As of the latest SEC filings, Angel Oak Mortgage REIT, Inc. (AOMR) is held by 90 institutional funds. The largest fund shareholder is Victory Pioneer Multi-Asset Income Fund (PMAIX), holding an estimated $8,562,624.20 in market value, representing 0.10% of its portfolio.
Funds holding Angel Oak Mortgage REIT, Inc. (AOMR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- AOMR
- CIK:
- 0001766478
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PMAIX
Victory Pioneer Multi-Asset Income Fund
|
MF | Independent / Boutique | 0.10% | $8,562,624.20 | 944,060 | Apr 30, 2026 | Jun 25, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $4,973,782.26 | 605,083 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $2,566,900.50 | 312,275 | Mar 31, 2026 | May 28, 2026 |
|
REM
iShares Mortgage Real Estate ETF
|
ETF | BlackRock / iShares | 0.25% | $1,377,803.52 | 167,616 | Mar 31, 2026 | May 26, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $1,364,200.56 | 150,408 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,239,255.42 | 150,761 | Mar 31, 2026 | May 28, 2026 |
|
RIET
Hoya Capital High Dividend Yield ETF
|
ETF | Independent / Boutique | 1.18% | $1,167,686.52 | 136,094 | Feb 28, 2026 | Apr 27, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $665,104.44 | 77,518 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $582,856.56 | 67,932 | Feb 28, 2026 | Apr 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.00% | $555,071.94 | 67,527 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.00% | $405,180.24 | 49,292 | Mar 31, 2026 | May 28, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.02% | $296,347.44 | 36,052 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $285,342.20 | 31,460 | Apr 30, 2026 | Jun 25, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $236,945.28 | 27,616 | Feb 28, 2026 | Apr 24, 2026 |
|
IPSSX
VOYA INDEX PLUS SMALLCAP PORTFOLIO
|
MF | Voya | 0.06% | $222,893.52 | 27,116 | Mar 31, 2026 | Jun 1, 2026 |
|
CZMSX
Multi-Manager Small Cap Equity Strategies Fund
|
MF | Columbia Threadneedle | 0.02% | $207,987.78 | 24,241 | Feb 28, 2026 | Apr 27, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $182,024.70 | 21,215 | Feb 28, 2026 | Apr 24, 2026 |
|
DVDN
Kingsbarn Dividend Opportunity ETF
|
ETF | Independent / Boutique | 4.47% | $157,346.36 | 17,348 | Apr 30, 2026 | Jun 29, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.00% | $153,640.02 | 18,691 | Mar 31, 2026 | May 28, 2026 |
|
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
|
ETF | Invesco | 0.01% | $149,781.98 | 16,514 | Apr 30, 2026 | Jun 26, 2026 |
|
GARTX
Goldman Sachs Absolute Return Tracker Fund
|
MF | Goldman Sachs | 0.00% | $148,601.16 | 18,078 | Mar 31, 2026 | May 26, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.00% | $117,456.50 | 12,950 | Apr 30, 2026 | Jun 24, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $111,792.00 | 13,600 | Mar 31, 2026 | May 28, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.00% | $102,133.50 | 12,425 | Mar 31, 2026 | May 26, 2026 |
|
GSCZX
SMALL CAP EQUITY FUND
|
MF | Independent / Boutique | 0.01% | $92,647.62 | 11,271 | Mar 31, 2026 | May 28, 2026 |
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