity?
"Buy" means an investor increased their reported position in MBSX compared to the prior reporting period. This reflects growing exposure to REGAN FIXED RATE MBS ETF (MBSX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MBSX increasing?
Institutional interest in MBSX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.