Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / MORTGAGE BACKED
-
Number of holders
-
31
-
Total 13F shares, excl. options
-
20,233,979
-
Shares change
-
+58,660
-
Total reported value, excl. options
-
$174,706,373
-
Value change
-
+$506,164
-
Number of buys
-
16
-
Number of sells
-
-11
-
Price
-
$8.64
Significant Holders of ANGEL OAK FUNDS TRUST - MORTGAGE BACKED (MBS) as of Q2 2025
32 filings reported holding MBS - ANGEL OAK FUNDS TRUST - MORTGAGE BACKED as of Q2 2025.
ANGEL OAK FUNDS TRUST - MORTGAGE BACKED (MBS) has 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 20,233,979 shares
.
Largest 10 shareholders include CW Advisors, LLC (6,786,466 shares), Gradient Investments LLC (4,658,960 shares), NewEdge Wealth, LLC (2,246,518 shares), Angel Oak Capital Advisors, LLC (1,396,532 shares), LPL Financial LLC (1,128,500 shares), ALTFEST L J & CO INC (886,670 shares), NewEdge Advisors, LLC (748,010 shares), Mattson Financial Services, LLC (522,484 shares), Transamerica Financial Advisors, LLC (324,712 shares), and Brown Financial Advisors (321,190 shares).
This table shows the top 31 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.