As of the latest SEC filings, ANGEL OAK MORTGAGE TRUST 2024- AOMT 2024 3 A1 144A (AOMT) is held by 524 institutional funds. The largest fund shareholder is Baird Core Plus Bond Fund (BCOIX), holding an estimated $40,183,187.65 in market value, representing 0.09% of its portfolio.
Funds holding ANGEL OAK MORTGAGE TRUST 2024- AOMT 2024 3 A1 144A (AOMT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- AOMT
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
BCOIX
Baird Core Plus Bond Fund
|
MF | Independent / Boutique | 0.09% | $40,183,187.65 | 40,423,530 | Mar 31, 2026 | May 15, 2026 |
|
BBCPX
Bridge Builder Core Plus Bond Fund
|
MF | Independent / Boutique | 0.06% | $26,365,678.09 | 27,572,314 | Mar 31, 2026 | May 22, 2026 |
|
-
Bond Fund
|
ETF | John Hancock | 0.09% | $24,475,334.25 | 24,469,826 | Feb 28, 2026 | Apr 28, 2026 |
|
BBCPX
Bridge Builder Core Plus Bond Fund
|
MF | Independent / Boutique | 0.05% | $23,839,307.90 | 24,059,785 | Mar 31, 2026 | May 22, 2026 |
|
JABAX
Janus Henderson Balanced Fund
|
MF | Independent / Boutique | 0.08% | $20,817,203.79 | 20,982,573 | Mar 31, 2026 | May 29, 2026 |
|
BINC
iShares Flexible Income Active ETF
|
ETF | BlackRock / iShares | 0.12% | $19,690,517.89 | 22,620,798 | Apr 30, 2026 | Jun 25, 2026 |
|
MRBCX
MFS Total Return Bond Fund
|
MF | Independent / Boutique | 0.24% | $19,453,404.55 | 19,408,209 | Apr 30, 2026 | Jun 29, 2026 |
|
BIMIX
Baird Intermediate Bond Fund
|
MF | Independent / Boutique | 0.14% | $17,562,248.29 | 17,667,291 | Mar 31, 2026 | May 15, 2026 |
|
PDBCX
PGIM Total Return Bond Fund
|
MF | PGIM / Prudential | 0.03% | $16,800,007.22 | 16,863,754 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Bond Fund
|
ETF | John Hancock | 0.06% | $16,411,263.59 | 16,392,825 | Feb 28, 2026 | Apr 28, 2026 |
|
JABAX
Janus Henderson Balanced Fund
|
MF | Independent / Boutique | 0.06% | $15,780,587.35 | 15,722,849 | Mar 31, 2026 | May 29, 2026 |
|
VWELX
VANGUARD WELLINGTON FUND
|
MF | Vanguard | 0.01% | $14,749,120.83 | 17,159,301 | Feb 28, 2026 | Apr 28, 2026 |
|
VWIAX
VANGUARD WELLESLEY INCOME FUND
|
MF | Vanguard | 0.03% | $14,411,501.42 | 17,063,939 | Mar 31, 2026 | May 28, 2026 |
|
-
Bond Fund
|
ETF | John Hancock | 0.05% | $14,343,511.89 | 14,293,498 | Feb 28, 2026 | Apr 28, 2026 |
|
MFIOX
MFS Income Fund
|
MF | Independent / Boutique | 0.16% | $13,286,938.72 | 13,256,069 | Apr 30, 2026 | Jun 29, 2026 |
|
AXSAX
Axonic Strategic Income Fund
|
MF | Independent / Boutique | 0.32% | $12,887,579.42 | 15,266,473 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Bond Fund
|
ETF | John Hancock | 0.05% | $12,593,742.93 | 14,452,129 | Feb 28, 2026 | Apr 28, 2026 |
|
-
Bond Fund
|
ETF | John Hancock | 0.05% | $12,406,180.47 | 14,041,293 | Feb 28, 2026 | Apr 28, 2026 |
|
AXSAX
Axonic Strategic Income Fund
|
MF | Independent / Boutique | 0.31% | $12,380,208.45 | 14,139,830 | Apr 30, 2026 | Jun 26, 2026 |
|
MFIOX
MFS Income Fund
|
MF | Independent / Boutique | 0.14% | $11,869,245.09 | 11,914,282 | Apr 30, 2026 | Jun 29, 2026 |
|
THIFX
Thornburg Limited Term Income Fund
|
MF | Independent / Boutique | 0.17% | $10,773,891.92 | 10,813,867 | Mar 31, 2026 | May 26, 2026 |
|
TSIAX
Thornburg Strategic Income Fund
|
MF | Independent / Boutique | 0.11% | $10,773,891.92 | 10,813,867 | Mar 31, 2026 | May 26, 2026 |
|
MRBCX
MFS Total Return Bond Fund
|
MF | Independent / Boutique | 0.13% | $10,468,762.44 | 10,471,353 | Apr 30, 2026 | Jun 29, 2026 |
|
DBLSX
DoubleLine Low Duration Bond Fund
|
MF | Independent / Boutique | 0.16% | $10,142,886.87 | 11,656,915 | Mar 31, 2026 | May 28, 2026 |
|
BSIKX
BlackRock Strategic Income Opportunities Portfolio
|
MF | BlackRock / iShares | 0.02% | $9,765,799.43 | 9,759,060 | Mar 31, 2026 | May 28, 2026 |
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