Envestnet Asset Management
MBS icon

Envestnet Asset Management’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

Envestnet Asset Management’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
Q1 		$4.23M Buy
488,061
+188,642
+63% +$1.66M ﹤0.01% 2451
2025
Q4 		$2.62M Buy
299,419
+276,843
+1,226% +$2.43M ﹤0.01% 2629
2025
Q3 		$197K Buy
+22,576
New +$195K ﹤0.01% 4328

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $90M AUM 4.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 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

Envestnet Asset Management's MBS Position: Q1 2026 in Review

Envestnet Asset Management increased its Angel Oak Mortgage-Backed Securities ETF (MBS) stake by 63% in Q1 2026, buying an estimated $1.66M and bringing the position to 488,061 shares worth $4.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

Envestnet Asset Management first reported a position in MBS in Q3 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold MBS as of Q1 2026.

  • Envestnet Asset Management held 488,061 shares of Angel Oak Mortgage-Backed Securities ETF worth $4.23M as of Q1 2026.
  • Envestnet Asset Management bought 188,642 Angel Oak Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $1.66M.
  • Angel Oak Mortgage-Backed Securities ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2451 holding.
  • Envestnet Asset Management first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q3 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.