Who Owns REGAN FLOATING RATE MBS ETF (MBSF)? -- Institutional Holders (2026-06-30)

75 institutions reported holding $156.0M of REGAN FLOATING RATE MBS ETF (MBSF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Castleview Partners, LLC ($25.4M), State of New Jersey Common Pension Fund D ($15.4M), CREATIVE FINANCIAL DESIGNS INC /ADV ($11.6M), United Asset Strategies, Inc. ($10.9M), Auour Investments LLC ($8.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Castleview Partners, LLC$25.4M988,999Added
2State of New Jersey Common Pension Fund D$15.4M600,000Added
3CREATIVE FINANCIAL DESIGNS INC /ADV$11.6M452,508Added
4United Asset Strategies, Inc.$10.9M424,493Added
5Auour Investments LLC$8.7M340,554Added
6Biltmore Family Office, LLC$6.5M251,828Trimmed
7Royal Bank of Canada$6.2M241,251Trimmed
8CWC Advisors, LLC.$5.4M211,437Added
9Sterneck Capital Management, LLC$5.3M205,476Added
10Apollon Wealth Management, LLC$4.5M176,502Added
11Balefire, LLC$4.4M170,092Trimmed
12EXCHANGE TRADED CONCEPTS, LLC$4.0M155,652Trimmed
13Acorn Wealth Advisors, LLC$3.2M125,594Added
14Camarda Financial Advisors, LLC$3.2M123,227Added
15Bison Wealth, LLC$3.0M118,810Added
16NewEdge Advisors, LLC$2.6M101,884Added
17LPL Financial LLC$2.5M98,625Added
18WealthPlan Investment Management, LLC$2.5M98,427Trimmed
19BlackDiamond Wealth Management, LLC$2.5M97,787Added
20Orion Porfolio Solutions, LLC$2.1M82,617Added
21WESPAC Advisors, LLC$1.9M75,859Added
22TRUST CO OF TOLEDO NA /OH/$1.8M72,006Added
23STIFEL FINANCIAL CORP$1.5M60,078Added
24WealthPLAN Partners, LLC$1.4M53,864Trimmed
25MAI Capital Management$1.3M49,796Added

Source: SEC Form 13F filings · as of 2026-06-30