AOMR · Angel Oak Mortgage REIT, Inc. · Holdings

$8.10 +0.00 (+0.00%) At close · Sep 11

Russell 2000 member Rebalance outlook locked

Market Cap

$188.04M

23.21M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 81

Total Value: $150,441,710

Total Shares: 16,568,630

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 81 13F filers · Δ vs Mar 31, 2026

Top Holder

31.2%

+1.4 pts

Top 5

69.5%

−1.8 pts

Top 10

84.9%

−0.9 pts

HHI

1,434

Broadly held−102

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -3

Institutional value: +5.4%

Shares held: -4.6%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega VICTORY CAPITAL MANAGEMENT INC	+495,207	2,138,589
Mega BlackRock, Inc.	+438,126	1,344,764
Mid WOLVERINE ASSET MANAGEMENT LLC	+169,748	399,630
Mega VANGUARD CAPITAL MANAGEMENT LLC	+104,594	884,284
Small JACOBS ASSET MANAGEMENT, LLC	+69,585	444,585

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid Davidson Kempner Capital Management LP	−1,794,353	1,858,320
Mega JPMORGAN CHASE & CO	−390,780	184,255
Small Alpine Global Management, LLC	−19,835	42,603
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC	−17,037	11,645
Large JACOBS LEVY EQUITY MANAGEMENT, INC	−9,634	81,107

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small State of Wyoming	23,482	$213,216
Large STIFEL FINANCIAL CORP	19,719	$179,048
Large Schonfeld Strategic Advisors LLC	19,305	$175,289
Mega D. E. Shaw & Co., Inc.	11,876	$107,834
Mega PNC FINANCIAL SERVICES GROUP, INC.	1,789	$16,244

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Vivaldi Capital Management LP	113,287	$931,219
Mega TWO SIGMA INVESTMENTS, LP	74,774	$614,642
Mega MILLENNIUM MANAGEMENT LLC	40,750	$334,965
Large Vident Advisory, LLC	17,166	$141,104
Mega Qube Research & Technologies Ltd	13,841	$113,773

Filter: New 8 Increased 45 Reduced 14 Sold out 11 Unchanged 14

Showing 81 of 81

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$46,962,313

31.22%

5,172,061

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MS Capital Partners Adviser Inc	5,172,061	$46,962,313	100.0%	Defined

VICTORY CAPITAL MANAGEMENT INC

$19,418,388

12.91%

2,138,589

Davidson Kempner Capital Management LP

$16,873,545

11.22%

1,858,320

BlackRock, Inc.

$12,210,454

8.12%

1,344,764

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	5,401	$49,041	0.4%	Sole
BlackRock Investment Management, LLC	58,848	$534,339	4.4%	Sole
BLACKROCK ADVISORS LLC	38,276	$347,546	2.8%	Sole
BlackRock Fund Advisors	938,587	$8,522,369	69.8%	Sole
BlackRock Institutional Trust Company, N.A.	303,534	$2,756,088	22.6%	Sole
Aperio Group, LLC	118	$1,071	0.0%	Sole

MASTERS CAPITAL MANAGEMENT LLC

$9,080,000

6.04%

1,000,000

VANGUARD CAPITAL MANAGEMENT LLC

$8,029,298

5.34%

884,284

JACOBS ASSET MANAGEMENT, LLC

$4,036,831

2.68%

444,585

STATE STREET CORP

$3,917,357

2.60%

431,427

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	431,427	$3,917,357	100.0%	Defined

WOLVERINE ASSET MANAGEMENT LLC

$3,628,640

2.41%

399,630

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	399,630	$3,628,640	100.0%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$3,608,645

2.40%

397,428

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	57,346	$520,701	14.4%	Defined
Held directly	340,082	$3,087,944	85.6%	Defined

WELLS FARGO & COMPANY/MN

$2,021,969

1.34%

222,684

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	14,699	$133,466	6.6%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	650	$5,902	0.3%	Defined
WELLS FARGO CLEARING SERVICES, LLC	207,335	$1,882,601	93.1%	Defined

