Institutional Ownership
Advisor Managed Portfolios
CUSIP 00777X520REGAN FIXED RATEMBSXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
8
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Castleview Partners, LLC | 299.7K | $8.44M |
| 2 | Auour Investments LLC | 120.9K | $3.41M |
| 3 | Camarda Financial Advisors, LLC | 66.9K | $1.88M |
| 4 | Blackdiamond Wealth Management, LLC | 31.7K | $891.8K |
| 5 | Citadel Advisors LLC | 15.4K | $433.1K |
| 6 | Jane Street Group, LLC | 11.6K | $326.7K |
| 7 | Diesslin Group, Inc. | 9.1K | $255.7K |
| 8 | Jpmorgan Chase & Co | 200 | $5.3K |