Angel Oak Funds Trust - CARY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 4,791,541 | 99,786 | 0.01% | 0.0% | 1 | +1,593,932 | 49.85% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,915,782 | 81,548 | 0.01% | 0.01% | 2 | +204,673 | 5.52% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 3,133,739 | 65,261 | 1.27% | 1.46% | 3 | +227,114 | 7.81% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 2,174,367 | 45,283 | 0.01% | 0.0% | 4 | +673,805 | 44.9% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | No change | 1,419,626 | 29,684 | 0.03% | 0.05% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 1,152,894 | 24,009 | 6.08% | 6.05% | 6 | +71,751 | 6.64% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,091,627 | 22,733 | 0.03% | 0.03% | 7 | +59,730 | 5.79% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,050,841 | 21,884 | 0.01% | 0.01% | 8 | +287,858 | 37.73% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 962,869 | 20,052 | 0.0% | 0.0% | 9 | -31,560 | -3.17% | Q4 2025 | Feb 10, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 647,945 | 13,493 | 1.19% | 1.15% | 10 | +31,839 | 5.17% | Q4 2025 | Feb 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 552,275 | 11,501 | 0.02% | 0.02% | 11 | -13,853 | -2.45% | Q4 2025 | Feb 13, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 523,639 | 10,998 | 1.02% | 1.08% | 12 | -16,632 | -3.08% | Q4 2025 | Feb 11, 2026 |
| MBL Wealth, LLC | History | Added to | 520,038 | 10,830 | 0.87% | 0.89% | 13 | +31,933 | 6.54% | Q4 2025 | Jan 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 482,353 | 10,045 | 0.0% | 0.0% | 14 | -45,939 | -8.7% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 434,323 | 9,045 | 0.01% | 0.01% | 15 | +43,625 | 11.17% | Q4 2025 | Feb 13, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 390,740 | 8,137 | 0.36% | 0.23% | 16 | +165,564 | 73.53% | Q4 2025 | Feb 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 388,632 | 8,093 | 0.14% | 0.17% | 17 | +11,561 | 3.07% | Q4 2025 | Feb 19, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 367,485 | 7,653 | 0.41% | 0.54% | 18 | -171,659 | -31.84% | Q4 2025 | Feb 12, 2026 |
| Legacy CG, LLC | History | Reduced | 357,382 | 7,442 | 2.08% | 2.14% | 19 | -5,797 | -1.6% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Added to | 327,082 | 6,811 | 0.0% | 0.0% | 20 | +36,315 | 12.49% | Q4 2025 | Feb 11, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 248,460 | 5,174 | 2.82% | 2.86% | 21 | -12,345 | -4.73% | Q4 2025 | Jan 28, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 213,337 | 4,442 | 1.44% | 1.31% | 22 | +19,427 | 10.02% | Q4 2025 | Jan 30, 2026 |
| Heritage Trust Co | History | Added to | 175,417 | 3,653 | 0.37% | 0.35% | 23 | +18,474 | 11.77% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 173,579 | 3,614 | 0.07% | 0.01% | 24 | +159,418 | 1125.75% | Q4 2025 | Jan 14, 2026 |
| Atria Investments, Inc | History | Reduced | 125,211 | 2,607 | 0.03% | 0.03% | 25 | -8,511 | -6.36% | Q4 2025 | Feb 05, 2026 |
| Mendel Money Management | History | Reduced | 123,778 | 2,577 | 1.08% | 1.1% | 26 | -1,730 | -1.38% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | Added to | 122,885 | 2,559 | 0.05% | 0.05% | 27 | +18,253 | 17.44% | Q4 2025 | Feb 03, 2026 |
| Weaver Consulting Group | History | New | 108,850 | 2,266 | 0.55% | — | 28 | +108,850 | New | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 106,580 | 2,219 | 0.19% | 0.13% | 29 | +31,685 | 42.31% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 101,096 | 2,105 | 0.01% | 0.01% | 30 | +344 | 0.34% | Q4 2025 | Feb 18, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 100,056 | 2,083 | 0.79% | 0.81% | 31 | -4,502 | -4.31% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 99,611 | 2,074 | 0.0% | 0.0% | 32 | +26,781 | 36.77% | Q4 2025 | Mar 16, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 95,399 | 1,986 | 0.0% | 0.0% | 33 | +588 | 0.62% | Q4 2025 | Feb 02, 2026 |
| J. Team Financial, Inc. | History | Added to | 94,104 | 1,959 | 1.96% | 1.98% | 34 | +845 | 0.91% | Q4 2025 | Jan 29, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 91,241 | 1,900 | 0.03% | 0.04% | 35 | -67,160 | -42.4% | Q4 2025 | Feb 02, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 89,150 | 1,856 | 1.09% | 0.32% | 36 | +61,950 | 227.76% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 87,278 | 1,817 | 0.01% | 0.01% | 37 | -11,206 | -11.38% | Q4 2025 | Feb 13, 2026 |
| Able Wealth Management LLC | History | Added to | 85,012 | 1,770 | 0.56% | 0.57% | 38 | +12,770 | 17.68% | Q4 2025 | Jan 27, 2026 |
| Rareview Capital LLC | History | Added to | 82,798 | 1,722 | 1.12% | 0.97% | 39 | +6,182 | 8.07% | Q4 2025 | Jan 29, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 82,414 | 1,716 | 0.42% | 0.45% | 40 | -2,418 | -2.85% | Q4 2025 | Jan 28, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 78,786 | 1,640 | 0.06% | 0.09% | 41 | -33,376 | -29.76% | Q4 2025 | Jan 27, 2026 |
| Sonoma Allocations LLC | History | Reduced | 76,717 | 1,604 | 0.53% | 0.88% | 42 | -38,807 | -33.59% | Q4 2025 | Feb 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 75,352 | 1,569 | 0.01% | 0.01% | 43 | -5,573 | -6.89% | Q4 2025 | Jan 29, 2026 |
