13F Insight
DOSSIER · 13F Holders · Q2 2026
AOHY

ANGEL OAK FUNDS TRUST

36 institutions still hold ANGEL OAK FUNDS TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 03463K745·36 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$74M
visible holders
Holders
36
filers reporting
Concentration
50.20%
Arkadios Wealth Advisors #1
top holder share
AI Holders Summary · Q2 2026

36 institutions reported AOHY in Q2 2026. Arkadios Wealth Advisors leads at 50.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Arkadios Wealth Advisors
CIK 0001800798
$37M3.4M0.56%Q2 202602
Angel Oak Capital Advisors, LLC
CIK 0001613158
$7M591K8.20%Q2 202603
UBS Group AG
CIK 0001610520
$5M449K0.00%Q2 202604
NewEdge Wealth, LLC
CIK 0001861796
$4M382K0.04%Q2 202605
Equitable Holdings, Inc.
CIK 0001333986
$3M265K0.02%Q2 202606
LPL Financial LLC
CIK 0001403438
$3M256K0.00%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M244K0.00%Q2 202608
NewEdge Advisors, LLC
CIK 0001633516
$2M202K0.01%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M178K0.00%Q2 202610
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M165K0.00%Q2 202611
Breakwater Capital Group
CIK 0001964309
$1M112K0.15%Q2 202612
WBI INVESTMENTS, LLC
CIK 0001397424
$1M98K0.27%Q2 202613
Merit Financial Group, LLC
CIK 0001621225
$982K89K0.01%Q2 202614
IFP Advisors, Inc
CIK 0001641866
$719K65K0.01%Q2 202615
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$660K60K0.04%Q2 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$569K52K0.00%Q1 202617
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
CIK 0001748861
$476K43K0.05%Q2 202618
MORGAN STANLEY
CIK 0000895421
$466K42K0.00%Q2 202619
Lewis Asset Management, LLC
CIK 0002004520
$304K28K0.11%Q2 202620
Avantax Planning Partners, Inc.
CIK 0001005441
$298K27K0.01%Q2 2026
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