MBSANGEL OAK FUNDS TRUST
CUSIP 03463K737 · Yahoo Finance ↗ · Google Finance ↗
Angel Oak Funds Trust (MBS) has 36 institutional holders in Filings Flow’s 13F database, together reporting 14.81M shares worth $128M as of Q1 2026. The largest reported holders are Cw Advisors, LLC, Osaic Holdings, Inc., and Newedge Wealth, LLC.
Institutional Holders
36
Q1 2026
Reported Value
$128M
Ticker
MBS
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CW Advisors, LLC$10.3B AUM | 0.57% | $59M | 6.79M | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.07% | $47M | 5.48M | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.27% | $22M | 2.59M | Q1 2026 |
| ALTFEST L J & CO INC$935M AUM | 1.61% | $15M | 1.73M | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $7M | 776.9K | Q1 2026 |
| Angel Oak Capital Advisors, LLC$90M AUM | 7.07% | $6M | 734.7K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 663.7K | Q1 2026 |
| Mattson Financial Services, LLC$419M AUM | 1.22% | $5M | 522.5K | Q2 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 488.1K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 379.7K | Q1 2026 |
| Brown Financial Advisors$264M AUM | 1.08% | $3M | 321.2K | Q2 2025OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.28% | $3M | 295.6K | Q1 2026 |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.13% | $2M | 243.2K | Q1 2026 |
| Embree Financial Group$849M AUM | 0.22% | $2M | 217.2K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 211.6K | Q1 2026 |
| Paladin Wealth, LLC$172M AUM | 1.09% | $1M | 161.6K | Q2 2025OLDER |
| J. Team Financial, Inc.$89M AUM | 1.55% | $1M | 160.0K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $1M | 135.5K | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $1M | 135.0K | Q1 2026 |
| United Asset Strategies, Inc.$1.3B AUM | 0.08% | $985,733 | 113.8K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $769,435 | 88.9K | Q1 2026 |
| Q3 Asset Management$412M AUM | 0.16% | $659,000 | 76.2K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $491,022 | 56.7K | Q1 2026 |
| Requisite Capital Management, LLC$537M AUM | 0.06% | $322,991 | 37.1K | Q1 2026 |
| Secure Asset Management, LLC$632M AUM | 0.05% | $310,026 | 35.8K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $280,744 | 32.2K | Q3 2025OLDER |
| Weaver Consulting Group$420M AUM | 0.06% | $268,460 | 31.0K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.01% | $256,000 | 29.6K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.02% | $205,205 | 23.7K | Q1 2026 |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 0.00% | $150,519 | 17.4K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.00% | $128,920 | 14.9K | Q2 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $108,578 | 12.5K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $105,115 | 12.1K | Q1 2026 |
| Gradient Investments LLC$7.2B AUM | 0.00% | $97,081 | 11.1K | Q4 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.00% | $93,898 | 10.8K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $90,627 | 10.4K | Q3 2025OLDER |
| REICON WEALTH ADVISORS, LLC$132M AUM | 0.05% | $64,543 | 7.5K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $54,639 | 6.3K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $51,000 | 5.9K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $50,346 | 5.8K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $35,283 | 4.1K | Q2 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $33,211 | 3.8K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $18,099 | 2.1K | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $9,561 | 1.1K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $6,900 | 789 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3,066 | 354 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,541 | 178 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $242 | 28 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $131 | 15 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.