ANGEL OAK MORTG-BCKED SE ETF (MBS) Institutional Ownership Changes & 13F Activity
ANGEL OAK MORTG-BCKED SE ETF (MBS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Osaic Holdings, Inc., Newedge Wealth, Llc, Altfest L J & Co Inc, Angel Oak Capital Advisors, Llc, and Newedge Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Corient Private Wealth Llc | Buy | +15,947 | — | 15,947 | $140.16K | Q4 2025 | Feb 19, 2026 |
| Newedge Advisors, Llc | Buy | +769,279 | — | 769,279 | $6.73M | Q4 2025 | Feb 18, 2026 |
| Osaic Holdings, Inc. | Buy | +7,006,460 | — | 7,006,460 | $61.27M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +56,700 | — | 56,700 | $495.84K | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +309,846 | — | 309,846 | $2.71M | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +308,179 | — | 308,179 | $2.70M | Q4 2025 | Feb 13, 2026 |
| Vontobel Holding Ltd. | Buy | +135,000 | — | 135,000 | $1.18M | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +789 | — | 789 | $6.90K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +354 | — | 354 | $3.10K | Q4 2025 | Feb 13, 2026 |
| First Financial Bankshares Inc | Buy | +17,381 | — | 17,381 | $152.00K | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | Buy | +15 | — | 15 | $131.00 | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +132,385 | — | 132,385 | $1.16M | Q4 2025 | Feb 11, 2026 |
| Angel Oak Capital Advisors, Llc | Buy | +1,070,590 | — | 1,070,590 | $9.36M | Q4 2025 | Feb 10, 2026 |
| Envestnet Asset Management Inc | Buy | +299,419 | — | 299,419 | $2.62M | Q4 2025 | Feb 10, 2026 |
| Weaver Consulting Group | Buy | +31,000 | — | 31,000 | $271.10K | Q4 2025 | Feb 10, 2026 |
| Requisite Capital Management, Llc | Buy | +39,150 | — | 39,150 | $344.10K | Q4 2025 | Feb 05, 2026 |
| Newedge Wealth, Llc | Buy | +2,403,115 | — | 2,403,115 | $21.02M | Q4 2025 | Feb 03, 2026 |
| Patten & Patten Inc/Tn | Buy | +244,960 | — | 244,960 | $2.14M | Q4 2025 | Feb 03, 2026 |
| Rfg Advisory, Llc | Buy | +129,079 | — | 129,079 | $1.13M | Q4 2025 | Feb 03, 2026 |
| Benjamin Edwards Inc | Buy | +89,210 | — | 89,210 | $780.10K | Q4 2025 | Feb 02, 2026 |
| Ubs Group Ag | Buy | +151,665 | — | 151,665 | $1.33M | Q4 2025 | Jan 29, 2026 |
| United Asset Strategies, Inc. | Buy | +144,622 | — | 144,622 | $1.26M | Q4 2025 | Jan 28, 2026 |
| Altfest L J & Co Inc | Buy | +1,688,014 | — | 1,688,014 | $14.76M | Q4 2025 | Jan 23, 2026 |
| Embree Financial Group | Buy | +152,912 | — | 152,912 | $1.34M | Q4 2025 | Jan 14, 2026 |
| Gradient Investments Llc | Buy | +11,101 | — | 11,101 | $97.08K | Q4 2025 | Jan 08, 2026 |
Frequently asked questions about MBS activity
Which institutional owners are buying MBS?
Institutional owners buying MBS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MBS activity?
"Buy" means an investor increased their reported position in MBS compared to the prior reporting period. This reflects growing exposure to ANGEL OAK MORTG-BCKED SE ETF (MBS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MBS increasing?
Institutional interest in MBS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.