MBS Institutional Ownership & Shareholders
ANGEL OAK MORTG-BCKED SE ETF (MBS) is currently held by 40 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $113.51M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Osaic Holdings, Inc. is currently the largest disclosed institutional shareholder of MBS tracked by InsiderSet, reporting ownership valued at approximately $45.81M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $44.06M, representing an estimated loss of -3.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed MBS value among the investors covered in this analysis. Major shareholders include Osaic Holdings, Inc., Newedge Wealth, Llc, Goldstone Financial Group, Llc, and several other long-term asset managers with concentrated positions in ANGEL OAK MORTG-BCKED SE ETF (MBS).
This page ranks the largest institutional MBS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
40
Total Reported Value
$113.51M
Largest Holder
Osaic Holdings, Inc.
Largest Position
$45.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | 0.05% | 5,308,794 | $45,814,892 | $44,062,990 | -$1,751,902 | -3.82% | |
| Newedge Wealth, Llc | 0.19% | 2,180,278 | $18,815,795 | $18,096,307 | -$719,488 | -3.82% | |
| Goldstone Financial Group, Llc | 0.63% | 797,939 | $6,886,215 | $6,622,894 | -$263,321 | -3.82% | |
| Ubs Group Ag | 0.00% | 707,749 | $6,107,874 | $5,874,317 | -$233,557 | -3.82% | |
| Newedge Advisors, Llc | 0.01% | 583,348 | $5,034,303 | $4,841,788 | -$192,515 | -3.82% | |
| Mml Investors Services, Llc | 0.01% | 485,219 | $4,187,438 | $4,027,318 | -$160,120 | -3.82% | |
| Envestnet Asset Management Inc | 0.00% | 475,621 | $4,104,608 | $3,947,654 | -$156,954 | -3.82% | |
| Angel Oak Capital Advisors, Llc | 4.08% | 374,667 | $3,233,376 | $3,109,736 | -$123,640 | -3.82% | |
| Embree Financial Group | 0.19% | 240,702 | $1,966,538 | $1,997,827 | +$31,289 | +1.59% | |
| Patten & Patten Inc/Tn | 0.10% | 240,033 | $1,961,068 | $1,992,274 | +$31,206 | +1.59% | |
| Goldman Sachs Group Inc | 0.00% | 178,705 | $1,542,224 | $1,483,252 | -$58,972 | -3.82% | |
| Lpl Financial Llc | 0.00% | 172,028 | $1,484,601 | $1,427,832 | -$56,769 | -3.82% | |
| J. Team Financial, Inc. | 1.32% | 157,482 | $1,359,073 | $1,307,101 | -$51,972 | -3.82% | |
| Rfg Advisory, Llc | 0.02% | 146,457 | $1,263,921 | $1,215,593 | -$48,328 | -3.82% | |
| Vontobel Holding Ltd. | 0.00% | 135,000 | $1,102,950 | $1,120,500 | +$17,550 | +1.59% | |
| United Asset Strategies, Inc. | 0.07% | 121,380 | $991,671 | $1,007,454 | +$15,783 | +1.59% | |
| Citadel Advisors Llc | 0.00% | 106,371 | $917,982 | $882,879 | -$35,103 | -3.82% | |
| Benjamin Edwards Inc | 0.01% | 95,399 | $823,248 | $791,812 | -$31,436 | -3.82% | |
| Farther Finance Advisors, Llc | 0.01% | 91,836 | $750,300 | $762,239 | +$11,939 | +1.59% | |
| Shp Wealth Management | 0.04% | 75,353 | $650,294 | $625,430 | -$24,864 | -3.82% | |
| Onyx Bridge Wealth Group Llc | 0.05% | 72,172 | $589,644 | $599,028 | +$9,384 | +1.59% | |
| Flow Traders U.S. Llc | 0.02% | 62,019 | $535,000 | $514,758 | -$20,242 | -3.78% | |
| Vise Technologies, Inc. | 0.00% | 60,177 | $491,648 | $499,469 | +$7,821 | +1.59% | |
| Bank Of America Corp | 0.00% | 56,700 | $489,321 | $470,610 | -$18,711 | -3.82% | |
| Jane Street Group, Llc | 0.00% | 42,368 | $365,636 | $351,654 | -$13,982 | -3.82% | |
| Requisite Capital Management, Llc | 0.05% | 37,098 | $321,632 | $307,913 | -$13,719 | -4.27% | |
| Wells Fargo & Company/Mn | 0.00% | 32,312 | $278,853 | $268,190 | -$10,663 | -3.82% | |
| Altfest L J & Co Inc | 0.03% | 33,158 | $270,901 | $275,211 | +$4,310 | +1.59% | |
| Weaver Consulting Group | 0.05% | 28,750 | $234,888 | $238,625 | +$3,737 | +1.59% | |
| Simplicity Wealth,Llc | 0.01% | 23,444 | $191,539 | $194,585 | +$3,046 | +1.59% | |
| Equitable Holdings, Inc. | 0.00% | 20,027 | $172,831 | $166,224 | -$6,607 | -3.82% | |
| First Financial Bankshares Inc | 0.00% | 17,381 | $149,998 | $144,262 | -$5,736 | -3.82% | |
| Quantinno Capital Management Lp | 0.00% | 14,138 | $122,011 | $117,345 | -$4,666 | -3.82% | |
| Corient Private Wealth Llc | 0.00% | 12,471 | $108,121 | $103,509 | -$4,612 | -4.27% | |
| Kestra Advisory Services, Llc | 0.00% | 10,201 | $83,343 | $84,668 | +$1,325 | +1.59% | |
| Reicon Wealth Advisors, Llc | 0.05% | 8,362 | $72,164 | $69,405 | -$2,759 | -3.82% | |
| Transamerica Financial Advisors, Llc | 0.00% | 2,498 | $21,578 | $20,733 | -$845 | -3.91% | |
| Cwm, Llc | 0.00% | 1,104 | $9,561 | $9,163 | -$398 | -4.16% | |
| Morgan Stanley | 0.00% | 354 | $3,055 | $2,938 | -$117 | -3.82% | |
| Triumph Capital Management | 0.00% | 91 | $743 | $755 | +$12 | +1.66% |
Frequently asked questions about MBS
Who are the largest institutional holders of MBS?
The largest institutional holders of MBS reported in the latest SEC Form 13F filings include Osaic Holdings, Inc., Newedge Wealth, Llc, Goldstone Financial Group, Llc, Ubs Group Ag, and Newedge Advisors, Llc. InsiderSet ranks institutional holders by their latest reported MBS position.
What is MBS institutional ownership?
This page tracks MBS positions reported by institutional investment managers through SEC Form 13F. ANGEL OAK MORTG-BCKED SE ETF (MBS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MBS?
InsiderSet currently tracks 40 institutional managers reporting MBS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MBS shareholders.
How much MBS stock do institutions own?
Institutional investment managers disclosed approximately $113.51M in MBS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MBS institutional ownership last updated?
The latest MBS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MBS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MBS position after the reporting date.
Are institutions buying or selling MBS?
Institutional buying and selling can be analyzed by comparing MBS positions across consecutive 13F reporting periods. InsiderSet's MBS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MBS ownership changes.
How has MBS institutional ownership changed over time?
InsiderSet tracks MBS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.