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Angel OAK Mortg-Bcked SE ETF (MBS)

CUSIP: 03463K737 | NYSE | 60 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Embree Financial Group240,702
0.2% of portfolio›$2.0M
Patten & Patten Inc240,033
0.1% of portfolio›$2.0M
RFG Advisory, LLC175,667
0.0% of portfolio›$1.4M
J. Team Financial, Inc.165,328
1.2% of portfolio›$1.4M
Vontobel Holding Ltd.135,000
0.0% of portfolio›$1.1M
United Asset Strategies, Inc.121,380
0.1% of portfolio›$991.7K
Farther Finance Advisors, LLC91,836
0.0% of portfolio›$750.3K
Onyx Bridge Wealth Group LLC72,172
0.1% of portfolio›$589.6K
Vise Technologies, Inc.60,177
0.0% of portfolio›$491.6K
Altfest L J & Co Inc33,158
0.0% of portfolio›$270.9K
Weaver Consulting Group28,750
0.0% of portfolio›$234.9K
Simplicity Wealth,LLC23,444
0.0% of portfolio›$191.5K
US Bancorp \de\11,790
0.0% of portfolio›$96.3K
Kestra Advisory Services, LLC10,201
0.0% of portfolio›$83.3K
Reicon Wealth Advisors, LLC6,885
0.0% of portfolio›$56.3K
Triumph Capital Management91
0.0% of portfolio›$743
StyleTurnoverLocationFiled
Embree Financial Group
240,702$2.0M0.2%ETFLowChicago, IL2026-10-22
Patten & Patten Inc
240,033$2.0M0.1%CoreLowChattanooga, TN2026-10-26
RFG Advisory, LLC
175,667$1.4M0.0%ETFMediumBirmingham, AL2026-11-03
J. Team Financial, Inc.
165,328$1.4M1.2%CoreMediumAbilene, TX2026-11-03
Vontobel Holding Ltd.
135,000$1.1M0.0%CoreMediumZurich, Switzerland2026-10-16
United Asset Strategies, Inc.
121,380$991.7K0.1%GrowthLowGarden City, NY2026-10-28
Farther Finance Advisors, LLC
91,836$750.3K0.0%IndexLowSan Francisco, CA2026-10-08
Onyx Bridge Wealth Group LLC
72,172$589.6K0.1%ETFMediumTarrytown, NY2026-10-16
Vise Technologies, Inc.
60,177$491.6K0.0%IndexLowNew York, NY2026-10-29
Altfest L J & Co Inc
33,158$270.9K0.0%ETFHighNew York, NY2026-10-27
Weaver Consulting Group
28,750$234.9K0.0%ETFLowHuntington Beach, CA2026-10-07
Simplicity Wealth,LLC
23,444$191.5K0.0%ETFLowSummit, NJ2026-10-23
US Bancorp \de\
11,790$96.3K0.0%IndexLowMinneapolis, MN2026-11-05
Kestra Advisory Services, LLC
10,201$83.3K0.0%CoreLowAustin, TX2026-11-02
Reicon Wealth Advisors, LLC
6,885$56.3K0.0%ETFLowAtlanta, GA2026-11-04
Triumph Capital Management
91$7430.0%ETFMediumDenver, CO2026-10-14