Institutional Ownership
Angel Oak Funds Trust
CUSIP 03463K737MORTGAGE BACKEDMBSQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
35
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 5.48M | $47.46M |
| 2 | Newedge Wealth, LLC | 2.59M | $22.45M |
| 3 | Altfest L J & Co Inc | 1.73M | $15.01M |
| 4 | Angel Oak Capital Advisors, LLC | 734.7K | $6.36M |
| 5 | Ubs Group AG | 663.7K | $5.75M |
| 6 | Envestnet Asset Management Inc | 488.1K | $4.23M |
| 7 | Mml Investors Services, LLC | 379.7K | $3.29M |
| 8 | Goldstone Financial Group, LLC | 295.6K | $2.56M |
| 9 | Patten & Patten Inc/Tn | 243.2K | $2.11M |
| 10 | Embree Financial Group | 217.2K | $1.88M |