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
$26.40
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
471,135
Total reported value
$12,975,064
% of total 13F portfolios
0%
Share change
+99,032
Value change
+$2,819,666
Number of holders
5
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 5 institutional investors reported holding 471,135 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 406,499 $10,731,583 +$794,245 $26.40 2
2025 Q3 471,135 $12,975,064 +$2,819,666 $27.54 5
2025 Q2 372,103 $9,537,632 +$9,537,632 $25.63 7