REGAN TOTAL RETURN INCOME INSTITUTIONAL EQUITY FUNDS

REGAN TOTAL RETURN INCOME INSTITUTIONAL EQUITY FUNDS is a security (CUSIP 00777X579) tracked across SEC portfolio filings. 2 institutional managers reported $4.5M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $452K via N-PORT as of 2026-03-31.

Summary

Top institutional holders (Form 13F)

ManagerLocationValueShares
Trivant Custom Portfolio Group, LLCSAN DIEGO, CA$4.2M436,948
Transce3nd, LLCBUDA, TX$301K31,689

Top fund holders (N-PORT)

FundRegistrantValue% of fund
Concorde Wealth Management FundConcorde Funds Inc$452K100.43%

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