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 | 987k | $25M | -10% | Mar 2026 |
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| Creative Financial Designs | 350k | $8.9M | 100% | Mar 2026 |
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| VisionPoint Advisory Group | 307k | $7.8M | -13% | Mar 2026 |
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| Auour Investments | 307k | $7.8M | 0% | Mar 2026 |
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| Biltmore Family Office | 264k | $6.7M | -7% | Mar 2026 |
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| Royal Bank of Canada | 249k | $6.4M | 100% | Mar 2026 |
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| CWC Advisors | 205k | $5.2M | 2% | Mar 2026 |
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| Sterneck Capital Management | 202k | $5.1M | 4% | Mar 2026 |
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| State of New Jersey Common Pension Fund D | 200k | $5.1M | 0% | Mar 2026 |
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| United Asset Strategies | 179k | $4.6M | 73% | Mar 2026 |
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| Exchange Traded Concepts | 169k | $4.3M | 0% | Mar 2026 |
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| Apollon Wealth Management | 168k | $4.3M | 89% | Mar 2026 |
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| WealthPlan Investment Management | 124k | $3.2M | -67% | Mar 2026 |
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| Camarda Wealth Advisory | 119k | $3.0M | -2% | Dec 2025 |
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| Armis Advisers | 116k | $3.0M | 6% | Mar 2026 |
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| Acorn Wealth Advisors | 112k | $2.9M | 29% | Mar 2026 |
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| LPL Financial | 95k | $2.4M | 291% | Mar 2026 |
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| Goss Wealth Management | 93k | $2.4M | 30% | Mar 2026 |
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| Feltz Wealth PLAN | 85k | $2.2M | -22% | Mar 2026 |
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| BlackDiamond Wealth Management | 80k | $2.0M | 4% | Mar 2026 |
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| CLS Investments | 79k | $2.0M | -2% | Mar 2026 |
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| WESPAC Advisors | 74k | $1.9M | 8% | Mar 2026 |
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| Stifel Financial | 58k | $1.5M | 100% | Mar 2026 |
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| Goldman Sachs Group | 55k | $1.4M | 0% | Mar 2026 |
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| Trust Co Of Toledo Na | 46k | $1.2M | 100% | Mar 2026 |
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| BEAM Asset Management | 42k | $1.1M | 7% | Mar 2026 |
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| HBW Advisory Services | 38k | $957k | -25% | Mar 2026 |
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| Dynamic Advisors Solutions | 34k | $870k | 9% | Mar 2026 |
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| Sanctuary Advisors | 27k | $677k | 22% | Mar 2026 |
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| Commerce Advisors | 24k | $602k | 100% | Mar 2026 |
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| Flow Traders US | 22k | $571k | 42% | Mar 2026 |
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| Diesslin Group | 20k | $513k | -92% | Mar 2026 |
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| Lane Brothers & Co | 20k | $502k | 6% | Mar 2026 |
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| Q3 Asset Management | 19k | $494k | 100% | Mar 2026 |
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| MAI Wealth Advisors | 18k | $450k | 100% | Mar 2026 |
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| TCP Asset Management | 16k | $415k | 81% | Mar 2026 |
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| Cambridge Investment Research Advisors | 15k | $388k | 5% | Mar 2026 |
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| Kingswood Wealth Advisors | 15k | $383k | -16% | Mar 2026 |
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| Global View Capital Management | 15k | $374k | -4% | Mar 2026 |
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| OneAscent Financial Services | 15k | $369k | 100% | Mar 2026 |
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| Silver Oak Securities | 13k | $334k | 4% | Mar 2026 |
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| Summit Financial | 12k | $310k | 0% | Mar 2026 |
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| Krilogy Financial | 11k | $282k | 100% | Mar 2026 |
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| J2 Capital Management | 10k | $262k | 0% | Mar 2026 |
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| Waterfront Wealth | 10k | $260k | 100% | Mar 2026 |
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| Chicago Partners Investment | 9.8k | $253k | -6% | Mar 2026 |
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| Advisor Group Holdings | 8.4k | $214k | 10% | Dec 2025 |
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| Dynasty Wealth Management | 8.0k | $204k | 100% | Mar 2026 |
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| Weaver Consulting Group | 7.9k | $202k | -2% | Mar 2026 |
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| Opal Wealth Advisors | 2.5k | $63k | 100% | Mar 2026 |
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| Fwl Investment Management | 1.4k | $37k | 0% | Dec 2025 |
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| Farther Finance Advisors | 1.2k | $32k | 100% | Mar 2026 |
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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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| BlackRock | 100.00 | $2.6k | 100% | Mar 2026 |
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| Security National Bank | 78.00 | $2.0k | 100% | Mar 2026 |
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| Harbour Investments | 33.00 | $842.001600 | 100% | Mar 2026 |
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Who sold out of Regan Floating Rate Mbs?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Endeavor Private Wealth | Dec 2025 | 52k | $1.3M |
| Touchstone Capital | Sep 2025 | 37k | $949k |
| CacheTech | Dec 2025 | 30k | $770k |
| Branch Banking & Trust Company | Dec 2025 | 21k | $534k |
| Citadel Advisors | Dec 2025 | 13k | $330k |
| J.w. Cole Advisors | Dec 2025 | 13k | $321k |
| Stegent Equity Advisors | Dec 2025 | 8.8k | $225k |
| EP Wealth Advisors | Dec 2025 | 8.4k | $215k |
| UBS Group | Dec 2025 | 334.00 | $8.6k |