Angel Oak Mortgage REIT, Inc. - AOMR
Detailed investor-level table based on 13F positions.
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 | No change | 5,172,061 | 46,962 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 2,138,589 | 19,418 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | No change | 1,858,320 | 16,873 | 0.2% | 0.2% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,344,764 | 12,210 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MASTERS CAPITAL MANAGEMENT LLC | History | No change | 1,000,000 | 9,080 | 0.23% | 0.23% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 884,284 | 8,029 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 664,706 | 4,852 | 0.03% | 0.03% | 7 | +265,076 | 66.33% | Q3 2026 | Nov 02, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | No change | 444,585 | 4,036 | 2.54% | 2.54% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 431,427 | 3,917 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 397,428 | 3,609 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 222,684 | 2,021 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 184,255 | 1,652 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 217,721 | 1,589 | 0.05% | 0.05% | 13 | +18,643 | 9.36% | Q3 2026 | Nov 05, 2026 |
| North Ground Capital | History | No change | 164,369 | 1,492 | 1.79% | 1.79% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management LLC | History | No change | 151,336 | 1,374 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 150,817 | 1,369 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 145,905 | 1,324 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 114,287 | 1,037 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 105,453 | 957 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 102,092 | 926 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 95,863 | 870 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 91,293 | 833 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 81,107 | 736 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 72,219 | 655 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 59,575 | 434 | 0.0% | 0.0% | 25 | +6,159 | 11.53% | Q3 2026 | Nov 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 42,856 | 389 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alpine Global Management, LLC | History | No change | 42,603 | 386 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 41,791 | 379 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 40,797 | 370 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 31,317 | 284 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 27,443 | 249 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 26,485 | 240 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 23,780 | 195 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 19,719 | 179 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 19,305 | 175 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 17,532 | 159 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of Wyoming | History | Reduced | 21,342 | 155 | 0.01% | 0.02% | 37 | -2,140 | -9.11% | Q3 2026 | Oct 28, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 15,485 | 140 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 15,034 | 136 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 14,793 | 134 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARINER INVESTMENT GROUP LLC | History | No change | 17,754 | 129 | 0.02% | 0.03% | 41 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| SANDERS MORRIS HARRIS LLC | History | No change | 16,000 | 120 | 0.02% | 0.08% | 42 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 12,070 | 109 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 11,876 | 107 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 11,645 | 105 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 10,222 | 93 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Added to | 11,315 | 82 | 0.0% | 0.0% | 47 | +274 | 2.48% | Q3 2026 | Nov 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 7,760 | 70 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,968 | 63 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 6,585 | 59 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 6,400 | 58 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,702 | 42 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 5,400 | 39 | 0.0% | 0.0% | 53 | +2,800 | 107.69% | Q3 2026 | Oct 30, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,099 | 28 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARCLAYS PLC | History | No change | 2,610 | 23 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,621 | 23 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,789 | 16 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legal & General Group Plc | History | No change | 1,732 | 15 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,788 | 13 | 0.0% | 0.0% | 60 | +1,639 | 1100.0% | Q3 2026 | Oct 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,529 | 13 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,035 | 9 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Reduced | 973 | 7 | 0.0% | 0.0% | 62 | -6,838 | -87.54% | Q3 2026 | Nov 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 716 | 6 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 666 | 6 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 530 | 5 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Added to | 463 | 3 | 0.0% | 0.0% | 66 | +281 | 154.4% | Q3 2026 | Oct 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 315 | 2 | 0.0% | — | 67 | +287 | 1025.0% | Q3 2026 | Oct 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 187 | 1 | 0.0% | 0.0% | 69 | -6,742 | -97.3% | Q3 2026 | Oct 20, 2026 |
| Covestor Ltd | History | Added to | 157 | 1 | 0.0% | 0.0% | 71 | +3 | 1.95% | Q3 2026 | Oct 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 170 | 1 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 200 | 1 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,500 | -100.0% | Q3 2026 | Oct 20, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -552 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Root Financial Partners, LLC | History | New | 54 | 0 | — | — | — | +54 | New | Q3 2026 | Oct 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 17 | 0 | — | — | — | -41 | -70.69% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 75 | 0 | — | — | — | -28 | -27.18% | Q3 2026 | Oct 16, 2026 |
| SJS Investment Consulting Inc. | History | New | 23 | 0 | — | — | — | +23 | New | Q3 2026 | Oct 26, 2026 |
| True Wealth Design, LLC | History | Reduced | 11 | 0 | — | — | — | -9 | -45.0% | Q3 2026 | Oct 13, 2026 |
| Essential Partners LLC | History | Added to | 10 | 0 | — | — | — | +5 | 100.0% | Q3 2026 | Oct 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 29, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Financial Management LLC | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |