13F Insight
DOSSIER · 13F Holders · Q2 2026
UYLD

ANGEL OAK FUNDS TRUST

106 institutions still hold ANGEL OAK FUNDS TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 03463K752·106 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$916M
visible holders
Holders
106
filers reporting
Concentration
53.79%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

106 institutions reported UYLD in Q2 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 53.8% 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
$493M9.8M0.82%Q2 202602
Focus Partners Wealth
CIK 0001542153
$58M1.1M0.07%Q4 202503
Gradient Investments LLC
CIK 0001542265
$52M1.0M0.72%Q2 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
$21M408K4.08%Q2 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$20M397K0.00%Q1 202608
Crescent Grove Advisors, LLC
CIK 0001713520
$18M349K1.66%Q4 202509
Greenwich Wealth Management LLC
CIK 0001439805
$16M317K0.66%Q1 202610
IFC Advisors LLC
CIK 0002053348
$16M314K2.29%Q1 202611
Heritage Trust Co
CIK 0001706028
$15M297K1.52%Q1 202612
FIRST NATIONAL BANK OF OMAHA
CIK 0000036644
$15M288K0.45%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M277K0.00%Q1 202614
STEEL GROVE CAPITAL ADVISORS, LLC
CIK 0001166308
$14M273K1.47%Q1 202615
Janney Montgomery Scott LLC
CIK 0001329948
$14M273K0.03%Q1 202616
Mason & Associates Inc
CIK 0001917686
$14M269K2.21%Q2 202617
MIDLAND WEALTH ADVISORS LLC
CIK 0001990058
$12M233K0.56%Q2 202618
COUNTRY CLUB BANK
CIK 0000824325
$12M230K0.70%Q3 202519
STIFEL FINANCIAL CORP
CIK 0000720672
$12M226K0.01%Q1 202620
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$9M184K0.12%Q1 2026
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