MBS

Angel Oak Mortg-bcked Se ETF

-$11.5M

Net Activity

Institutions Holding

35

Popularity Rank

#6870

Avg Weight

0.34%

Total Value

$121.5M

Ownership Trend

35 institutions currently hold MBS, with 21 net buyers and 12 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

12

Net Buying Institutions

21

Key Holders

Key Holders

Top 5 by Value

OH
Osaic Holdings, INC.
$47.5M
NW
NewEdge Wealth, LLC
$22.5M
AL
Altfest L J & Co INC
$15.0M
AO
Angel Oak Capital Advisors, LLC
$6.4M
UG
UBS Group AG
$5.7M

Top 5 by Conviction

AO
Angel Oak Capital Advisors, LLC
7.07%
AL
Altfest L J & Co INC
1.61%
JT
J. Team Financial, Inc.
1.55%
GF
Goldstone Financial Group, LLC
0.28%
NW
NewEdge Wealth, LLC
0.27%
View all 35 holding institutions

Quarterly Activity

Recent Activity

+$61.2M

Total Buy Value

$84.9M

Total Sell Value

New buy13
Trim8
Add8
Sold out4

21

Net Buyers

12

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ANGEL OAK MORTG-BCKED SE ETF (MBS)?
Major stakeholders currently include Osaic Holdings, INC. ($47.5M), NewEdge Wealth, LLC ($22.5M), Altfest L J & Co INC ($15.0M). Based on the latest 13F filings, there are a total of 35 tracked investment funds and institutions maintaining positions in MBS.
What is the overall institutional sentiment toward MBS recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $11.5M, driven by 21 managers accumulating shares while 12 reduced their exposure.
Which institutions have been selling or reducing their MBS positions?
In the latest period, 8 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $84.9M.
Are there any notable investors adding MBS to their portfolios?
Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 8 existing holders added to their shares. The total reported buy value for the quarter amounted to $61.2M.

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