13F Insight
DOSSIER · 13F Holders · Q1 2026
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
—
13F value held
$128M
visible holders
Holders
36
filers reporting
Concentration
37.14%
OSAIC HOLDINGS, INC. #1
top holder share
AI Holders Summary · Q1 2026

36 institutions reported MBS in Q1 2026. OSAIC HOLDINGS, INC. leads at 37.1% 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
$47M5.5M0.07%Q1 202602
NewEdge Wealth, LLC
CIK 0001861796
$22M2.6M0.27%Q1 202603
ALTFEST L J & CO INC
CIK 0000712050
$15M1.7M1.61%Q1 202604
NewEdge Advisors, LLC
CIK 0001633516
$7M777K0.02%Q1 202605
Angel Oak Capital Advisors, LLC
CIK 0001613158
$6M735K7.07%Q1 202606
UBS Group AG
CIK 0001610520
$6M664K0.00%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M488K0.00%Q1 202608
MML INVESTORS SERVICES, LLC
CIK 0000701059
$3M380K0.01%Q1 202609
Goldstone Financial Group, LLC
CIK 0002040021
$3M296K0.28%Q1 202610
Embree Financial Group
CIK 0002020860
$2M246K0.21%Q2 202611
PATTEN & PATTEN INC/TN
CIK 0001044905
$2M243K0.13%Q1 202612
LPL Financial LLC
CIK 0001403438
$2M212K0.00%Q1 202613
J. Team Financial, Inc.
CIK 0002107629
$1M160K1.55%Q1 202614
RFG Advisory, LLC
CIK 0001633387
$1M146K0.02%Q2 202615
Farther Finance Advisors, LLC
CIK 0001992825
$1M136K0.01%Q2 202616
Vontobel Holding Ltd.
CIK 0001588340
$1M135K0.00%Q1 202617
United Asset Strategies, Inc.
CIK 0001539948
$986K114K0.07%Q2 202618
BENJAMIN EDWARDS INC
CIK 0001451623
$769K89K0.01%Q1 202619
Q3 Asset Management
CIK 0001732543
$659K76K0.16%Q1 202620
BANK OF AMERICA CORP /DE/
CIK 0000070858
$491K57K0.00%Q1 2026
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