Free Trial
→ You’re Being LIED To About The Iran War (From Banyan Hill Publishing) (Ad)tc pixel Free MBS Stock Alerts

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

Angel Oak Mortgage-Backed Securities ETF logo
$8.65 -0.01 (-0.12%)
As of 03:59 PM Eastern
Compare

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)
$86.34M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$58.67M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2026 United Asset Strategies Inc.113,826$986K0.1%-21.3%0.645%
4/20/2026 RFG 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%
2/16/2026 MML 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%
2/3/2026 Patten & Patten Inc. TN244,960$2.14M0.1%-1.3%1.294%
2/3/2026 RFG Advisory LLC129,079$1.13M0.0%+9.4%0.682%
2/2/2026Benjamin Edwards Inc.89,210$780K0.0%+12.0%0.471%
1/28/2026 United Asset Strategies Inc.144,622$1.27M0.1%+45.2%0.769%
1/23/2026 Altfest L J & Co. Inc.1,688,014$14.76M1.6%+3.0%9.085%
1/14/2026 Embree Financial Group152,912$1.34M0.2%+103.2%0.842%
1/8/2026 Gradient 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%
11/6/2025 RFG Advisory LLC117,937$1.03M0.0%+13.2%0.677%
11/5/2025 Envestnet Asset Management Inc.22,576$197K0.0%N/A0.130%
10/31/2025 Patten & Patten Inc. TN248,254$2.17M0.1%-2.1%1.424%
10/23/2025Benjamin Edwards Inc.79,642$695K0.0%+26.2%0.457%
10/23/2025 United Asset Strategies Inc.99,589$869K0.1%+6.2%0.571%
10/21/2025 Altfest L J & Co. Inc.1,638,344$14.30M1.6%+84.8%9.454%
10/9/2025 Embree Financial Group75,270$657K0.1%N/A0.442%
10/6/2025 Gradient 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%
8/8/2025 United Asset Strategies Inc.93,750$810K0.1%-2.8%0.624%
7/29/2025Mattson 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%
7/18/2025Requisite 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%
5/22/2025Mattson 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

Who are the largest shareholders of MBS shares?

During the previous two years, 30 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 ($21.02M), Altfest L J & Co. Inc. ($14.76M), Angel Oak Capital Advisors LLC ($9.36M), NewEdge Advisors LLC ($5.44M), and Mattson Financial Services LLC ($4.51M).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 29 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 ($2.29M), LPL Financial LLC ($1.12M), Altfest L J & Co. Inc. ($1.10M), and NewEdge Advisors LLC ($617.52K).

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

Institutional investors have bought a total of 9,939,163 shares in the last 24 months. This purchase volume represents approximately $86.34M in transactions.

Which of Angel Oak Mortgage-Backed Securities ETF's major shareholders have been selling company stock?

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 ($1.91M), 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).

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

Institutional investors have sold a total of 6,730,018 shares in the last 24 months. This volume of shares sold represents approximately $58.67M in transactions.


Related Companies

This page (NASDAQ:MBS) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel