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DaveManuel.com · Institutional Ownership · Who Owns It

ANGEL OAK MORTGAGE REIT INC (AOMR)

Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.

81
Reporting holders
$150.4M
Reported value
71.4%
Of shares outstanding
0.0%
Calls
0.0%
Puts
-2
Holder change

Institutions report 16,568,630 shares against 23,214,877 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
MORGAN STANLEY$47.0M5,172,0610.00%21qHELD
VICTORY CAPITAL MANAGEMENT INC$19.4M2,138,5890.01%5q+30.1%+$4.5M
Davidson Kempner Capital Management LP$16.9M1,858,3200.20%21q-49.1%-$16.3M
BlackRock, Inc.$12.2M1,344,7640.00%8q+48.3%+$4.0M
MASTERS CAPITAL MANAGEMENT LLC$9.1M1,000,0000.23%21qHELD
VANGUARD CAPITAL MANAGEMENT LLC$8.0M884,2840.00%2q+13.4%+$949.7K
JACOBS ASSET MANAGEMENT, LLC$4.0M444,5852.54%8q+18.6%+$631.8K
STATE STREET CORP$3.9M431,4270.00%20q+3.5%+$133.4K
WOLVERINE ASSET MANAGEMENT LLC$3.6M399,6300.03%8q+73.8%+$1.5M
GEODE CAPITAL MANAGEMENT, LLC$3.6M397,4280.00%20q+4.7%+$162.1K
WELLS FARGO & COMPANY/MN$2.0M222,6840.00%21q+5.4%+$103.4K
RIVERBRIDGE PARTNERS LLC$1.8M199,0780.05%5q+0.9%+$15.3K
JPMORGAN CHASE & CO$1.7M184,2550.00%20q-68.0%-$3.5M
North Ground Capital$1.5M164,3691.79%7q+20.5%+$253.7K
Penserra Capital Management LLC$1.4M151,3360.01%7q+7.0%+$90.4K
UBS Group AG$1.4M150,8170.00%21q+58.2%+$503.7K
NORTHERN TRUST CORP$1.3M145,9050.00%20q+17.2%+$194.2K
VANGUARD PORTFOLIO MANAGEMENT LLC$1.0M114,2870.00%2q+38.0%+$285.9K
VANGUARD FIDUCIARY TRUST CO$957.5K105,4530.00%2q+10.0%+$87.3K
GOLDMAN SACHS GROUP INC$927.0K102,0920.00%21q+8.7%+$74.1K
RENAISSANCE TECHNOLOGIES LLC$870.4K95,8630.00%11q+207.0%+$586.9K
AMERIPRISE FINANCIAL INC$833.5K91,2930.00%19q-7.4%-$66.4K
JACOBS LEVY EQUITY MANAGEMENT, INC$736.5K81,1070.00%8q-10.6%-$87.5K
STATE OF WISCONSIN INVESTMENT BOARD$655.7K72,2190.00%15q+6.6%+$40.3K
Bank of New York Mellon Corp$485.0K53,4160.00%20q+9.7%+$42.7K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$389.1K42,8560.00%20q+2.9%+$11.1K
Alpine Global Management, LLC$386.8K42,6030.06%2q-31.8%-$180.1K
Odyssean, LLC$379.5K41,7910.06%2q+317.6%+$288.6K
AQR CAPITAL MANAGEMENT LLC$370.4K40,7970.00%5q+166.6%+$231.5K
RHUMBLINE ADVISERS$284.4K31,3170.00%17q+6.5%+$17.2K
VOYA INVESTMENT MANAGEMENT LLC$249.2K27,4430.00%7q+1.2%+$3.0K
Invesco Ltd.$240.5K26,4850.00%6q+32.6%+$59.1K
State of Wyoming$213.2K23,4820.02%newNEW
ALLIANCEBERNSTEIN L.P.$195.5K23,7800.00%9q+16.7%+$27.9K
STIFEL FINANCIAL CORP$179.0K19,7190.00%newNEW
Schonfeld Strategic Advisors LLC$175.3K19,3050.00%newNEW
MARINER INVESTMENT GROUP LLC$161.2K17,7540.03%2qHELD
Russell Investments Group, Ltd.$159.2K17,5320.00%14q+28.3%+$35.1K
SANDERS MORRIS HARRIS LLC$145.3K16,0000.08%2qHELD
DEUTSCHE BANK AG\$140.6K15,4850.00%20q+3.5%+$4.7K
FMR LLC$136.5K15,0340.00%16q+1.0%+$1.4K
Nuveen, LLC$134.3K14,7930.00%6q-7.9%-$11.5K
PRUDENTIAL FINANCIAL INC$109.6K12,0700.00%3q+5.5%+$5.7K
D. E. Shaw & Co., Inc.$107.8K11,8760.00%newNEW
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$105.7K11,6450.00%11q-59.4%-$154.7K
BRIGHTON JONES LLC$100.2K11,0410.00%2q+6.3%+$6.0K
PRICE T ROWE ASSOCIATES INC /MD/$93.0K10,2220.00%2qHELD
CITIGROUP INC$70.9K7,8110.00%13q+1019.1%+$64.6K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$70.5K7,7600.00%9q+20.5%+$12.0K
NEW YORK STATE COMMON RETIREMENT FUND$63.3K6,9680.00%20qHELD
NISA INVESTMENT ADVISORS, LLC$62.9K6,9290.00%19q+243.5%+$44.6K
OSAIC HOLDINGS, INC.$59.8K6,5850.00%14q+3.1%+$1.8K
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$58.1K6,4000.00%4qHELD
Vanguard Global Advisers, LLC$42.7K4,7020.00%2qHELD
Police & Firemen's Retirement System of New Jersey$28.1K3,0990.00%6qHELD
BNP PARIBAS FINANCIAL MARKETS$23.8K2,6210.00%7q-13.6%-$3.7K
BARCLAYS PLC$23.7K2,6100.00%18q-21.9%-$6.7K
STRS OHIO$23.6K2,6000.00%20qHELD
ISLAY CAPITAL MANAGEMENT, LLC$22.7K2,5000.01%5qHELD
PNC Financial Services Group, Inc.$16.2K1,7890.00%newNEW
Legal & General Group Plc$15.7K1,7320.00%21q+65.1%+$6.2K
Ameritas Investment Partners, Inc.$13.9K1,5290.00%20q+174.5%+$8.8K
Tower Research Capital LLC (TRC)$9.4K1,0350.00%21q-69.4%-$21.3K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$6.5K7160.00%3qHELD
Arax Advisory Partners$6.0K6660.00%newNEW
MCF Advisors LLC$5.0K5520.00%newNEW
ROYAL BANK OF CANADA$5.0K5300.00%21q-87.0%-$33.3K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$1.8K2000.00%20q-72.8%-$4.9K
Sterling Capital Management LLC$1.7K1820.00%8q-44.7%-$1.3K
ROTHSCHILD INVESTMENT LLC$1.5K1700.00%7q+28.8%
GAMMA Investing LLC$1.4K1490.00%5q+122.4%
Covestor Ltd$1.0K1540.00%newNEW
IFP Advisors, Inc$9351030.00%5q+1960.0%
Cornerstone Financial Management LLC$599660.00%3qHELD
Allworth Financial LP$591650.00%3q+306.2%
EverSource Wealth Advisors, LLC$527580.00%6q+52.6%
Farther Finance Advisors, LLC$253280.00%11q+833.3%
True Wealth Design, LLC$182200.00%6q+100.0%
Essential Partners LLC$4550.00%5q-78.3%
Clearstead Advisors, LLC$2020.00%newNEW
GHP Investment Advisors, Inc.$1920.00%2qHELD

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-072026-10-06Charter or bylaws amendedfiling
2026-09-292026-09-25Material agreement enteredfiling
2026-09-292026-09-25Material agreement enteredfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-09-22Filson BrandonCFO & TreasurerSold65,000$515.4K

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-09-25Fierman MichaelDirector, 10% ownerBought38,726$290.5K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202612$298.0K40,2703440.0%
Q2 202681$150.4M16,568,630944140.0%
Q1 202683$142.7M17,358,4291227250.0%
Q4 202580$156.6M18,185,784922300.0%
Q3 202580$166.8M17,801,428732200.0%
Q2 202583$157.3M16,692,5171327290.0%
Q1 202579$165.9M17,424,7061331210.0%
Q4 202472$160.9M17,289,816727180.0%
Q3 202473$183.7M17,635,3832123120.0%
Q2 202457$263.6M20,153,1291017150.0%
Q1 202450$326.7M30,371,945513180.0%
Q4 202350$267.0M25,200,845816130.0%
Q3 202343$167.4M19,646,630112180.0%
Q2 202346$162.6M19,736,112611150.0%
Q1 202345$205.4M28,120,067320110.0%
Q4 202246$102.6M20,822,12351590.0%
Q3 202243$253.7M21,223,081215140.0%
Q2 202243$273.1M21,017,84352180.0%
Q1 202242$331.8M20,479,57461790.0%
Q4 202139$301.1M18,351,74071570.0%
Q3 202134$295.2M17,697,25518920.0%
Q2 202126$287.9M16,567,80626000.0%