Angel Oak Mortg-Bcked SE ETFMBSETF
13F holders, Q2 2024 (June 30)8holders +5
4new positions
1sold out
1famous investor
$8.50avg. 13F price*
At the end of Q2 2024, 8 institutions reported holding Angel Oak Mortg-Bcked SE ETF (MBS) in their 13F filings, up 5 from Q1 2024. 4 opened new positions and 1 sold out. The largest holders were Gradient Investments LLC ($29.2M), Altfest L J & Co. Inc. ($2.9M) and Brown Financial Advisors ($2.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Angel Oak Mortg-Bcked SE ETF
- CUSIP
- 03463K737
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $29.4M |
| Exits | 1 | $8 |
All 13F filers, Q1 2024 → Q2 2024: 3,757,254 shares bought and 1 shares sold, net +3,757,253 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Gradient Investments LLC | 0.65% | New | 3,430,584 | $29.2M |
| Altfest L J & Co. Inc. | 0.39% | Add +121.1% | 335,495 | $2.9M |
| Brown Financial Advisors | 1.16% | — | 305,157 | $2.6M |
| Mattson Financial Services, LLC | 0.90% | — | 298,021 | $2.5M |
| Jane Street Group, LLC | 0.00% | Add +957.5% | 131,358 | $1.1M |
| Citadel Advisors | 0.00% | New | 20,954 | $178K |
| Harbour Investments, Inc. | 0.00% | New | 2,191 | $19K |
| Royal Bank of Canada | 0.00% | New | 819 | $7K |
"% of holder's portfolio" is MBS's weight in each manager's 13F, not the share of Angel Oak Mortg-Bcked SE ETF the manager owns.