Citadel Advisors
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Citadel Advisors’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

Citadel Advisors’s Portfolio MBS Stock Details MBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$918K Buy
+106,371
New +$922K ﹤0.01% 8408
2025
Q4 		– Sell
-10,387
Closed -$90.6K – 14320
2025
Q3 		$90.6K Sell
10,387
-4,348
-30% -$37.6K ﹤0.01% 11904
2025
Q2 		$127K Buy
+14,735
New +$126K ﹤0.01% 11111
2025
Q1 		– Sell
-29,551
Closed -$252K – 15740
2024
Q4 		$252K Buy
+29,551
New +$256K ﹤0.01% 10018
2024
Q3 		– Sell
-20,954
Closed -$178K – 15411
2024
Q2 		$178K Buy
+20,954
New +$176K ﹤0.01% 10090

Other funds holding MBS

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $79.3M AUM 7.42% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Citadel Advisors's MBS Position: Q2 2026 in Review

Citadel Advisors opened a new position in Angel Oak Mortgage-Backed Securities ETF (MBS) in Q2 2026: 106,371 shares worth $918K. The stake represents ﹤0.01% of the portfolio and ranks #8408 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in MBS as recently as Q3 2025.

Citadel Advisors first reported a position in MBS in Q2 2024 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold MBS as of Q2 2026.

  • Citadel Advisors held 106,371 shares of Angel Oak Mortgage-Backed Securities ETF worth $918K as of Q2 2026.
  • Angel Oak Mortgage-Backed Securities ETF was a new Citadel Advisors position in Q2 2026.
  • Angel Oak Mortgage-Backed Securities ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #8408 holding.
  • Citadel Advisors first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q2 2024 and has held it in 5 quarters since.
  • 38 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.