MML Investors Services
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MML Investors Services’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

MML Investors Services’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 		$4.19M Buy
485,219
+105,498
+28% +$914K 0.01% 1088
2026
Q1 		$3.29M Buy
379,721
+71,542
+23% +$628K 0.01% 1043
2025
Q4 		$2.7M Buy
308,179
+280,162
+1,000% +$2.46M 0.01% 1218
2025
Q3 		$244K Buy
+28,017
New +$243K ﹤0.01% 2651

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
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
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return

MML Investors Services's MBS Position: Q2 2026 in Review

MML Investors Services increased its Angel Oak Mortgage-Backed Securities ETF (MBS) stake by 28% in Q2 2026, buying an estimated $914K and bringing the position to 485,219 shares worth $4.19M. The position accounts for 0.01% of the portfolio, ranked #1088.

MML Investors Services first reported a position in MBS in Q3 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold MBS as of Q2 2026.

  • MML Investors Services held 485,219 shares of Angel Oak Mortgage-Backed Securities ETF worth $4.19M as of Q2 2026.
  • MML Investors Services bought 105,498 Angel Oak Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $914K.
  • Angel Oak Mortgage-Backed Securities ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1088 holding.
  • MML Investors Services first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.