MBSX Institutional Ownership
Regan Fixed Rate MBS ETF
1W: -2.4%
1M: -3.2%
3M: -2.3%
YTD: -1.9%
1Y: -1.9%
$25.99
+0.24 (+0.95%)
Weekly Expected Move ±5.2%
$23
$25
$26
$27
$29
Overview
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Institutional Ownership — MBSX
9
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
16M
Total Invested
1
New Positions
4
Increased
4
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Castleview Partners, LLC | 330,184 | $9M | +30,467 | +10.2% | 5Q | SEC ↗ |
| 2 | Auour Investments LLC | 108,782 | $3M | -12,109 | -10.0% | 4Q | SEC ↗ |
| 3 | Camarda Financial Advisors, LLC | 69,519 | $2M | +2,643 | +4.0% | 5Q | SEC ↗ |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 34,456 | $896K | — | +0.0% | 1Q | SEC ↗ |
| 5 | CITADEL ADVISORS LLC | 17,152 | $446K | +1,776 | +11.6% | 3Q | SEC ↗ |
| 6 | Diesslin Group, Inc. | 10,927 | $284K | +1,849 | +20.4% | 2Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 0 | $0K | -200 | -100.0% | 2Q | SEC ↗ |
| 8 | JANE STREET GROUP, LLC | 0 | $0K | -11,599 | -100.0% | 4Q | SEC ↗ |
| 9 | UBS Group AG | 0 | $0K | -156 | -100.0% | 1Q | SEC ↗ |
| 10 | BlackDiamond Wealth Management, LLC | 0 | $0K | -31,659 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 34,456 | $896K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BlackDiamond Wealth Management, LLC | 31,659 | $823K |
| JANE STREET GROUP, LLC | 11,599 | $301K |
| JPMORGAN CHASE & CO | 200 | $5K |
| UBS Group AG | 156 | $4K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Castleview Partners, LLC | +30,467 | +10.2% | 330,184 |
| Camarda Financial Advisors, LLC | +2,643 | +4.0% | 69,519 |
| Diesslin Group, Inc. | +1,849 | +20.4% | 10,927 |
| CITADEL ADVISORS LLC | +1,776 | +11.6% | 17,152 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Auour Investments LLC | -12,109 | -10.0% | 108,782 |