ANGEL OAK MORTG-BCKED SE ETF MBS
$8.63
0.0% 52w: $8.09 – $8.69
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data8.098.398.69
Jun 20, 2025 Jul 2, 2026
Institutional holders
36
+11 QoQ
13F value
$128.2M
-3.7% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MBS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | Wealth advisor | 5.5M | $47.5M | 0.1% | -21.8% |
| NewEdge Wealth, LLC | Other | 2.6M | $22.5M | 0.3% | +7.9% |
| ALTFEST L J & CO INC | Wealth advisor | 1.7M | $15.0M | 1.6% | +2.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 776.9K | $6.7M | 0.0% | +1.0% |
| Angel Oak Capital Advisors, LLC | Wealth advisor | 734.7K | $6.4M | 7.1% | -31.4% |
| UBS Group AG | Bank broker | 663.7K | $5.7M | 0.0% | +337.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 488.1K | $4.2M | 0.0% | +63.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 379.7K | $3.3M | 0.0% | +23.2% |
| Goldstone Financial Group, LLC | Wealth advisor | 295.6K | $2.6M | 0.3% | New |
| PATTEN & PATTEN INC/TN | Other | 243.2K | $2.1M | 0.1% | -0.7% |
| Embree Financial Group | Wealth advisor | 217.2K | $1.9M | 0.2% | +42.0% |
| LPL Financial LLC | Bank broker | 211.6K | $1.8M | 0.0% | +59.9% |
| J. Team Financial, Inc. | Other | 160.0K | $1.4M | 1.6% | New |
| RFG Advisory, LLC | Wealth advisor | 135.5K | $1.2M | 0.0% | +5.0% |
| Vontobel Holding Ltd. | Diversified mechanical | 135.0K | $1.2M | 0.0% | Held |
| United Asset Strategies, Inc. | Other | 113.8K | $986K | 0.1% | -21.3% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 88.9K | $769K | 0.0% | -0.4% |
| Q3 Asset Management | Other | 76.2K | $659K | 0.2% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 56.7K | $491K | 0.0% | Held |
| Requisite Capital Management, LLC | Wealth advisor | 37.1K | $323K | 0.1% | -5.2% |
| Secure Asset Management, LLC | Other | 35.8K | $310K | 0.0% | New |
| Weaver Consulting Group | Wealth advisor | 31.0K | $268K | 0.1% | Held |
| FLOW TRADERS U.S. LLC | Market maker | 29.6K | $256K | 0.0% | New |
| SHP Wealth Management | Wealth advisor | 23.7K | $205K | 0.0% | New |
| First Financial Bankshares Inc ★2 | Fundamental diversified | 17.4K | $151K | 0.0% | Held |
| Corient Private Wealth LLC | Diversified mechanical | 12.5K | $109K | 0.0% | -60.9% |
| Quantinno Capital Management LP | Diversified mechanical | 12.1K | $105K | 0.0% | New |
| REICON WEALTH ADVISORS, LLC | Wealth advisor | 7.5K | $65K | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 5.9K | $51K | 0.0% | New |
| Transamerica Financial Advisors, LLC | Wealth advisor | 5.8K | $50K | 0.0% | -98.1% |
| Advisory Services Network, LLC | Diversified mechanical | 3.8K | $33K | 0.0% | New |
| CWM, LLC | Wealth advisor | 1.1K | $10K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 354 | $3K | 0.0% | Held |
| ASSETMARK, INC | Wealth advisor | 178 | $2K | 0.0% | New |
| AE Wealth Management LLC | Wealth advisor | 28 | $242 | 0.0% | New |
| Triumph Capital Management | Wealth advisor | 15 | $131 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.