# 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

- Issuer: REGAN TOTAL RETURN INCOME INSTITUTIONAL
- Class: EQUITY FUNDS
- CUSIP: 00777X579
- Asset category: EC
- 13F holders: 2
- 13F value: $4.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $452K
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Trivant Custom Portfolio Group, LLC](https://search.stillhousedata.com/firm/129803) | SAN DIEGO, CA | $4.2M | 436,948 |
| Transce3nd, LLC | BUDA, TX | $301K | 31,689 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Concorde Wealth Management Fund](https://search.stillhousedata.com/fund/S000054433) | Concorde Funds Inc | $452K | 100.43% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/00777X579.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.