New Positions
12 managers initiated
Top five by reported value
- JANE STREET GROUP, LLC$452.3K
- B. Riley Financial, Inc.$232.9K
- EP Wealth Advisors, LLC$154.3K
- Qube Research & Technologies Ltd$111.5K
- PRUDENTIAL FINANCIAL INC$88.2K
Angel Oak Mortgage REIT, Inc. 9 NYQ:AOMN
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
12 new23 added45 reduced11 exited
Total Institutional Holders
80
as of 2025-12-31
Top Holder
MORGAN STANLEY
$44.5M
Largest QoQ Increase
VICTORY CAPITAL MANAGEMENT INC
+710,493 sh
Largest QoQ Decrease
1832 Asset Management L.P.
-300,000 sh
New Positions(12)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 52,529 | +52,529 | $452.3K | +$452.3K | — |
| B. Riley Financial, Inc. | 24,728 | +24,728 | $232.9K | +$232.9K | — |
| EP Wealth Advisors, LLC | 17,921 | +17,921 | $154.3K | +$154.3K | — |
| Qube Research & Technologies Ltd | 12,952 | +12,952 | $111.5K | +$111.5K | — |
| PRUDENTIAL FINANCIAL INC | 10,240 | +10,240 | $88.2K | +$88.2K | — |
| MARSHALL WACE, LLP | 10,100 | +10,100 | $87.0K | +$87.0K | — |
| Kemnay Advisory Services Inc. | 3,003 | +3,003 | $25.9K | +$25.9K | — |
| Kestra Advisory Services, LLC | 2,813 | +2,813 | $24.2K | +$24.2K | — |
| Cornerstone Financial Management LLC | 66 | +66 | $568 | +$568 | — |
| UBS ASSET MANAGEMENT AMERICAS INC | 48 | +48 | $413 | +$413 | — |
| IFP Advisors, Inc | 23 | +23 | $208 | +$208 | — |
| Allworth Financial LP | 1 | +1 | $9 | +$9 | — |
Added To(23)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 2,219,180 | +710,493 | $19.1M | +$5.0M | 47.1% |
| RIVERBRIDGE PARTNERS LLC | 182,770 | +99,811 | $1.6M | +$796.3K | 120.3% |
| JACOBS ASSET MANAGEMENT, LLC | 287,500 | +87,500 | $2.5M | +$601.4K | 43.8% |
| UBS Group AG | 128,494 | +73,086 | $1.1M | +$587.2K | 131.9% |
| WOLVERINE ASSET MANAGEMENT LLC | 289,090 | +83,381 | $2.5M | +$561.6K | 40.5% |
| BlackRock, Inc. | 923,654 | +38,022 | $8.0M | -$345.7K | 4.3% |
| JPMORGAN CHASE & CO | 196,232 | +50,667 | $1.7M | +$325.6K | 34.8% |
| STATE STREET CORP | 419,396 | +1,716 | $3.6M | -$302.7K | 0.4% |
| GOLDMAN SACHS GROUP INC | 88,620 | +21,854 | $763.0K | +$137.4K | 32.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 326,048 | +12,215 | $2.8M | -$133.5K | 3.9% |
| STATE OF WISCONSIN INVESTMENT BOARD | 87,884 | +16,000 | $756.7K | +$83.1K | 22.3% |
| BARCLAYS PLC | 21,658 | +4,160 | $204.0K | +$40.1K | 23.8% |
| Invesco Ltd. | 35,816 | +5,994 | $308.4K | +$28.9K | 20.1% |
| TWO SIGMA INVESTMENTS, LP | 155,999 | +15,272 | $1.3M | +$24.5K | 10.8% |
| VANGUARD GROUP INC | 948,609 | +74,574 | $8.2M | -$22.2K | 8.5% |
| Voya Investment Management LLC | 27,116 | +541 | $233.5K | -$15.5K | 2.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 44,491 | +4,088 | $383.1K | +$4.5K | 10.1% |
| FMR LLC | 16,327 | +1,535 | $140.6K | +$2.0K | 10.4% |
| ADVISOR GROUP HOLDINGS, INC. | 5,467 | +760 | $47.1K | +$1.5K | 16.1% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 6,268 | +465 | $54.0K | -$407 | 8.0% |
