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Public ownership evidence

Regan Floating Rate MBS ETF (MBSF) Ownership Disclosures

Read MBSF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Camarda Financial Advisors, LLC2026-06-302026-08-18123,227$3,163,865None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-153,786$97,206None
Ameritas Advisory Services, LLC2026-06-302026-08-1554$1,386None
Q3 Asset Management2026-06-302026-08-1536,309$932,000None
OSAIC HOLDINGS, INC.2026-06-302026-08-1511,608$298,043None
JANE STREET GROUP, LLC2026-06-302026-08-157,878$202,268None
Orion Porfolio Solutions, LLC2026-06-302026-08-1582,617$2,121,188None
HRT FINANCIAL LP2026-06-302026-08-1544,321$1,137,000None
MAI Capital Management2026-06-302026-08-1549,796$1,278,513None
ROYAL BANK OF CANADA2026-06-302026-08-15241,251$6,194,000None
CITADEL ADVISORS LLC2026-06-302026-08-1522,812$585,698None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1543,612$1,119,738None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,525$64,829None
Silver Grove Financial Group, Inc.2026-06-302026-08-1455$1,412None
Sanctuary Advisors, LLC2026-06-302026-08-1421,127$542,436None
Integrated Wealth Concepts LLC2026-06-302026-08-133,988$102,394None
Biltmore Family Office, LLC2026-06-302026-08-13251,828$6,465,694None
EP Wealth Advisors, LLC2026-06-302026-08-138,401$215,696None
NewEdge Advisors, LLC2026-06-302026-08-13101,884$2,615,864None
Summit Financial, LLC2026-06-302026-08-138,817$226,376None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1328$719None
STIFEL FINANCIAL CORP2026-06-302026-08-1360,078$1,542,509None
BlackDiamond Wealth Management, LLC2026-06-302026-08-1297,787$2,508,727None
OneAscent Financial Services LLC2026-06-302026-08-1214,796$379,885None
EXCHANGE TRADED CONCEPTS, LLC2026-06-302026-08-12155,652$3,996,365None
WESPAC Advisors, LLC2026-06-302026-08-1175,859$1,947,680None
BlackRock, Inc.2026-06-302026-08-081,116$28,653None
LPL Financial LLC2026-06-302026-08-0898,625$2,532,191None
SILVER OAK SECURITIES, INCORPORATED2026-06-302026-08-0812,817$329,067None
Trivium Point Advisory, LLC2026-06-302026-08-0732,769$841,342None
Continuum Advisory, LLC2026-06-302026-08-074,532$116,359None
LANE BROTHERS & CO INC2026-06-302026-08-0614,725$378,054None
Advisor OS, LLC2026-06-302026-08-063,029$77,770None
Advisor OS, LLC2026-06-302026-08-0613,927$357,576None
Advisor OS, LLC2026-06-302026-08-062,738$70,298None
Advisor OS, LLC2026-06-302026-08-063,514$90,222None
State of New Jersey Common Pension Fund D2026-06-302026-08-05600,000$15,405,000None
Commerce Advisors, LLC2026-06-302026-08-0526,537$681,340None
Knights of Columbus Asset Advisors LLC2026-06-302026-08-013,969$101,904None
Waterfront Wealth Inc.2026-06-302026-07-3110,579$271,883None
Chicago Partners Investment Group LLC2026-06-302026-07-3110,310$265,260None
Sterneck Capital Management, LLC2026-06-302026-07-31205,476$5,275,597None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3114,844$381,000None
Acorn Wealth Advisors, LLC2026-06-302026-07-31125,594$3,224,626None
BEAM WEALTH ADVISORS, INC.2026-06-302026-07-3044,118$1,132,725None
Weaver Consulting Group2026-06-302026-07-307,804$200,368None
WealthPlan Investment Management, LLC2026-06-302026-07-2998,427$2,527,109None
BEAM WEALTH ADVISORS, INC.2026-06-302026-07-2942,021$1,071,956None
WealthPLAN Partners, LLC2026-06-302026-07-2953,864$1,382,966None
CREATIVE FINANCIAL DESIGNS INC /ADV2026-06-302026-07-29452,508$11,618,148None

90-day public filing window, up to 50 source positions.

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.