§ EQUITY
USDMBSX
REGAN FIXED RATE MBS ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
5 increased/new, 1 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Castleview Partners, LLC | 300K | 4.3% | +3% |
| Auour Investments LLC | 121K | 1.1% | +5% |
| Camarda Financial Advisors, LLC | 67K | 1.0% | +4% |
| BlackDiamond Wealth Management, LLC | 32K | 0.4% | +3% |
| Citadel Advisors | 15K | 0.0% | −18% |
| JANE STREET GROUP, LLC | 12K | 0.0% | −10% |
◇ AC INTELLIGENCE
Top institutional owners for MBSX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER97.2% · 6 holders
TACTICAL / MACRO2.8% · 1 holder
DEALER / BANK0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MBSX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention MBSX yet.