Among active 13F managers last quarter, 3 added and 1 reduced; the largest holder to move was Castleview Partners, LLC (+10%).
7 tracked 13F filers disclose a position in MBSX as of the latest SEC 13F filings, a combined $15.0M in reported value. 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Castleview Partners, LLC | 330K | $9.0M | ▲+10% Added · +30K sh | Q2 2026 | |
| 2 | Auour Investments LLC | 109K | $3.0M | ▼−10% Reduced · −12K sh | Q2 2026 | |
| 3 | Camarda Financial Advisors, LLC | 70K | $1.9M | ▲+4.0% Added · +3K sh | Q2 2026 | |
| 4 | Citadel Advisors LLC | 17K | $468K | ▲+12% Added · +2K sh | Q2 2026 | |
| 5 | Jane Street Group, LLC | 12K | $327K | ▼−10% Reduced · −1K sh | Q1 2026 | |
| 6 | Diesslin Group, Inc. | 11K | $298K | ▲+20% Added · +2K sh | Q2 2026 | |
| 7 | JPMorgan Chase & Co | 200 | $5K | —Held | 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.
Last quarter, 3 funds added to an existing position in MBSX, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 4 funds | $2.1B |
| Microsoft CorpMSFT | 4 funds | $1.4B |
| Alphabet Inc-CL AGOOGL | 4 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 4 funds | $902.1M |
| Berkshire Hathaway Inc-CL BBRK/B | 4 funds | $578.0M |
| ExxonMobil Holdings CorpXOM | 4 funds | $561.0M |
| Johnson & JohnsonJNJ | 4 funds | $383.7M |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $336.0M |
| Regan Floating Rate MBS ETFMBSF | 4 funds | $35.2M |
| Amazon.com IncAMZN | 3 funds | $2.6B |
| Nvidia CorpNVDA | 3 funds | $2.4B |
| Eli Lilly & CoLLY | 3 funds | $1.1B |
Ranked by how many of MBSX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MBSX.
| Class | 13F holders | Value held |
|---|---|---|
| SHDGSOUNDWATCH HEDGD | 8 funds | $158.1M |
| MBSXthis pageREGAN FIXED RATE | 7 funds | $15.0M |
| RCLRRECKONER BBB-B C | 7 funds | $13.1M |
| RAAARECKONER YIELD E | 7 funds | $7.0M |
| MVPAMILLER VALUE PAR | 7 funds | $3.1M |
| RCLORECKONER BBB-B | 6 funds | $8.2M |
| RAARRECKONER YIELD | 5 funds | $12.3M |
| RVERTRENCHLESS FUND | 4 funds | $1.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for MBSX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MBSX/capital-change-brief"
Use Arkolith's capital_change_brief for MBSX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MBSX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.