MBS institutional holders
ANGEL OAK FUNDS TRUST · 13F, 2026Q2
| Managers holding | 38 |
|---|
| Shares held | 14,334,129 |
|---|
| Reported value | $123.7m |
|---|
| Quarter flows | 8 new, 12 added, 11 trimmed, 6 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| OSAIC HOLDINGS, INC. | 5,308,794 | $45.8m | 0.1% |
| NewEdge Wealth, LLC | 2,180,278 | $18.8m | 0.2% |
| ALTFEST L J & CO INC | 1,231,070 | $10.6m | 1.0% |
| Goldstone Financial Group, LLC | 797,939 | $6.9m | 0.6% |
| UBS Group AG | 707,749 | $6.1m | 0.0% |
| NewEdge Advisors, LLC | 583,348 | $5.0m | 0.0% |
| MML INVESTORS SERVICES, LLC | 485,219 | $4.2m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 475,621 | $4.1m | 0.0% |
| Angel Oak Capital Advisors, LLC | 374,667 | $3.2m | 4.1% |
| Embree Financial Group | 245,916 | $2.1m | 0.2% |
| PATTEN & PATTEN INC/TN | 241,577 | $2.1m | 0.1% |
| GOLDMAN SACHS GROUP INC | 178,705 | $1.5m | 0.0% |
| LPL Financial LLC | 172,028 | $1.5m | 0.0% |
| J. Team Financial, Inc. | 157,482 | $1.4m | 1.3% |
| RFG Advisory, LLC | 146,457 | $1.3m | 0.0% |
| Farther Finance Advisors, LLC | 135,695 | $1.2m | 0.0% |
| Vontobel Holding Ltd. | 135,000 | $1.2m | 0.0% |
| United Asset Strategies, Inc. | 114,274 | $986,189 | 0.1% |
| CITADEL ADVISORS LLC | 106,371 | $917,982 | 0.0% |
| BENJAMIN EDWARDS INC | 95,399 | $823,248 | 0.0% |
| SHP Wealth Management | 75,353 | $650,294 | 0.0% |
| FLOW TRADERS U.S. LLC | 62,019 | $535,000 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 56,700 | $489,321 | 0.0% |
| JANE STREET GROUP, LLC | 42,368 | $365,636 | 0.0% |
| Requisite Capital Management, LLC | 37,098 | $321,632 | 0.1% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("MBS"). MBS price history · All 13F data
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