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

ANGEL OAK FUNDS TRUST

114 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 03463K760·114 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$928M
visible holders
Holders
114
filers reporting
Concentration
20.14%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

114 institutions reported CARY in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 20.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$187M9.0M0.01%Q2 202602
MORGAN STANLEY
CIK 0000895421
$169M8.2M0.01%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$114M5.5M0.02%Q2 202604
UBS Group AG
CIK 0001610520
$67M3.2M0.01%Q2 202605
IFC Advisors LLC
CIK 0002053348
$62M3.0M7.84%Q2 202606
Arkadios Wealth Advisors
CIK 0001800798
$60M2.9M0.91%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$31M1.5M0.01%Q2 202608
Focus Partners Wealth
CIK 0001542153
$30M1.5M0.03%Q2 202609
CHANNEL WEALTH LLC
CIK 0001975550
$28M1.3M6.24%Q2 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$25M1.2M0.03%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$23M1.1M0.01%Q2 202612
N10 WEALTH, LLC
CIK 0002146357
$21M1.0M7.42%Q2 202613
Bank of New York Mellon Corp
CIK 0001390777
$19M938K0.00%Q2 202614
EP Wealth Advisors, LLC
CIK 0001540569
$19M902K0.07%Q2 202615
Tortoise Investment Management, LLC
CIK 0001599511
$14M651K1.01%Q2 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$12M597K0.01%Q2 202617
LPL Financial LLC
CIK 0001403438
$12M565K0.00%Q2 202618
Crescent Grove Advisors, LLC
CIK 0001713520
$12M562K0.98%Q2 202619
Baird Financial Group, Inc.
CIK 0001648711
$11M553K0.02%Q2 202620
MBL Wealth, LLC
CIK 0001845785
$11M531K0.75%Q2 2026
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