Q3 2025 13F Holders as of 9/30/2025
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Type / Class
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Equity / MORTGAGE BACKED
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Number of holders
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3
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Total 13F shares, excl. options
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227K
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Shares change
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-4.73M
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Total reported value, excl. options
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$1.98M
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Value change
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-$41.3M
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Number of buys
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1
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Number of sells
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-3
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Price
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$8.73
Significant Holders of ANGEL OAK FUNDS TRUST - MORTGAGE BACKED (MBS) as of Q3 2025
5 filings reported holding MBS - ANGEL OAK FUNDS TRUST - MORTGAGE BACKED as of Q3 2025.
ANGEL OAK FUNDS TRUST - MORTGAGE BACKED (MBS) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 227K shares
.
Largest 5 shareholders include Vontobel Holding Ltd. (135K shares), Embree Financial Group (75.3K shares), Gradient Investments LLC (16.8K shares), Paladin Wealth, LLC (0 shares), and Farther Finance Advisors, LLC (0 shares).
This table shows the top 3 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.