MBS Institutional Ownership
Angel Oak Mortgage-Backed Securities ETF
1W: -0.8%
1M: -3.4%
3M: -5.1%
YTD: -5.7%
1Y: -5.5%
$8.19
-0.02 (-0.24%)
Weekly Expected Move ±0.8%
$8
$8
$8
$8
$8
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MBS
44
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
124M
Total Invested
9
New Positions
12
Increased
16
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (46 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | 5,308,794 | 43M | -171,723 | -3.1% | 4Q | SEC ↗ |
| 2 | NewEdge Wealth, LLC | 2,180,278 | 18M | -412,472 | -15.9% | 7Q | SEC ↗ |
| 3 | ALTFEST L J & CO INC | 1,231,070 | 10M | -501,702 | -29.0% | 10Q | SEC ↗ |
| 4 | Goldstone Financial Group, LLC | 797,939 | 7M | +502,384 | +170.0% | 2Q | SEC ↗ |
| 5 | UBS Group AG | 707,749 | 6M | +44,089 | +6.6% | 3Q | SEC ↗ |
| 6 | NewEdge Advisors, LLC | 583,348 | 5M | -193,517 | -24.9% | 8Q | SEC ↗ |
| 7 | MML INVESTORS SERVICES, LLC | 485,219 | 4M | +105,498 | +27.8% | 4Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 475,621 | 4M | -12,440 | -2.5% | 4Q | SEC ↗ |
| 9 | Angel Oak Capital Advisors, LLC | 374,667 | 3M | -360,051 | -49.0% | 7Q | SEC ↗ |
| 10 | Embree Financial Group | 245,916 | 2M | +28,711 | +13.2% | 4Q | SEC ↗ |
| 11 | PATTEN & PATTEN INC/TN | 241,577 | 2M | -1,668 | -0.7% | 8Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC NEW | 178,705 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 13 | LPL Financial LLC | 172,028 | 1M | -39,591 | -18.7% | 7Q | SEC ↗ |
| 14 | J. Team Financial, Inc. | 157,482 | 1M | -2,535 | -1.6% | 2Q | SEC ↗ |
| 15 | RFG Advisory, LLC | 146,457 | 1M | +10,985 | +8.1% | 8Q | SEC ↗ |
| 16 | Farther Finance Advisors, LLC NEW | 135,695 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Vontobel Holding Ltd. | 135,000 | 1M | — | +0.0% | 7Q | SEC ↗ |
| 18 | United Asset Strategies, Inc. | 114,274 | 936K | +448 | +0.4% | 7Q | SEC ↗ |
| 19 | CITADEL ADVISORS LLC NEW | 106,371 | 871K | — | +0.0% | 1Q | SEC ↗ |
| 20 | BENJAMIN EDWARDS INC | 95,399 | 781K | +6,545 | +7.4% | 6Q | SEC ↗ |
| 21 | SHP Wealth Management | 75,353 | 617K | +51,658 | +218.0% | 2Q | SEC ↗ |
| 22 | FLOW TRADERS U.S. LLC | 62,019 | 508K | +32,406 | +109.4% | 2Q | SEC ↗ |
| 23 | BANK OF AMERICA CORP /DE | 56,700 | 464K | — | +0.0% | 7Q | SEC ↗ |
| 24 | JANE STREET GROUP, LLC NEW | 42,368 | 347K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Requisite Capital Management, LLC | 37,098 | 304K | — | +0.0% | 8Q | SEC ↗ |
| 26 | Simplicity Wealth,LLC NEW | 34,779 | 285K | — | +0.0% | 1Q | SEC ↗ |
| 27 | WELLS FARGO & COMPANY/MN NEW | 32,312 | 265K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Weaver Consulting Group | 31,000 | 254K | — | +0.0% | 3Q | SEC ↗ |
| 29 | Equitable Holdings, Inc. NEW | 20,027 | 164K | — | +0.0% | 1Q | SEC ↗ |
| 30 | First Financial Bankshares Inc | 17,381 | 142K | — | +0.0% | 4Q | SEC ↗ |
| 31 | Quantinno Capital Management LP | 14,138 | 116K | +2,000 | +16.5% | 2Q | SEC ↗ |
| 32 | Vise Technologies, Inc. NEW | 13,415 | 110K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Corient Private Wealth LP | 12,471 | 102K | — | +0.0% | 6Q | SEC ↗ |
