MBSF

Regan Floating Rate MBS ETF$25.64 0.10%
UnclassifiedUSCUSIP 92046L338· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
14
+6 QoQ
13F Value (tracked)
$20.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)2 adding · 3 trimming
Insider net (180d)$0

Price & smart-money activity

$25.64 0.10%2Y +2.4%
$24.98$25.20$25.42$25.64$25.862024202520264244282654466
Hover for who · click for detailEnd-of-day closing prices52w $25.36 – $25.81
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Use MBSF data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns MBSF

This stock page is the Follow view. The Build view lets your agent query MBSF owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MBSF"
Ask your agent
Use Arkolith to show who owns MBSF,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

14 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1State of New Jersey Common Pension Fund D
$5.1M
200K
Held
Q1 2026
2EXCHANGE TRADED CONCEPTS, LLC
$4.3M
168K
Held
Q1 2026
3WealthPlan Investment Management, LLC
$3.2M
124K
−67%
Reduced · −250K sh
Q1 2026
4NewEdge Advisors, LLC
$2.4M
93K
+30%
Added · +21K sh
Q1 2026
5Orion Porfolio Solutions, LLC
$2.0M
79K
−1.8%
Reduced · −1K sh
Q1 2026
6Dynamic Advisor Solutions LLC
$869K
34K
+9.0%
Added · +3K sh
Q1 2026
7Sanctuary Advisors, LLC
$677K
27K
+22%
Added · +5K sh
Q1 2026
8MAI Capital Management
$450K
18K
New
+18K sh
Q1 2026
9KINGSWOOD WEALTH ADVISORS, LLC
$383K
15K
−16%
Reduced · −3K sh
Q1 2026
10OneAscent Financial Services LLC
$369K
14K
New
+14K sh
Q1 2026
11Summit Financial, LLC
$310K
12K
Held
Q1 2026
12Chicago Partners Investment Group LLC
$253K
10K
−5.6%
Reduced · −581 sh
Q1 2026
13Dynasty Wealth Management, LLC
$204K
8K
New
+8K sh
Q1 2026
14CWM, LLC
$5K
214
+0.9%
Added · +2 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
1
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

29 funds+24 since Q1 2024
01529Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $49.5M

Funds that own MBSF also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA18 funds$8.3B
MICROSOFT CORPMSFT18 funds$4.7B
BROADCOM INCAVGO18 funds$3.0B
META PLATFORMS INC-CLASS AMETA18 funds$2.8B
JPMORGAN CHASE & COJPM18 funds$2.4B
ALPHABET INC-CL CGOOG18 funds$2.3B
TESLA INCTSLA18 funds$2.1B
ISHARES CORE MSCI EMERGINGIEMG18 funds$2.0B
MICRON TECHNOLOGY INCMU18 funds$2.0B
JOHNSON & JOHNSONJNJ18 funds$1.6B
EXXON MOBIL CORPXOM18 funds$1.6B
COSTCO WHOLESALE CORPCOST18 funds$1.4B

Ranked by how many of MBSF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MBSF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.