Institutional Ownership
Angel Oak Funds Trust
CUSIP 03463K760INCOME ETFCARYQ1 2026
Institutional Holders
101
13F filers
Shares Held
37.83M
Aggregate institutional
Institutional Value
$804.10M
Q1 2026
Net New Holders
+11
17 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions17
Increased55
Decreased20
Sold out6
Institutional Holders
101 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 5.67M | $117.85M | +881.8K | Added |
| 2 | Bank Of America Corp /De/ | 4.95M | $102.86M | +4.95M | Added |
| 3 | Wells Fargo & Company/Mn | 4.38M | $91.00M | +465.0K | Added |
| 4 | Arkadios Wealth Advisors | 3.56M | $74.00M | +428.7K | Added |
| 5 | Ifc Advisors LLC | 2.97M | $61.72M | +2.97M | New |
| 6 | Ubs Group AG | 2.41M | $49.96M | +230.8K | Added |
| 7 | Focus Partners Wealth | 1.0K | $29.50M | −1.42M | Reduced |
| 8 | Raymond James Financial Inc | 1.32M | $27.39M | +267.9K | Added |
| 9 | Channel Wealth LLC | 1.20M | $24.89M | +45.1K | Added |
| 10 | Osaic Holdings, Inc. | 1.19M | $24.65M | +95.1K | Added |
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