Who owns MBS?
Angel Oak Mortgage-Backed Securities ETF · Angel Oak
38 institutions reported holding MBS, worth $123.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MBS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Osaic Holdings, Inc. | Scottsdale, AZ | $45.8M | 5,308,794 | −171,723 shares |
| NewEdge Wealth, LLC | Stamford, CT | $18.8M | 2,180,278 | −412,472 shares |
| Altfest L J & Co Inc. | New York, NY | $10.6M | 1,231,070 | −501,702 shares |
| Goldstone Financial Group, LLC | Oakbrook Terrace, IL | $6.9M | 797,939 | +502,384 shares |
| UBS Group AG | Zurich, Switzerland | $6.1M | 707,749 | +44,089 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $5.0M | 583,348 | New position |
| MML Investors Services, LLC | Springfield, MA | $4.2M | 485,219 | +105,498 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $4.1M | 475,621 | −12,440 shares |
| Angel Oak Capital Advisors, LLC | Atlanta, GA | $3.2M | 374,667 | −360,051 shares |
| Embree Financial Group | Chicago, IL | $2.1M | 245,916 | +28,711 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MBS?
38 institutional managers reported holding MBS in Form 13F filings for June 30, 2026, worth $123.7M in total. The largest reported position was held by Osaic Holdings, Inc., at $45.8M.
Did institutions buy or sell MBS last quarter?
Reported 13F value rose 1.8% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MBS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.