AOHY institutional holders

ANGEL OAK FUNDS TRUST · 13F, 2026Q2

Managers holding35
Shares held6,919,406
Reported value$76.2m
Quarter flows8 new, 16 added, 9 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Arkadios Wealth Advisors3,375,960$37.2m0.6%
Angel Oak Capital Advisors, LLC590,973$6.5m8.2%
UBS Group AG448,973$4.9m0.0%
NewEdge Wealth, LLC381,969$4.2m0.0%
Equitable Holdings, Inc.264,794$2.9m0.0%
LPL Financial LLC256,208$2.8m0.0%
ENVESTNET ASSET MANAGEMENT INC244,234$2.7m0.0%
NewEdge Advisors, LLC201,831$2.2m0.0%
RAYMOND JAMES FINANCIAL INC177,608$2.0m0.0%
MML INVESTORS SERVICES, LLC164,996$1.8m0.0%
Breakwater Capital Group112,254$1.2m0.1%
WBI INVESTMENTS, LLC98,487$1.1m0.3%
Merit Financial Group, LLC89,248$982,2100.0%
IFP Advisors, Inc65,361$719,3240.0%
JANE STREET GROUP, LLC64,838$713,5680.0%
Fifth Third Securities, Inc. 60,009$660,4230.0%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors43,268$476,1820.1%
MORGAN STANLEY42,341$465,9790.0%
Lewis Asset Management, LLC27,646$304,2530.1%
Avantax Planning Partners, Inc.27,102$298,2730.0%
Creative Planning25,690$282,7290.0%
ROYAL BANK OF CANADA22,495$248,0000.0%
Worth Asset Management, LLC20,632$227,0630.1%
Wealthspire Advisors, LLC16,201$178,2990.0%
FLOW TRADERS U.S. LLC15,625$172,0000.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("AOHY"). AOHY price history · All 13F data

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