$AOMR

$7.38 +$0.01 (0.14%) Close

$AOMR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 23.2M shares outstanding

Who owns AOMR?

By type of holder

Institutions 71.4% Insiders 28.6% Everyone else 0.0%

Concentration Top 10 holders own 86.5%

Morgan Stanley 22.3% · Zhong Tian ce (David) 22.3%

Institutional ownership

71.4%

-3.4 pts vs last qtr

Institutional holders

-3 vs last qtr

Net shares bought

−789.9K

by institutions in Q2 2026

New / sold out

8 / 11

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Victory Capital Management Inc +495.2K
BlackRock, Inc. +438.1K

Biggest sellers in Q2 2026

Davidson Kempner Capital Management LP −1.8M
Jpmorgan Chase & Co −390.8K

Who is planning to sell?

Notices of proposed sale, last 12 months

$10.9M

3 notices from 3 people

Shares covered

1.2M

5.37% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Davidson Kempner Capital Management LP(1) Shareholder (1) $6.31M
Davidson Kempner Capital Management LP (1) Shareholder (1) $4.04M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+54.6%

+9.11% a year

Each share's claim on the business

−35.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$31.5M vs $12.6M

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years58% 3–5 years17% 1–3 years23% Under 1 year1%

Quarterly turnover

12.2%

of institutional shares changed hands

Top 10 managers, median time held

4.8 years

Super Investors

Investment managers reporting AOMR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Morgan Stanley	5.2M	22.28%	Unchanged	≤2021	0.0%
Shares held by quarter Peak holding5.2M (Q3'25) Change over 8 quarters−10 Share of the company22.280% Morgan Stanley's full portfolio →
DK Davidson Kempner Capital Management LP 13D · 5.0%	1.9M	8.00%	−1.8M (−49.1%)	≤2021	0.2%
Shares held by quarter Peak holding5.2M (Q3'24) Change over 8 quarters−3.3M Share of the company8.000% Disclosed stake13D · 5.0% Davidson Kempner Capital Management LP's full portfolio →

Morgan Stanley

5.2M

% of company

22.28%

Change vs last qtr

Unchanged

Held since

≤2021

Davidson Kempner Capital Management LP

13D · 5.0%

1.9M

% of company

8.00%

Change vs last qtr

−1.8M (−49.1%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Angel Oak Mortgage REIT, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AOMR on Form N-PORT; together they hold 16.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VP Victory Pioneer Multi-Asset Income Fund Victory Portfolios IV	$9.5M	1.1M	4.63%	0.10%	July 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$6.47M	712.8K	3.07%	0.00%	June 30, 2026

Victory Pioneer Multi-Asset Income Fund

Victory Portfolios IV

Position value

$9.5M

% of company

4.63%

% of the fund

0.10%

As of

July 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$6.47M

% of company

3.07%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Angel Oak Mortgage REIT, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
ZT Zhong Tian ce (David) Insider	5.2M	22.28%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company22.280% Zhong Tian ce (David)'s insider activity →
XF Xylem Finance LLC 5%+ holder 13D · 5.0%	1.2M	4.99%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.990% Disclosed stake13D · 5.0% View the 13D/G filing →

Zhong Tian ce (David)

Insider

5.2M

% of company

22.28%

Change vs last qtr

—

Held since

—

Xylem Finance LLC

5%+ holder13D · 5.0%

1.2M

% of company

4.99%

Change vs last qtr

—

Held since

—

8 more holders behind a free account

See every insider and 5%+ holder of Angel Oak Mortgage REIT, Inc..

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