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

ANGEL OAK FUNDS TRUST

111 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 03463K760·111 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$724M
visible holders
Holders
111
filers reporting
Concentration
16.27%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

111 institutions reported CARY in Q1 2026. MORGAN STANLEY leads at 16.3% of the visible book.

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
IFC Advisors LLC
CIK 0002053348
$62M3.0M7.84%Q2 202605
Arkadios Wealth Advisors
CIK 0001800798
$60M2.9M0.91%Q2 202606
UBS Group AG
CIK 0001610520
$50M2.4M0.01%Q1 202607
Focus Partners Wealth
CIK 0001542153
$30M1.4M0.03%Q4 202508
CHANNEL WEALTH LLC
CIK 0001975550
$28M1.3M6.24%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$27M1.3M0.01%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$25M1.2M0.04%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$23M1.1M0.01%Q2 202612
Bank of New York Mellon Corp
CIK 0001390777
$19M938K0.00%Q2 202613
Tortoise Investment Management, LLC
CIK 0001599511
$14M651K1.01%Q2 202614
LPL Financial LLC
CIK 0001403438
$12M565K0.00%Q2 202615
Crescent Grove Advisors, LLC
CIK 0001713520
$12M562K0.98%Q2 202616
Baird Financial Group, Inc.
CIK 0001648711
$11M544K0.02%Q1 202617
MBL Wealth, LLC
CIK 0001845785
$11M531K0.75%Q2 202618
STIFEL FINANCIAL CORP
CIK 0000720672
$10M505K0.01%Q1 202619
Lifestyle Asset Management, Inc.
CIK 0001845675
$10M469K2.62%Q2 202620
Greenwich Wealth Management LLC
CIK 0001439805
$9M445K0.38%Q1 2026
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