Who owns Regan Fixed Rate MBS ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MBSX from SEC Form 13F filings across 6 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 6 institutions disclosed 571,020 shares of Regan Fixed Rate MBS ETF worth $15.6M — about 87.4% of shares outstanding; the largest disclosed holder is Castleview Partners, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
6
13F holders
$15.6M
value, 2026 filers
87.4%
of shares outstanding (571,020 sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MBSX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Castleview Partners, LLC | 330,184 | $9.0M | 4.0% | 50.5% | +10.2% |
| 2 | Auour Investments LLC | 108,782 | $3.0M | 0.9% | 16.6% | -10.0% |
| 3 | Camarda Financial Advisors, LLC | 69,519 | $1.9M | 0.6% | 10.6% | +4.0% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 34,456 | $940,821 | 0.0% | 5.3% | new |
| 5 | CITADEL ADVISORS LLC | 17,152 | $468,335 | 0.0% | 2.6% | +11.6% |
| 6 | Diesslin Group, Inc. | 10,927 | $298,371 | 0.1% | 1.7% | +20.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.