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Angel OAK Mortgage REIT Inc (AOMR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wolverine Asset Management LLC
INCREASED
Shares664,706 from 399,630
Change+265,076 (+66%)
Value$4.9M (+$1.2M)
Filed 2026-11-02
Geode Capital Management, LLC
INCREASED
Shares513,838 from 397,428
Change+116,410 (+29%)
Value$3.8M (+$142.2K)
Filed 2026-11-06
Riverbridge Partners LLC
INCREASED
Shares217,721 from 199,078
Change+18,643 (+9%)
Value$1.6M (-$218.3K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares59,575 from 53,416
Change+6,159 (+12%)
Value$434.9K (-$50.1K)
Filed 2026-11-05
State of Wyoming
DECREASED
Shares21,342 from 23,482
Change-2,140 (-9%)
Value$155.8K (-$57.4K)
Filed 2026-10-28
Russell Investments Group, Ltd.
INCREASED
Shares18,079 from 17,532
Change+547 (+3%)
Value$132.0K (-$27.2K)
Filed 2026-11-06
Mariner Investment Group LLC
UNCHANGED
Shares17,754 from 17,754
Change0 (0%)
Value$129.6K (-$31.6K)
Filed 2026-11-04
Sanders Morris Harris LLC
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$120.8K (-$24.5K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
INCREASED
Shares15,360 from 1,789
Change+13,571 (+759%)
Value$112.1K (+$95.9K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares13,525 from 15,485
Change-1,960 (-13%)
Value$98.7K (-$41.9K)
Filed 2026-11-06
Brighton Jones LLC
INCREASED
Shares11,315 from 11,041
Change+274 (+2%)
Value$82.6K (-$17.7K)
Filed 2026-11-03
Barclays PLC
INCREASED
Shares7,980 from 2,610
Change+5,370 (+206%)
Value$58.3K (+$34.6K)
Filed 2026-11-06
Strs Ohio
INCREASED
Shares5,400 from 2,600
Change+2,800 (+108%)
Value$39.4K (+$15.8K)
Filed 2026-10-30
Gamma Investing LLC
INCREASED
Shares1,788 from 149
Change+1,639 (+1100%)
Value$13.1K (+$11.7K)
Filed 2026-10-08
Citigroup Inc
DECREASED
Shares973 from 7,811
Change-6,838 (-88%)
Value$7.1K (-$63.8K)
Filed 2026-11-04
Sterling Capital Management LLC
INCREASED
Shares463 from 182
Change+281 (+154%)
Value$3.4K (+$1.7K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares315 from 28
Change+287 (+1025%)
Value$2.3K (+$2.0K)
Filed 2026-10-08
Nisa Investment Advisors, LLC
DECREASED
Shares187 from 6,929
Change-6,742 (-97%)
Value$1.4K (-$61.6K)
Filed 2026-10-20
Covestor Ltd
INCREASED
Shares157 from 154
Change+3 (+2%)
Value$1 ($0)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares75 from 103
Change-28 (-27%)
Value$548 (-$387)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$591 ($0)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares54
Change+54
Value$394
Filed 2026-10-21
SJS Investment Consulting Inc.
NEW
Shares23
Change+23
Value$168
Filed 2026-10-26
EverSource Wealth Advisors, LLC
DECREASED
Shares17 from 58
Change-41 (-71%)
Value$124 (-$403)
Filed 2026-11-04
True Wealth Design, LLC
DECREASED
Shares11 from 20
Change-9 (-45%)
Value$81 (-$101)
Filed 2026-10-13
Essential Partners LLC
INCREASED
Shares10 from 5
Change+5 (+100%)
Value$73 (+$28)
Filed 2026-10-14
Caitong International Asset Management Co., Ltd
NEW
Shares2
Change+2
Value$15
Filed 2026-10-29
Islay Capital Management, LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$22.7K)
Filed 2026-10-20
MCF Advisors LLC
CLOSED
Shares0 from 552
Change-552 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-28
Clearstead Advisors, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$20)
Filed 2026-11-06
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$19)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 5,172,061
Change-5,172,061 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 2,138,589
Change-2,138,589 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 1,858,320
Change-1,858,320 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,344,764
Change-1,344,764 (-100%)
Value—
Masters Capital Management LLC
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 884,284
Change-884,284 (-100%)
Value—
Jacobs Asset Management, LLC
N/A
Shares— from 444,585
Change-444,585 (-100%)
Value—
State Street Corp
N/A
Shares— from 431,427
Change-431,427 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 222,684
Change-222,684 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 184,255
Change-184,255 (-100%)
Value—
North Ground Capital
N/A
Shares— from 164,369
Change-164,369 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 151,336
Change-151,336 (-100%)
Value—
UBS Group AG
N/A
Shares— from 150,817
Change-150,817 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 145,905
Change-145,905 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 114,287
Change-114,287 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 105,453
