Institutional Ownership
Angel Oak Funds Trust
CUSIP 03463K745HIGH YIELD OPPORAOHYQ1 2026
Institutional Holders
32
13F filers
Shares Held
7.00M
Aggregate institutional
Institutional Value
$76.49M
Q1 2026
Net New Holders
+4
6 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased15
Decreased7
Sold out2
Institutional Holders
32 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Arkadios Wealth Advisors | 3.86M | $42.16M | +422.6K | Added |
| 2 | Angel Oak Capital Advisors, LLC | 691.0K | $7.55M | −280.0K | Reduced |
| 3 | Ubs Group AG | 439.2K | $4.80M | +15.9K | Added |
| 4 | Newedge Wealth, LLC | 374.7K | $4.10M | +28.5K | Added |
| 5 | Envestnet Asset Management Inc | 246.1K | $2.69M | −78.2K | Reduced |
| 6 | Lpl Financial LLC | 219.3K | $2.40M | +36.3K | Added |
| 7 | Equitable Holdings, Inc. | 181.4K | $2.01M | +181.4K | New |
| 8 | Raymond James Financial Inc | 147.5K | $1.61M | +42.9K | Added |
| 9 | Mml Investors Services, LLC | 125.7K | $1.37M | −117.4K | Reduced |
| 10 | Wbi Investments, LLC | 108.2K | $1.18M | −7.8K | Reduced |
22 more institutional holders on Premium
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