Regan Fixed Rate MBS ETF (MBSX)
ETF ยท NYSE Arca
Regan Fixed Rate MBS ETF (MBSX) is an exchange-traded fund listed on NYSE Arca, where it has traded since April 30, 2025.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- April 30, 2025
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 6 institutions reported holding MBSX, with 571,020 shares worth $15.6 million in aggregate. The largest reported holder was Castleview Partners, with 330,184 shares worth $9.0 million. Of the 5 largest holders listed below, 1 opened a new position in MBSX, 3 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Castleview Partners | 330,184 | $9M | Added 10.17% |
| Auour Investments | 108,782 | $3M | Reduced 10.02% |
| Camarda Financial Advisors | 69,519 | $2M | Added 3.95% |
| Susquehanna International Group | 34,456 | $941K | New position |
| Citadel Advisors | 17,152 | $468K | Added 11.55% |
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 MBSX?
Regan Fixed Rate MBS ETF (MBSX) is an exchange-traded fund listed on NYSE Arca, where it has traded since April 30, 2025.
Who are the largest institutional holders of MBSX?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of MBSX were Castleview Partners, Auour Investments and Camarda Financial Advisors.
How many institutions own MBSX?
6 institutions reported a position in MBSX for the quarter ended June 30, 2026, worth $15.6 million in total.
Did institutions buy or sell MBSX last quarter?
Of the 5 largest reported holders, 1 opened a new position in MBSX, 3 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for MBSX.
Every reported institutional holder, plus insider and congressional trades in MBSX, on SentiSense.