MBS — ANGEL OAK FUNDS TRUST
As of Q2 2026, 6 SEC-registered investment managers reported holding MBS (ANGEL OAK FUNDS TRUST) in their latest 13F filings, with a combined reported value of $9.34M across 1.08M shares. That is +50.2% by share count (+361.48K shares) versus the previous quarter, while reported value moved +49.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 707.75K | $6.11M | 0.00% | Add |
| Goldman Sachs Group history | 178.71K | $1.54M | 0.00% | New |
| Citadel Advisors history | 106.37K | $917.98K | 0.00% | New |
| Bank of America Corp history | 56.70K | $489.32K | 0.00% | Hold |
| Wells Fargo & Co history | 32.31K | $278.85K | 0.00% | New |
| Morgan Stanley history | 354 | $3.06K | 0.00% | Hold |
Q1 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 663.66K | $5.75M | 0.00% | Add |
| Bank of America Corp history | 56.70K | $491.02K | 0.00% | Hold |
| Morgan Stanley history | 354 | $3.07K | 0.00% | Hold |
Q4 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 151.66K | $1.33M | 0.00% | New |
| Bank of America Corp history | 56.70K | $495.84K | 0.00% | Hold |
| Wells Fargo & Co history | 789 | $6.90K | 0.00% | Hold |
| Morgan Stanley history | 354 | $3.10K | 0.00% | Add |
Q3 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 56.70K | $494.71K | 0.00% | Hold |
| Citadel Advisors history | 10.39K | $90.63K | 0.00% | Reduce |
| Wells Fargo & Co history | 789 | $6.88K | 0.00% | Hold |
| Morgan Stanley history | 305 | $2.66K | 0.00% | Hold |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 56.70K | $489.60K | 0.00% | Hold |
| Citadel Advisors history | 14.73K | $127.24K | 0.00% | New |
| Citadel Advisors history | 14.73K | $127.24K | 0.00% | New |
| Wells Fargo & Co history | 789 | $6.81K | 0.00% | Hold |
| Morgan Stanley history | 305 | $2.63K | 0.00% | Add |
| Morgan Stanley history | 305 | $2.63K | 0.00% | Add |
Q1 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 56.70K | $492.16K | 0.00% | Hold |
| Wells Fargo & Co history | 789 | $6.85K | 0.00% | New |
| Morgan Stanley history | 14 | $122 | 0.00% | Hold |
| Morgan Stanley history | 14 | $122 | 0.00% | Hold |
New Positions (Q2 2026)
- Goldman Sachs Group 178.71K sh · $1.54M
- Citadel Advisors 106.37K sh · $917.98K
- Wells Fargo & Co 32.31K sh · $278.85K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 707.75K | 663.66K | 151.66K | — | — | — | 8.79K | — | 1 |
| Goldman Sachs Group | 178.71K | — | — | — | — | — | — | — | — |
| Citadel Advisors | 106.37K | — | — | 10.39K | 14.73K | — | 29.55K | 20.95K | — |
| Bank of America Corp | 56.70K | 56.70K | 56.70K | 56.70K | 56.70K | 56.70K | 56.70K | — | — |
| Wells Fargo & Co | 32.31K | — | 789 | 789 | 789 | 789 | — | — | — |
| Morgan Stanley | 354 | 354 | 354 | 305 | 305 | 14 | 14 | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details