Regan Fixed Rate MBS ETF (MBSX)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

Conviction-Weighted Ownership

Median weight: 0.27%Avg weight: 0.87%Max: 4.33%High conviction (>1%): 2

Castleview Partners,

Auour Investments

Camarda Financial Advisors,

BlackDiamond Wealth Management,

Crowding AnalysisModerate

Holders8of 5,944

Avg: 68

Uncrowded68th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.25x

37th percentile

5 buying4 selling

+1

New

-2

Closed

+11K

Net shares

Ownership Concentration

Top 5: 96.2%Top 10: 100.0%

Castleview Partners,54.0%

Auour Investments21.8%

Camarda Financial Advisors,12.0%

BlackDiamond Wealth Management,5.7%

CITADEL ADVISORS2.8%

Others (3)3.8%

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Institutional Trends (4 Quarters)

No trend data available for this metric.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 8 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders8of 5,944

Avg: 68

Uncrowded68th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.25x

37th percentile

5 buying4 selling

+1

New

-2

Closed

+11K

Net shares

Ownership Concentration

Top 5: 96.2%Top 10: 100.0%

Castleview Partners,54.0%

Auour Investments21.8%

Camarda Financial Advisors,12.0%

BlackDiamond Wealth Management,5.7%

CITADEL ADVISORS2.8%

Others (3)3.8%

Loading crowding analysis...

Crowding AnalysisModerate

Holders8of 5,944

Avg: 68

Uncrowded68th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.25x

37th percentile

5 buying4 selling

+1

New

-2

Closed

+11K

Net shares

Ownership Concentration

Top 5: 96.2%Top 10: 100.0%

Castleview Partners,54.0%

Auour Investments21.8%

Camarda Financial Advisors,12.0%

BlackDiamond Wealth Management,5.7%

CITADEL ADVISORS2.8%

Others (3)3.8%

Ownership Map

Top 8 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 8 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)