13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
UYLD

ANGEL OAK FUNDS TRUST

102 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 03463K752·102 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.8%
vs prior quarter
13F value held
$846M
48.0% inst. owned
of float
Holders
102
-58 QoQ
filers reporting
Activity
+71 / −6
+901 added · −862 reduced
this quarter
Concentration
49.91%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

102 institutions reported UYLD in Q1 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 49.9% of the visible book. -58 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$422M8.4M0.86%Q1 202602
Focus Partners Wealth
CIK 0001542153
$58M1.1M0.07%Q4 202503
Gradient Investments LLC
CIK 0001542265
$55M1.1M0.85%Q1 202604
UBS Group AG
CIK 0001610520
$50M979K0.01%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$42M831K0.06%Q1 202606
Richard P Slaughter Associates Inc
CIK 0001811783
$34M673K7.42%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$20M397K0.00%Q1 202608
Crescent Grove Advisors, LLC
CIK 0001713520
$18M349K1.66%Q4 202509
IFC Advisors LLC
CIK 0002053348
$16M314K2.29%Q1 202610
Heritage Trust Co
CIK 0001706028
$15M297K1.52%Q1 202611
FIRST NATIONAL BANK OF OMAHA
CIK 0000036644
$15M288K0.45%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M277K0.00%Q1 202613
STEEL GROVE CAPITAL ADVISORS, LLC
CIK 0001166308
$14M273K1.47%Q1 202614
MIDLAND WEALTH ADVISORS LLC
CIK 0001990058
$13M250K0.66%Q1 202615
COUNTRY CLUB BANK
CIK 0000824325
$12M230K0.70%Q3 202516
STIFEL FINANCIAL CORP
CIK 0000720672
$12M226K0.01%Q1 202617
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$9M184K0.12%Q1 202618
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$9M177K0.20%Q1 202619
ISLAY CAPITAL MANAGEMENT, LLC
CIK 0001738560
$9M175K4.55%Q1 202620
Kestra Advisory Services, LLC
CIK 0001830819
$9M170K0.03%Q1 2026
Page 1 of 6
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