ANGEL OAK FUNDS TRUST

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MBS·03463K737·US·etf·Unknown - Unknown

MORTGAGE BACKED

MBS (ANGEL OAK FUNDS TRUST) is held by 15 institutional investors as of Q1 2026. Largest holders: OSAIC HOLDINGS, INC. ($47.5M), NewEdge Wealth, LLC ($22.5M), UBS Group AG ($5.7M). Net institutional sentiment: Mixed.

15

Holders

Avg rating(2 Elite)

$87.7M

Total Value

64% (17)

Fund Consensus

9 buying - 5 selling

Smart Money Verdict

View all

47Weak MomentumSingle Source

Institutional (13F)47

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how MBS's score breaks down across 4 SEC sources

Holder Quality

2

★★★★★

Elite

6

★★★★

Strong

6

★★★

Solid

3

★★

Below

0

★

Weak

Held by 15 funds

2 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (15)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
OSAIC HOLDINGS, INC.	Decreased	5.5M(-21.8%)	$47.5M	0.1%	+0.69%	0
NewEdge Wealth, LLC	Increased	2.6M(+7.9%)	$22.5M	0.3%	+5.76%	37
UBS Group AG	Increased	663,660(+337.6%)	$5.7M	0.0%	-2.05%	44
ENVESTNET ASSET MANAGEMENT INC	Increased	488,061(+63.0%)	$4.2M	0.0%	-1.41%	39
MML INVESTORS SERVICES, LLC	Increased	379,721(+23.2%)	$3.3M	0.0%	-1.08%	32
LPL Financial LLC	Increased	211,619(+59.9%)	$1.8M	0.0%	+1.42%	37
Vontobel Holding Ltd.	Unchanged	135,000	$1.2M	0.0%	+7.20%	0
BENJAMIN EDWARDS INC	Decreased	88,854(-0.4%)	$769,435	0.0%	+3.22%	0
BANK OF AMERICA CORP /DE/	Unchanged	56,700	$491,022	0.0%	+7.20%	0
Corient Private Wealth LLC	Decreased	12,471(-21.8%)	$108,578	0.0%	+4.73%	0
Quantinno Capital Management LP	New	12,138	$105,115	0.0%	-2.38%	30
ROYAL BANK OF CANADA	New	5,897	$51,000	0.0%	-2.38%	31
MORGAN STANLEY	Unchanged	354	$3,066	0.0%	+2.89%	0
ASSETMARK, INC	New	178	$1,541	0.0%	-2.38%	17
AE Wealth Management LLC	New	28	$242	0.0%	-2.38%	17
NewEdge Advisors, LLC	Exited	0(-100.0%)	$6.7M	0.0%	+9.05%	0
WELLS FARGO & COMPANY/MN	Exited	0(-100.0%)	$6,900	0.0%	+7.28%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer