Regan Floating Rate MBS ETF (MBSF)
ETF ยท NYSE Arca
Regan Floating Rate MBS ETF (MBSF) is an exchange-traded fund listed on NYSE Arca, where it has traded since February 27, 2024.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- February 27, 2024
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 70 institutions reported holding MBSF, with 6.1 million shares worth $156.1 million in aggregate. The largest reported holder was Castleview Partners, with 988,999 shares worth $25.4 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Castleview Partners | 988,999 | $25M | Added 0.17% |
| State of New Jersey Common Pension Fund D | 600,000 | $15M | Added 200% |
| Creative Financial Designs Inc /Adv | 452,508 | $12M | Added 29.44% |
| United Asset Strategies | 424,493 | $11M | Added 137.03% |
| Auour Investments | 340,554 | $9M | Added 11.06% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is MBSF?
Regan Floating Rate MBS ETF (MBSF) is an exchange-traded fund listed on NYSE Arca, where it has traded since February 27, 2024.
Who are the largest institutional holders of MBSF?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of MBSF were Castleview Partners, State of New Jersey Common Pension Fund D and Creative Financial Designs Inc /Adv.
How many institutions own MBSF?
70 institutions reported a position in MBSF for the quarter ended June 30, 2026, worth $156.1 million in total.
Did institutions buy or sell MBSF last quarter?
Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for MBSF.
Every reported institutional holder, plus insider and congressional trades in MBSF, on SentiSense.