ADVISOR MANAGED PORTFOLIOS - REGAN FIXED RATE (MBSX) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2025 to Q4 2025

Type / Class
Equity / REGAN FIXED RATE
Symbol
MBSX
Price per share
$26.58
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
544,628
Total reported value
$14,372,668
% of total 13F portfolios
0%
Share change
+73,493
Value change
+$1,934,696
Number of holders
9
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 9 institutional investors reported holding 544,628 shares of ADVISOR MANAGED PORTFOLIOS - REGAN FIXED RATE (MBSX).

Institutional Holders of ADVISOR MANAGED PORTFOLIOS - REGAN FIXED RATE (MBSX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 544,628 $14,372,668 +$1,934,696 $26.40 9
2025 Q3 471,135 $12,975,064 +$2,819,661 $27.54 5
2025 Q2 372,103 $9,537,632 +$9,537,632 $25.63 7