13F Insight
DOSSIER · 13F Holders · Q3 2026
UYLD

ANGEL OAK FUNDS TRUST

105 institutions still hold ANGEL OAK FUNDS TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 03463K752·105 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$769M
visible holders
Holders
105
filers reporting
Concentration
44.76%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q3 2026

105 institutions reported UYLD in Q3 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 44.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$344M6.9M0.51%Q3 202602
Focus Partners Wealth
CIK 0001542153
$54M1.1M0.06%Q2 202603
Gradient Investments LLC
CIK 0001542265
$53M1.0M0.75%Q3 202604
UBS Group AG
CIK 0001610520
$46M902K0.01%Q2 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$42M822K0.05%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$25M489K0.00%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$21M413K0.01%Q2 202608
LPL Financial LLC
CIK 0001403438
$17M328K0.00%Q2 202609
Greenwich Wealth Management LLC
CIK 0001439805
$16M317K0.66%Q1 202610
FIRST NATIONAL BANK OF OMAHA
CIK 0000036644
$16M303K0.44%Q2 202611
Heritage Trust Co
CIK 0001706028
$15M302K1.34%Q2 202612
STIFEL FINANCIAL CORP
CIK 0000720672
$15M297K0.01%Q2 202613
Janney Montgomery Scott LLC
CIK 0001329948
$14M273K0.03%Q1 202614
Richard P Slaughter Associates Inc
CIK 0001811783
$14M271K2.72%Q3 202615
IFC Advisors LLC
CIK 0002053348
$14M269K1.74%Q2 202616
Mason & Associates Inc
CIK 0001917686
$14M269K2.21%Q2 202617
STEEL GROVE CAPITAL ADVISORS, LLC
CIK 0001166308
$13M253K1.14%Q3 202618
ISLAY CAPITAL MANAGEMENT, LLC
CIK 0001738560
$13M251K5.98%Q3 202619
Crescent Grove Advisors, LLC
CIK 0001713520
$12M240K1.03%Q3 202620
MIDLAND WEALTH ADVISORS LLC
CIK 0001990058
$12M233K0.56%Q2 2026
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