Angel Oak Funds Trust - AOHY
Detailed investor-level table based on 13F positions.
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 | No change | 3,375,960 | 37,153 | 0.56% | 0.56% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Angel Oak Capital Advisors, LLC | History | No change | 590,973 | 6,503 | 8.2% | 8.2% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 590,652 | 6,302 | 0.0% | 0.0% | 3 | +141,679 | 31.56% | Q3 2026 | Nov 10, 2026 |
| NewEdge Wealth, LLC | History | No change | 381,969 | 4,203 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | Added to | 281,254 | 3,000 | 0.0% | 0.0% | 5 | +25,046 | 9.78% | Q3 2026 | Nov 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 264,794 | 2,914 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 244,234 | 2,687 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Breakwater Capital Group | History | Added to | 246,528 | 2,630 | 0.31% | 0.15% | 8 | +134,274 | 119.62% | Q3 2026 | Oct 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 201,831 | 2,221 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 177,608 | 1,954 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 164,996 | 1,815 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 104,832 | 1,118 | 0.29% | 0.27% | 12 | +6,345 | 6.44% | Q3 2026 | Nov 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 85,993 | 917 | 0.01% | 0.01% | 13 | -3,255 | -3.65% | Q3 2026 | Nov 06, 2026 |
| IFP Advisors, Inc | History | Added to | 68,979 | 736 | 0.01% | 0.01% | 14 | +3,618 | 5.54% | Q3 2026 | Oct 16, 2026 |
| JANE STREET GROUP, LLC | History | No change | 64,838 | 713 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 43,268 | 476 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MORGAN STANLEY | History | No change | 42,341 | 465 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 41,857 | 446 | 0.0% | 0.0% | 18 | +31,584 | 307.45% | Q3 2026 | Oct 28, 2026 |
| Creative Planning | History | Added to | 35,417 | 377 | 0.0% | 0.0% | 19 | +9,727 | 37.86% | Q3 2026 | Nov 02, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 32,145 | 342 | 0.02% | 0.04% | 20 | -27,864 | -46.43% | Q3 2026 | Oct 21, 2026 |
| HighTower Advisors, LLC | History | New | 31,814 | 339 | 0.0% | — | 21 | +31,814 | New | Q3 2026 | Nov 09, 2026 |
| Lewis Asset Management, LLC | History | Added to | 28,887 | 310 | 0.11% | 0.11% | 22 | +1,241 | 4.49% | Q3 2026 | Oct 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 22,495 | 248 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | New | 22,024 | 242 | 0.01% | — | 24 | +22,024 | New | Q3 2026 | Nov 03, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 18,102 | 193 | 0.0% | 0.01% | 25 | -9,000 | -33.21% | Q3 2026 | Nov 03, 2026 |
| Wealthspire Advisors, LLC | History | No change | 16,201 | 178 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 15,625 | 172 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 14,575 | 160 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaStar Capital Management, LLC | History | New | 14,527 | 155 | 0.01% | — | 29 | +14,527 | New | Q3 2026 | Oct 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,181 | 141 | 0.0% | 0.0% | 30 | +851 | 6.9% | Q3 2026 | Nov 02, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 12,477 | 138 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 10,432 | 111 | 0.04% | 0.04% | 32 | +16 | 0.15% | Q3 2026 | Oct 20, 2026 |
| EP Wealth Advisors, LLC | History | No change | 10,013 | 110 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 9,198 | 98 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Larson Financial Group LLC | History | New | 7,738 | 82 | 0.0% | — | 35 | +7,738 | New | Q3 2026 | Nov 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 2,281 | 24 | 0.0% | — | 36 | +2,281 | New | Q3 2026 | Nov 04, 2026 |
| Davis Capital Management | History | No change | 1,079 | 11 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 157 | 1 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -20,632 | -100.0% | Q3 2026 | Oct 07, 2026 |
| James T. Borello RIA | History | Closed out | 0 | 0 | — | 0.0% | — | -439 | -100.0% | Q3 2026 | Oct 16, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -145 | -100.0% | Q3 2026 | Nov 10, 2026 |