ANGEL OAK FUNDS TRUST - MORTGAGE BACKED (MBS)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / MORTGAGE BACKED
Total 13F shares
13,041,965
Share change
+4,751,299
Total reported value
$111,407,501
Price per share
$8.53
Number of holders
20
Value change
+$40,551,222
Number of buys
18
Number of sells
5

Institutional Holders of ANGEL OAK FUNDS TRUST - MORTGAGE BACKED (MBS) as of Q4 2024

As of 31 Dec 2024, ANGEL OAK FUNDS TRUST - MORTGAGE BACKED (MBS) was held by 20 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 13,041,965 shares. The largest 10 holders included Gradient Investments LLC, Angel Oak Capital Advisors, LLC, NewEdge Wealth, LLC, LPL Financial LLC, NewEdge Advisors, LLC, ALTFEST L J & CO INC, Mattson Financial Services, LLC, Brown Financial Advisors, PATTEN & PATTEN INC/TN, and Vontobel Holding Ltd.. This page lists 20 institutional shareholders reporting positions in this security for the Q4 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.