DOSSIER · 13F Holders · Q1 2026CyclicalNet sold

MBS

ANGEL OAK FUNDS TRUST

36 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 03463K737·36 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 3.4%

vs prior quarter

13F value held

$126M

71.0% inst. owned

of float

Holders

36

+66 QoQ

filers reporting

Activity

+11 / −7

+911 added · −869 reduced

this quarter

Concentration

37.75%

OSAIC HOLDINGS, INC. #1

top holder share

AI Holders Summary · Q1 2026

36 institutions reported MBS in Q1 2026. OSAIC HOLDINGS, INC. leads at 37.8% of the visible book. +66 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

OSAIC HOLDINGS, INC.

$47M5.5M0.07%Q1 2026 02

NewEdge Wealth, LLC

$22M2.6M0.27%Q1 2026 03

ALTFEST L J & CO INC

$15M1.7M1.61%Q1 2026 04

NewEdge Advisors, LLC

$7M777K0.02%Q1 2026 05

Angel Oak Capital Advisors, LLC

$6M735K7.07%Q1 2026 06

$6M664K0.00%Q1 2026 07

ENVESTNET ASSET MANAGEMENT INC

$4M488K0.00%Q1 2026 08

MML INVESTORS SERVICES, LLC

$3M380K0.01%Q1 2026 09

Goldstone Financial Group, LLC

$3M296K0.28%Q1 2026 10

PATTEN & PATTEN INC/TN

$2M243K0.13%Q1 2026 11

LPL Financial LLC

$2M212K0.00%Q1 2026 12

J. Team Financial, Inc.

$1M160K1.55%Q1 2026 13

Embree Financial Group

$1M153K0.16%Q4 2025 14

RFG Advisory, LLC

$1M135K0.02%Q1 2026 15

Vontobel Holding Ltd.

$1M135K0.00%Q1 2026 16

United Asset Strategies, Inc.

$985,733114K0.08%Q1 2026 17

BENJAMIN EDWARDS INC

$769,43589K0.01%Q1 2026 18

BANK OF AMERICA CORP /DE/

$491,02257K0.00%Q1 2026 19

Requisite Capital Management, LLC

$322,99137K0.06%Q1 2026 20

Secure Asset Management, LLC

$310,02636K0.05%Q1 2026

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