Angel Oak Mortgage REIT, Inc. (AOMD) — Institutional Holders, Q2 2026

82 institutional investment managers reported a AOMD position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $150.4M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

AOMD in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

9

Added to

44

Trimmed

15

Sold out

9

Biggest buyers

  1. VICTORY CAPITAL MANAGEMENTAdded · +495,207 sh+$4.5M
  2. BlackRockAdded · +438,126 sh+$4.0M
  3. WOLVERINE ASSET MANAGEMENTAdded · +169,748 sh+$1.5M
  4. VANGUARD CAPITAL MANAGEMENTAdded · +104,594 sh+$949.7K
  5. JACOBS ASSET MANAGEMENTAdded · +69,585 sh+$631.8K

Biggest sellers

  1. DAVIDSON KEMPNER CAPITAL MANAGEMENTTrimmed · -1,794,353 sh-$16.3M
  2. JPMORGAN CHASETrimmed · -390,780 sh-$3.5M
  3. TWO SIGMA INVESTMENTSSold out · -74,774 sh-$678.9K
  4. MILLENNIUM MANAGEMENTSold out · -40,750 sh-$370.0K
  5. Alpine Global ManagementTrimmed · -19,835 sh-$180.1K

AOMD 13F holders ranked 1–82 of 82

Institutional investors reporting a position in Angel Oak Mortgage REIT, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
MORGAN STANLEY#1 · 5,172,061 sh$47.0M0.0%
VICTORY CAPITAL MANAGEMENT#2 · 2,138,589 sh$19.4M+30.1%
DAVIDSON KEMPNER CAPITAL MANAGEMENT#3 · 1,858,320 sh$16.9M-49.1%
BlackRock#4 · 1,344,764 sh$12.2M+48.3%
MASTERS CAPITAL MANAGEMENT#5 · 1,000,000 sh$9.1M0.0%
VANGUARD CAPITAL MANAGEMENT#6 · 884,284 sh$8.0M+13.4%
JACOBS ASSET MANAGEMENT#7 · 444,585 sh$4.0M+18.6%
STATE STREET#8 · 431,427 sh$3.9M+3.5%
WOLVERINE ASSET MANAGEMENT#9 · 399,630 sh$3.6M+73.8%
GEODE CAPITAL MANAGEMENT#10 · 397,428 sh$3.6M+4.7%
WELLS FARGO & COMPANY#11 · 222,684 sh$2.0M+5.4%
RIVERBRIDGE PARTNERS#12 · 199,078 sh$1.8M+0.9%
JPMORGAN CHASE#13 · 184,255 sh$1.7M-68.0%
North Ground Capital#14 · 164,369 sh$1.5M+20.5%
Penserra Capital Management#15 · 151,336 sh$1.4M+7.0%
UBS Group AG#16 · 150,817 sh$1.4M+58.2%
NORTHERN#17 · 145,905 sh$1.3M+17.2%
VANGUARD PORTFOLIO MANAGEMENT#18 · 114,287 sh$1.0M+38.0%
VANGUARD FIDUCIARY#19 · 105,453 sh$957.5K+10.0%
GOLDMAN SACHS GROUP#20 · 102,092 sh$927.0K+8.7%
RENAISSANCE TECHNOLOGIES#21 · 95,863 sh$870.4K+207.0%
AMERIPRISE FINANCIAL#22 · 91,293 sh$833.5K-7.4%
JACOBS LEVY EQUITY MANAGEMENT#23 · 81,107 sh$736.5K-10.6%
STATE OF WISCONSIN INVESTMENT BOARD#24 · 72,219 sh$655.7K+6.6%
Bank of New York Mellon#25 · 53,416 sh$485.0K+9.7%
CHARLES SCHWAB INVESTMENT MANAGEMENT#26 · 42,856 sh$389.1K+2.9%
Alpine Global Management#27 · 42,603 sh$386.8K-31.8%
Odyssean#28 · 41,791 sh$379.5K+317.6%
AQR CAPITAL MANAGEMENT#29 · 40,797 sh$370.4K+166.6%
RHUMBLINE ADVISERS#30 · 31,317 sh$284.4K+6.5%
VOYA INVESTMENT MANAGEMENT#31 · 27,443 sh$249.2K+1.2%
Invesco Ltd.#32 · 26,485 sh$240.5K+32.6%
State of Wyoming#33 · 23,482 sh$213.2KNew
ALLIANCEBERNSTEIN L.P.#34 · 23,780 sh$195.5K+16.7%
STIFEL FINANCIAL#35 · 19,719 sh$179.0KNew
