MBSX ADVISOR MANAGED PORTFOLIOS
FollowREGA FIX MBS ETF (fund)
6 managers (6 13F filers) reported a position in MBSX shares at 2026-06-30, 571,020 shares in all. 1 filer opened a position and 3 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 1
- Added
- 4
- Reduced
- 1
- Sold out
- 3
- Shares held by filers
- 571,020
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 330,184 | $9.02M | 3.96% | +30,467 | 13F-HRTimeline |
| Auour Investments LLC | 108,782 | $2.97M | 0.85% | -12,109 | 13F-HRTimeline |
| Camarda Financial Advisors, LLC | 69,519 | $1.9M | 0.57% | +2,643 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 34,456 | $941K | <0.01% | new | 13F-HRTimelineGroup |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 17,152 | $468K | <0.01% | +1,776 | 13F-HRTimelineGroup |
| Diesslin Group, Inc. | 10,927 | $298K | 0.12% | +1,849 | 13F-HRTimeline |