Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / MORTGAGE BACKED
-
Total 13F shares
-
20,175,319
-
Share change
-
+7,133,354
-
Total reported value
-
$175,127,606
-
Price per share
-
$8.68
-
Number of holders
-
27
-
Value change
-
+$61,924,829
-
Number of buys
-
20
-
Number of sells
-
5
Institutional Holders of ANGEL OAK FUNDS TRUST - MORTGAGE BACKED (MBS) as of Q1 2025
As of 31 Mar 2025,
ANGEL OAK FUNDS TRUST - MORTGAGE BACKED (MBS) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
20,175,319 shares.
The largest 10 holders included
CW Advisors, LLC, Gradient Investments LLC, NewEdge Wealth, LLC, Angel Oak Capital Advisors, LLC, LPL Financial LLC, ALTFEST L J & CO INC, NewEdge Advisors, LLC, Mattson Financial Services, LLC, Transamerica Financial Advisors, LLC, and Brown Financial Advisors.
This page lists
27
institutional shareholders reporting positions in this security
for the Q1 2025 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.