A
Angel Oak Mortgage-Backed Securities
MBS • ARCA
Angel Oak Mortgage-Backed Securities is an exchange-traded fund on ARCA. As of Q3 2025, 30 institutional investors hold shares in this ETF, with total holdings valued at $131.2M. Advisor Group Holdings, Inc. is the largest holder with a position valued at $60.7M.
Overview
Overview of institutional ownership in MBS as of Q3 2025
All Institutions
- Institutions
- 30
- Value Held
- $131.2M
- Shares Held
- 15.0M
- Avg Position
- $4.4M
- Median Position
- $419.0K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $90.6K
- Shares Held
- 10.4K
- Avg Position
- $90.6K
- Median Position
- $90.6K
Biggest Investors
Institutions with the largest positions in MBS as of Q3 2025
| Institution | Position Value |
|---|---|
A Advisor Group Holdings, Inc. Institution | $60.7M 0.09% of portfolio |
N NewEdge Wealth, LLC Institution | $20.7M 0.30% of portfolio |
 Angel Oak Capital Advisors, LLC Long Only Manager | $15.7M 12.30% of portfolio |
 ALTFEST L J & CO INC RIA/Wealth | $14.3M 1.61% of portfolio |
 Goss Wealth Management LLC RIA/Wealth | $6.7M 0.03% of portfolio |
 Transamerica Financial Advisors, Inc. Institution | $2.8M 0.23% of portfolio |
P PATTEN & PATTEN INC/TN Institution | $2.2M 0.13% of portfolio |
V Vontobel Holding Ltd. Institution | $1.2M 0.00% of portfolio |
 RFG Advisory Group, LLC RIA/Wealth | $1.0M 0.03% of portfolio |
 United Asset Strategies, Inc. RIA/Wealth | $868.9K 0.07% of portfolio |
Net Capital Flow
Institutional buying and selling activity for MBS in Q3 2025
- Traded
- +$64.4M
- Buyers
- 17
- Sellers
- 12
- Total Bought
- +$74.5M
- Total Sold
- −$10.0M
- Avg Position
- $3.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
A Advisor Group Holdings, Inc. Institution | +$60.7M +7.0M shares |
ALTFEST L J & CO INC RIA/Wealth | +$6.6M +751.7K shares |
Angel Oak Capital Advisors, LLC Long Only Manager | +$3.5M +403.0K shares |
N NewEdge Wealth, LLC Institution | +$1.1M +121.1K shares |
L LPL Financial LLC Institution | +$747.3K +-1.0M shares |
 Embree Financial Group RIA/Wealth | +$656.7K +75.3K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$244.5K +28.0K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$197.0K +22.6K shares |
 FIRST FINANCIAL BANKSHARES INC Institution | +$151.6K +17.4K shares |
Goss Wealth Management LLC RIA/Wealth | +$149.6K +17.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Mattson Financial Services, LLC RIA/Wealth | −$4.5M −522.5K shares |
B Brown Financial Advisors RIA/Wealth | −$2.8M −321.2K shares |
P Paladin Wealth, LLC Institution | −$1.4M −161.6K shares |
J JANE STREET GROUP, LLC Institution | −$731.6K −83.8K shares |
 Atomi Financial Group, Inc. RIA/Wealth | −$183.0K −21.0K shares |
A Advisory Services Network, LLC RIA/Wealth | −$154.1K −17.7K shares |
O OLD MISSION CAPITAL LLC Institution | −$128.9K −14.9K shares |
P PATTEN & PATTEN INC/TN Institution | −$46.0K −5.3K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$37.9K −4.3K shares |
 Farther Finance Advisors, LLC RIA/Wealth | −$35.3K −4.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited MBS in Q3 2025
- New Positions
- 5
- New Value
- $1.2M
- Exited Positions
- 6
- Exited Value
- $8.9M
New Positions
| Institution | Position Value |
|---|---|
Embree Financial Group RIA/Wealth | $656.7K 75.3K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $244.5K 28.0K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $197.0K 22.6K shares |
FIRST FINANCIAL BANKSHARES INC Institution | $151.6K 17.4K shares |
 Triumph Capital Management RIA/Wealth | $131.0 15.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Mattson Financial Services, LLC RIA/Wealth | $4.5M 522.5K shares |
B Brown Financial Advisors RIA/Wealth | $2.8M 321.2K shares |
P Paladin Wealth, LLC Institution | $1.4M 161.6K shares |
O OLD MISSION CAPITAL LLC Institution | $128.9K 14.9K shares |
Farther Finance Advisors, LLC RIA/Wealth | $35.3K 4.1K shares |
 Hanson McClain, Inc. RIA/Wealth | $18.1K 2.1K shares |
Options Activity
Institutions with the largest Call and Put options positions in MBS as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with MBS as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Angel Oak Capital Advisors, LLC Long Only Manager | 12.30% $15.7M |
ALTFEST L J & CO INC RIA/Wealth | 1.61% $14.3M |
N NewEdge Wealth, LLC Institution | 0.30% $20.7M |
Transamerica Financial Advisors, Inc. Institution | 0.23% $2.8M |
P PATTEN & PATTEN INC/TN Institution | 0.13% $2.2M |
Embree Financial Group RIA/Wealth | 0.09% $656.7K |
A Advisor Group Holdings, Inc. Institution | 0.09% $60.7M |
United Asset Strategies, Inc. RIA/Wealth | 0.07% $868.9K |
 Requisite Capital Management, LLC RIA/Wealth | 0.06% $343.4K |
RFG Advisory Group, LLC RIA/Wealth | 0.03% $1.0M |
Hedge Fund Spotlight
Discover hedge funds investing in MBS
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
A
Position in Angel Oak Mortgage-Backed Securities
- Market Value
- $90.6K
- Shares Held
- 10.4K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
