Institutional Ownership
Angel Oak Funds Trust
CUSIP 03463K752OAK ULTRASHORTUYLDQ1 2026
Institutional Holders
97
13F filers
Shares Held
19.52M
Aggregate institutional
Institutional Value
$958.81M
Q1 2026
Net New Holders
+12
18 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions18
Increased43
Decreased25
Sold out6
Institutional Holders
97 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | 8.37M | $422.09M | −2.55M | Reduced |
| 2 | Focus Partners Wealth | 1.08M | $55.17M | −45.5K | Reduced |
| 3 | Gradient Investments LLC | 1.08M | $55.00M | −301.3K | Reduced |
| 4 | Ubs Group AG | 978.9K | $49.96M | +175.2K | Added |
| 5 | Osaic Holdings, Inc. | 830.9K | $42.41M | +26.7K | Added |
| 6 | Richard P Slaughter Associates Inc | 673.0K | $34.35M | +5.1K | Added |
| 7 | Wells Fargo & Company/Mn | 397.5K | $20.29M | −40.4K | Reduced |
| 8 | Ifc Advisors LLC | 313.9K | $16.02M | +88.8K | Added |
| 9 | Heritage Trust Co | 296.8K | $15.15M | +12.4K | Added |
| 10 | First National Bank Of Omaha | 287.6K | $14.73M | +29.6K | Added |
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