Angel Oak Funds Trust - AOHY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Arkadios Wealth Advisors | History | Added to | 3,435,040 | 38,128 | 0.74% | 0.8% | 1 | +461,380 | 15.52% | Q4 2025 | Feb 13, 2026 |
| Angel Oak Capital Advisors, LLC | History | Reduced | 970,925 | 10,777 | 15.66% | 12.06% | 2 | -399,941 | -29.17% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 423,291 | 4,698 | 0.0% | 0.0% | 3 | +84,347 | 24.89% | Q4 2025 | Jan 29, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 346,158 | 3,842 | 0.04% | 0.11% | 4 | -340,022 | -49.55% | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 324,262 | 3,599 | 0.0% | 0.0% | 5 | +12,117 | 3.88% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 243,110 | 2,698 | 0.01% | 0.01% | 6 | +27,119 | 12.56% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 201,497 | 2,236 | 0.01% | 0.02% | 7 | -169,596 | -45.7% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Reduced | 182,974 | 2,031 | 0.0% | 0.0% | 8 | -5,948 | -3.15% | Q4 2025 | Feb 11, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 116,017 | 1,287 | 0.34% | 0.44% | 9 | -36,179 | -23.77% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 109,499 | 1,215 | 0.01% | 0.01% | 10 | -24,064 | -18.02% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 104,593 | 1,160 | 0.0% | 0.0% | 11 | +54,693 | 109.61% | Q4 2025 | Feb 18, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 55,753 | 618 | 0.04% | 0.04% | 12 | +1,641 | 3.03% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | New | 49,661 | 551 | 0.0% | — | 13 | +49,661 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 43,058 | 477 | 0.0% | 0.0% | 14 | -7,591 | -14.99% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 43,011 | 477 | 0.01% | 0.01% | 15 | +2,073 | 5.06% | Q4 2025 | Feb 06, 2026 |
| PFG Investments, LLC | History | Added to | 39,734 | 441 | 0.02% | 0.02% | 16 | +2,821 | 7.64% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Reduced | 25,690 | 285 | 0.0% | 0.0% | 17 | -4,525 | -14.98% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | No change | 16,201 | 179 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 14,575 | 161 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 12,568 | 139 | 0.0% | — | 20 | +12,568 | New | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 12,103 | 134 | 0.01% | 0.01% | 21 | +1,168 | 10.68% | Q4 2025 | Feb 13, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 10,385 | 115 | 0.04% | 0.05% | 22 | +13 | 0.13% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,875 | 21 | 0.0% | — | 23 | +1,875 | New | Q4 2025 | Feb 17, 2026 |
| Davis Capital Management | History | No change | 1,079 | 11 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 620 | 6 | 0.0% | 0.0% | 25 | -9,733 | -94.01% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | New | 149 | 1 | 0.0% | — | 26 | +149 | New | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105,992 | -100.0% | Q3 2025 | Oct 22, 2025 |
| FLAGSTAR ADVISORS INC | History | Closed out | 0 | 0 | — | 0.11% | — | -31,494 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -14,605 | -100.0% | Q3 2025 | Oct 24, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,103 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FMR LLC | History | Added to | 138 | 0 | — | — | — | +7 | 5.34% | Q4 2025 | Feb 17, 2026 |