2 institutions reported holding $4.5M of REGAN TOTAL RETURN INCOME INSTITUTIONAL (RCIRX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Trivant Custom Portfolio Group, LLC ($4.2M), Transce3nd, LLC ($300,733). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Trivant Custom Portfolio Group, LLC | $4.2M | 436,948 | Trimmed |
| 2 | Transce3nd, LLC | $300,733 | 31,689 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30