Who owns REGAN FLOATING RATE MBS?
- Ticker: MBSF
- CUSIP Number: 92046l338
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Analyze quarterly positions in Regan Floating Rate Mbs with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Regan Floating Rate Mbs stock
Who bought or sold REGAN FLOATING RATE MBS this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Castleview Partners | 1.1M | $28M | 3% | Dec 2025 |
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| WealthPlan Investment Management | 374k | $9.6M | -20% | Dec 2025 |
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| VisionPoint Advisory Group | 354k | $9.1M | -13% | Dec 2025 |
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| Auour Investments | 306k | $7.8M | 12% | Dec 2025 |
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| Biltmore Family Office | 283k | $7.2M | 4% | Dec 2025 |
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| Diesslin Group | 238k | $6.1M | 100% | Dec 2025 |
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| CWC Advisors | 201k | $5.2M | 6% | Dec 2025 |
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| State of New Jersey Common Pension Fund D | 200k | $5.1M | 0% | Dec 2025 |
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| Sterneck Capital Management | 194k | $5.0M | 4% | Dec 2025 |
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| Exchange Traded Concepts | 169k | $4.3M | 2% | Dec 2025 |
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| Camarda Wealth Advisory | 119k | $3.0M | -2% | Dec 2025 |
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| Feltz Wealth PLAN | 109k | $2.8M | -12% | Dec 2025 |
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| United Asset Strategies | 103k | $2.6M | 100% | Dec 2025 |
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| Apollon Wealth Management | 89k | $2.3M | -18% | Dec 2025 |
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| Acorn Wealth Advisors | 87k | $2.2M | 269% | Dec 2025 |
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| CLS Investments | 80k | $2.1M | -13% | Dec 2025 |
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| BlackDiamond Wealth Management | 77k | $2.0M | 2% | Dec 2025 |
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| Armis Advisers | 72k | $1.8M | -16% | Sep 2025 |
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| Goss Wealth Management | 72k | $1.8M | 21% | Dec 2025 |
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| WESPAC Advisors | 69k | $1.8M | -13% | Dec 2025 |
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| Goldman Sachs Group | 55k | $1.4M | 100% | Dec 2025 |
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| Endeavor Private Wealth | 52k | $1.3M | 16% | Dec 2025 |
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| HBW Advisory Services | 50k | $1.3M | -81% | Dec 2025 |
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| BEAM Asset Management | 39k | $1.0M | -9% | Dec 2025 |
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| Dynamic Advisors Solutions | 31k | $802k | 13% | Dec 2025 |
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| CacheTech | 30k | $770k | 100% | Dec 2025 |
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| Citadel Advisors | 29k | $744k | 29% | Sep 2025 |
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| LPL Financial | 24k | $622k | 100% | Dec 2025 |
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| Sanctuary Advisors | 22k | $556k | -66% | Dec 2025 |
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| Branch Banking & Trust Company | 21k | $534k | -3% | Dec 2025 |
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| Kingswood Wealth Advisors | 18k | $459k | -11% | Dec 2025 |
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| Flow Traders US | 16k | $404k | 81% | Dec 2025 |
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| Global View Capital Management | 15k | $392k | -5% | Dec 2025 |
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| Cambridge Investment Research Advisors | 15k | $371k | 100% | Dec 2025 |
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| Silver Oak Securities | 13k | $323k | 9% | Dec 2025 |
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| J.w. Cole Advisors | 13k | $321k | 5% | Dec 2025 |
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| Summit Financial | 12k | $312k | 0% | Dec 2025 |
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| Chicago Partners Investment | 10k | $268k | 2% | Dec 2025 |
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| J2 Capital Management | 10k | $263k | 0% | Dec 2025 |
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| TCP Asset Management | 9.0k | $231k | 100% | Dec 2025 |
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| Stegent Equity Advisors | 8.8k | $225k | -7% | Dec 2025 |
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| EP Wealth Advisors | 8.4k | $215k | -94% | Dec 2025 |
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| Advisor Group Holdings | 8.4k | $214k | 10% | Dec 2025 |
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| Weaver Consulting Group | 8.1k | $206k | 0% | Dec 2025 |
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| Fwl Investment Management | 1.4k | $37k | 0% | Dec 2025 |
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| UBS Group | 334.00 | $8.6k | 100% | Dec 2025 |
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| CWM | 212.00 | $5.0k | 1% | Dec 2025 |
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| Tucker Asset Management | 143.00 | $3.7k | 100% | Dec 2025 |
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Who sold out of Regan Floating Rate Mbs?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2025 | 71k | $1.8M |
| Iams Wealth Management | Sep 2025 | 40k | $1.0M |
| Touchstone Capital | Sep 2025 | 37k | $949k |
| Crossmark Global Holdings | Sep 2025 | 10k | $258k |