Who owns REGAN FLOATING RATE MBS?
- Ticker: MBSF
- CUSIP Number: 92046l338
Tip: Access positions for across all investors
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 | 989k | $25M | 0% | Jun 2026 |
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| State of New Jersey Common Pension Fund D | 600k | $15M | 200% | Jun 2026 |
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| Creative Financial Designs | 453k | $12M | 29% | Jun 2026 |
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| United Asset Strategies | 425k | $11M | 137% | Jun 2026 |
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| Auour Investments | 341k | $8.7M | 11% | Jun 2026 |
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| Biltmore Family Office | 252k | $6.5M | -5% | Jun 2026 |
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| Royal Bank of Canada | 241k | $6.2M | -3% | Jun 2026 |
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| CWC Advisors | 211k | $5.4M | 3% | Jun 2026 |
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| Sterneck Capital Management | 206k | $5.3M | 2% | Jun 2026 |
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| Apollon Wealth Management | 177k | $4.5M | 5% | Jun 2026 |
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| VisionPoint Advisory Group | 170k | $4.4M | -45% | Jun 2026 |
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| Exchange Traded Concepts | 156k | $4.0M | -8% | Jun 2026 |
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| Acorn Wealth Advisors | 126k | $3.2M | 12% | Jun 2026 |
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| Camarda Wealth Advisory | 123k | $3.2M | 3% | Jun 2026 |
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| Armis Advisers | 119k | $3.0M | 2% | Jun 2026 |
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| Goss Wealth Management | 102k | $2.6M | 10% | Jun 2026 |
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| LPL Financial | 99k | $2.5M | 4% | Jun 2026 |
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| WealthPlan Investment Management | 98k | $2.5M | -20% | Jun 2026 |
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| BlackDiamond Wealth Management | 98k | $2.5M | 22% | Jun 2026 |
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| CLS Investments | 83k | $2.1M | 5% | Jun 2026 |
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| WESPAC Advisors | 76k | $1.9M | 2% | Jun 2026 |
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| Trust Co Of Toledo Na | 72k | $1.8M | 56% | Jun 2026 |
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| Stifel Financial | 60k | $1.5M | 4% | Jun 2026 |
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| Feltz Wealth PLAN | 54k | $1.4M | -37% | Jun 2026 |
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| MAI Wealth Advisors | 50k | $1.3M | 182% | Jun 2026 |
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| Hrt Financial | 44k | $1.1M | 100% | Jun 2026 |
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| BEAM Asset Management | 44k | $1.1M | 5% | Jun 2026 |
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| Goldman Sachs Group | 44k | $1.1M | -21% | Jun 2026 |
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| Kingswood Wealth Advisors | 40k | $1.0M | 169% | Jun 2026 |
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| Dynamic Advisors Solutions | 36k | $935k | 7% | Jun 2026 |
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| Q3 Asset Management | 36k | $932k | 87% | Jun 2026 |
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| Paradigm Financial Partners | 33k | $841k | 100% | Jun 2026 |
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| HBW Advisory Services | 27k | $699k | -27% | Jun 2026 |
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| Commerce Advisors | 27k | $681k | 12% | Jun 2026 |
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| Advisor OS | 23k | $596k | 100% | Jun 2026 |
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| Citadel Advisors | 23k | $586k | 100% | Jun 2026 |
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| Sanctuary Advisors | 21k | $542k | -20% | Jun 2026 |
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| Diesslin Group | 20k | $516k | 0% | Jun 2026 |
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| R2 Capital Strategies | 20k | $511k | 100% | Jun 2026 |
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| Provenance Wealth Advisors | 20k | $500k | 100% | Jun 2026 |
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| TCP Asset Management | 15k | $392k | -6% | Jun 2026 |
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| Cambridge Investment Research Advisors | 15k | $381k | -2% | Jun 2026 |
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| OneAscent Financial Services | 15k | $380k | 2% | Jun 2026 |
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| Lane Brothers & Co | 15k | $378k | -25% | Jun 2026 |
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| Global View Capital Management | 14k | $369k | -2% | Jun 2026 |
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| Concord Asset Management | 13k | $345k | 100% | Jun 2026 |
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| Concord Wealth Partners | 13k | $345k | 100% | Jun 2026 |
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| J.w. Cole Advisors | 13k | $344k | 100% | Jun 2026 |
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| Silver Oak Securities | 13k | $329k | -2% | Jun 2026 |
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| Advisor Group Holdings | 12k | $298k | 22% | Jun 2026 |
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| Krilogy Financial | 11k | $282k | 0% | Jun 2026 |
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| Waterfront Wealth | 11k | $272k | 4% | Jun 2026 |
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| Chicago Partners Investment | 10k | $265k | 5% | Jun 2026 |
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| J2 Capital Management | 10k | $264k | 0% | Jun 2026 |
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| Summit Financial | 8.8k | $226k | -27% | Jun 2026 |
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| EP Wealth Advisors | 8.4k | $216k | 100% | Jun 2026 |
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| Jane Street | 7.9k | $202k | 100% | Jun 2026 |
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| Weaver Consulting Group | 7.8k | $200k | -1% | Jun 2026 |
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| Continuum Advisory | 4.5k | $116k | 100% | Jun 2026 |
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| Integrated Wealth Concepts | 4.0k | $102k | 100% | Jun 2026 |
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| Knights of Columbus Asset Advisors | 4.0k | $102k | 100% | Jun 2026 |
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| Fwl Investment Management | 3.8k | $97k | 343% | Jun 2026 |
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| Wells Fargo & Company | 2.5k | $65k | 100% | Jun 2026 |
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| Farther Finance Advisors | 1.2k | $32k | 0% | Jun 2026 |
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| BlackRock | 1.1k | $29k | 1016% | Jun 2026 |
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| CWM | 214.00 | $5.5k | 1% | Mar 2026 |
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| IFP Advisors | 145.00 | $3.7k | 100% | Jun 2026 |
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| Silver Grove Financial Group | 55.00 | $1.4k | 100% | Jun 2026 |
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| Ameritas Advisory Services | 54.00 | $1.4k | 100% | Jun 2026 |
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| Harbour Investments | 28.00 | $719.000800 | -15% | Jun 2026 |
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Who sold out of Regan Floating Rate Mbs?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Mar 2026 | 22k | $571k |
| Susquehanna International | Mar 2026 | 16k | $396k |
| Raymond James Financial | Mar 2026 | 8.1k | $208k |
| Dynasty Wealth Management | Mar 2026 | 8.0k | $204k |
| Opal Wealth Advisors | Mar 2026 | 2.5k | $63k |
| Security National Bank | Mar 2026 | 78.00 | $2.0k |