Regan Floating Rate Mbs ETF
$25.73+0.1%
+$24.0M
Net Activity
+17.36% total shares
Institutions Holding
70
Popularity Rank
#5376
Avg Weight
0.40%
Total Value
$156.1M
70 institutions currently hold MBSF, with 50 net buyers and 24 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
24
Net Buying Institutions
50
Top 5 by Value
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Across its top 20 institutional holders, MBSF's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 29/100).
MBSF ranks #5376 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
MBSF is a top-conviction position for Castleview Partners, LLC — at 11.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
United Asset Strategies, Inc. has added to its MBSF position for two straight quarters, increasing it by $8.3M to reach $10.9M today.
WealthPlan Investment Management, LLC has trimmed its MBSF position for two straight quarters, cutting it by $7.1M while still holding $2.5M.
MBSF is up 0.1% today, and institutions have been net buyers of $24.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$33.7M
Total Buy Value
$8.5M
Total Sell Value
50
Net Buyers
24
Net Sellers
MBSF
Q2 2026
Top 5 Institutional Movers
+$6.3M
-$3.5M
+$2.5M
MBSF does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
92046L338
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,112
Total reported value
$279.5B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,110
Total reported value
$712.5B
Held by 4110 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,088
Total reported value
$390.2B
Held by 4088 institutions — one of the most-tracked stocks on AlphaSMO
Access MBSF's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/MBSFCLI
npx alphasmo stocks get MBSF