| Sterling Capital Management LLC | 525 | +21 | $4.5K | -$202 | 4.2% |
| Penserra Capital Management LLC | 137,404 | +22,256 | $1.2K | +$105 | 19.3% |
| AMALGAMATED BANK | 427 | +9 | $4 | $0 | 2.1% |
Reduced(45)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 5,172,061 | -55 | $44.5M | -$3.9M | 0.0% |
| Davidson Kempner Capital Management LP | 4,134,210 | 0 | $35.6M | -$3.1M | 0.0% |
| Bank of New York Mellon Corp | 55,597 | -175,689 | $478.7K | -$1.7M | -76.0% |
| North Ground Capital | 249,628 | -139,208 | $2.1M | -$1.5M | -35.8% |
| Alpine Global Management, LLC | 125,606 | -81,441 | $1.1M | -$858.6K | -39.3% |
| MASTERS CAPITAL MANAGEMENT LLC | 1,000,000 | 0 | $8.6M | -$760.0K | 0.0% |
| WELLS FARGO & COMPANY/MN | 213,181 | -22,624 | $1.8M | -$374.0K | -9.6% |
| D. E. Shaw & Co., Inc. | 12,745 | -32,568 | $109.7K | -$314.8K | -71.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 54,753 | -24,845 | $471.4K | -$274.4K | -31.2% |
| TWO SIGMA ADVISERS, LP | 15,700 | -27,800 | $135.2K | -$272.4K | -63.9% |
| RENAISSANCE TECHNOLOGIES LLC | 29,300 | -23,578 | $252.3K | -$243.2K | -44.6% |
| NORTHERN TRUST CORP | 113,925 | -11,917 | $980.9K | -$198.2K | -9.5% |
| Russell Investments Group, Ltd. | 5,240 | -18,681 | $45.1K | -$179.0K | -78.1% |
| AQR CAPITAL MANAGEMENT LLC | 12,821 | -15,016 | $110.4K | -$150.4K | -53.9% |
| RITHOLTZ WEALTH MANAGEMENT | 20,638 | -11,910 | $177.7K | -$127.3K | -36.6% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 100,965 | -2,792 | $869.3K | -$102.9K | -2.7% |
| Vivaldi Capital Management LP | 118,779 | 0 | $1.0M | -$90.3K | 0.0% |
| BANK OF AMERICA CORP /DE/ | 9,335 | -8,558 | $80.4K | -$87.3K | -47.8% |
| AMERIPRISE FINANCIAL INC | 91,145 | -619 | $784.8K | -$75.1K | -0.7% |
| Royal Bank of Canada | 2,094 | -6,009 | $18.0K | -$59.0K | -74.2% |
| RHUMBLINE ADVISERS | 29,417 | -724 | $253.3K | -$29.1K | -2.4% |
| NISA INVESTMENT ADVISORS, LLC | 2,127 | -1,612 | $18.3K | -$16.7K | -43.1% |
| ALLIANCEBERNSTEIN L.P. | 20,380 | 0 | $175.5K | -$15.5K | 0.0% |
| CITIGROUP INC | 346 | -1,621 | $3.0K | -$15.5K | -82.4% |
| Nuveen, LLC | 16,062 | 0 | $138.3K | -$12.2K | 0.0% |
| BNP PARIBAS ARBITRAGE, SNC | 2,958 | -983 | $25.5K | -$11.5K | -24.9% |
| DEUTSCHE BANK AG\ | 14,963 | 0 | $128.8K | -$11.4K | 0.0% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 9,400 | 0 | $80.9K | -$7.1K | 0.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 6,968 | 0 | $60.0K | -$5.3K | 0.0% |
| Tower Research Capital LLC (TRC) | 1,006 | -295 | $8.7K | -$3.5K | -22.7% |
| Police & Firemen's Retirement System of New Jersey | 3,099 | 0 | $26.7K | -$2.4K | 0.0% |
| STRS OHIO | 2,600 | 0 | $22.4K | -$2.0K | 0.0% |
| ISLAY CAPITAL MANAGEMENT, LLC | 2,500 | 0 | $21.5K | -$1.9K | 0.0% |
| SRS Capital Advisors, Inc. | 4 | -196 | $34 | -$1.8K | -98.0% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 831 | -31 | $7.2K | -$922 | -3.6% |
