Who owns Angel Oak Mortgage-Backed Securities ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MBS from SEC Form 13F filings across 39 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 39 institutions disclosed 14.3M shares of Angel Oak Mortgage-Backed Securities ETF worth $123.3M — about 82.2% of shares outstanding; the largest disclosed holder is OSAIC HOLDINGS, INC.. Source: SEC Form 13F filings, parsed by EvidInvest.
39
13F holders
$123.3M
value, 2026 filers
82.2%
of shares outstanding (14.3M sh)
10
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MBS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | 5.3M | $45.8M | 0.1% | 30.4% | -3.1% |
| 2 | NewEdge Wealth, LLC | 2.2M | $18.8M | 0.2% | 12.5% | -15.9% |
| 3 | ALTFEST L J & CO INC | 1.2M | $10.6M | 1.0% | 7.1% | -29.0% |
| 4 | Goldstone Financial Group, LLC | 797,939 | $6.9M | 0.6% | 4.6% | +170.0% |
| 5 | UBS Group AG | 707,749 | $6.1M | 0.0% | 4.1% | +6.6% |
| 6 | NewEdge Advisors, LLCNEW | 583,348 | $5.0M | 0.0% | 3.3% | new |
| 7 | MML INVESTORS SERVICES, LLC | 485,219 | $4.2M | 0.0% | 2.8% | +27.8% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 475,621 | $4.1M | 0.0% | 2.7% | -2.5% |
| 9 | Angel Oak Capital Advisors, LLC | 374,667 | $3.2M | 4.1% | 2.1% | -49.0% |
| 10 | Embree Financial Group | 245,916 | $2.1M | 0.2% | 1.4% | +13.2% |
| 11 | PATTEN & PATTEN INC/TN | 241,577 | $2.1M | 0.1% | 1.4% | -0.7% |
| 12 | GOLDMAN SACHS GROUP INCNEW | 178,705 | $1.5M | 0.0% | 1% | new |
| 13 | LPL Financial LLC | 172,028 | $1.5M | 0.0% | 1% | -18.7% |
| 14 | J. Team Financial, Inc. | 157,482 | $1.4M | 1.3% | 0.9% | -1.6% |
| 15 | RFG Advisory, LLC | 146,457 | $1.3M | 0.0% | 0.8% | +8.1% |
| 16 | Farther Finance Advisors, LLCNEW | 135,695 | $1.2M | 0.0% | 0.8% | new |
| 17 | Vontobel Holding Ltd. | 135,000 | $1.2M | 0.0% | 0.8% | 0.0% |
| 18 | United Asset Strategies, Inc. | 114,274 | $986,189 | 0.1% | 0.7% | +0.4% |
| 19 | CITADEL ADVISORS LLCNEW | 106,371 | $917,982 | 0.0% | 0.6% | new |
| 20 | BENJAMIN EDWARDS INC | 95,399 | $823,248 | 0.0% | 0.5% | +7.4% |
| 21 | SHP Wealth Management | 75,353 | $650,294 | 0.0% | 0.4% | +218.0% |
| 22 | FLOW TRADERS U.S. LLC | 62,019 | $535 | 0.0% | 0.4% | +109.4% |
| 23 | BANK OF AMERICA CORP /DE/ | 56,700 | $489,321 | 0.0% | 0.3% | 0.0% |
| 24 | JANE STREET GROUP, LLCNEW | 42,368 | $365,636 | 0.0% | 0.2% | new |
| 25 | Requisite Capital Management, LLC | 37,098 | $321,632 | 0.1% | 0.2% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.