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

ANGEL OAK FUNDS TRUST

108 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 03463K760·108 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$720M
visible holders
Holders
108
filers reporting
Concentration
16.36%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

108 institutions reported CARY in Q1 2026. MORGAN STANLEY leads at 16.4% 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
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
Bank of New York Mellon Corp
CIK 0001390777
$20M947K0.00%Q1 202612
Tortoise Investment Management, LLC
CIK 0001599511
$14M663K1.14%Q1 202613
Baird Financial Group, Inc.
CIK 0001648711
$11M544K0.02%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M544K0.00%Q1 202615
MBL Wealth, LLC
CIK 0001845785
$11M531K0.75%Q2 202616
Crescent Grove Advisors, LLC
CIK 0001713520
$11M524K1.02%Q4 202517
STIFEL FINANCIAL CORP
CIK 0000720672
$10M505K0.01%Q1 202618
Lifestyle Asset Management, Inc.
CIK 0001845675
$10M469K2.62%Q2 202619
Greenwich Wealth Management LLC
CIK 0001439805
$9M445K0.38%Q1 202620
LPL Financial LLC
CIK 0001403438
$9M432K0.00%Q1 2026
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