Vault-13

ANGEL OAK MORTGAGE REIT INC AOMR

COM · REIT · CUSIP 03464Y108

82 institutional holders -2 vs Q1 2026
16,567,48016.6m shares reported held*
71.4% of all shares outstanding*
$150.4mreported value*
9 new 45 added 14 reduced 10 sold out net sold ≈ $7.2m (-789.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($11.9k this quarter). Holder counts are more reliable. Shares outstanding: 23.2m as of 2026-08-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $9.08.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 45Q4 22: 47Q1 23: 47Q2 23: 47Q3 23: 44Q4 23: 51Q1 24: 51Q2 24: 59Q3 24: 76Q4 24: 75Q1 25: 80Q2 25: 84Q3 25: 80Q4 25: 80Q1 26: 84Q2 26: 8282Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202245
Q4 202247
Q1 202347
Q2 202347
Q3 202344
Q4 202351
Q1 202451
Q2 202459
Q3 202476
Q4 202475
Q1 202580
Q2 202584
Q3 202580
Q4 202580
Q1 202684
Q2 202682

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 46 bought or addedQ3 24: 18 cut or sold outQ4 24: 36 bought or addedQ4 24: 26 cut or sold outQ4 24Q1 25: 44 bought or addedQ1 25: 26 cut or sold outQ2 25: 39 bought or addedQ2 25: 38 cut or sold outQ2 25Q3 25: 43 bought or addedQ3 25: 30 cut or sold outQ4 25: 31 bought or addedQ4 25: 41 cut or sold outQ4 25Q1 26: 40 bought or addedQ1 26: 37 cut or sold outQ2 26: 54 bought or addedQ2 26: 24 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244618
Q4 20243626
Q1 20254426
Q2 20253938
Q3 20254330
Q4 20253141
Q1 20264037
Q2 20265424

Biggest buyers

VICTORY CAPITAL MANAGEMENT INC Added +495,207+495.2k
BlackRock, Inc. Added +438,126+438.1k
WOLVERINE ASSET MANAGEMENT LLC Added +169,748+169.7k
VANGUARD CAPITAL MANAGEMENT LLC Added +104,594+104.6k
JACOBS ASSET MANAGEMENT, LLC Added +69,585+69.6k
RENAISSANCE TECHNOLOGIES LLC Added +64,640+64.6k
UBS Group AG Added +55,478+55.5k
Odyssean, LLC Added +31,783+31.8k
VANGUARD PORTFOLIO MANAGEMENT LLC Added +31,487+31.5k
North Ground Capital Added +27,945+27.9k

Biggest sellers

Davidson Kempner Capital Management LP Reduced -1,794,353-1.8m
JPMORGAN CHASE & CO Reduced -390,780-390.8k
DEBUSSY CAPITAL MANAGEMENT LP Sold out -113,287-113.3k
TWO SIGMA INVESTMENTS, LP Sold out -74,774-74.8k
MILLENNIUM MANAGEMENT LLC Sold out -40,750-40.8k
Alpine Global Management, LLC Reduced -19,835-19.8k
Vident Advisory, LLC Sold out -17,166-17.2k
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Reduced -17,037-17.0k
Qube Research & Technologies Ltd Sold out -13,841-13.8k
BANK OF AMERICA CORP /DE/ Sold out -11,490-11.5k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
VICTORY CAPITAL MANAGEMENT INC 13G · institution new · filed 2025-10-28 6.1% new 1.4m≈ $13.1m 2025-10-28
BlackRock, Inc. 13G · institution new · filed 2026-07-27 5.4% new 1.3m≈ $12.2m 2026-07-27

