Regan Fixed Rate MBS ETF (MBSX)

CUSIP: 00777X520 | NYSE | 13 institutional holders

Institutional Holders — Q3 2026

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3.8% of portfolio$8.6M

1.2% of portfolio$4.3M

0.0% of portfolio$415.6K

0.1% of portfolio$240.7K

				Style	Turnover	Location	Filed
Castleview Partners, LLC	337,738	$8.6M	3.8%	Core	Medium	Dallas, TX	2026-10-09
Auour Investments LLC	166,807	$4.3M	1.2%	ETF	Low	Woburn, MA	2026-10-28
Farther Finance Advisors, LLC	16,275	$415.6K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Diesslin Group, Inc.	9,427	$240.7K	0.1%	ETF	Medium	Fort Worth, TX	2026-10-14