13F Insight
DOSSIER · 13F Holders · Q1 2026
AOHY

ANGEL OAK FUNDS TRUST

37 institutions still hold ANGEL OAK FUNDS TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 03463K745·37 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$79M
visible holders
Holders
37
filers reporting
Concentration
53.35%
Arkadios Wealth Advisors #1
top holder share
AI Holders Summary · Q1 2026

37 institutions reported AOHY in Q1 2026. Arkadios Wealth Advisors leads at 53.3% 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
$42M3.9M0.69%Q1 202602
Angel Oak Capital Advisors, LLC
CIK 0001613158
$8M691K8.39%Q1 202603
UBS Group AG
CIK 0001610520
$5M439K0.00%Q1 202604
NewEdge Wealth, LLC
CIK 0001861796
$4M375K0.05%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M246K0.00%Q1 202606
LPL Financial LLC
CIK 0001403438
$2M219K0.00%Q1 202607
NewEdge Advisors, LLC
CIK 0001633516
$2M202K0.01%Q1 202608
Equitable Holdings, Inc.
CIK 0001333986
$2M181K0.01%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M148K0.00%Q1 202610
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M126K0.00%Q1 202611
Breakwater Capital Group
CIK 0001964309
$1M112K0.15%Q2 202612
MILLINGTON SECURITIES, LLC
CIK 0001449088
$1M108K0.33%Q1 202613
WBI INVESTMENTS, LLC
CIK 0001397424
$1M108K0.33%Q1 202614
Merit Financial Group, LLC
CIK 0001621225
$982K89K0.01%Q2 202615
IFP Advisors, Inc
CIK 0001641866
$719K65K0.01%Q2 202616
MORGAN STANLEY
CIK 0000895421
$681K62K0.00%Q1 202617
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$660K60K0.04%Q2 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$569K52K0.00%Q1 202619
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
CIK 0001748861
$476K43K0.05%Q2 202620
PFG Investments, LLC
CIK 0001973224
$437K40K0.02%Q1 2026
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