LPL Financial
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LPL Financial’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

LPL Financial’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 		$1.83M Buy
211,619
+79,234
+60% +$696K ﹤0.01% 3598
2025
Q4 		$1.16M Buy
132,385
+46,734
+55% +$410K ﹤0.01% 3917
2025
Q3 		$747K Sell
85,651
-1,042,849
-92% -$9.03M ﹤0.01% 4286
2025
Q2 		$9.74M Buy
1,128,500
+59,308
+6% +$509K ﹤0.01% 1743
2025
Q1 		$9.28M Buy
1,069,192
+158,850
+17% +$1.36M ﹤0.01% 1663
2024
Q4 		$7.77M Buy
+910,342
New +$7.88M ﹤0.01% 1732

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 $1.03B AUM 36.74% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $1.89B AUM 27.89% 1-Year Est. Return

LPL Financial's MBS Position: Q1 2026 in Review

LPL Financial increased its Angel Oak Mortgage-Backed Securities ETF (MBS) stake by 60% in Q1 2026, buying an estimated $696K and bringing the position to 211,619 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #3598.

LPL Financial first reported a position in MBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.74M in Q2 2025. 36 funds tracked by Wall St. Rank hold MBS as of Q1 2026.

  • LPL Financial held 211,619 shares of Angel Oak Mortgage-Backed Securities ETF worth $1.83M as of Q1 2026.
  • LPL Financial bought 79,234 Angel Oak Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $696K.
  • Angel Oak Mortgage-Backed Securities ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3598 holding.
  • LPL Financial first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q4 2024 and has held it in 6 quarters since.
  • LPL Financial's Angel Oak Mortgage-Backed Securities ETF position peaked at $9.74M in Q2 2025.
  • 36 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.