MBS

Angel Oak Mortgage-Backed Securities ETF
$8.78-0.02 (-0.17%)Financial ServicesNASDAQ

Institutional Holders

25

as of Q4 2025

Total Shares Held

7.006460240311517e+127B

Total Value

$6.100021015147619e+72T

% of Float

Price History

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

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OSAIC HOLDINGS, INC.7,006,460$61.0M0.09%Share
2NewEdge Wealth, LLC2,403,115$21.0M0.24%Share
3ALTFEST L J & CO INC1,688,014$14.8M1.62%Share
4Angel Oak Capital Advisors, LLC1,070,590$9.4M13.61%Share
5NewEdge Advisors, LLC769,279$6.0M0.02%Share
6Transamerica Financial Advisors, LLC309,846$2.7M0.23%Share
7PATTEN & PATTEN INC/TN244,960$2.1M0.13%Share
8ENVESTNET ASSET MANAGEMENT INC299,419$2.0M0.00%Share
9MML INVESTORS SERVICES, LLC308,179$2.0M0.00%Share
10Embree Financial Group152,912$1.3M0.16%Share
11UBS Group AG151,665$1.3M0.00%Share
12United Asset Strategies, Inc.144,622$1.3M0.10%Share
13RFG Advisory, LLC129,079$1.1M0.02%Share
14LPL Financial LLC132,385$1.0M0.00%Share
15Vontobel Holding Ltd.135,000$1.0M0.00%Share
16BENJAMIN EDWARDS INC89,210$780K0.01%Share
17Requisite Capital Management, LLC39,150$344K0.07%Share
18Weaver Consulting Group31,000$271K0.07%Share
19Corient Private Wealth LLC15,947$140K0.00%Share
20Gradient Investments LLC11,101$97K0.00%Share
21FIRST FINANCIAL BANKSHARES INC17,381$00.00%Share
22Triumph Capital Management15$00.00%Share
23WELLS FARGO & COMPANY/MN789$00.00%Share
24BANK OF AMERICA CORP /DE/56,700$00.00%Share
25MORGAN STANLEY354$00.00%Share