RCIRX Institutional Ownership & Shareholders
REGAN TTL RTRN INC-INST (RCIRX) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.37M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Trivant Custom Portfolio Group, Llc is currently the largest disclosed institutional shareholder of RCIRX tracked by InsiderSet, reporting ownership valued at approximately $4.16M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed RCIRX value among the investors covered in this analysis. Major shareholders include Trivant Custom Portfolio Group, Llc, Transce3Nd, Llc, and several other long-term asset managers with concentrated positions in REGAN TTL RTRN INC-INST (RCIRX).
This page ranks the largest institutional RCIRX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2
Total Reported Value
$4.37M
Largest Holder
Trivant Custom Portfolio Group, Llc
Largest Position
$4.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
2
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Trivant Custom Portfolio Group, Llc | 2.22% | 436,948 | $4,159,749 | — | — | — | |
| Transce3Nd, Llc | 0.21% | 22,937 | $214,232 | — | — | — |
Frequently asked questions about RCIRX
Who are the largest institutional holders of RCIRX?
The largest institutional holders of RCIRX reported in the latest SEC Form 13F filings include Trivant Custom Portfolio Group, Llc and Transce3Nd, Llc. InsiderSet ranks institutional holders by their latest reported RCIRX position.
What is RCIRX institutional ownership?
This page tracks RCIRX positions reported by institutional investment managers through SEC Form 13F. REGAN TTL RTRN INC-INST (RCIRX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RCIRX?
InsiderSet currently tracks 2 institutional managers reporting RCIRX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RCIRX shareholders.
How much RCIRX stock do institutions own?
Institutional investment managers disclosed approximately $4.37M in RCIRX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RCIRX institutional ownership last updated?
The latest RCIRX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RCIRX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RCIRX position after the reporting date.
Are institutions buying or selling RCIRX?
Institutional buying and selling can be analyzed by comparing RCIRX positions across consecutive 13F reporting periods. InsiderSet's RCIRX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RCIRX ownership changes.
How has RCIRX institutional ownership changed over time?
InsiderSet tracks RCIRX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.