Angel Oak Mortgage-Backed Securities ETF (MBS) Institutional Ownership $8.54 +0.04 (+0.47%) As of 03:59 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Angel Oak Mortgage-Backed Securities ETF (NASDAQ:MBS)Number ofInstitutional Buyers(last 12 months)21TotalInstitutional Inflows(last 12 months)$130.33MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$6.29M 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 CompanyDetails5/22/2025 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% 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. 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. Related Companies CARY Institutional Ownership PMBS Institutional Ownership This page (NASDAQ:MBS) was last updated on 6/10/2025 by MarketBeat.com Staff From Our PartnersThe Trump Dump is starting; Get out of stocks now?The first 365 days of the Trump presidency… Will be the best time to get rich in American history.Paradigm Press | SponsoredBanks aren’t ready for this altcoin—are you?While everyone's distracted by Bitcoin's moves, a stealth revolution is underway. One altcoin is quietly po...Crypto 101 Media | SponsoredAn AI run of epic proportions is only getting startedI just put together an urgent new presentation that you need to see right away. In short: I believe we are...Timothy Sykes | SponsoredWhy Elon put $51 million into thisWhy Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT ScientistsTrue Market Insiders | SponsoredElon’s NEXT Big IPO?Cancel your internet TODAY!? 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