Angel Oak Mortgage-Backed Securities ETF (MBS) Institutional Ownership $8.60 0.00 (0.00%) As of 05/22/2026 03:53 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)19TotalInstitutional Inflows(last 12 months)$21.00MNumber ofInstitutional Sellers(last 12 months)11TotalInstitutional Outflows(last 12 months)$53.91M 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. 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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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/18/2026 Royal Bank of Canada5,897$51K0.0%N/A0.033% 5/16/2026 Quantinno Capital Management LP12,138$105K0.0%N/A0.068% 5/13/2026 NewEdge Wealth LLC2,592,750$22.45M0.3%+7.9%14.624% 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% 2/17/2026 Osaic 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% 2/13/2026 Transamerica Financial Advisors LLC309,846$2.71M0.2%-3.9%1.624% 2/11/2026 LPL Financial LLC132,385$1.16M0.0%+54.6%0.694% 2/10/2026 Angel Oak Capital Advisors LLC1,070,590$9.36M13.6%-40.5%5.611% 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. 2/10/2026 Weaver Consulting Group31,000$271K0.1%N/A0.162% 2/3/2026 NewEdge 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% 2/2/2026 Benjamin 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% 11/18/2025 Advisory Services Network LLC3,568$31K0.0%-83.2%0.020% 11/17/2025 Citadel Advisors LLC10,387$91K0.0%-29.5%0.060% 11/10/2025 First Financial Bankshares Inc17,381$152K0.0%N/A0.100% 11/10/2025 Compound Planning Inc.10,762$94K0.0%-66.1%0.062% 11/7/2025 NewEdge 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% 10/23/2025 Benjamin 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% 8/15/2025 Brown 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% 8/13/2025CW 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% The REAL Reason Trump is Invading Iran (Ad)For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.Click here to find out what it is.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% 7/18/2025 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% 5/22/2025Mattson 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, 32 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 ($22.45M), 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 31 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 ($2.48M), 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 2,412,322 shares in the last 24 months. This purchase volume represents approximately $21.00M 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 ($1.36M), 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 6,182,458 shares in the last 24 months. This volume of shares sold represents approximately $53.91M in transactions. Related Companies CARY Institutional Ownership PMBS Institutional Ownership This page (NASDAQ:MBS) was last updated on 5/25/2026 by MarketBeat.com Staff. 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