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
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 $68.3B AUM 20.5% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $90M AUM 4.16% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Citadel Advisors's MBS Position: Q4 2025 in Review

Citadel Advisors sold out of Angel Oak Mortgage-Backed Securities ETF (MBS) in Q4 2025, closing a stake of 10,387 shares — an estimated $90.6K sold.

Citadel Advisors first reported a position in MBS in Q2 2024 and held it in 4 quarters. The position peaked at $252K in Q4 2024. 25 funds tracked by Wall St. Rank hold MBS as of Q4 2025.

  • Citadel Advisors reported no remaining Angel Oak Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 10,387 Angel Oak Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $90.6K.
  • Citadel Advisors first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q2 2024 and held it in 4 quarters.
  • Citadel Advisors's Angel Oak Mortgage-Backed Securities ETF position peaked at $252K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.