Institutional Ownership
Regan Total Return Incom
CUSIP 00777X579EQUITY FUNDSRCIRXQ1 2026
Institutional Holders
2
13F filers
Shares Held
471.0K
Aggregate institutional
Institutional Value
$4.48M
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased1
Sold out0
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Trivant Custom Portfolio Group, LLC | 437.2K | $4.16M | +437.2K | New |
| 2 | Transce3nd, LLC | 33.8K | $321.6K | −989 | Reduced |