13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
CARY

ANGEL OAK FUNDS TRUST

105 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 03463K760·105 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.0%
vs prior quarter
13F value held
$731M
46.0% inst. owned
of float
Holders
105
+84 QoQ
filers reporting
Activity
+29 / −88
+782 added · −707 reduced
this quarter
Concentration
16.12%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

105 institutions reported CARY in Q1 2026. MORGAN STANLEY leads at 16.1% of the visible book. +84 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$118M5.7M0.01%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$103M5.0M0.01%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$91M4.4M0.02%Q1 202604
Arkadios Wealth Advisors
CIK 0001800798
$74M3.6M1.21%Q1 202605
IFC Advisors LLC
CIK 0002053348
$62M3.0M8.83%Q1 202606
UBS Group AG
CIK 0001610520
$50M2.4M0.01%Q1 202607
Focus Partners Wealth
CIK 0001542153
$30M1.4M0.03%Q4 202508
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$27M1.3M0.01%Q1 202609
CHANNEL WEALTH LLC
CIK 0001975550
$25M1.2M6.03%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$25M1.2M0.04%Q1 202611
Executive Wealth Management, LLC
CIK 0001542611
$21M1.0M1.66%Q4 202412
Bank of New York Mellon Corp
CIK 0001390777
$20M947K0.00%Q1 202613
Tortoise Investment Management, LLC
CIK 0001599511
$14M663K1.14%Q1 202614
Baird Financial Group, Inc.
CIK 0001648711
$11M544K0.02%Q1 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M544K0.00%Q1 202616
MBL Wealth, LLC
CIK 0001845785
$11M541K0.85%Q1 202617
Crescent Grove Advisors, LLC
CIK 0001713520
$11M524K1.02%Q4 202518
STIFEL FINANCIAL CORP
CIK 0000720672
$10M505K0.01%Q1 202619
LPL Financial LLC
CIK 0001403438
$9M432K0.00%Q1 202620
Legacy CG, LLC
CIK 0001904825
$8M394K2.28%Q1 2026
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