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

ANGEL OAK FUNDS TRUST

40 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 03463K737·40 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$120M
visible holders
Holders
40
filers reporting
Concentration
38.27%
OSAIC HOLDINGS, INC. #1
top holder share
AI Holders Summary · Q2 2026

40 institutions reported MBS in Q2 2026. OSAIC HOLDINGS, INC. leads at 38.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
OSAIC HOLDINGS, INC.
CIK 0001677044
$46M5.3M0.05%Q2 202602
NewEdge Wealth, LLC
CIK 0001861796
$19M2.2M0.19%Q2 202603
ALTFEST L J & CO INC
CIK 0000712050
$11M1.2M1.03%Q2 202604
Goldstone Financial Group, LLC
CIK 0002040021
$7M798K0.63%Q2 202605
UBS Group AG
CIK 0001610520
$6M708K0.00%Q2 202606
NewEdge Advisors, LLC
CIK 0001633516
$5M583K0.01%Q2 202607
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M485K0.01%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M476K0.00%Q2 202609
Angel Oak Capital Advisors, LLC
CIK 0001613158
$3M375K4.08%Q2 202610
Embree Financial Group
CIK 0002020860
$2M246K0.21%Q2 202611
PATTEN & PATTEN INC/TN
CIK 0001044905
$2M242K0.11%Q2 202612
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M179K0.00%Q2 202613
LPL Financial LLC
CIK 0001403438
$1M172K0.00%Q2 202614
J. Team Financial, Inc.
CIK 0002107629
$1M157K1.32%Q2 202615
RFG Advisory, LLC
CIK 0001633387
$1M146K0.02%Q2 202616
Farther Finance Advisors, LLC
CIK 0001992825
$1M136K0.01%Q2 202617
Vontobel Holding Ltd.
CIK 0001588340
$1M135K0.00%Q2 202618
United Asset Strategies, Inc.
CIK 0001539948
$986K114K0.07%Q2 202619
CITADEL ADVISORS LLC
CIK 0001423053
$918K106K0.00%Q2 202620
BENJAMIN EDWARDS INC
CIK 0001451623
$823K95K0.01%Q2 2026
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