Angel Oak Mortgage-Backed Securities ETF (MBS) Institutional Ownership $8.64 0.00 (0.00%) As of 08/15/2025 03:54 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Angel Oak Mortgage-Backed Securities ETF (NASDAQ:MBS)Number ofInstitutional Buyers(last 12 months)22TotalInstitutional Inflows(last 12 months)$134.95MNumber ofInstitutional Sellers(last 12 months)8TotalInstitutional Outflows(last 12 months)$12.43M 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 CompanyDetails8/15/2025Brown Financial Advisors321,190$2.77M1.1%-2.6%2.137% 8/15/2025 Benjamin Edwards Inc.63,102$545K0.0%+12.8%0.420% 8/14/2025 Jane Street Group LLC116,023$1.00M0.0%-28.9%0.772% 8/14/2025 Transamerica Financial Advisors LLC324,712$2.80M0.3%-1.9%2.160% 8/13/2025 CW Advisors LLC6,786,466$58.60M0.6%+2.9%45.153% 8/8/2025 Angel Oak Capital Advisors LLC1,396,532$12.06M17.0%-31.1%9.292% 8/8/2025 United Asset Strategies Inc.93,750$810K0.1%-2.8%0.624% 7/29/2025 Mattson Financial Services LLC522,484$4.51M1.2%+4.8%2.655% 7/28/2025 Patten & Patten Inc. TN253,523$2.19M0.1%-5.4%1.288% 7/28/2025 RFG Advisory LLC104,175$900K0.0%+42.8%0.529% Get the Latest News and Ratings for MBS and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Angel Oak Mortgage-Backed Securities ETF and its competitors with MarketBeat's FREE daily newsletter. 7/18/2025 Requisite Capital Management LLC39,150$338K0.1%-4.3%0.189% 7/11/2025 Farther Finance Advisors LLC4,086$35K0.0%N/A0.020% 7/8/2025 Paladin Wealth LLC161,631$1.40M1.1%+14.3%0.775% 7/8/2025 Gradient Investments LLC4,658,960$40.23M0.7%+5.8%22.334% 5/22/2025 Mattson Financial Services LLC498,614$4.33M1.3%+17.6%2.425% 5/19/2025 Jane Street Group LLC163,275$1.42M0.0%+127.1%0.794% 5/14/2025 Transamerica Financial Advisors LLC331,029$2.87M0.3%N/A1.620% 5/14/2025 Compound Planning Inc.43,458$377K0.0%N/A0.213% 5/14/2025 CW Advisors LLC6,592,549$57.22M0.7%N/A32.269% 5/12/2025 Benjamin Edwards Inc.55,925$485K0.0%N/A0.274% 5/12/2025 Angel Oak Capital Advisors LLC2,026,322$17.59M23.5%-21.3%9.918% 5/9/2025 Altfest L J & Co. Inc.873,379$7.58M1.0%+52.3%4.275% 5/9/2025 NewEdge Wealth LLC2,133,721$18.52M0.3%+3.6%10.444% 5/7/2025 Patten & Patten Inc. TN267,968$2.33M0.2%+4.8%1.312% 5/7/2025 LPL Financial LLC1,069,192$9.28M0.0%+17.4%5.233% 4/9/2025 RFG Advisory LLC72,959$633K0.0%+51.0%0.355% 4/9/2025 Paladin Wealth LLC141,457$1.23M1.1%+7.2%0.689% 4/9/2025 Gradient Investments LLC4,404,523$38.23M0.8%-3.9%21.454% 3/10/2025 Mattson Financial Services LLC423,941$3.77M1.2%+42.8%2.103% 2/17/2025 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% 2/4/2025Brown 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% Turn $1K into $50K with This DeFi Gem (Ad)The "altcoin massacre" that's about to make millionaires The question isn't IF altcoins will explode higher… It's WHETHER you'll be positioned in the right ones when they do.Get positioned now by claiming your discount on Crypto Revolution.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, 23 institutional investors and hedge funds held shares of Angel Oak Mortgage-Backed Securities ETF. The most heavily invested institutionals were CW Advisors LLC ($58.60M), Gradient Investments LLC ($40.23M), NewEdge Wealth LLC ($18.52M), Angel Oak Capital Advisors LLC ($12.06M), LPL Financial LLC ($9.28M), Altfest L J & Co. Inc. ($7.58M), and NewEdge Advisors LLC ($5.44M).Learn more on Angel Oak Mortgage-Backed Securities ETF's institutional investors. Which institutional investors have been buying Angel Oak Mortgage-Backed Securities ETF's stock? Of the 22 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), Angel Oak Capital Advisors LLC ($2.57M), NewEdge Wealth LLC ($2.13M), LPL Financial LLC ($1.07M), Gradient Investments LLC ($695.59K), NewEdge Advisors LLC ($617.52K), and Transamerica Financial Advisors LLC ($331.03K). How much institutional buying is happening at Angel Oak Mortgage-Backed Securities ETF? Institutional investors have bought a total of 15,677,456 shares in the last 24 months. This purchase volume represents approximately $134.95M in transactions. Which of Angel Oak Mortgage-Backed Securities ETF's major shareholders have been selling company stock? The following institutional investors have sold Angel Oak Mortgage-Backed Securities ETF stock in the last 24 months: Angel Oak Capital Advisors LLC ($1.18M), Gradient Investments LLC ($176.79K), Jane Street Group LLC ($47.25K), Patten & Patten Inc. TN ($14.45K), Brown Financial Advisors ($8.50K), Transamerica Financial Advisors LLC ($6.32K), and United Asset Strategies Inc. ($2.71K). How much institutional selling is happening at Angel Oak Mortgage-Backed Securities ETF? Institutional investors have sold a total of 1,435,115 shares in the last 24 months. This volume of shares sold represents approximately $12.43M in transactions. Related Companies CARY Institutional Ownership PMBS Institutional Ownership This page (NASDAQ:MBS) was last updated on 8/16/2025 by MarketBeat.com Staff From Our PartnersGENIUS Act: Cancel Your Money?A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. 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