Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / MORTGAGE BACKED
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Number of holders
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27
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Total 13F shares, excl. options
-
20.2M
-
Shares change
-
+7.13M
-
Total reported value, excl. options
-
$175M
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Value change
-
+$61.9M
-
Number of buys
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20
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Number of sells
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-5
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Price
-
$8.68
Significant Holders of ANGEL OAK FUNDS TRUST - MORTGAGE BACKED (MBS) as of Q1 2025
29 filings reported holding MBS - ANGEL OAK FUNDS TRUST - MORTGAGE BACKED as of Q1 2025.
ANGEL OAK FUNDS TRUST - MORTGAGE BACKED (MBS) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 20.2M shares
.
Largest 10 shareholders include CW Advisors, LLC (6.59M shares), Gradient Investments LLC (4.4M shares), NewEdge Wealth, LLC (2.13M shares), Angel Oak Capital Advisors, LLC (2.03M shares), LPL Financial LLC (1.07M shares), ALTFEST L J & CO INC (873K shares), NewEdge Advisors, LLC (695K shares), Mattson Financial Services, LLC (499K shares), Transamerica Financial Advisors, LLC (331K shares), and Brown Financial Advisors (330K shares).
This table shows the top 27 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.