Change-105,453 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 102,092
Change-102,092 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 95,863
Change-95,863 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 91,293
Change-91,293 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 81,107
Change-81,107 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 72,219
Change-72,219 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 42,856
Change-42,856 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 42,603
Change-42,603 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 41,791
Change-41,791 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 40,797
Change-40,797 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 31,317
Change-31,317 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 27,443
Change-27,443 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 26,485
Change-26,485 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 23,780
Change-23,780 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 19,719
Change-19,719 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 19,305
Change-19,305 (-100%)
Value—
FMR LLC
N/A
Shares— from 15,034
Change-15,034 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 14,793
Change-14,793 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 12,070
Change-12,070 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 11,876
Change-11,876 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 11,645
Change-11,645 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 10,222
Change-10,222 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 7,760
Change-7,760 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 6,968
Change-6,968 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,585
Change-6,585 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 4,702
Change-4,702 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,621
Change-2,621 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,529
Change-1,529 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 666
Change-666 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 530
Change-530 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 200
Change-200 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Status
Wolverine Asset Management LLC
INCREASED664,706399,630+265,076+66%$3.6M$4.9M+$1.2M2026-11-02
Geode Capital Management, LLC
INCREASED513,838397,428+116,410+29%$3.6M$3.8M+$142.2K2026-11-06
Riverbridge Partners LLC
INCREASED217,721199,078+18,643+9%$1.8M$1.6M-$218.3K2026-11-05
Bank of New York Mellon Corp
INCREASED59,57553,416+6,159+12%$485.0K$434.9K-$50.1K2026-11-05
State of Wyoming
DECREASED21,34223,482-2,140-9%$213.2K$155.8K-$57.4K2026-10-28
Russell Investments Group, Ltd.
INCREASED18,07917,532+547+3%$159.2K$132.0K-$27.2K2026-11-06
Mariner Investment Group LLC
UNCHANGED17,75417,75400%$161.2K$129.6K-$31.6K2026-11-04
Sanders Morris Harris LLC
UNCHANGED16,00016,00000%$145.3K$120.8K-$24.5K2026-10-14
PNC Financial Services Group, Inc.
INCREASED15,3601,789+13,571+759%$16.2K$112.1K+$95.9K2026-11-06
Deutsche Bank Ag\
DECREASED13,52515,485-1,960-13%$140.6K$98.7K-$41.9K2026-11-06
Brighton Jones LLC
INCREASED11,31511,041+274+2%$100.2K$82.6K-$17.7K2026-11-03
Barclays PLC
INCREASED7,9802,610+5,370+206%$23.7K$58.3K+$34.6K2026-11-06
Strs Ohio
INCREASED5,4002,600+2,800+108%$23.6K$39.4K+$15.8K2026-10-30
Gamma Investing LLC
INCREASED1,788149+1,639+1100%$1.4K$13.1K+$11.7K2026-10-08
Citigroup Inc
DECREASED9737,811-6,838-88%$70.9K$7.1K-$63.8K2026-11-04
Sterling Capital Management LLC
INCREASED463182+281+154%$1.7K$3.4K+$1.7K2026-10-22
Farther Finance Advisors, LLC
INCREASED31528+287+1025%$253$2.3K+$2.0K2026-10-08
Nisa Investment Advisors, LLC
DECREASED1876,929-6,742-97%$62.9K$1.4K-$61.6K2026-10-20
Covestor Ltd
INCREASED157154+3+2%$1$1$02026-10-30
IFP Advisors, Inc
DECREASED75103-28-27%$935$548-$3872026-10-16
Allworth Financial LP
UNCHANGED656500%$591$591$02026-11-06
Root Financial Partners, LLC
NEW54—+54——$394—2026-10-21
SJS Investment Consulting Inc.
NEW23—+23——$168—2026-10-26
EverSource Wealth Advisors, LLC
DECREASED1758-41-71%$527$124-$4032026-11-04
True Wealth Design, LLC
DECREASED1120-9-45%$182$81-$1012026-10-13
Essential Partners LLC
INCREASED105+5+100%$45$73+$282026-10-14
Caitong International Asset Management Co., Ltd
NEW2—+2——$15—2026-10-29
Islay Capital Management, LLC
CLOSED02,500-2,500-100%$22.7K$0-$22.7K2026-10-20
MCF Advisors LLC
CLOSED0552-552-100%$5.0K$0-$5.0K2026-10-28
Clearstead Advisors, LLC
CLOSED02-2-100%$20$0-$202026-11-06
GHP Investment Advisors, Inc.
