Institutional Ownership
Angel Oak Funds Trust
CUSIP 03463K737MORTGAGE BACKEDMBSQ1 2026
Institutional Holders
35
13F filers
Shares Held
14.03M
Aggregate institutional
Institutional Value
$120.58M
Q1 2026
Net New Holders
+10
13 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions13
Increased8
Decreased8
Sold out3
Institutional Holders
35 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 5.48M | $47.46M | −1.53M | Reduced |
| 2 | Newedge Wealth, LLC | 2.59M | $22.45M | +189.6K | Added |
| 3 | Altfest L J & Co Inc | 1.73M | $15.01M | +44.8K | Added |
| 4 | Angel Oak Capital Advisors, LLC | 734.7K | $6.36M | −335.9K | Reduced |
| 5 | Ubs Group AG | 663.7K | $5.75M | +512.0K | Added |
| 6 | Envestnet Asset Management Inc | 488.1K | $4.23M | +188.6K | Added |
| 7 | Mml Investors Services, LLC | 379.7K | $3.29M | +71.5K | Added |
| 8 | Goldstone Financial Group, LLC | 295.6K | $2.56M | +295.6K | New |
| 9 | Patten & Patten Inc/Tn | 243.2K | $2.11M | −1.7K | Reduced |
| 10 | Embree Financial Group | 217.2K | $1.88M | +64.3K | Added |
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