Regan Fixed Rate MBS ETFMBSXETF
13F holders, Q2 2025 (June 30)7holders
1famous investor
$25.63avg. 13F price*
At the end of Q2 2025, 7 institutions reported holding Regan Fixed Rate MBS ETF (MBSX) in their 13F filings. The largest holders were Castleview Partners, LLC ($5.9M), Camarda Financial Advisors, LLC ($1.7M) and Citadel Advisors ($1.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Regan Fixed Rate MBS ETF
- Filed as
- ADVISOR MANAGED PORTFOLIOS (Q2 2025)
- CUSIP
- 00777X520
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $9.5M |
| Exits | 0 | $0 |
Ownership 7 holders
| Castleview Partners, LLC | 3.76% | New | 228,539 | $5.9M |
| Camarda Financial Advisors, LLC | 0.68% | New | 67,566 | $1.7M |
| Citadel Advisors | 0.00% | New | 48,232 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 13,886 | $356K |
| Jane Street Group, LLC | 0.00% | New | 13,737 | $352K |
| Raymond James Financial Inc. | 0.00% | New | 128 | $3K |
| UBS Group AG | 0.00% | New | 15 | $384 |
"% of holder's portfolio" is MBSX's weight in each manager's 13F, not the share of Regan Fixed Rate MBS ETF the manager owns.