| 9823 Capital, L.P. | History | New | 67,183 | 1,399 | 0.96% | — | 44 | +67,183 | New | Q4 2025 | Feb 17, 2026 |
| Lewis Asset Management, LLC | History | Added to | 63,875 | 1,330 | 0.54% | 0.2% | 45 | +40,074 | 168.37% | Q4 2025 | Jan 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 55,820 | 1,162 | 0.0% | — | 46 | +55,820 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 54,095 | 1,127 | 0.0% | 0.0% | 47 | -299 | -0.55% | Q4 2025 | Feb 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 46,557 | 969 | 0.12% | 0.11% | 48 | +682 | 1.49% | Q4 2025 | Feb 13, 2026 |
| Noble Wealth Management PBC | History | Added to | 42,551 | 886 | 0.45% | 0.34% | 49 | +12,415 | 41.2% | Q4 2025 | Jan 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 40,406 | 841 | 0.01% | 0.01% | 50 | +19,811 | 96.19% | Q4 2025 | Jan 29, 2026 |
| Sage Mountain Advisors LLC | History | No change | 40,258 | 838 | 0.04% | 0.05% | 51 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Reduced | 34,887 | 726 | 0.0% | 0.0% | 52 | -935 | -2.61% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | New | 30,917 | 643 | 0.0% | — | 53 | +30,917 | New | Q4 2025 | Feb 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 26,028 | 542 | 0.0% | — | 54 | +26,028 | New | Q4 2025 | Feb 18, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 25,940 | 540 | 0.69% | — | 55 | +25,940 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 24,651 | 513 | 0.0% | 0.01% | 56 | -54,887 | -69.01% | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | Reduced | 23,580 | 491 | 0.02% | 0.02% | 57 | -2,871 | -10.85% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 22,467 | 467 | 0.0% | 0.0% | 58 | -55 | -0.24% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 20,947 | 436 | 0.01% | 0.01% | 59 | -156 | -0.74% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | New | 20,005 | 416 | 0.0% | — | 60 | +20,005 | New | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 19,624 | 408 | 0.0% | 0.0% | 61 | +2,920 | 17.48% | Q4 2025 | Feb 02, 2026 |
| Excelsior Advisor Network LLC | History | New | 19,300 | 401 | 0.19% | — | 62 | +19,300 | New | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 18,300 | 381 | 0.01% | 0.01% | 63 | -790 | -4.14% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 14,952 | 311 | 0.0% | — | 64 | +14,952 | New | Q4 2025 | Mar 25, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 14,647 | 305 | 0.0% | — | 65 | +14,647 | New | Q4 2025 | Feb 05, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 14,594 | 303 | 0.07% | 0.07% | 66 | -211 | -1.43% | Q4 2025 | Jan 16, 2026 |
| DAVENPORT & Co LLC | History | No change | 13,991 | 291 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 13,639 | 284 | 0.01% | 1.93% | 68 | -2,111,987 | -99.36% | Q4 2025 | Feb 11, 2026 |
| Argent Trust Co | History | Reduced | 11,250 | 234 | 0.01% | 0.01% | 69 | -2,000 | -15.09% | Q4 2025 | Feb 10, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 10,500 | 218 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 10,344 | 215 | 0.08% | 0.11% | 71 | -3,587 | -25.75% | Q4 2025 | Jan 08, 2026 |
| COMERICA BANK | History | Added to | 10,193 | 212 | 0.0% | 0.0% | 72 | +958 | 10.37% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 10,157 | 211 | 0.0% | 0.0% | 73 | +373 | 3.81% | Q4 2025 | Jan 20, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | No change | 9,949 | 207 | 0.05% | 0.06% | 74 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 9,777 | 203 | 0.0% | — | 75 | +9,777 | New | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 9,757 | 203 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 6,554 | 136 | 0.05% | 0.05% | 77 | +281 | 4.48% | Q4 2025 | Jan 21, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 5,659 | 117 | 0.05% | — | 78 | +5,659 | New | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,767 | 99 | 0.0% | 0.0% | 79 | -551 | -10.36% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,694 | 76 | 0.0% | 0.0% | 80 | +50 | 1.37% | Q4 2025 | Jan 23, 2026 |
| Signature Equity Partners, LLC | History | New | 1,666 | 34 | 0.02% | — | 81 | +1,666 | New | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 1,417 | 30 | 0.0% | — | 82 | +1,417 | New | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | New | 1,294 | 26 | 0.0% | — | 83 | +1,294 | New | Q4 2025 | Feb 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 1,058 | 22 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kingdom Financial Group LLC. | History | New | 495 | 10 | 0.0% | — | 85 | +495 | New | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 241 | 5 | 0.0% | 0.0% | 86 | -159 | -39.75% | Q4 2025 | Feb 17, 2026 |
| Davis Capital Management | History | No change | 288 | 5 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | New | 49 | 1 | 0.0% | — | 88 | +49 | New | Q4 2025 | Jan 23, 2026 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.06% | — | -24,269 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -11,556 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,951 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -454 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Networth Advisors, LLC | History | New | 47 | 0 | — | — | — | +47 | New | Q4 2025 | Jan 22, 2026 |
| FMR LLC | History | Reduced | 119 | 0 | — | — | — | -6 | -4.8% | Q4 2025 | Feb 17, 2026 |