§ EQUITY
USDMBS
ANGEL OAK MORTG-BCKED SE ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 8.76HIGH 8.84LOW 8.71
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
22 increased/new, 11 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | 5.5M | 0.1% | −22% |
| NewEdge Wealth, LLC | 2.6M | 0.3% | +8% |
| ALTFEST L J & CO INC | 1.7M | 1.6% | +3% |
| NewEdge Advisors, LLC | 777K | n/a | +1% |
| Angel Oak Capital Advisors, LLC | 735K | 7.1% | −31% |
| UBS Group AG | 664K | 0.0% | +338% |
◇ AC INTELLIGENCE
Top institutional owners for MBS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER93.6% · 28 holders
DEALER / BANK5.3% · 5 holders
QUALITY / COMPOUNDER1.0% · 1 holder
SYSTEMATIC / QUANT0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MBS in the last 180 days.