Who Owns MBS?
Angel Oak Mortgage-Backed Securities ETF — Institutional Ownership & 13F Holdings
$8.72
-0.02 (-0.23%)
Market Cap
$175.4M
Shares Outstanding
17,545,094
Institutional Holders
27
Total Inst. Value
$147.2M
% of Float Held
—
QoQ Holder Change
+23
Institutional data as of Q1 2025
New Positions
11
Closed Positions
4
Increased
10
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CW Advisors, LLCNew | $57.2M | 6,592,549 |
| 2 | Gradient Investments LLC | $38.2M | 4,404,523 |
| 3 | Angel Oak Capital Advisors, LLCNew | $17.6M | 2,026,322 |
| 4 | ALTFEST L J & CO INC | $7.6M | 873,379 |
| 5 | NewEdge Advisors, LLC | $6.0M | 695,444 |
| 6 | Mattson Financial Services, LLC | $4.3M | 498,614 |
| 7 | Transamerica Financial Advisors, LLCNew | $2.9M | 331,029 |
| 8 | Brown Financial Advisors | $2.9M | 329,687 |
| 9 | PATTEN & PATTEN INC/TN | $2.3M | 267,968 |
| 10 | JANE STREET GROUP, LLC | $1.4M | 163,275 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CW Advisors, LLCNew | +6.6M | $57.2M |
| Angel Oak Capital Advisors, LLCNew | +2.0M | $17.6M |
| ALTFEST L J & CO INC | +300K | $7.6M |
| NewEdge Advisors, LLC | +58K | $6.0M |
| Mattson Financial Services, LLC | +75K | $4.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Gradient Investments LLC | -177K | $38.2M |
| Brown Financial Advisors | -15K | $2.9M |
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Frequently Asked Questions
How many institutional investors hold MBS?
As of Q1 2025, 27 institutional investors report holding MBS (Angel Oak Mortgage-Backed Securities ETF) in their 13F filings.
Which hedge fund owns the most MBS?
The largest institutional holder of MBS is CW Advisors, LLC with $57.2M in shares.
Are institutions buying or selling MBS?
This quarter, 11 institutions opened new positions in MBS and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.