CLOSED02-2-100%$19$0-$192026-10-15
Morgan Stanley
N/A—5,172,061-5,172,061-100%$47.0M———
Victory Capital Management Inc
N/A—2,138,589-2,138,589-100%$19.4M———
Davidson Kempner Capital Management LP
N/A—1,858,320-1,858,320-100%$16.9M———
BlackRock, Inc.
N/A—1,344,764-1,344,764-100%$12.2M———
Masters Capital Management LLC
N/A—1,000,000-1,000,000-100%$9.1M———
Vanguard Capital Management LLC
N/A—884,284-884,284-100%$8.0M———
Jacobs Asset Management, LLC
N/A—444,585-444,585-100%$4.0M———
State Street Corp
N/A—431,427-431,427-100%$3.9M———
Wells Fargo & Company
N/A—222,684-222,684-100%$2.0M———
JPMorgan Chase & Co
N/A—184,255-184,255-100%$1.7M———
North Ground Capital
N/A—164,369-164,369-100%$1.5M———
Penserra Capital Management LLC
N/A—151,336-151,336-100%$1.4M———
UBS Group AG
N/A—150,817-150,817-100%$1.4M———
Northern Trust Corp
N/A—145,905-145,905-100%$1.3M———
Vanguard Portfolio Management LLC
N/A—114,287-114,287-100%$1.0M———
Vanguard Fiduciary Trust Co
N/A—105,453-105,453-100%$957.5K———
Goldman Sachs Group Inc
N/A—102,092-102,092-100%$927.0K———
Renaissance Technologies LLC
N/A—95,863-95,863-100%$870.4K———
Ameriprise Financial Inc
N/A—91,293-91,293-100%$833.5K———
Jacobs Levy Equity Management, Inc
N/A—81,107-81,107-100%$736.5K———
State of Wisconsin Investment Board
N/A—72,219-72,219-100%$655.7K———
Charles Schwab Investment Management Inc
N/A—42,856-42,856-100%$389.1K———
Alpine Global Management, LLC
N/A—42,603-42,603-100%$386.8K———
Odyssean, LLC
N/A—41,791-41,791-100%$379.5K———
AQR Capital Management LLC
N/A—40,797-40,797-100%$370.4K———
Rhumbline Advisers
N/A—31,317-31,317-100%$284.4K———
Voya Investment Management LLC
N/A—27,443-27,443-100%$249.2K———
Invesco Ltd.
N/A—26,485-26,485-100%$240.5K———
Alliancebernstein L.P.
N/A—23,780-23,780-100%$195.5K———
Stifel Financial Corp
N/A—19,719-19,719-100%$179.0K———
Schonfeld Strategic Advisors LLC
N/A—19,305-19,305-100%$175.3K———
FMR LLC
N/A—15,034-15,034-100%$136.5K———
Nuveen, LLC
N/A—14,793-14,793-100%$134.3K———
Prudential Financial Inc
N/A—12,070-12,070-100%$109.6K———
D. E. Shaw & Co., Inc.
N/A—11,876-11,876-100%$107.8K———
O'shaughnessy Asset Management, LLC
N/A—11,645-11,645-100%$105.7K———
Price T Rowe Associates Inc
N/A—10,222-10,222-100%$93.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—7,760-7,760-100%$70.5K———
New York State Common Retirement Fund
N/A—6,968-6,968-100%$63.3K———
Osaic Holdings, Inc.
N/A—6,585-6,585-100%$59.8K———
Public Employees Retirement System of Ohio
N/A—6,400-6,400-100%$58.1K———
Vanguard Global Advisers, LLC
N/A—4,702-4,702-100%$42.7K———
Police & Firemen's Retirement System of New Jersey
N/A—3,099-3,099-100%$28.1K———
BNP Paribas Financial Markets
N/A—2,621-2,621-100%$23.8K———
Legal & General Group Plc
N/A—1,732-1,732-100%$15.7K———
Ameritas Investment Partners, Inc.
N/A—1,529-1,529-100%$13.9K———
Tower Research Capital LLC (TRC)
N/A—1,035-1,035-100%$9.4K———
UBS Asset Management Americas LLC
N/A—716-716-100%$6.5K———
Arax Advisory Partners
N/A—666-666-100%$6.0K———
Royal Bank of Canada
N/A—530-530-100%$5.0K———
California State Teachers Retirement System
N/A—200-200-100%$1.8K———
Rothschild Investment LLC
N/A—170-170-100%$1.5K———
Cornerstone Financial Management LLC
N/A—66-66-100%$599———
Showing 84 of 84 institutions