RCIRX REGAN TOTAL RETURN INCOME INSTITUTIONAL
FollowEQUITY FUNDS (common)
2 managers (2 13F filers) reported a position in RCIRX shares at 2025-09-30, 490,321 shares in all. 0 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 2
- 13F filers
- 2
- New
- 0
- Added
- 0
- Reduced
- 2
- Sold out
- 0
- Shares held by filers
- 490,321
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 |
|---|---|---|---|---|---|
| Trivant Custom Portfolio Group, LLC | 448,570 | $4.32M | 2.22% | -553 | 13F-HRTimeline |
| Transce3nd, LLC | 41,751 | $391K | 3.49% | -4,098 | 13F-HRTimeline |