ANGEL OAK FUNDS TRUST (MBS)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
38
Reporting holders
$123.4M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | $45.8M | 5,308,794 | 0.05% | 4q | -3.1%-$1.5M |
| NewEdge Wealth, LLC | $18.8M | 2,180,278 | 0.19% | 7q | -15.9%-$3.6M |
| ALTFEST L J & CO INC | $10.6M | 1,231,070 | 1.03% | 10q | -29.0%-$4.3M |
| Goldstone Financial Group, LLC | $6.9M | 797,939 | 0.63% | 2q | +170.0%+$4.3M |
| UBS Group AG | $6.1M | 707,749 | 0.00% | 3q | +6.6%+$380.5K |
| NewEdge Advisors, LLC | $5.0M | 583,348 | 0.01% | new | NEW |
| MML INVESTORS SERVICES, LLC | $4.2M | 485,219 | 0.01% | 4q | +27.8%+$910.4K |
| ENVESTNET ASSET MANAGEMENT INC | $4.1M | 475,621 | 0.00% | 4q | -2.5%-$107.4K |
| Angel Oak Capital Advisors, LLC | $3.2M | 374,667 | 4.08% | 7q | -49.0%-$3.1M |
| Embree Financial Group | $2.1M | 245,916 | 0.21% | 4q | +13.2%+$247.8K |
| PATTEN & PATTEN INC/TN | $2.1M | 241,577 | 0.11% | 8q | -0.7%-$14.4K |
| GOLDMAN SACHS GROUP INC | $1.5M | 178,705 | 0.00% | new | NEW |
| LPL Financial LLC | $1.5M | 172,028 | 0.00% | 7q | -18.7%-$341.7K |
| J. Team Financial, Inc. | $1.4M | 157,482 | 1.32% | 2q | -1.6%-$21.9K |
| RFG Advisory, LLC | $1.3M | 146,457 | 0.02% | 8q | +8.1%+$94.8K |
| Farther Finance Advisors, LLC | $1.2M | 135,695 | 0.01% | new | NEW |
| Vontobel Holding Ltd. | $1.2M | 135,000 | 0.00% | 7q | HELD |
| United Asset Strategies, Inc. | $986.2K | 114,274 | 0.07% | 7q | HELD |
| CITADEL ADVISORS LLC | $918.0K | 106,371 | 0.00% | new | NEW |
| BENJAMIN EDWARDS INC | $823.2K | 95,399 | 0.01% | 6q | +7.4%+$56.5K |
| SHP Wealth Management | $650.3K | 75,353 | 0.04% | 2q | +218.0%+$445.8K |
| BANK OF AMERICA CORP /DE/ | $489.3K | 56,700 | 0.00% | 7q | HELD |
| JANE STREET GROUP, LLC | $365.6K | 42,368 | 0.00% | new | NEW |
| Requisite Capital Management, LLC | $321.6K | 37,098 | 0.05% | 8q | HELD |
| Simplicity Wealth,LLC | $300.1K | 34,779 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $278.9K | 32,312 | 0.00% | new | NEW |
| Weaver Consulting Group | $267.5K | 31,000 | 0.05% | 3q | HELD |
| Corient Private Wealth LP | $216.2K | 24,942 | 0.00% | 6q | +100.0%+$108.1K |
| Equitable Holdings, Inc. | $172.8K | 20,027 | 0.00% | new | NEW |
| First Financial Bankshares Inc | $150.0K | 17,381 | 0.00% | 4q | HELD |
| Quantinno Capital Management LP | $122.0K | 14,138 | 0.00% | 2q | +16.5%+$17.3K |
| Vise Technologies, Inc. | $115.8K | 13,415 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $85.3K | 9,889 | 0.00% | new | NEW |
| REICON WEALTH ADVISORS, LLC | $72.2K | 8,362 | 0.04% | 2q | +12.2%+$7.8K |
| Transamerica Financial Advisors, LLC | $21.6K | 2,498 | 0.00% | 6q | -57.0%-$28.6K |
| MORGAN STANLEY | $3.1K | 354 | 0.00% | 7q | HELD |
| ASSETMARK, INC | $1.5K | 174 | 0.00% | 2q | -2.2% |
| Triumph Capital Management | $785 | 91 | 0.00% | 3q | +506.7% |
| FLOW TRADERS U.S. LLC | $535 | 62,019 | 0.02% | 2q | +109.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 38 | $123.4M | 14,294,470 | 10 | 11 | 10 | 0.0% |
| Q1 2026 | 33 | $120.6M | 13,923,951 | 11 | 8 | 7 | 0.0% |
| Q4 2025 | 25 | $133.1M | 15,223,119 | 3 | 13 | 4 | 0.0% |
| Q3 2025 | 27 | $130.5M | 14,948,814 | 5 | 8 | 8 | 0.0% |
| Q2 2025 | 29 | $174.0M | 20,155,130 | 5 | 11 | 9 | 0.0% |
| Q1 2025 | 25 | $171.9M | 19,801,547 | 7 | 10 | 3 | 0.0% |
| Q4 2024 | 20 | $111.4M | 13,041,965 | 9 | 9 | 1 | 0.0% |
| Q3 2024 | 12 | $45.3M | 5,104,412 | 6 | 3 | 1 | 0.0% |
| Q2 2024 | 7 | $35.6M | 4,189,084 | 4 | 1 | 0 | 0.0% |
| Q1 2024 | 3 | $106.4K | 164,148 | 3 | 0 | 0 | 0.0% |