Regan Fixed Rate MBS ETFMBSXETF
13F holders, Q1 2026 (March 31)8holders −1
1new positions
2sold out
1famous investor
$28.17avg. 13F price*
At the end of Q1 2026, 8 institutions reported holding Regan Fixed Rate MBS ETF (MBSX) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 2 sold out. The largest holders were Castleview Partners, LLC ($8.4M), Auour Investments LLC ($3.4M) and Camarda Financial Advisors, LLC ($1.9M). 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 (Q1 2026)
- CUSIP
- 00777X520
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $256K |
| Exits | 2 | $295K |
All 13F filers, Q4 2025 → Q1 2026: 26,540 shares bought and 15,772 shares sold, net +10,768 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Castleview Partners, LLC | 4.33% | Add +2.7% | 299,717 | $8.4M |
| Auour Investments LLC | 1.07% | Add +5.4% | 120,891 | $3.4M |
| Camarda Financial Advisors, LLC | 0.99% | Add +3.7% | 66,876 | $1.9M |
| BlackDiamond Wealth Management, LLC | 0.43% | Add +3.2% | 31,659 | $892K |
| Citadel Advisors | 0.00% | Reduce -17.5% | 15,376 | $433K |
| Jane Street Group, LLC | 0.00% | Reduce -10.4% | 11,599 | $327K |
| Diesslin Group, Inc. | 0.12% | New | 9,078 | $256K |
| JPMorgan Chase & Co. | 0.00% | No change | 200 | $5K |
"% 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.