Who owns MBSX - ADVISOR MANAGED PORTFOLIOS - REGAN FIXED RATE based on 13F filings?

9 institutions reported positions in MBSX - ADVISOR MANAGED PORTFOLIOS - REGAN FIXED RATE as of Q4 2025. Open the latest holders period and ownership history tables on this page for position-level details.

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

Q: What is CUSIP 00777X520?

CUSIP 00777X520 is the security identifier used in SEC filing datasets for MBSX - ADVISOR MANAGED PORTFOLIOS - REGAN FIXED RATE.

CUSIP: 00777X520

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

Type / Class: Equity / REGAN FIXED RATE
Symbol: MBSX
Price per share: $26.62
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

Investment Quick Answers

What is CUSIP 00777X520?
CUSIP 00777X520 identifies MBSX - ADVISOR MANAGED PORTFOLIOS - REGAN FIXED RATE in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

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All institutional ownership pages to compare adjacent CUSIP pages.

Recent Quarterly Holder Reports

Open recent reporting periods for CUSIP 00777X520:

Q4 2025 (9 holders) Q3 2025 (5 holders) Q2 2025 (7 holders)

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