13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
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
—
▲ 4.5%
vs prior quarter
13F value held
$4M
72.0% inst. owned
of float
Holders
2
+114 QoQ
filers reporting
Activity
+100 / −20
+875 added · −933 reduced
this quarter
Concentration
92.83%
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 92.8% of the visible book. +114 net new institutions vs prior quarter — accumulation reading.

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 202602
Transce3nd, LLC
CIK 0002023570
$321,64934K2.86%Q1 2026