Regan Fixed Rate MBS ETFMBSXETF
13F holders, Q4 2025 (December 31)9holders +4
4new positions
0sold out
1famous investor
$26.39avg. 13F price*
At the end of Q4 2025, 9 institutions reported holding Regan Fixed Rate MBS ETF (MBSX) in their 13F filings, up 4 from Q3 2025. 4 opened new positions and 0 sold out. The largest holders were Castleview Partners, LLC ($7.7M), Auour Investments LLC ($3.0M) and Camarda Financial Advisors, LLC ($1.7M). 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 (Q4 2025)
- CUSIP
- 00777X520
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.3M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 79,757 shares bought and 6,264 shares sold, net +73,493 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Castleview Partners, LLC | 3.82% | Add +6.5% | 291,806 | $7.7M |
| Auour Investments LLC | 0.96% | Add +12.1% | 114,693 | $3.0M |
| Camarda Financial Advisors, LLC | 0.65% | Reduce -3.6% | 64,504 | $1.7M |
| BlackDiamond Wealth Management, LLC | 0.39% | New | 30,678 | $804K |
| Citadel Advisors | 0.00% | New | 18,638 | $492K |
| Jane Street Group, LLC | 0.00% | Reduce -16.9% | 12,945 | $342K |
| Susquehanna International Group, LLP | 0.00% | Reduce -10.2% | 11,008 | $291K |
| JPMorgan Chase & Co. | 0.00% | New | 200 | $5K |
| UBS Group AG | 0.00% | New | 156 | $4K |
"% 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.