Angel Oak Mortgage REIT, Inc. - AOMR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 5,172,061 | 44,531 | 0.0% | 0.0% | 1 | -55 | -0.0% | Q4 2025 | Feb 13, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | No change | 4,134,210 | 35,595 | 0.57% | 13.52% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 2,219,180 | 19,107 | 0.01% | 0.01% | 3 | +710,493 | 47.09% | Q4 2025 | Feb 13, 2026 |
| MASTERS CAPITAL MANAGEMENT LLC | History | No change | 1,000,000 | 8,610 | 0.35% | 0.34% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 948,609 | 8,167 | 0.0% | 0.0% | 5 | +74,574 | 8.53% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 923,654 | 7,952 | 0.0% | 0.0% | 6 | +38,022 | 4.29% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 419,396 | 3,611 | 0.0% | 0.0% | 7 | +1,716 | 0.41% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 326,048 | 2,808 | 0.0% | 0.0% | 8 | +12,215 | 3.89% | Q4 2025 | Feb 09, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 289,090 | 2,489 | 0.02% | 0.01% | 9 | +83,381 | 40.53% | Q4 2025 | Feb 02, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | Added to | 287,500 | 2,475 | 1.38% | 1.03% | 10 | +87,500 | 43.75% | Q4 2025 | Feb 13, 2026 |
| North Ground Capital | History | Reduced | 249,628 | 2,149 | 1.07% | 2.24% | 11 | -139,208 | -35.8% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 213,181 | 1,835 | 0.0% | 0.0% | 12 | -22,624 | -9.59% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 196,232 | 1,689 | 0.0% | 0.0% | 13 | +50,667 | 34.81% | Q4 2025 | Feb 11, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 182,770 | 1,573 | 0.03% | 0.01% | 14 | +99,811 | 120.31% | Q4 2025 | Jan 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 155,999 | 1,343 | 0.0% | 0.0% | 15 | +15,272 | 10.85% | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Added to | 137,404 | 1,183 | 0.01% | 0.01% | 16 | +22,256 | 19.33% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 128,494 | 1,106 | 0.0% | 0.0% | 17 | +73,086 | 131.91% | Q4 2025 | Jan 29, 2026 |
| Vivaldi Capital Management LP | History | No change | 118,779 | 1,022 | 0.14% | 0.16% | 18 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 113,925 | 980 | 0.0% | 0.0% | 19 | -11,917 | -9.47% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 100,965 | 869 | 0.0% | — | 20 | +100,965 | New | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 91,145 | 784 | 0.0% | 0.0% | 21 | -619 | -0.67% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 88,620 | 763 | 0.0% | 0.0% | 22 | +21,854 | 32.73% | Q4 2025 | Mar 25, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 87,884 | 756 | 0.0% | 0.0% | 23 | +16,000 | 22.26% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 55,597 | 478 | 0.0% | 0.0% | 24 | -175,689 | -75.96% | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 54,753 | 471 | 0.0% | 0.0% | 25 | -24,845 | -31.21% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 52,529 | 452 | 0.0% | — | 26 | +52,529 | New | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 44,491 | 383 | 0.0% | 0.0% | 27 | +4,088 | 10.12% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 35,816 | 308 | 0.0% | 0.0% | 28 | +5,994 | 20.1% | Q4 2025 | Feb 19, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 29,417 | 253 | 0.0% | 0.0% | 29 | -724 | -2.4% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 29,300 | 252 | 0.0% | 0.0% | 30 | -23,578 | -44.59% | Q4 2025 | Feb 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 27,116 | 233 | 0.0% | 0.0% | 31 | +541 | 2.04% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 21,239 | 182 | 0.0% | 0.0% | 32 | +3,741 | 21.38% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 20,638 | 177 | 0.0% | 0.01% | 33 | -11,910 | -36.59% | Q4 2025 | Jan 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 20,380 | 175 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 17,921 | 154 | 0.0% | — | 35 | +17,921 | New | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Added to | 16,327 | 140 | 0.0% | 0.0% | 36 | +1,535 | 10.38% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 16,062 | 138 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 15,700 | 135 | 0.0% | 0.0% | 38 | -27,800 | -63.91% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 14,963 | 128 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | New | 12,952 | 111 | 0.0% | — | 40 | +12,952 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 12,821 | 110 | 0.0% | 0.0% | 41 | -15,016 | -53.94% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 12,745 | 109 | 0.0% | 0.0% | 42 | -32,568 | -71.87% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 10,240 | 88 | 0.0% | — | 43 | +10,240 | New | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | New | 10,100 | 86 | 0.0% | — | 44 | +10,100 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 9,335 | 80 | 0.0% | 0.0% | 45 | -8,558 | -47.83% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 9,400 | 80 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,968 | 59 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 6,268 | 53 | 0.0% | 0.0% | 48 | +465 | 8.01% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,467 | 47 | 0.0% | 0.0% | 49 | +760 | 16.15% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 5,240 | 45 | 0.0% | 0.0% | 50 | -18,681 | -78.09% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,099 | 26 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kemnay Advisory Services Inc. | History | New | 3,003 | 25 | 0.0% | — | 53 | +3,003 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,958 | 25 | 0.0% | 0.0% | 52 | -983 | -24.94% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,813 | 24 | 0.0% | — | 54 | +2,813 | New | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | No change | 2,600 | 22 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 2,500 | 21 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,094 | 18 | 0.0% | — | 58 | +2,094 | New | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,127 | 18 | 0.0% | 0.0% | 57 | -1,612 | -43.11% | Q4 2025 | Jan 15, 2026 |
| Legal & General Group Plc | History | No change | 1,142 | 9 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,006 | 8 | 0.0% | 0.0% | 60 | -295 | -22.67% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 831 | 7 | 0.0% | 0.0% | 61 | -31 | -3.6% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 525 | 4 | 0.0% | 0.0% | 64 | +21 | 4.17% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 427 | 4 | 0.0% | 0.0% | 62 | +9 | 2.15% | Q4 2025 | Feb 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 557 | 4 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 379 | 3 | 0.0% | 0.0% | 65 | -1,074 | -73.92% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Reduced | 346 | 2 | 0.0% | 0.0% | 66 | -1,621 | -82.41% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 225 | 2 | 0.0% | 0.0% | 67 | -80 | -26.23% | Q4 2025 | Feb 06, 2026 |
| Optiver Holding B.V. | History | No change | 216 | 1 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -300,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,503 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,146 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,000 | -100.0% | Q3 2025 | Oct 07, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,710 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,449 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Arax Advisory Partners | History | Reduced | 4 | 0 | — | 0.0% | — | -196 | -98.0% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Roble, Belko & Company, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Cornerstone Financial Management LLC | History | New | 66 | 0 | — | — | — | +66 | New | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 48 | 0 | — | — | — | +48 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 12 | 0 | — | — | — | -36 | -75.0% | Q4 2025 | Feb 06, 2026 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2025 | Oct 15, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 65 | 0 | — | — | — | -10 | -13.33% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 18, 2025 |
| IFP Advisors, Inc | History | Reduced | 10 | 0 | — | — | — | -3 | -23.08% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 10 | 0 | — | — | — | -3 | -23.08% | Q4 2025 | Jan 08, 2026 |
| Allworth Financial LP | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |