Fund shareholders of Angel Oak Mortgage REIT Inc
ISIN US03464Y1082 · United States · LEI 5493008M8D7W7VZZ7V36
- Fund shareholders
- 83
- Of which ETFs
- 12 71 other funds
- Value held
- 34.2M $
- Share of capital
- 16.5 % of 23.2M shares on Aug 4, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Victory Pioneer Multi-Asset Income Fund Victory Portfolios IV | 1,073,754 | 9.5M $ | 0.10 % | 4.63 % | as of Jul 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 712,783 | 6.5M $ | 0.00 % | 3.07 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 485,962 | 4.4M $ | 0.01 % | 2.09 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 193,239 | 1.7M $ | 0.01 % | 0.83 % | as of Jul 31, 2026 ↗ |
| iShares Mortgage Real Estate ETF iShares Trust | 191,531 | 1.7M $ | 0.32 % | 0.83 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 151,003 | 1.4M $ | 0.00 % | 0.65 % | as of Jun 30, 2026 ↗ |
| Hoya Capital High Dividend Yield ETF ETF Series Solutions | 142,289 | 1.2M $ | 1.12 % | 0.61 % | as of May 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 129,239 | 1.2M $ | 0.01 % | 0.56 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 98,404 | 809.9K $ | 0.00 % | 0.42 % | as of May 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 73,674 | 669K $ | 0.00 % | 0.32 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 73,047 | 601.2K $ | 0.00 % | 0.31 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 56,441 | 512.5K $ | 0.03 % | 0.24 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 40,931 | 362.2K $ | 0.00 % | 0.18 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 32,887 | 298.6K $ | 0.00 % | 0.14 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 31,868 | 289.4K $ | 0.00 % | 0.14 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 27,616 | 227.3K $ | 0.00 % | 0.12 % | as of May 31, 2026 ↗ |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 27,443 | 249.2K $ | 0.06 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 22,957 | 188.9K $ | 0.00 % | 0.10 % | as of May 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 20,407 | 185.3K $ | 0.00 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 19,087 | 157.1K $ | 0.01 % | 0.08 % | as of May 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 14,880 | 131.7K $ | 0.00 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 13,428 | 121.9K $ | 0.01 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 11,681 | 103.4K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 10,638 | 96.6K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 10,560 | 95.9K $ | 0.02 % | 0.05 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 10,470 | 95.1K $ | 0.01 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 10,246 | 93K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 9,960 | 90.4K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 9,562 | 86.8K $ | 0.04 % | 0.04 % | as of Jun 30, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,300 | 84.4K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 9,117 | 82.8K $ | 0.01 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 8,042 | 71.2K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 7,499 | 68.1K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 7,442 | 67.6K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 7,000 | 62K $ | 0.02 % | 0.03 % | as of Jul 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 6,822 | 61.9K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 6,800 | 61.7K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,638 | 54.6K $ | 0.00 % | 0.03 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,753 | 47.3K $ | 0.00 % | 0.02 % | as of May 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 5,480 | 49.8K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 5,051 | 41.6K $ | 0.00 % | 0.02 % | as of May 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 4,538 | 41.2K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 4,493 | 40.8K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 3,943 | 35.8K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,942 | 26.7K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,859 | 23.5K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 2,597 | 23.6K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,193 | 19.4K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,158 | 19.1K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 2,153 | 19.1K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 2,023 | 18.4K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,884 | 17.1K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,862 | 16.5K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,604 | 14.2K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,600 | 13.2K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,529 | 13.9K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 1,420 | 12.9K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,019 | 9.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 995 | 9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 891 | 7.3K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 698 | 6.