Which funds hold MBSX?

As of 2026-Q2, 1 institutional funds reported holding MBSX (REGAN FIXED RATE MBS ETF) in SEC 13F filings, with a combined reported value of $468.33K.

How many shares of MBSX do institutions own?

13F filers reported 17.15K shares of MBSX, worth $468.33K in aggregate at the end of 2026-Q2.

Is institutional ownership of MBSX rising or falling?

Share counts moved +11.6% versus the prior quarter — accumulation.

Where does this data come from?

All figures are computed from SEC Form 13F quarterly filings, which institutional investment managers must file within 45 days of quarter end for long positions of $100,000 or more.

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MBSX — REGAN FIXED RATE MBS ETF

Reported value held$477.73K

Funds holding (latest)3

Sector—

Funds holding (Q2 2026)1

Institutional value$468.33K · 17.15K sh

New / Add / Cut / Exit0 / 1 / 0 / 0

Top-5 / Top-10 concentration100.0% / 100.0%

Institutional holdings change Accumulating +11.6% (+1.78K sh)

Institutional value change Up +8.1%

As of Q2 2026, 1 SEC-registered investment managers reported holding MBSX (REGAN FIXED RATE MBS ETF) in their latest 13F filings, with a combined reported value of $468.33K across 17.15K shares. That is +11.6% by share count (+1.78K shares) versus the previous quarter, while reported value moved +8.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 1 funds

Fund	Shares	Value	Portfolio Weight	Change
Citadel Advisors history	17.15K	$468.33K	0.00%	Add

Q1 2026 — 1 funds

Fund	Shares	Value	Portfolio Weight	Change
Citadel Advisors history	15.38K	$433.14K	0.00%	Reduce

Q4 2025 — 3 funds

Fund	Shares	Value	Portfolio Weight	Change
Citadel Advisors history	18.64K	$492.04K	0.00%	New
JPMorgan Chase & Co history	200	$5.28K	0.00%	New
UBS Group AG history	156	$4.12K	0.00%	New

Q2 2025 — 2 funds

Fund	Shares	Value	Portfolio Weight	Change
Citadel Advisors history	48.23K	$1.24M	0.00%	New
UBS Group AG history	15	$384	0.00%	New

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 3 funds)

Fund	Q2 2026	Q1 2026	Q4 2025	Q2 2025
Citadel Advisors	17.15K	15.38K	18.64K	48.23K
JPMorgan Chase & Co	—	—	200	—
UBS Group AG	—	—	156	15

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