MBSX ADVISOR MANAGED PORTFOLIOS
FollowREGA FIX MBS ETF (fund)
9 managers (9 13F filers) reported a position in MBSX shares at 2025-12-31, 544,628 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 4
- Added
- 2
- Reduced
- 3
- Sold out
- 0
- Shares held by filers
- 544,628
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | 291,806 | $7.7M | 3.82% | +17,688 | 13F-HRTimeline |
| Auour Investments LLC | 114,693 | $3.03M | 0.96% | +12,397 | 13F-HRTimeline |
| Camarda Financial Advisors, LLC | 64,504 | $1.7M | 0.65% | -2,396 | 13F-HRTimeline |
| BlackDiamond Wealth Management, LLC | 30,678 | $804K | 0.39% | new | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 18,638 | $492K | <0.01% | new | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 12,945 | $342K | <0.01% | -2,625 | 13F-HRTimelineGroup |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 11,008 | $291K | <0.01% | -1,243 | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 200 | $5.28K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 156 | $4.12K | <0.01% | new | 13F-HRTimelineGroup |