ANGEL OAK FUNDS TRUST - MORTGAGE BACKED (MBS) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2024 to Q4 2025

Type / Class
Equity / MORTGAGE BACKED
Symbol
MBS
Price per share
$8.75
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
14,969,843
Total reported value
$130,658,641
% of total 13F portfolios
0%
Share change
+1,585,625
Value change
+$13,928,351
Number of holders
28
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 28 institutional investors reported holding 14,969,843 shares of ANGEL OAK FUNDS TRUST - MORTGAGE BACKED (MBS).

Institutional Holders of ANGEL OAK FUNDS TRUST - MORTGAGE BACKED (MBS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 164,013 $1,434,294 +$629,559 $8.75 2
2025 Q3 14,969,843 $130,658,641 +$13,928,351 $8.72 28
2025 Q2 20,233,979 $174,706,373 +$506,164 $8.64 31
2025 Q1 20,175,319 $175,127,606 +$61,924,836 $8.68 27
2024 Q4 13,041,965 $111,407,501 +$40,551,222 $8.53 20
2024 Q3 5,716,784 $50,762,997 +$9,839,153 $8.90 14
2024 Q2 4,524,579 $38,459,255 +$31,936,850 $8.50 8
2024 Q1 164,148 $1,389,116 +$1,389,116 $8.46 3