MBSX ADVISOR MANAGED PORTFOLIOS
FollowREGA FIX MBS ETF (fund)
8 managers (8 13F filers) reported a position in MBSX shares at 2026-03-31, 555,396 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 1
- Added
- 4
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 555,396
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 | 299,717 | $8.44M | 4.33% | +7,911 | 13F-HRTimeline |
| Auour Investments LLC | 120,891 | $3.41M | 1.07% | +6,198 | 13F-HRTimeline |
| Camarda Financial Advisors, LLC | 66,876 | $1.88M | 0.99% | +2,372 | 13F-HRTimeline |
| BlackDiamond Wealth Management, LLC | 31,659 | $892K | 0.43% | +981 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 15,376 | $433K | <0.01% | -3,262 | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 11,599 | $327K | <0.01% | -1,346 | 13F-HRTimelineGroup |
| Diesslin Group, Inc. | 9,078 | $256K | 0.12% | new | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 200 | $5.32K | <0.01% | 0 | 13F-HR/ATimelineGroup |