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MBS ANGEL OAK FUNDS TRUST

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MORTGAGE BACKED (fund)

28 managers (28 13F filers) reported a position in MBS shares at 2025-03-31, 20,175,319 shares in all. 9 filers opened a position and 2 filers sold out during the quarter.

Managers
28
13F filers
28
New
9
Added
11
Reduced
3
Sold out
2
Shares held by filers
20,175,319

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CW Advisors, LLC6,592,549$57.2M0.69%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,404,523$38.2M0.77%-176,79413F-HRTimelineGroup
NewEdge Wealth, LLC2,133,721$18.5M0.34%+74,21413F-HRTimeline
Angel Oak Capital Advisors, LLC2,026,322$17.6M23.46%-547,56013F-HRTimeline
LPL Financial LLC1,069,192$9.28M<0.01%+158,85013F-HRTimeline
ALTFEST L J & CO INC873,379$7.58M0.95%+300,08813F-HRTimeline
NewEdge Advisors, LLC695,444$6.04M0.04%+57,82013F-HRTimeline
Mattson Financial Services, LLC498,614$4.33M1.3%+74,67313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…331,029$2.87M0.29%new13F-HRTimelineGroup
Brown Financial Advisors329,687$2.86M1.18%-14,71013F-HRTimeline
PATTEN & PATTEN INC/TN267,968$2.33M0.16%+12,33013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC163,275$1.42M<0.01%+91,39513F-HR/ATimelineGroup
Paladin Wealth, LLC141,457$1.23M1.1%+9,44313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.135,000$1.17M<0.01%013F-HRTimelineGroup
United Asset Strategies, Inc.96,460$837K0.08%+47713F-HRTimeline
RFG Advisory, LLC72,959$633K0.02%+24,64013F-HRTimeline
Cresset Asset Management, LLC63,295$552K<0.01%+41813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/56,700$492K<0.01%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC55,925$485K0.01%new13F-HRTimelineGroup
Compound Planning, Inc.43,458$377K0.02%new13F-HRTimeline
FLOW TRADERS U.S. LLC42,743$371K0.02%new13F-HRTimeline
Requisite Capital Management, LLC40,900$357K0.08%013F-HRTimeline
Advisory Services Network, LLC22,154$192K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,947$139K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,815$16K<0.01%new13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN789$6.85K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY14$122<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.