MBSF : Institutional Ownership for Regan Floating Rate MBS ETF

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Get Institutions for :

Regan Floating Rate MBS ETF (MBSF)

$ 0.00 (0.00%) as of 4:30 Tue 11/30

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Institutional Holders

Viewing Quarter :

Total Institutions:

Total Institutions:

Total shares held :

1,414,762

% of shares held :

73.3%

Changes In:

Chanes In:

New/increased positions vs

old/decreased positions :

Amount of shares held :

346,820

% of shares held change :

17.97%

Quarter Price vs. Current Price:

Quarter Price vs. Current Price:

Last Quarter's Starting Price :

N/A

Last Quarter's Ending Price :

N/A

Last Quarter's Average Price :

N/A

Change from last quarter's

avg. price to the last closing :

(%)

All Securities Held :		Positions	Shares	% Of Total Shares
	New Positions :	7	346,820	24.51%
	Increased Positions :	0	0	0%
	Unchanged Positions :	3	1,067,942	75.49%
	Decreased Positions :	0	0	0%
	Closed Positions :	0	0	0%
	Guru Positions :	0		0%

Charting Not Avaliable

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Institution Name	Portfolio Position	New/Closed Position	Filing Date	Total Shares	Total Value	Change in Shares	File
Castleview Partners LLC	1	*New	2024-03-31	877,935	$22,191,000	877,935
VisionPoint Advisory Group LLC	12	*New	2024-03-31	165,320	$4,179,000	165,320
STERNECK CAPITAL MANAGEMENT, LLC		*New	2024-03-31	122,360	$3,093,000	122,360
WESPAC ADVISORS, LLC		*New	2024-03-31	76,927	$1,944,000	76,927
Auour Investments LLC		*New	2024-03-31	76,701	$1,939,000	76,701
JANE STREET GROUP LLC	2935	*New	2024-03-31	44,708	$1,130,000	44,708
KINGSWOOD WEALTH ADVISORS LLC		*New	2024-03-31	29,752	$752,000	29,752
SUSQUEHANNA INTERNATIONAL GROUP, LLP	3141	*New	2024-03-31	24,687	$624,000	24,687
Arete Wealth Advisors LLC	303	*New	2024-03-31	18,158	$459,000	18,158
Acorn Wealth Advisors LLC		*New	2024-03-31	16,825	$425,000	16,825
Cherry Creek Investment Advisors Inc.		*New	2024-03-31	12,844	$325,000	12,844
TOWNSQUARE CAPITAL LLC	1003	*New	2024-03-31	11,908	$301,000	11,908
Stegent Equity Advisors Inc.		*New	2024-03-31	11,411	$288,000	11,411
UBS Group AG	7192	*New	2024-03-31	1	$0	1

14 Records found

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