Who owns MBSX?
Regan Fixed Rate MBS ETF · Regan
6 institutions reported holding MBSX, worth $15.6M, in Form 13F filings for June 30, 2026.
Top 6 institutional holders of MBSX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Castleview Partners, LLC | Dallas, TX | $9.0M | 330,184 | +30,467 shares |
| Auour Investments LLC | Woburn, MA | $3.0M | 108,782 | −12,109 shares |
| Camarda Financial Advisors, LLC | Fleming Island, FL | $1.9M | 69,519 | +2,643 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $941K | 34,456 | New position |
| Citadel Advisors LLC | Miami, FL | $468K | 17,152 | +1,776 shares |
| Diesslin Group, Inc. | Fort Worth, TX | $298K | 10,927 | +1,849 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MBSX?
6 institutional managers reported holding MBSX in Form 13F filings for June 30, 2026, worth $15.6M in total. The largest reported position was held by Castleview Partners, LLC, at $9.0M.
Did institutions buy or sell MBSX last quarter?
Reported 13F value fell 0.3% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MBSX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.