Fell to 5% or below in the last year: DAVIDSON KEMPNER CAPITAL MANAGEMENT LP (5.0%, 2026-08-06)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q4 24: 2 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 1 buyingQ3 25: 1 sellingQ3 25Q4 25: 1 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 1 buyingQ2 26: 0 sellingQ3 26: 2 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20242$94.2k0——
Q1 20250—0——
Q2 20250—0——
Q3 20251$45.1k1$489.0k—
Q4 20251$28.6k0——
Q1 20260—0——
Q2 20261$81.5k0——
Q3 20262$345.5k1$515.5k—
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-25 Fierman Michael Director Bought 38,726 $7.50 $290.4k38.7k shares +58%
2026-09-22 Filson Brandon CFO & Treasurer Sold 65,000 $7.93 $515.5k65.0k shares -38%
2026-09-10 MINAMI W D Director Bought 6,800 $8.10 $55.1k6.8k shares +8%
2026-05-22 MINAMI W D Director Bought 10,000 $8.15 $81.5k10.0k shares +14%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,172,0615.2m $47.0m $47.0m 0.00% Unchanged
2 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 2,138,5892.1m $19.4m $19.4m 0.01% Added +495.2k +495,207
3 Davidson Kempner Capital Management LP 0.27% of their portfolio New York, NY 1,858,3201.9m $16.9m $16.9m 0.27% Reduced -1.8m -1,794,353
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,344,7641.3m $12.2m $12.2m 0.00% Added +438.1k +438,126
5 MASTERS CAPITAL MANAGEMENT LLC 1.28% of their portfolio ATLANTA, GA 1,000,0001.0m $9.1m $9.1m 1.28% Unchanged
6 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 884,284884.3k $8.0m $8.0m 0.00% Added +104.6k +104,594
7 JACOBS ASSET MANAGEMENT, LLC 3.04% of their portfolio NEW YORK, NY 444,585444.6k $4.0m $4.0m 3.04% Added +69.6k +69,585
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 431,427431.4k $3.9m $3.9m 0.00% Added +14.7k +14,692
9 WOLVERINE ASSET MANAGEMENT LLC 0.05% of their portfolio CHICAGO, IL 399,630399.6k $3.6m $3.6m 0.05% Added +169.7k +169,748
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 397,428397.4k $3.6m $3.6m 0.00% Added +17.9k +17,852
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 222,684222.7k $2.0m $2.0m 0.00% Added +11.4k +11,387
12 RIVERBRIDGE PARTNERS LLC 0.05% of their portfolio MINNEAPOLIS, MN 199,078199.1k $1.8m $1.8m 0.05% Added +1.7k +1,686
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 184,255184.3k $1.7m $1.7m 0.00% Reduced -390.8k -390,780
14 North Ground Capital 1.79% of their portfolio Cohasset, MA 164,369164.4k $1.5m $1.5m 1.79% Added +27.9k +27,945
15 Penserra Capital Management LLC 0.01% of their portfolio ORINDA, CA 151,336151.3k $1.4m $1.4m 0.01% Added +10.0k +9,957
16 UBS Group AG 0.00% of their portfolio ZURICH, V8 150,817150.8k $1.4m $1.4m 0.00% Added +55.5k +55,478
17 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 145,905145.9k $1.3m $1.3m 0.00% Added +21.4k +21,385
18 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 114,287114.3k $1.0m $1.0m 0.00% Added +31.5k +31,487
19 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 105,453105.5k $957.5k $957.5k 0.00% Added +9.6k +9,615
20 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 102,092102.1k $927.0k $927.0k 0.00% Added +8.2k +8,166
21 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 95,86395.9k $870.4k $870.4k 0.00% Added +64.6k +64,640
22 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 91,29391.3k $833.5k $833.5k 0.00% Reduced -7.3k -7,276
23 JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio FLORHAM PARK, NJ 81,10781.1k $736.5k $736.5k 0.00% Reduced -9.6k -9,634
24 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 72,21972.2k $655.7k $655.7k 0.00% Added +4.4k +4,443
25 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 53,41653.4k $485.0k $485.0k 0.00% Added +4.7k +4,702
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 42,85642.9k $389.1k $389.1k 0.00% Added +1.2k +1,217
27 Alpine Global Management, LLC 0.06% of their portfolio NEW YORK, NY 42,60342.6k $386.8k $386.8k 0.06% Reduced -19.8k -19,835
28 Odyssean, LLC 0.06% of their portfolio DARIEN, CT 41,79141.8k $379.5k $379.5k 0.06% Added +31.8k +31,783
29 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 40,79740.8k $370.4k $370.4k 0.00% Added +25.5k +25,494
30 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 31,31731.3k $284.4k $284.4k 0.00% Added +1.9k +1,898
31 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 27,44327.4k $249.2k $249.2k 0.00% Added +327 +327
32 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 26,48526.5k $240.5k $240.5k 0.00% Added +6.5k +6,507
33 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 23,78023.8k $195.5k $195.5k 0.00% Added +3.4k +3,400
34 State of Wyoming 0.02% of their portfolio CHEYENNE, WY 23,48223.5k $213.2k $213.2k 0.02% New
