Angel Oak Mortgage-Backed Securities ETF (MBS) Institutional Ownership $8.60 +0.04 (+0.47%) As of 02/21/2025 03:47 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipTrends Institutional Ownership Changes (13F Filings) for Angel Oak Mortgage-Backed Securities ETF (NASDAQ:MBS)Number ofInstitutional Buyers(last 12 months)15TotalInstitutional Inflows(last 12 months)$61.82MNumber ofInstitutional Sellers(last 12 months)0 Get MBS Insider Trade Alerts Want to know when executives and insiders are buying or selling Angel Oak Mortgage-Backed Securities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data MBS Institutional Buying and Selling by Quarter Angel Oak Mortgage-Backed Securities ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/17/2025 Cresset Asset Management LLC62,877$539K0.0%N/A0.312% 2/17/2025 Citadel Advisors LLC29,551$252K0.0%N/A0.147% 2/17/2025 Bank of America Corp DE56,700$484K0.0%N/A0.281% 2/14/2025 Jane Street Group LLC71,880$613K0.0%+58.0%0.357% 2/13/2025 NewEdge Advisors LLC637,624$5.44M0.0%+3,072.3%3.163% 2/11/2025 LPL Financial LLC910,342$7.77M0.0%N/A4.516% 2/10/2025 Patten & Patten Inc. TN255,638$2.18M0.1%+89.6%1.268% 2/5/2025 NewEdge Wealth LLC2,059,507$17.57M0.3%N/A10.216% 2/4/2025 Brown Financial Advisors344,397$2.94M1.2%+11.8%1.708% 1/31/2025 Angel Oak Capital Advisors LLC2,573,882$21.96M29.2%N/A12.767% 1/30/2025 Vontobel Holding Ltd.135,000$1.15M0.0%N/A0.670% 1/29/2025 Paladin Wealth LLC132,014$1.13M1.0%+50.1%0.655% 1/22/2025 United Asset Strategies Inc.95,983$819K0.1%N/A0.482% 1/21/2025 Gradient Investments LLC4,581,317$39.08M0.8%+10.7%23.010% 1/21/2025 RFG Advisory LLC48,319$412K0.0%+323.5%0.243% (Data available from 1/1/2016 forward) MBS Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of MBS shares? During the previous two years, 15 institutional investors and hedge funds held shares of Angel Oak Mortgage-Backed Securities ETF. The most heavily invested institutionals were Gradient Investments LLC ($39.08M), Angel Oak Capital Advisors LLC ($21.96M), NewEdge Wealth LLC ($17.57M), LPL Financial LLC ($7.77M), NewEdge Advisors LLC ($5.44M), Brown Financial Advisors ($2.94M), and Patten & Patten Inc. TN ($2.18M).Learn more on MBS's institutional investors. Which institutional investors have been buying Angel Oak Mortgage-Backed Securities ETF stock? Of the 15 institutional investors that purchased Angel Oak Mortgage-Backed Securities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Angel Oak Capital Advisors LLC ($2.57M), NewEdge Wealth LLC ($2.06M), LPL Financial LLC ($910.34K), NewEdge Advisors LLC ($617.52K), Gradient Investments LLC ($441.16K), Vontobel Holding Ltd. ($135K), and Patten & Patten Inc. TN ($120.79K). How much institutional buying is happening at Angel Oak Mortgage-Backed Securities ETF? Institutional investors have bought a total of 7,246,885 shares in the last 24 months. This purchase volume represents approximately $61.82M in transactions. Related Companies PMBS Institutional Ownership CARY Institutional Ownership This page (NASDAQ:MBS) was last updated on 2/22/2025 by MarketBeat.com Staff From Our PartnersThe Real Hillbilly ElegyThe mountains of Appalachia are incredible to behold. 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