Angel Oak Mortg-Bcked SE ETFMBSETF
13F holders, Q4 2024 (December 31)20holders +6
9new positions
4sold out
1famous investor
$8.54avg. 13F price*
At the end of Q4 2024, 20 institutions reported holding Angel Oak Mortg-Bcked SE ETF (MBS) in their 13F filings, up 6 from Q3 2024. 9 opened new positions and 4 sold out. The largest holders were Gradient Investments LLC ($39.1M), Angel Oak Capital Advisors, LLC ($22.0M) and NewEdge Wealth, LLC ($17.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $28.7M |
| Exits | 4 | $602K |
All 13F filers, Q3 2024 → Q4 2024: 4,819,095 shares bought and 67,796 shares sold, net +4,751,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Gradient Investments LLC | 0.79% | Add +10.7% | 4,581,317 | $39.1M |
| Angel Oak Capital Advisors, LLC | 29.18% | — | 2,573,882 | $22.0M |
| NewEdge Wealth, LLC | 0.30% | New | 2,059,507 | $17.6M |
| LPL Financial LLC | 0.00% | New | 910,342 | $7.8M |
| NewEdge Advisors, LLC | 0.03% | Add +3072.3% | 637,624 | $5.4M |
| Altfest L J & Co. Inc. | 0.62% | Add +1.8% | 573,291 | $4.9M |
| Mattson Financial Services, LLC | 1.20% | Add +42.8% | 423,941 | $3.8M |
| Brown Financial Advisors | 1.18% | Add +11.8% | 344,397 | $2.9M |
| Patten & Patten Inc. | 0.14% | Add +89.6% | 255,638 | $2.2M |
| Vontobel Holding Ltd. | 0.00% | New | 135,000 | $1.2M |
| Paladin Wealth, LLC | 0.97% | Add +50.1% | 132,014 | $1.1M |
| United Asset Strategies, Inc. | 0.08% | New | 95,983 | $819K |
| Jane Street Group, LLC | 0.00% | Add +58.0% | 71,880 | $613K |
| Cresset Asset Management, LLC | 0.00% | New | 62,877 | $539K |
| Bank of America Corp. | 0.00% | New | 56,700 | $484K |
| RFG Advisory, LLC | 0.01% | Add +323.5% | 48,319 | $412K |
| Requisite Capital Management, LLC | 0.07% | Reduce -0.6% | 40,900 | $350K |
| Citadel Advisors | 0.00% | New | 29,551 | $252K |
| UBS Group AG | 0.00% | New | 8,788 | $75K |
| Morgan Stanley | 0.00% | New | 14 | $119 |
"% 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.