DOSSIER · 13F Holders · Q1 2026
RCIRX

REGAN TOTAL RETURN INCOME INSTITUTIONAL

2 institutions still hold REGAN TOTAL RETURN INCOME INSTITUTIONAL as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00777X579·2 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$4M
visible holders
Holders
2
filers reporting
Concentration
93.26%
Trivant Custom Portfolio Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

2 institutions reported RCIRX in Q1 2026. Trivant Custom Portfolio Group, LLC leads at 93.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Trivant Custom Portfolio Group, LLC
CIK 0001977992
$4M437K2.28%Q1 2026
02
Transce3nd, LLC
CIK 0002023570
$301K32K2.65%Q2 2026