| Legal & General Group Plc | 1,142 | 0 | $9.8K | -$867 | 0.0% |
| Ameritas Investment Partners, Inc. | 557 | 0 | $4.8K | -$423 | 0.0% |
| EverSource Wealth Advisors, LLC | 12 | -36 | $103 | -$347 | -75.0% |
| Optiver Holding B.V. | 216 | 0 | $1.9K | -$164 | 0.0% |
| ROTHSCHILD INVESTMENT LLC | 65 | -10 | $560 | -$143 | -13.3% |
| True Wealth Design, LLC | 10 | -3 | $87 | -$35 | -23.1% |
| GAMMA Investing LLC | 34 | 0 | $293 | -$26 | 0.0% |
| CWM, LLC | 379 | -1,074 | $3 | -$11 | -73.9% |
| Farther Finance Advisors, LLC | 3 | 0 | $26 | -$2 | 0.0% |
| Covestor Ltd | 225 | -80 | $2 | -$1 | -26.2% |
Sold Out(11)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 0 | -300,000 | $0 | -$2.8M | — |
| LAZARD ASSET MANAGEMENT LLC | 0 | -19,503 | $0 | -$182.7K | — |
| SANDERS MORRIS HARRIS LLC | 0 | -16,000 | $0 | -$149.9K | — |
| Campbell & CO Investment Adviser LLC | 0 | -14,449 | $0 | -$135.4K | — |
| Strategic Wealth Partners, Ltd. | 0 | -2,053 | $0 | -$19.2K | — |
| Future Financial Wealth Managment LLC | 0 | -22 | $0 | -$206 | — |
| Virtu Financial LLC | 0 | -16,146 | $0 | -$151 | — |
| ALGERT GLOBAL LLC | 0 | -14,710 | $0 | -$138 | — |
| Advisory Services Network, LLC | 0 | -7 | $0 | -$66 | — |
| BESSEMER GROUP INC | 0 | -130 | $0 | -$1 | — |
| Roble, Belko & Company, Inc | 0 | -67 | $0 | -$1 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| MORGAN STANLEY | 5,172,061 | $44.5M | -55 | 0.0% |
| Davidson Kempner Capital Management LP | 4,134,210 | $35.6M | 0 | 0.0% |
| VICTORY CAPITAL MANAGEMENT INC | 2,219,180 | $19.1M | +710,493 | 47.1% |
| MASTERS CAPITAL MANAGEMENT LLC | 1,000,000 | $8.6M | 0 | 0.0% |
| VANGUARD GROUP INC | 948,609 | $8.2M | +74,574 | 8.5% |
| BlackRock, Inc. | 923,654 | $8.0M | +38,022 | 4.3% |
| STATE STREET CORP | 419,396 | $3.6M | +1,716 | 0.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 326,048 | $2.8M | +12,215 | 3.9% |
| WOLVERINE ASSET MANAGEMENT LLC | 289,090 | $2.5M | +83,381 | 40.5% |
| JACOBS ASSET MANAGEMENT, LLC | 287,500 | $2.5M | +87,500 | 43.8% |
| North Ground Capital | 249,628 | $2.1M | -139,208 | -35.8% |
| WELLS FARGO & COMPANY/MN | 213,181 | $1.8M | -22,624 | -9.6% |
| JPMORGAN CHASE & CO | 196,232 | $1.7M | +50,667 | 34.8% |
| RIVERBRIDGE PARTNERS LLC | 182,770 | $1.6M | +99,811 | 120.3% |
| TWO SIGMA INVESTMENTS, LP | 155,999 | $1.3M | +15,272 | 10.8% |
| UBS Group AG | 128,494 | $1.1M | +73,086 | 131.9% |
| Alpine Global Management, LLC | 125,606 | $1.1M | -81,441 | -39.3% |
| Vivaldi Capital Management LP | 118,779 | $1.0M | 0 | 0.0% |
| NORTHERN TRUST CORP | 113,925 | $980.9K | -11,917 | -9.5% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 100,965 | $869.3K | -2,792 | -2.7% |
New & Closed Positions this quarter
Closed Positions
11 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for AOMN against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.