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Angel Oak Mortgage-Backed Securities ETF (MBS) Institutional Ownership

Angel Oak Mortgage-Backed Securities ETF logo
$8.69 0.00 (0.00%)
As of 06/29/2026 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Angel Oak Mortgage-Backed Securities ETF (NASDAQ:MBS)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$21.07M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$53.91M
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MBS Institutional Buying and Selling by Quarter

Angel Oak Mortgage-Backed Securities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC776,865$6.73M0.0%+1.0%4.382%
5/18/2026Royal Bank of Canada5,897$51K0.0%N/A0.033%
5/16/2026Quantinno Capital Management LP12,138$105K0.0%N/A0.068%
5/13/2026NewEdge Wealth LLC2,592,750$22.45M0.3%+7.9%14.624%
4/29/2026United Asset Strategies Inc.113,826$986K0.1%-21.3%0.645%
4/20/2026RFG Advisory LLC135,472$1.17M0.0%+5.0%0.767%
2/17/2026Osaic Holdings Inc.7,006,460$61.27M0.1%+0.8%36.721%
2/16/2026MML Investors Services LLC308,179$2.70M0.0%+1,000.0%1.615%
2/13/2026Transamerica Financial Advisors LLC309,846$2.71M0.2%-3.9%1.624%
2/11/2026LPL Financial LLC132,385$1.16M0.0%+54.6%0.694%
2/10/2026Angel Oak Capital Advisors LLC1,070,590$9.36M13.6%-40.5%5.611%
2/10/2026Weaver Consulting Group31,000$271K0.1%N/A0.162%
2/3/2026NewEdge Wealth LLC2,403,115$21.02M0.2%+1.5%12.695%
2/3/2026Patten & Patten Inc. TN244,960$2.14M0.1%-1.3%1.294%
2/3/2026RFG Advisory LLC129,079$1.13M0.0%+9.4%0.682%
2/2/2026Benjamin Edwards Inc.89,210$780K0.0%+12.0%0.471%
1/28/2026United Asset Strategies Inc.144,622$1.27M0.1%+45.2%0.769%
1/23/2026Altfest L J & Co. Inc.1,688,014$14.76M1.6%+3.0%9.085%
1/14/2026Embree Financial Group152,912$1.34M0.2%+103.2%0.842%
1/8/2026Gradient Investments LLC11,101$97K0.0%-33.7%0.062%
11/18/2025Advisory Services Network LLC3,568$31K0.0%-83.2%0.020%
11/17/2025Citadel Advisors LLC10,387$91K0.0%-29.5%0.060%
11/10/2025First Financial Bankshares Inc17,381$152K0.0%N/A0.100%
11/10/2025Compound Planning Inc.10,762$94K0.0%-66.1%0.062%
11/7/2025NewEdge Wealth LLC2,367,603$20.70M0.3%+5.4%13.583%
11/6/2025RFG Advisory LLC117,937$1.03M0.0%+13.2%0.677%
11/5/2025Envestnet Asset Management Inc.22,576$197K0.0%N/A0.130%
10/31/2025Patten & Patten Inc. TN248,254$2.17M0.1%-2.1%1.424%
10/23/2025Benjamin Edwards Inc.79,642$695K0.0%+26.2%0.457%
10/23/2025United Asset Strategies Inc.99,589$869K0.1%+6.2%0.571%
10/21/2025Altfest L J & Co. Inc.1,638,344$14.30M1.6%+84.8%9.454%
10/9/2025Embree Financial Group75,270$657K0.1%N/A0.442%
10/6/2025Gradient Investments LLC16,752$146K0.0%-99.6%0.098%
8/15/2025Brown Financial Advisors321,190$2.77M1.1%-2.6%2.137%
8/15/2025Benjamin Edwards Inc.63,102$545K0.0%+12.8%0.420%
8/14/2025Jane Street Group LLC116,023$1.00M0.0%-28.9%0.772%
8/14/2025Transamerica Financial Advisors LLC324,712$2.80M0.3%-1.9%2.160%
8/13/2025CW Advisors LLC6,786,466$58.60M0.6%+2.9%45.153%
8/8/2025Angel Oak Capital Advisors LLC1,396,532$12.06M17.0%-31.1%9.292%
8/8/2025United Asset Strategies Inc.93,750$810K0.1%-2.8%0.624%
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7/29/2025Mattson Financial Services LLC522,484$4.51M1.2%+4.8%2.655%
7/28/2025Patten & Patten Inc. TN253,523$2.19M0.1%-5.4%1.288%
7/28/2025RFG Advisory LLC104,175$900K0.0%+42.8%0.529%
7/18/2025Requisite Capital Management LLC39,150$338K0.1%-4.3%0.189%
7/11/2025Farther Finance Advisors LLC4,086$35K0.0%N/A0.020%
7/8/2025Paladin Wealth LLC161,631$1.40M1.1%+14.3%0.775%
7/8/2025Gradient Investments LLC4,658,960$40.23M0.7%+5.8%22.334%
5/22/2025Mattson Financial Services LLC498,614$4.33M1.3%+17.6%2.425%
5/19/2025Jane Street Group LLC163,275$1.42M0.0%+127.1%0.794%
5/14/2025Transamerica Financial Advisors LLC331,029$2.87M0.3%N/A1.620%
5/14/2025Compound Planning Inc.43,458$377K0.0%N/A0.213%
5/14/2025CW Advisors LLC6,592,549$57.22M0.7%N/A32.269%
5/12/2025Benjamin Edwards Inc.55,925$485K0.0%N/A0.274%
5/12/2025Angel Oak Capital Advisors LLC2,026,322$17.59M23.5%-21.3%9.918%
5/9/2025Altfest L J & Co. Inc.873,379$7.58M1.0%+52.3%4.275%
5/9/2025NewEdge Wealth LLC2,133,721$18.52M0.3%+3.6%10.444%
5/7/2025Patten & Patten Inc. TN267,968$2.33M0.2%+4.8%1.312%
5/7/2025LPL Financial LLC1,069,192$9.28M0.0%+17.4%5.233%
4/9/2025RFG Advisory LLC72,959$633K0.0%+51.0%0.355%
4/9/2025Paladin Wealth LLC141,457$1.23M1.1%+7.2%0.689%
4/9/2025Gradient Investments LLC4,404,523$38.23M0.8%-3.9%21.454%
3/10/2025Mattson Financial Services LLC423,941$3.77M1.2%+42.8%2.103%
2/17/2025Cresset Asset Management LLC62,877$539K0.0%N/A0.312%
2/17/2025Citadel Advisors LLC29,551$252K0.0%N/A0.147%
2/17/2025Bank of America Corp DE56,700$484K0.0%N/A0.281%
2/14/2025Jane Street Group LLC71,880$613K0.0%+58.0%0.357%
2/13/2025NewEdge Advisors LLC637,624$5.44M0.0%+3,072.3%3.163%
2/11/2025LPL Financial LLC910,342$7.77M0.0%N/A4.516%
2/10/2025Patten & Patten Inc. TN255,638$2.18M0.1%+89.6%1.268%
2/5/2025NewEdge Wealth LLC2,059,507$17.57M0.3%N/A10.216%
2/4/2025Brown Financial Advisors344,397$2.94M1.2%+11.8%1.708%
1/31/2025Angel Oak Capital Advisors LLC2,573,882$21.96M29.2%N/A12.767%
1/30/2025Vontobel Holding Ltd.135,000$1.15M0.0%N/A0.670%
1/29/2025Paladin Wealth LLC132,014$1.13M1.0%+50.1%0.655%
1/22/2025United Asset Strategies Inc.95,983$819K0.1%N/A0.482%
1/21/2025Gradient Investments LLC4,581,317$39.08M0.8%+10.7%23.010%
1/21/2025RFG Advisory LLC48,319$412K0.0%+323.5%0.243%
11/18/2024Brown Financial Advisors308,170$2.74M1.1%+1.0%7.841%
11/15/2024Jane Street Group LLC45,508$405K0.0%-65.4%1.158%
11/4/2024Patten & Patten Inc. TN134,850$1.20M0.1%N/A3.431%
10/11/2024Paladin Wealth LLC87,947$783K0.7%N/A2.238%
10/10/2024Requisite Capital Management LLC41,150$368K0.1%N/A1.047%
10/8/2024Mattson Financial Services LLC296,841$2.52M0.9%-0.4%7.553%
9/30/2024Mattson Financial Services LLC298,021$2.53M0.9%N/A7.583%
8/30/2024Brown Financial Advisors305,157$2.59M1.2%N/A7.765%
7/18/2024Gradient Investments LLC3,430,584$29.16M0.7%N/A87.292%


MBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 32 institutional investors and hedge funds held shares of Angel Oak Mortgage-Backed Securities ETF. The most heavily invested institutionals were Osaic Holdings Inc. ($61.27M), CW Advisors LLC ($58.60M), NewEdge Wealth LLC ($22.45M), Altfest L J & Co. Inc. ($14.76M), Angel Oak Capital Advisors LLC ($9.36M), NewEdge Advisors LLC ($6.73M), and Mattson Financial Services LLC ($4.51M).Learn more on Angel Oak Mortgage-Backed Securities ETF's institutional investors.

Of the 31 institutional investors that purchased Angel Oak Mortgage-Backed Securities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CW Advisors LLC ($6.79M), Gradient Investments LLC ($4.13M), Angel Oak Capital Advisors LLC ($2.57M), NewEdge Wealth LLC ($2.48M), LPL Financial LLC ($1.12M), Altfest L J & Co. Inc. ($1.10M), and NewEdge Advisors LLC ($625.11K).

Institutional investors have bought a total of 2,419,908 shares in the last 24 months. This purchase volume represents approximately $21.07M in transactions.

Of the 11 institutional investors that sold Angel Oak Mortgage-Backed Securities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($4.65M), Angel Oak Capital Advisors LLC ($1.36M), Jane Street Group LLC ($47.25K), United Asset Strategies Inc. ($33.51K), Patten & Patten Inc. TN ($23.01K), Compound Planning Inc. ($20.98K), and Transamerica Financial Advisors LLC ($18.88K).

Institutional investors have sold a total of 6,182,458 shares in the last 24 months. This volume of shares sold represents approximately $53.91M in transactions.


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This page (NASDAQ:MBS) was last updated on 6/30/2026 by MarketBeat.com Staff.
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