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Disclosery

MBS ANGEL OAK FUNDS TRUST

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MORTGAGE BACKED (fund)

36 managers (36 13F filers) reported a position in MBS shares at 2026-03-31, 14,806,607 shares in all. 13 filers opened a position and 2 filers sold out during the quarter.

Managers
36
13F filers
36
New
13
Added
9
Reduced
8
Sold out
2
Shares held by filers
14,806,607

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,480,517$47.5M0.07%-1,525,94313F-HRTimelineGroup
NewEdge Wealth, LLC2,592,750$22.5M0.27%+189,63513F-HRTimeline
ALTFEST L J & CO INC1,732,772$15M1.61%+44,75813F-HRTimeline
NewEdge Advisors, LLC776,865$6.73M0.02%+7,58613F-HR/ATimeline
Angel Oak Capital Advisors, LLC734,718$6.36M7.07%-335,87213F-HRTimeline
UBS Group AGin group UBS Group AG663,660$5.75M<0.01%+511,99513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC488,061$4.23M<0.01%+188,64213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC379,721$3.29M0.01%+71,54213F-HRTimeline
Goldstone Financial Group, LLC295,555$2.56M0.28%new13F-HRTimeline
PATTEN & PATTEN INC/TN243,245$2.11M0.13%-1,71513F-HRTimeline
Embree Financial Group217,205$1.88M0.22%+64,29313F-HRTimeline
LPL Financial LLC211,619$1.83M<0.01%+79,23413F-HRTimeline
J. Team Financial, Inc.160,017$1.39M1.55%new13F-HRTimeline
RFG Advisory, LLC135,472$1.17M0.02%+6,39313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.135,000$1.17M<0.01%013F-HRTimelineGroup
United Asset Strategies, Inc.113,826$986K0.08%-30,79613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC88,854$769K0.01%-35613F-HRTimelineGroup
Q3 Asset Management76,178$659K0.16%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/56,700$491K<0.01%013F-HRTimelineGroup
Requisite Capital Management, LLC37,098$323K0.06%-2,05213F-HRTimeline
Secure Asset Management, LLC35,800$310K0.05%new13F-HRTimeline
Weaver Consulting Group31,000$268K0.06%013F-HRTimeline
FLOW TRADERS U.S. LLC29,613$256K0.01%new13F-HRTimeline
SHP Wealth Management23,695$205K0.02%new13F-HRTimeline
First Financial Bankshares Inc17,381$151K<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,471$109K<0.01%-3,47613F-HRTimelineGroup
Quantinno Capital Management LP12,138$105K<0.01%new13F-HRTimeline
REICON WEALTH ADVISORS, LLC7,453$64.5K0.05%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,897$51K<0.01%new13F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…5,812$50.3K<0.01%-304,03413F-HRTimelineGroup
Advisory Services Network, LLC3,835$33.2K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,104$9.56K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY354$3.07K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC178$1.54K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC28$242<0.01%new13F-HRTimeline
Triumph Capital Management15$131<0.01%013F-HRTimeline