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 678 | 6K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 677 | 6K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 670 | 5.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 665 | 6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 625 | 5.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 532 | 4.4K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 524 | 4.3K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 500 | 4.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 418 | 3.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 264 | 2.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 253 | 2.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 217 | 1.9K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 117 | 1K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 91 | 826.3 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 69 | 626.5 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 45 | 408.6 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 42 | 381.4 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 25 | 227 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 14 | 123.9 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 13 | 107 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 5 | 45.4 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 3 | 24.7 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Hoya Capital High Dividend Yield ETF ETF Series Solutions | 1.12 % | as of May 31, 2026 ↗ |
| iShares Mortgage Real Estate ETF iShares Trust | 0.32 % | as of Jun 30, 2026 ↗ |
| Victory Pioneer Multi-Asset Income Fund Victory Portfolios IV | 0.10 % | as of Jul 31, 2026 ↗ |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 0.06 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 0.04 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.03 % | as of Jun 30, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 0.02 % | as of Jul 31, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.02 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 0.01 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 83 | -3 | 3,840,779 | +20.2 % |
| 2026Q2 | 86 | +2 | 3,195,139 | +34.0 % |
| 2026Q1 | 84 | -7 | 2,384,586 | -27.4 % |
| 2025Q4 | 91 | +7 | 3,284,412 | +27.8 % |
| 2025Q3 | 84 | -10 | 2,570,545 | -4.2 % |
| 2025Q2 | 94 | +11 | 2,684,392 | +13.2 % |
| 2025Q1 | 83 | +2 | 2,372,220 | -3.1 % |
| 2024Q4 | 81 | +10 | 2,447,098 | +7.2 % |
| 2024Q3 | 71 | -1 | 2,283,338 | -0.8 % |
| 2024Q2 | 72 | -1 | 2,300,816 | +1.0 % |
| 2024Q1 | 73 | +6 | 2,278,849 | +8.1 % |
| 2023Q4 | 67 | 2,107,815 |
Institutional managers
78 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 5,172,061 | 42.5M $ | as of Mar 31, 2026 |
| Davidson Kempner Capital Management LP | 3,652,673 | 30M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 1,643,382 | 13.5M $ | as of Mar 31, 2026 |
| MASTERS CAPITAL MANAGEMENT LLC | 1,000,000 | 8.2M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 906,638 | 7.5M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 575,035 | 4.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 416,735 | 3.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 379,576 | 3.1M $ | as of Mar 31, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | 375,000 | 3.1M $ | as of Mar 31, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | 229,882 | 1.9M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 211,297 | 1.7M $ | as of Mar 31, 2026 |
| RIVERBRIDGE PARTNERS LLC | 197,392 | 1.6M $ | as of Mar 31, 2026 |
| Penserra Capital Management LLC | 141,379 | 1.2K $ | as of Mar 31, 2026 |
| North Ground Capital | 136,424 | 1.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 124,520 | 1M $ | as of Mar 31, 2026 |
| Vivaldi Capital Management LP | 113,287 | 931.2K $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 98,569 | 810.2K $ | as of Mar 31, 2026 |
| UBS Group AG | 95,339 | 783.7K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 93,926 | 772.1K $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 90,741 | 745.9K $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 74,774 | 614.6K $ | as of Mar 31, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | 67,776 | 557.1K $ | as of Mar 31, 2026 |
| Alpine Global Management, LLC | 62,438 | 513.2K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 48,714 | 400.4K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 41,639 | 342.3K $ | as of Mar 31, 2026 |
Declared shareholders of Angel Oak Mortgage REIT Inc
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 5.40 % | 1,344,010 | as of Jun 30, 2026 · SCHEDULE 13G |
| Xylem Finance LLC and 2 others | 4.99 % | 1,158,320 | as of Aug 4, 2026 · SCHEDULE 13D |
Funds holding the debt of Angel Oak Mortgage REIT Inc
1 fund declares one bond line of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
| Fund | Bond lines | Value | |
|---|---|---|---|
| Infrastructure Capital Bond Income ETF | 1 | 225K $ | as of May 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Angel Oak Mortgage REIT Inc". https://titelia.com/en/stocks/angel-oak-mortgage-reit-inc-US03464Y1082