Schonfeld Strategic Advisors#36 · 19,305 sh$175.3KNew
MARINER INVESTMENT GROUP#37 · 17,754 sh$161.2K0.0%
Russell Investments Group, Ltd.#38 · 17,532 sh$159.2K+28.3%
SANDERS MORRIS HARRIS#39 · 16,000 sh$145.3K0.0%
DEUTSCHE BANK AG\#40 · 15,485 sh$140.6K+3.5%
FMR#41 · 15,034 sh$136.5K+1.0%
Nuveen#42 · 14,793 sh$134.3K-7.9%
PRUDENTIAL FINANCIAL#43 · 12,070 sh$109.6K+5.5%
D. E. Shaw#44 · 11,876 sh$107.8KNew
O'SHAUGHNESSY ASSET MANAGEMENT#45 · 11,645 sh$105.7K-59.4%
BRIGHTON JONES#46 · 11,041 sh$100.2K+6.3%
PRICE T ROWE ASSOCIATES#47 · 10,222 sh$93.0K0.0%
CITIGROUP#48 · 7,811 sh$70.9K+1019.1%
MIRAE ASSET GLOBAL ETFS Ltd.#49 · 7,760 sh$70.5K+20.5%
NEW YORK STATE COMMON RETIREMENT FUND#50 · 6,968 sh$63.3K0.0%
NISA INVESTMENT ADVISORS#51 · 6,929 sh$62.9K+243.5%
OSAIC#52 · 6,585 sh$59.8K+3.1%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#53 · 6,400 sh$58.1K0.0%
Vanguard Global Advisers#54 · 4,702 sh$42.7K0.0%
Police & Firemen's Retirement System of New Jersey#55 · 3,099 sh$28.1K0.0%
BNP PARIBAS FINANCIAL MARKETS#56 · 2,621 sh$23.8K-13.6%
BARCLAYS PLC#57 · 2,610 sh$23.7K-21.9%
STRS OHIO#58 · 2,600 sh$23.6K0.0%
ISLAY CAPITAL MANAGEMENT#59 · 2,500 sh$22.7K0.0%
PNC FINANCIAL SERVICES GROUP#60 · 1,789 sh$16.2KNew
Legal & General Group Plc#61 · 1,732 sh$15.7K+65.1%
Ameritas Investment Partners#62 · 1,529 sh$13.9K+174.5%
Tower Research Capital (TRC)#63 · 1,035 sh$9.4K-69.4%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#64 · 716 sh$6.5K0.0%
SRS Capital Advisors#65 · 666 sh$6.0KNew
MCF Advisors#66 · 552 sh$5.0KNew
ROYAL BANK OF CANADA#67 · 530 sh$5.0K-87.0%
Sterling Capital Management#68 · 182 sh$1.7K-44.7%
ROTHSCHILD INVESTMENT#69 · 170 sh$1.5K+28.8%
Integrated Wealth Concepts#70 · 159 sh$1.4KNew
GAMMA Investing#71 · 149 sh$1.4K+122.4%
Covestor Ltd#72 · 154 sh$1.0K+175.0%
IFP Advisors#73 · 103 sh$935.00+1960.0%
Cornerstone Financial Management#74 · 66 sh$599.000.0%
Allworth Financial#75 · 65 sh$591.00+306.2%
EverSource Wealth Advisors#76 · 58 sh$527.00-93.4%
Farther Finance Advisors#77 · 28 sh$253.00+833.3%
True Wealth Design#78 · 20 sh$182.00+100.0%
Essential Partners#79 · 5 sh$45.00-78.3%
Clearstead Advisors#80 · 2 sh$20.00New
GHP Investment Advisors#81 · 2 sh$19.000.0%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#82 · 200 sh—-72.8%

Funds that sold out of AOMD in Q2 2026 (9)

Held AOMD at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held AOMD in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
TWO SIGMA INVESTMENTS74,774 sh$614.6K
MILLENNIUM MANAGEMENT40,750 sh$335.0K
Vident Advisory17,166 sh$141.1K
Qube Research & Technologies Ltd13,841 sh$113.8K
BANK OF AMERICA11,490 sh$94.4K
Optiver Holding B.V.120 sh$986.00
Bare Financial Services60 sh$493.00
Root Financial Partners16 sh$132.00
MAI Capital Management1 sh$9.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.