35 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 19,71919.7k $179.0k $179.0k 0.00% New
36 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 19,30519.3k $175.3k $175.3k 0.00% New
37 MARINER INVESTMENT GROUP LLC 0.04% of their portfolio NEW YORK, NY 17,75417.8k $161.2k $161.2k 0.04% Unchanged
38 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 17,53217.5k $159.2k $159.2k 0.00% Added +3.9k +3,871
39 SANDERS MORRIS HARRIS LLC 0.08% of their portfolio Houston, TX 16,00016.0k $145.3k $145.3k 0.08% Unchanged
40 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 15,48515.5k $140.6k $140.6k 0.00% Added +522 +522
41 FMR LLC 0.00% of their portfolio BOSTON, MA 15,03415.0k $136.5k $136.5k 0.00% Added +152 +152
42 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 14,79314.8k $134.3k $134.3k 0.00% Reduced -1.3k -1,269
43 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 12,07012.1k $109.6k $109.6k 0.00% Added +630 +630
44 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 11,87611.9k $107.8k $107.8k 0.00% New
45 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 11,64511.6k $105.7k $105.7k 0.00% Reduced -17.0k -17,037
46 BRIGHTON JONES LLC 0.00% of their portfolio SEATTLE, WA 11,04111.0k $100.2k $100.2k 0.00% Added +656 +656
47 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 10,22210.2k $93.0k $93.0k 0.00% Unchanged
48 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 7,8117.8k $70.9k $70.9k 0.00% Added +7.1k +7,113
49 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 7,7607.8k $70.5k $70.5k 0.00% Added +1.3k +1,322
50 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 6,9687.0k $63.3k $63.3k 0.00% Unchanged
51 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 6,9296.9k $62.9k $62.9k 0.00% Added +4.9k +4,912
52 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 6,5856.6k $59.8k $59.8k 0.00% Added +198 +198
53 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 6,4006.4k $58.1k $58.1k 0.00% Unchanged
54 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 4,7024.7k $42.7k $42.7k 0.00% Unchanged
55 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 3,0993.1k $28.1k $28.1k 0.00% Unchanged
56 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 2,6212.6k $23.8k $23.8k 0.00% Reduced -412 -412
57 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,6102.6k $23.7k $23.7k 0.00% Reduced -733 -733
58 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 2,6002.6k $23.6k $23.6k 0.00% Unchanged
59 ISLAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio Lubbock, TX 2,5002.5k $22.7k $22.7k 0.01% Unchanged
60 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,7891.8k $16.2k $16.2k 0.00% New
61 Legal & General Group Plc 0.00% of their portfolio London, X0 1,7321.7k $15.7k $15.7k 0.00% Added +683 +683
62 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,5291.5k $13.9k $13.9k 0.00% Added +972 +972
63 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,0351.0k $9.4k $9.4k 0.00% Reduced -2.4k -2,351
64 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 716716 $6.5k $6.5k 0.00% Unchanged
65 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 666666 $6.0k $6.0k 0.00% New
66 MCF Advisors LLC 0.00% of their portfolio LEXINGTON, KY 552552 $5.0k $5.0k 0.00% New
67 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 530530 $5.0k $5.0k 0.00% Reduced -3.5k -3,532
68 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 200200 $1.8k $1.8k 0.00% Reduced -535 -535
69 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 182182 $1.7k $1.7k 0.00% Reduced -147 -147
70 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 170170 $1.5k $1.5k 0.00% Added +38 +38
71 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 159159 $1.4k $1.4k 0.00% New
72 Covestor Ltd 0.00% of their portfolio LONDON, X0 154154 $1.0k $1.0k 0.00% Added +98 +98
73 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 149149 $1.4k $1.4k 0.00% Added +82 +82
74 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 103103 $935 $935 0.00% Added +98 +98
75 Cornerstone Financial Management LLC 0.00% of their portfolio BURLINGTON, MA 6666 $599 $599 0.00% Unchanged
76 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 6565 $591 $591 0.00% Added +49 +49
77 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 5858 $527 $527 0.00% Added +20 +20
78 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2828 $253 $253 0.00% Added +25 +25
79 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 2020 $182 $182 0.00% Added +10 +10
80 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 55 $45 $45 0.00% Reduced -18 -18
81 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 22 $20 $20 0.00% New
82 GHP Investment Advisors, Inc. 0.00% of their portfolio Denver, CO 22 $19 $19 0.00% Unchanged