DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated

AOHY

ANGEL OAK FUNDS TRUST ANGEL OA

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

CUSIP 03463k745·33 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 3.5%

vs prior quarter

13F value held

$77M

66.0% inst. owned

of float

Holders

33

-95 QoQ

filers reporting

Activity

+39 / −48

+958 added · −882 reduced

this quarter

Concentration

54.82%

Arkadios Wealth Advisors #1

top holder share

AI Holders Summary · Q1 2026

33 institutions reported AOHY in Q1 2026. Arkadios Wealth Advisors leads at 54.8% of the visible book. -95 net institutions QoQ — distribution reading.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Arkadios Wealth Advisors

$42M3.9M0.69%Q1 2026 02

Angel Oak Capital Advisors, LLC

$8M691K8.39%Q1 2026 03

$5M439K0.00%Q1 2026 04

NewEdge Wealth, LLC

$4M375K0.05%Q1 2026 05

ENVESTNET ASSET MANAGEMENT INC

$3M246K0.00%Q1 2026 06

LPL Financial LLC

$2M219K0.00%Q1 2026 07

NewEdge Advisors, LLC

$2M202K0.01%Q1 2026 08

Equitable Holdings, Inc.

$2M181K0.01%Q1 2026 09

RAYMOND JAMES FINANCIAL INC

$2M148K0.00%Q1 2026 10

MML INVESTORS SERVICES, LLC

$1M126K0.00%Q1 2026 11

WBI INVESTMENTS, LLC

$1M108K0.33%Q1 2026 12

Merit Financial Group, LLC

$1M99K0.01%Q1 2026 13

$681,22362K0.00%Q1 2026 14

FIFTH THIRD SECURITIES, INC.

$652,01860K0.04%Q1 2026 15

IFP Advisors, Inc

$588,71254K0.01%Q1 2026 16

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$568,74352K0.00%Q1 2026 17

PFG Investments, LLC

$436,53640K0.02%Q1 2026 18

Lewis Asset Management, LLC

$285,67726K0.12%Q1 2026 19

Private Advisor Group, LLC

$280,79126K0.00%Q1 2026 20

Avantax Planning Partners, Inc.

$243,87622K0.01%Q1 2026

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