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Regan Fixed Rate MBS ETF (MBSX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Castleview Partners, LLC
INCREASED
Shares337,738 from 330,184
Change+7,554 (+2%)
Value$8.6M (-$390.5K)
Filed 2026-10-09
Auour Investments LLC
INCREASED
Shares166,807 from 108,782
Change+58,025 (+53%)
Value$4.3M (+$1.3M)
Filed 2026-10-28
Farther Finance Advisors, LLC
NEW
Shares16,275
Change+16,275
Value$415.6K
Filed 2026-10-08
Diesslin Group, Inc.
DECREASED
Shares9,427 from 10,927
Change-1,500 (-14%)
Value$240.7K (-$57.6K)
Filed 2026-10-14
Camarda Financial Advisors, LLC
N/A
Shares— from 69,519
Change-69,519 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 34,456
Change-34,456 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,152
Change-17,152 (-100%)
Value—
Status
Castleview Partners, LLC
INCREASED337,738330,184+7,554+2%$9.0M$8.6M-$390.5K2026-10-09
Auour Investments LLC
INCREASED166,807108,782+58,025+53%$3.0M$4.3M+$1.3M2026-10-28
Farther Finance Advisors, LLC
NEW16,275—+16,275——$415.6K—2026-10-08
Diesslin Group, Inc.
DECREASED9,42710,927-1,500-14%$298.4K$240.7K-$57.6K2026-10-14
Camarda Financial Advisors, LLC
N/A—69,519-69,519-100%$1.9M———
Susquehanna International Group, LLP
N/A—34,456-34,456-100%$940.8K———
Citadel Advisors LLC
N/A—17,152-17,152-100%$468.3K———
Showing 7 of 7 institutions