| 34 | MERCER GLOBAL ADVISORS INC /ADV NEW | 9,889 | 81K | — | +0.0% | 1Q | SEC ↗ |
| 35 | REICON WEALTH ADVISORS, LLC | 8,362 | 68K | +909 | +12.2% | 2Q | SEC ↗ |
| 36 | Transamerica Financial Advisors, LLC | 2,498 | 20K | -3,314 | -57.0% | 6Q | SEC ↗ |
| 37 | CWM, LLC NEW | 1,104 | 9K | — | +0.0% | 1Q | SEC ↗ |
| 38 | MORGAN STANLEY | 354 | 3K | — | +0.0% | 7Q | SEC ↗ |
| 39 | ASSETMARK, INC | 174 | 1K | -4 | -2.2% | 2Q | SEC ↗ |
| 40 | Triumph Capital Management | 91 | 1K | +76 | +506.7% | 4Q | SEC ↗ |
| 41 | Gradient Investments LLC | 0 | 0K | -11,101 | -100.0% | 7Q | SEC ↗ |
| 42 | Secure Asset Management, LLC | 0 | 0K | -35,800 | -100.0% | 1Q | SEC ↗ |
| 43 | AE Wealth Management LLC | 0 | 0K | -28 | -100.0% | 1Q | SEC ↗ |
| 44 | Q3 Asset Management | 0 | 0K | -76,178 | -100.0% | 1Q | SEC ↗ |
| 45 | ROYAL BANK OF CANADA | 0 | 0K | -5,897 | -100.0% | 1Q | SEC ↗ |
| 46 | Advisory Services Network, LLC | 0 | 0K | -3,835 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 178,705 | 1M |
| Farther Finance Advisors, LLC | 135,695 | 1M |
| CITADEL ADVISORS LLC | 106,371 | 871K |
| JANE STREET GROUP, LLC | 42,368 | 347K |
| Simplicity Wealth,LLC | 34,779 | 285K |
| WELLS FARGO & COMPANY/MN | 32,312 | 265K |
| Equitable Holdings, Inc. | 20,027 | 164K |
| Vise Technologies, Inc. | 13,415 | 110K |
| MERCER GLOBAL ADVISORS INC /ADV | 9,889 | 81K |
| CWM, LLC | 1,104 | 9K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Q3 Asset Management | 76,178 | 624K |
| Secure Asset Management, LLC | 35,800 | 293K |
| Gradient Investments LLC | 11,101 | 91K |
| ROYAL BANK OF CANADA | 5,897 | 48K |
| Advisory Services Network, LLC | 3,835 | 31K |
| AE Wealth Management LLC | 28 | 0K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Goldstone Financial Group, LLC | +502,384 | +170.0% | 797,939 |
| MML INVESTORS SERVICES, LLC | +105,498 | +27.8% | 485,219 |
| SHP Wealth Management | +51,658 | +218.0% | 75,353 |
| UBS Group AG | +44,089 | +6.6% | 707,749 |
| FLOW TRADERS U.S. LLC | +32,406 | +109.4% | 62,019 |
| Embree Financial Group | +28,711 | +13.2% | 245,916 |
| RFG Advisory, LLC | +10,985 | +8.1% | 146,457 |
| BENJAMIN EDWARDS INC | +6,545 | +7.4% | 95,399 |
| Quantinno Capital Management LP | +2,000 | +16.5% | 14,138 |
| REICON WEALTH ADVISORS, LLC | +909 | +12.2% | 8,362 |
| United Asset Strategies, Inc. | +448 | +0.4% | 114,274 |
| Triumph Capital Management | +76 | +506.7% | 91 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ALTFEST L J & CO INC | -501,702 | -29.0% | 1,231,070 |
| NewEdge Wealth, LLC | -412,472 | -15.9% | 2,180,278 |
| Angel Oak Capital Advisors, LLC | -360,051 | -49.0% | 374,667 |
| NewEdge Advisors, LLC | -193,517 | -24.9% | 583,348 |
| OSAIC HOLDINGS, INC. | -171,723 | -3.1% | 5,308,794 |
| LPL Financial LLC | -39,591 | -18.7% | 172,028 |
| ENVESTNET ASSET MANAGEMENT INC | -12,440 | -2.5% | 475,621 |
| Transamerica Financial Advisors, LL | -3,314 | -57.0% | 2,498 |
| J. Team Financial, Inc. | -2,535 | -1.6% | 157,482 |
| PATTEN & PATTEN INC/TN | -1,668 | -0.7% | 241,577 |
| ASSETMARK, INC | -4 | -2.2% | 174 |