Institutional Ownership
Advisor Managed Portfolios
CUSIP 00777X520REGAN FIXED RATEMBSXQ1 2026
Institutional Holders
8
13F filers
Shares Held
555.4K
Aggregate institutional
Institutional Value
$15.65M
Q1 2026
Net New Holders
-1
1 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased4
Decreased2
Sold out2
Institutional Holders
8 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Castleview Partners, LLC | 299.7K | $8.44M | +7.9K | Added |
| 2 | Auour Investments LLC | 120.9K | $3.41M | +6.2K | Added |
| 3 | Camarda Financial Advisors, LLC | 66.9K | $1.88M | +2.4K | Added |
| 4 | Blackdiamond Wealth Management, LLC | 31.7K | $891.8K | +981 | Added |
| 5 | Citadel Advisors LLC | 15.4K | $433.1K | −3.3K | Reduced |
| 6 | Jane Street Group, LLC | 11.6K | $326.7K | −1.3K | Reduced |
| 7 | Diesslin Group, Inc. | 9.1K | $255.7K | +9.1K | New |
| 8 | Jpmorgan Chase & Co | 200 | $5.3K | 0 | Held |