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

Angel Oak Mortgage-Backed Securities ETF logo
$8.54 +0.04 (+0.47%)
As of 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Angel Oak Mortgage-Backed Securities ETF (NASDAQ:MBS)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$130.33M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$6.29M
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MBS Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/4/2025 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, 21 institutional investors and hedge funds held shares of Angel Oak Mortgage-Backed Securities ETF. The most heavily invested institutionals were CW Advisors LLC ($57.22M), Gradient Investments LLC ($38.23M), NewEdge Wealth LLC ($18.52M), Angel Oak Capital Advisors LLC ($17.59M), LPL Financial LLC ($9.28M), Altfest L J & Co. Inc. ($7.58M), and NewEdge Advisors LLC ($5.44M).Learn more on MBS's institutional investors.

Which institutional investors have been buying Angel Oak Mortgage-Backed Securities ETF stock?

Of the 21 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: CW Advisors LLC ($6.59M), Angel Oak Capital Advisors LLC ($2.57M), NewEdge Wealth LLC ($2.13M), LPL Financial LLC ($1.07M), NewEdge Advisors LLC ($617.52K), Gradient Investments LLC ($441.16K), 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 15,142,579 shares in the last 24 months. This purchase volume represents approximately $130.33M in transactions.

Which Angel Oak Mortgage-Backed Securities ETF 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 ($547.56K), and Gradient Investments LLC ($176.79K).

How much institutional selling is happening at Angel Oak Mortgage-Backed Securities ETF?

Institutional investors have sold a total of 724,354 shares in the last 24 months. This volume of shares sold represents approximately $6.29M in transactions.



This page (NASDAQ:MBS) was last updated on 6/10/2025 by MarketBeat.com Staff
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