RIVERBRIDGE PARTNERS LLC

$1,807,628

1.20%

199,078

JPMORGAN CHASE & CO

$1,673,033

1.11%

184,255

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	6,986	$63,432	3.8%	Defined
J.P. Morgan Investment Management Inc.	15	$136	0.0%	Defined
J.P. Morgan Securities LLC	176,873	$1,606,006	96.0%	Defined
J.P. Morgan Securities plc	331	$3,005	0.2%	Defined
55I, LLC	50	$454	0.0%	Defined

North Ground Capital

$1,492,470

0.99%

164,369

Penserra Capital Management LLC

$1,374,130

0.91%

151,336

UBS Group AG

$1,369,416

0.91%

150,817

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	56,703	$514,863	37.6%	Defined
UBS AG	31,255	$283,795	20.7%	Defined
UBS Switzerland AG	56,560	$513,564	37.5%	Defined
UBS Securities LLC	6,299	$57,194	4.2%	Defined

NORTHERN TRUST CORP

$1,324,816

0.88%

145,905

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	143,308	$1,301,236	98.2%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	2,597	$23,580	1.8%	Other

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,037,725

0.69%

114,287

VANGUARD FIDUCIARY TRUST CO

$957,513

0.64%

105,453

GOLDMAN SACHS GROUP INC

$926,994

0.62%

102,092

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	19,922	$180,891	19.5%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	82,170	$746,103	80.5%	Defined

RENAISSANCE TECHNOLOGIES LLC

$870,436

0.58%

95,863

AMERIPRISE FINANCIAL INC

$828,940

0.55%

91,293

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	21,792	$197,871	23.9%	Defined
Ameriprise Financial Services, LLC	69,501	$631,069	76.1%	Defined

JACOBS LEVY EQUITY MANAGEMENT, INC

$736,451

0.49%

81,107

STATE OF WISCONSIN INVESTMENT BOARD

$655,748

0.44%

72,219

Bank of New York Mellon Corp

$485,015

0.32%

53,416

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	9,735	$88,393	18.2%	Defined
The Bank of New York Mellon	23,812	$216,212	44.6%	Defined
Newton Investment Management North America, LLC	19,868	$180,401	37.2%	Defined
Held directly	1	$9	0.0%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$389,132

0.26%

42,856

Alpine Global Management, LLC

$386,835

0.26%

42,603

Odyssean, LLC

$379,462

0.25%

41,791

AQR CAPITAL MANAGEMENT LLC

$370,435

0.25%

40,797

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	1	$9	0.0%	Other
Arax Advisory Partners	593	$5,384	1.5%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	272	$2,469	0.7%	Other
Stokes Family Office, LLC	2,231	$20,257	5.5%	Other
Held directly	37,700	$342,316	92.4%	Defined

RHUMBLINE ADVISERS

$284,358

0.19%

31,317

VOYA INVESTMENT MANAGEMENT LLC

$249,182

0.17%

27,443

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Voya Investment Management Co. LLC joint	27,443	$249,182	100.0%	Defined

Invesco Ltd.

$240,482

0.16%

26,485

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	2,153	$19,549	8.1%	Defined
Invesco Trust Co joint	6,633	$60,227	25.0%	Defined
Invesco Capital Management LLC	17,699	$160,706	66.8%	Defined

ALLIANCEBERNSTEIN L.P.

$215,922

0.14%

23,780

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	23,780	$215,922	100.0%	Defined

State of Wyoming

$213,216

0.14%

23,482

STIFEL FINANCIAL CORP

$179,048

0.12%

19,719

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	19,719	$179,048	100.0%	Defined

Schonfeld Strategic Advisors LLC

$175,289

0.12%

19,305

MARINER INVESTMENT GROUP LLC

$161,206

0.11%

17,754

Russell Investments Group, Ltd.

