2 institutions reported holding $4.5M of REGAN TOTAL RETURN INCOME INSTITUTIONAL (RCIRX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Trivant Custom Portfolio Group, LLC ($4.2M), Transce3nd, LLC ($321,649). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Trivant Custom Portfolio Group, LLC | $4.2M | 437,199 | New |
| 2 | Transce3nd, LLC | $321,649 | 33,787 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31