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 | Added to | 3,857,687 | 42,164 | 0.69% | 0.74% | 1 | +422,647 | 12.3% | Q1 2026 | May 18, 2026 |
| Angel Oak Capital Advisors, LLC | History | Reduced | 690,973 | 7,552 | 8.39% | 15.66% | 2 | -279,952 | -28.83% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 439,152 | 4,799 | 0.0% | 0.0% | 3 | +15,861 | 3.75% | Q1 2026 | May 05, 2026 |
| NewEdge Wealth, LLC | History | Added to | 374,657 | 4,095 | 0.05% | 0.04% | 4 | +28,499 | 8.23% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 246,055 | 2,689 | 0.0% | 0.0% | 5 | -78,207 | -24.12% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 219,310 | 2,397 | 0.0% | 0.0% | 6 | +36,336 | 19.86% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 202,377 | 2,211 | 0.01% | 0.01% | 7 | +880 | 0.44% | Q1 2026 | Jun 02, 2026 |
| Equitable Holdings, Inc. | History | New | 181,450 | 2,014 | 0.01% | — | 8 | +181,450 | New | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 147,502 | 1,612 | 0.0% | 0.0% | 9 | +42,909 | 41.02% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 125,708 | 1,373 | 0.0% | 0.01% | 10 | -117,402 | -48.29% | Q1 2026 | May 04, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 108,176 | 1,182 | 0.33% | 0.34% | 11 | -7,841 | -6.76% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 99,297 | 1,085 | 0.01% | 0.01% | 12 | -10,202 | -9.32% | Q1 2026 | Apr 15, 2026 |
| MORGAN STANLEY | History | Added to | 62,326 | 681 | 0.0% | 0.0% | 13 | +12,665 | 25.5% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 59,654 | 652 | 0.04% | 0.04% | 14 | +3,901 | 7.0% | Q1 2026 | Apr 15, 2026 |
| IFP Advisors, Inc | History | Added to | 53,862 | 588 | 0.01% | 0.01% | 15 | +10,851 | 25.23% | Q1 2026 | Apr 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 52,035 | 568 | 0.0% | 0.0% | 16 | +8,977 | 20.85% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 46,190 | 504 | 0.0% | — | 17 | +46,190 | New | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 39,939 | 436 | 0.02% | 0.02% | 18 | +205 | 0.52% | Q1 2026 | Apr 27, 2026 |
| Lewis Asset Management, LLC | History | New | 26,137 | 285 | 0.12% | — | 19 | +26,137 | New | Q1 2026 | Apr 21, 2026 |
| Private Advisor Group, LLC | History | No change | 25,690 | 280 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Avantax Planning Partners, Inc. | History | New | 22,313 | 243 | 0.01% | — | 21 | +22,313 | New | Q1 2026 | May 04, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 17,201 | 188 | 0.0% | 0.0% | 22 | +1,000 | 6.17% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 14,575 | 159 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AlphaStar Capital Management, LLC | History | New | 14,362 | 156 | 0.01% | — | 24 | +14,362 | New | Q1 2026 | Apr 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 12,910 | 141 | 0.0% | 0.0% | 25 | +11,035 | 588.53% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | New | 12,490 | 136 | 0.0% | — | 26 | +12,490 | New | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 12,204 | 133 | 0.0% | 0.0% | 27 | -364 | -2.9% | Q1 2026 | Apr 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 11,759 | 129 | 0.01% | 0.01% | 28 | -344 | -2.84% | Q1 2026 | May 12, 2026 |
| TCFG Investment Advisors, LLC | History | New | 10,400 | 113 | 0.04% | — | 30 | +10,400 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 10,400 | 113 | 0.04% | 0.04% | 29 | +15 | 0.14% | Q1 2026 | Apr 23, 2026 |
| Davis Capital Management | History | No change | 1,079 | 11 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 155 | 1 | 0.0% | 0.0% | 32 | +6 | 4.03% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -620 | -100.0% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 143 | 0 | — | — | — | +5 | 3.62% | Q1 2026 | May 15, 2026 |