DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
TRBF

ANGEL OAK FUNDS TRUST

5 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 03463K729·5 13F holders·last filed Mar 31, 2026
Market cap
8.5%
vs prior quarter
13F value held
$22M
52.0% inst. owned
of float
Holders
5
-39 QoQ
filers reporting
Activity
+31 / −80
+941 added · −819 reduced
this quarter
Concentration
78.33%
Arkadios Wealth Advisors #1
top holder share
AI Holders Summary · Q1 2026

5 institutions reported TRBF in Q1 2026. Arkadios Wealth Advisors leads at 78.3% of the visible book. -39 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Arkadios Wealth Advisors
CIK 0001800798
$17M353K0.28%Q1 2026
02
Angel Oak Capital Advisors, LLC
CIK 0001613158
$3M69K3.80%Q1 2026
03
CITADEL ADVISORS LLC
CIK 0001423053
$1M23K0.00%Q4 2025
04
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$237,3885K0.00%Q1 2026
05
UBS Group AG
CIK 0001610520
$2,226450.00%Q1 2026