Who Owns Angel Oak Mortgage-Backed Securities ETF (MBS)?Hedge Fund & Institutional Holders

$8.75-0.03 (-0.34%)Financial ServicesNASDAQ

Institutional Holders

25

as of Q4 2025

Total Institutional Value

$6.100000021420001e+96T

% of Float Held

—

QoQ Change in Holders

+7 / -6

Price History

$8.44$8.57$8.70$8.82$8.95Aug 24May 25Mar 26

MBS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
PATTEN & PATTEN INC/TNNew Position+245K+$2.1B
UBS Group AGNew Position+152K+$1.3B
United Asset Strategies, Inc.New Position+145K+$1.3B
Embree Financial GroupIncreased+78K+$680.3M
OSAIC HOLDINGS, INC.Increased+53K+$329.2M
Weaver Consulting GroupNew Position+31K+$271.0M
ALTFEST L J & CO INCNew Position+1.7M+$14.8M
ENVESTNET ASSET MANAGEMENT INCNew Position+299K+$2.0M
BENJAMIN EDWARDS INCNew Position+89K+$780K
MORGAN STANLEYIncreased+49+$-2K
MML INVESTORS SERVICES, LLCIncreased+280K+$-242.5M
LPL Financial LLCIncreased+47K+$-746.3M
RFG Advisory, LLCIncreased+11K+$-1.0B
NewEdge Advisors, LLCIncreased+4K+$-6.7B
NewEdge Wealth, LLCIncreased+36K+$-20.7B

MBS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Angel Oak Capital Advisors, LLCDecreased-729K-$15.7B
Cresset Asset Management, LLCClosed Position-63K-$555.1M
JANE STREET GROUP, LLCClosed Position-32K-$280.7M
Compound Planning, Inc.Closed Position-11K-$93.9M
CITADEL ADVISORS LLCClosed Position-10K-$90.6M
Gradient Investments LLCDecreased-6K-$49.2M
Advisory Services Network, LLCClosed Position-4K-$31.1M
FLOW TRADERS U.S. LLCClosed Position-21K-$183K
Transamerica Financial Advisors, LLCDecreased-13K-$103K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OSAIC HOLDINGS, INC.7,006,460$61.0B0.09%Share
2PATTEN & PATTEN INC/TN244,960$2.1B0.13%Share
3Embree Financial Group152,912$1.3B0.16%Share
4UBS Group AG151,665$1.3B0.00%Share
5United Asset Strategies, Inc.144,622$1.3B0.10%Share
6Vontobel Holding Ltd.135,000$1.0B0.00%Share
7Weaver Consulting Group31,000$271.0M0.07%Share
8Gradient Investments LLC11,101$97.0M0.00%Share
9NewEdge Wealth, LLC2,403,115$21.0M0.00%Share
10ALTFEST L J & CO INC1,688,014$14.8M1.62%Share
11Angel Oak Capital Advisors, LLC1,070,590$9.4M13.61%Share
12NewEdge Advisors, LLC769,279$6.0M0.02%Share
13Transamerica Financial Advisors, LLC309,846$2.7M0.23%Share
14ENVESTNET ASSET MANAGEMENT INC299,419$2.0M0.00%Share
15MML INVESTORS SERVICES, LLC308,179$2.0M0.00%Share
16RFG Advisory, LLC129,079$1.1M0.02%Share
17LPL Financial LLC132,385$1.0M0.00%Share
18BENJAMIN EDWARDS INC89,210$780K0.01%Share
19Requisite Capital Management, LLC39,150$344K0.07%Share
20Corient Private Wealth LLC15,947$140K0.00%Share
21WELLS FARGO & COMPANY/MN789$00.00%Share
22BANK OF AMERICA CORP /DE/56,700$00.00%Share
23FIRST FINANCIAL BANKSHARES INC17,381$00.00%Share
24MORGAN STANLEY354$00.00%Share
25Triumph Capital Management15$00.00%Share

MBS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202525$68.5B+1
Q3 202524$108.8B-4
Q2 202528$104.5B+1
Q1 202527$106.7B+7
Q4 202420$494.4B+9
Q3 202411$575.9B+4
Q2 20247$1.2T+3
Q1 20244$105.1B—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 25 institutional investors hold MBS (Angel Oak Mortgage-Backed Securities ETF). The largest holder is OSAIC HOLDINGS, INC. with $61.0B in shares. This quarter, 7 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own MBS?

As of Q4 2025, 25 institutional investors report holding MBS (Angel Oak Mortgage-Backed Securities ETF) in their 13F filings.

Who is the largest institutional holder of MBS?

The largest institutional holder of MBS is OSAIC HOLDINGS, INC. with $61.0B in shares.

Is institutional ownership of MBS increasing or decreasing?

This quarter, 7 institutions opened new positions in MBS and 6 closed their positions.