SEC 13F Intelligence

AOMRANGEL OAK MORTGAGE REIT INC

CUSIP 03464Y108 · Yahoo Finance ↗ · Google Finance ↗

Angel Oak Mortgage Reit Inc (AOMR) has 84 institutional holders in Filings Flow’s 13F database, together reporting 17.35M shares worth $143M as of Q1 2026. The largest reported holders are Morgan Stanley, Davidson Kempner Capital Management LP, and Victory Capital Management Inc.

Institutional Holders
84
Q1 2026
Reported Value
$143M
Ticker
AOMR
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 20Q2 ’21Q4 ’21: 29Q4 ’21Q4 ’22: 36Q4 ’22Q4 ’25: 78Q4 ’25Q1 ’26: 84Q1 ’26Q2 ’26: 5Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $187MQ2 ’21Q4 ’21: $188MQ4 ’21Q4 ’22: $32MQ4 ’22Q4 ’25: $155MQ4 ’25Q1 ’26: $143MQ1 ’26Q2 ’26: $4MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
JACOBS ASSET MANAGEMENT, LLC$167M AUM1.84%$3M375.0KQ1 2026OLDER
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM0.41%$30M3.65MQ1 2026OLDER
MASTERS CAPITAL MANAGEMENT LLC$3.0B AUM0.27%$8M1.00MQ1 2026OLDER
Vivaldi Capital Management LP$723M AUM0.13%$931,219113.3KQ1 2026OLDER
SANDERS MORRIS HARRIS LLC$172M AUM0.08%$145,28016.0KQ2 2026
Alpine Global Management, LLC$668M AUM0.08%$513,24062.4KQ1 2026OLDER
RIVERBRIDGE PARTNERS LLC$3.6B AUM0.05%$2M199.1KQ2 2026
MARINER INVESTMENT GROUP LLC$346M AUM0.04%$145,93817.8KQ1 2026OLDER
Odyssean, LLC$274M AUM0.03%$82,26610.0KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.02%$2M229.9KQ1 2026OLDER
ISLAY CAPITAL MANAGEMENT, LLC$197M AUM0.01%$20,5502.5KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.01%$135,38714.4KQ3 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$14M1.64MQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$25,8563.0KQ4 2025OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.00%$177,69420.6KQ4 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$745,89190.7KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$45M5.17MQ1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.00%$3M300.0KQ3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$557,11967.8KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$141,10517.2KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$235,76628.7KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$154,30017.9KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$27,8333.4KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$54366Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$614,64274.8KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$256,65331.2KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M211.3KQ2 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$5M575.0KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$182,74319.5KQ3 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$222,89427.1KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$25,4743.1KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$241,81329.4KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$787,78895.8KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$3M379.6KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$810,23798.6KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$52,6086.4KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$6M779.7KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$4,579557Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$334,96540.8KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$1M124.5KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$49360Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$7M906.6KQ1 2026OLDER
Future Financial Wealth Managment LLC$155M AUM0.00%$20622Q3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$113,77313.8KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$112,29713.7KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$8M948.6KQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$3M416.7KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$783,68695.3KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$94,03711.4KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$24,2162.8KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$772,07293.9KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$21,3722.6KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$57,2777.0KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$86,96110.1KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$52,5026.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$400,43348.7KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$52,9206.4KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$1,042121Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$452,27552.5KQ4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$16,5802.0KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$109,73412.7KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$125,79315.3KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$175,47220.4KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,085132Q1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$342,27341.6KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$2,704329Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$1,353149Q2 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$122,99615.0KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$680,61682.8KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$132,03016.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$164,21920.0KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$8310Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$576Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$38,6504.7KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$4,940601Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$24,9313.0KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$8510.2KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$31338Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$94,44811.5KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$27,4793.3KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$122,33314.9KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$6,042735Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$13216Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$33,0004.1KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$5,737698Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$8,6231.0KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$5,886716Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$344Q4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$667Q3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$415Q1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$172Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$13216Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$986120Q2 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$243Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$91Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.