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Disclosery

MBS ANGEL OAK FUNDS TRUST

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MORTGAGE BACKED (fund)

38 managers (38 13F filers) reported a position in MBS shares at 2026-06-30, 14,334,129 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
38
13F filers
38
New
8
Added
12
Reduced
11
Sold out
5
Shares held by filers
14,334,129

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,308,794$45.8M0.05%-171,72313F-HRTimelineGroup
NewEdge Wealth, LLC2,180,278$18.8M0.19%-412,47213F-HRTimeline
ALTFEST L J & CO INC1,231,070$10.6M1.03%-501,70213F-HRTimeline
Goldstone Financial Group, LLC797,939$6.89M0.63%+502,38413F-HRTimeline
UBS Group AGin group UBS Group AG707,749$6.11M<0.01%+44,08913F-HRTimelineGroup
NewEdge Advisors, LLC583,348$5.03M0.01%-193,51713F-HRTimeline
MML INVESTORS SERVICES, LLC485,219$4.19M0.01%+105,49813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC475,621$4.1M<0.01%-12,44013F-HRTimelineGroup
Angel Oak Capital Advisors, LLC374,667$3.23M4.08%-360,05113F-HRTimeline
Embree Financial Group245,916$2.12M0.21%+28,71113F-HRTimeline
PATTEN & PATTEN INC/TN241,577$2.08M0.11%-1,66813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC178,705$1.54M<0.01%new13F-HRTimelineGroup
LPL Financial LLC172,028$1.48M<0.01%-39,59113F-HRTimeline
J. Team Financial, Inc.157,482$1.36M1.32%-2,53513F-HRTimeline
RFG Advisory, LLC146,457$1.26M0.02%+10,98513F-HRTimeline
Farther Finance Advisors, LLC135,695$1.17M0.01%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.135,000$1.17M<0.01%013F-HRTimelineGroup
United Asset Strategies, Inc.114,274$986K0.07%+44813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC106,371$918K<0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC95,399$823K0.01%+6,54513F-HRTimelineGroup
SHP Wealth Management75,353$650K0.04%+51,65813F-HRTimeline
FLOW TRADERS U.S. LLC62,019$535K0.02%+32,40613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/56,700$489K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC42,368$366K<0.01%new13F-HRTimelineGroup
Requisite Capital Management, LLC37,098$322K0.05%013F-HRTimeline
Simplicity Wealth,LLC34,779$300K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN32,312$279K<0.01%new13F-HRTimelineGroup
Weaver Consulting Group31,000$268K0.05%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,027$173K<0.01%new13F-HRTimelineGroup
First Financial Bankshares Inc17,381$150K<0.01%013F-HRTimeline
Quantinno Capital Management LP14,138$122K<0.01%+2,00013F-HRTimeline
Vise Technologies, Inc.13,415$116K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,471$108K<0.01%013F-HR/ATimelineGroup
REICON WEALTH ADVISORS, LLC8,362$72.2K0.05%+90913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,498$21.6K<0.01%-3,31413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY354$3.06K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC174$1.5K<0.01%-413F-HRTimelineGroup
Triumph Capital Management91$785<0.01%+7613F-HRTimeline