$159,190

0.11%

17,532

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	17,532	$159,190	100.0%	Defined

SANDERS MORRIS HARRIS LLC

$145,280

0.10%

16,000

DEUTSCHE BANK AG\

$140,603

0.09%

15,485

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	15,485	$140,603	100.0%	Defined

FMR LLC

$136,507

0.09%

15,034

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	14,987	$136,081	99.7%	Defined
STRATEGIC ADVISERS LLC	47	$426	0.3%	Defined

Nuveen, LLC

$134,319

0.09%

14,793

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	2,859	$25,959	19.3%	Defined
TEACHERS ADVISORS, LLC joint	11,934	$108,360	80.7%	Defined

PRUDENTIAL FINANCIAL INC

$109,595

0.07%

12,070

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM Quantitative Solutions LLC	12,070	$109,595	100.0%	Defined

D. E. Shaw & Co., Inc.

$107,834

0.07%

11,876

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	11,876	$107,834	100.0%	Defined

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$105,736

0.07%

11,645

BRIGHTON JONES LLC

$100,252

0.07%

11,041

PRICE T ROWE ASSOCIATES INC /MD/

$92,815

0.06%

10,222

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	10,222	$92,815	100.0%	Defined

CITIGROUP INC

$70,923

0.05%

7,811

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	7,811	$70,923	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$70,460

0.05%

7,760

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	7,760	$70,460	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$63,269

0.04%

6,968

NISA INVESTMENT ADVISORS, LLC

$62,915

0.04%

6,929

OSAIC HOLDINGS, INC.

$59,791

0.04%

6,585

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	4,294	$38,989	65.2%	Defined
Osaic Advisory Services, LLC	2,291	$20,802	34.8%	Defined

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

$58,112

0.04%

6,400

Vanguard Global Advisers, LLC

$42,694

0.03%

4,702

Police & Firemen's Retirement System of New Jersey

$28,138

0.02%

3,099

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	3,099	$28,138	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$23,798

0.02%

2,621

BARCLAYS PLC

$23,698

0.02%

2,610

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	1,926	$17,488	73.8%	Defined
BARCLAYS CAPITAL INC.	684	$6,210	26.2%	Defined

STRS OHIO

$23,608

0.02%

2,600

ISLAY CAPITAL MANAGEMENT, LLC

$22,700

0.02%

2,500

PNC FINANCIAL SERVICES GROUP, INC.

$16,244

0.01%

1,789

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	1,789	$16,244	100.0%	Defined

Legal & General Group Plc

$15,726

0.01%

1,732

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	1,732	$15,726	100.0%	Defined

Ameritas Investment Partners, Inc.

$13,883

0.01%

1,529

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	1,529	$13,883	100.0%	Other

Tower Research Capital LLC (TRC)

$9,397

0.01%

1,035

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	1,035	$9,397	100.0%	Defined

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$6,501

0.00%

716

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	716	$6,501	100.0%	Defined

Arax Advisory Partners

$6,047

0.00%

666

MCF Advisors LLC

$5,012

0.00%

552

ROYAL BANK OF CANADA

$4,812

0.00%

530

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	530	$4,812	100.0%	Defined

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$1,816

0.00%

200

Sterling Capital Management LLC

$1,652

0.00%

182

ROTHSCHILD INVESTMENT LLC

$1,543

0.00%

170

GAMMA Investing LLC

$1,352

0.00%

149

IFP Advisors, Inc

$935

0.00%

103

Cornerstone Financial Management LLC

$599

0.00%

Allworth Financial LP

$590

0.00%

EverSource Wealth Advisors, LLC

$525

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	8	$72	13.7%	Sole
Held directly	50	$453	86.3%	Sole

Farther Finance Advisors, LLC

$254

0.00%

True Wealth Design, LLC

$181

0.00%

Essential Partners LLC

$45

0.00%

Clearstead Advisors, LLC

$18

0.00%

GHP Investment Advisors, Inc.

$18

0.00%

Covestor Ltd

0.00%

154

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	11,490	$94,447	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	120	$986	100.0%	Defined

Key facts CIK 1766478 CUSIP 03464Y108 13F (30d) 25 filings 25 filers Visit website Investor relations