Angel Oak Funds Trust - CARY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 8,992,908 | 186,872 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 8,156,835 | 169,499 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,508,838 | 114,473 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 3,210,615 | 66,716 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFC Advisors LLC | History | No change | 2,973,070 | 61,780 | 7.84% | 7.84% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 2,889,043 | 60,034 | 0.91% | 0.91% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,479,191 | 30,737 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 1,466,700 | 30,478 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHANNEL WEALTH LLC | History | No change | 1,339,350 | 27,831 | 6.24% | 6.24% | 9 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,214,579 | 25,238 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,107,410 | 23,011 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| N10 WEALTH, LLC | History | No change | 1,006,181 | 20,908 | 7.42% | 7.42% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 937,679 | 19,484 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EP Wealth Advisors, LLC | History | No change | 902,108 | 18,745 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tortoise Investment Management, LLC | History | No change | 651,023 | 13,528 | 1.01% | 1.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 596,599 | 12,397 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 565,204 | 11,744 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 561,797 | 11,730 | 0.98% | 0.98% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 552,850 | 11,488 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MBL Wealth, LLC | History | No change | 530,615 | 11,026 | 0.75% | 0.75% | 20 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Greenwich Wealth Management LLC | History | No change | 490,759 | 10,198 | 0.37% | 0.37% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 469,008 | 9,745 | 2.62% | 2.62% | 22 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 430,895 | 8,953 | 0.14% | 0.14% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OneAscent Financial Services LLC | History | No change | 417,876 | 8,683 | 0.42% | 0.42% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy CG, LLC | History | No change | 412,073 | 8,562 | 2.19% | 2.19% | 25 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 359,102 | 7,225 | 0.13% | 0.16% | 26 | -44,714 | -11.07% | Q3 2026 | Oct 13, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 356,711 | 7,177 | 0.45% | 0.46% | 27 | -10,534 | -2.87% | Q3 2026 | Oct 13, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | No change | 298,053 | 6,193 | 0.36% | 0.36% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 274,920 | 5,712 | 0.11% | 0.11% | 29 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 274,360 | 5,701 | 2.81% | 2.81% | 30 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 252,589 | 5,248 | 0.28% | 0.28% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 208,150 | 4,325 | 1.3% | 1.3% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 203,620 | 4,231 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Heritage Trust Co | History | No change | 199,018 | 4,135 | 0.36% | 0.36% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Weaver Consulting Group | History | Added to | 181,388 | 3,649 | 0.71% | 0.62% | 35 | +35,684 | 24.49% | Q3 2026 | Oct 07, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 178,995 | 3,601 | 0.38% | 0.28% | 36 | +48,215 | 36.87% | Q3 2026 | Oct 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 159,443 | 3,313 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mendel Money Management | History | No change | 158,094 | 3,285 | 1.2% | 1.2% | 38 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sonoma Allocations LLC | History | No change | 154,425 | 3,206 | 1.0% | 1.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 140,367 | 2,916 | 0.88% | 0.88% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 137,884 | 2,865 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 122,946 | 2,554 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 118,877 | 2,470 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rareview Capital LLC | History | No change | 110,405 | 2,296 | 1.28% | 1.28% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 109,845 | 2,282 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OneAscent Wealth Management LLC | History | No change | 109,382 | 2,272 | 0.68% | 0.68% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 105,505 | 2,192 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J. Team Financial, Inc. | History | No change | 105,156 | 2,185 | 2.12% | 2.12% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 104,900 | 2,179 | 1.01% | 1.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | Added to | 105,634 | 2,125 | 0.95% | 0.9% | 50 | +8,373 | 8.61% | Q3 2026 | Oct 01, 2026 |
| Lewis Asset Management, LLC | History | No change | 99,041 | 2,058 | 0.72% | 0.72% | 51 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gotham Asset Management, LLC | History | No change | 95,969 | 1,994 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 93,573 | 1,944 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 93,164 | 1,936 | 0.16% | 0.16% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 92,386 | 1,919 | 0.25% | 0.25% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 84,846 | 1,763 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 80,379 | 1,670 | 0.5% | 0.5% | 57 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Able Wealth Management LLC | History | Reduced | 81,608 | 1,639 | 0.36% | 0.39% | 58 | -260 | -0.32% | Q3 2026 | Oct 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 73,587 | 1,529 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 9823 Capital, L.P. | History | No change | 70,899 | 1,473 | 0.99% | 0.99% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 55,793 | 1,159 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 55,156 | 1,146 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Belpointe Asset Management LLC | History | No change | 54,635 | 1,135 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 51,747 | 1,075 | 0.12% | 0.12% | 64 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 50,955 | 1,059 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 45,439 | 944 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 43,377 | 901 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 43,269 | 899 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sage Mountain Advisors LLC | History | No change | 40,258 | 836 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 40,068 | 832 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 37,746 | 784 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Independent Wealth Advisors LLC | History | No change | 29,170 | 606 | 0.55% | 0.55% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFG Advisors | History | No change | 27,399 | 569 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GeoWealth Management, LLC | History | No change | 26,474 | 550 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 25,152 | 525 | 0.14% | 0.14% | 75 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 23,652 | 491 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | No change | 23,524 | 488 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 22,814 | 474 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21,995 | 442 | 0.0% | 0.0% | 79 | +517 | 2.41% | Q3 2026 | Oct 08, 2026 |
| IHT Wealth Management, LLC | History | No change | 21,147 | 439 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | No change | 21,291 | 428 | 0.11% | 0.11% | 81 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| CreativeOne Wealth, LLC | History | No change | 19,737 | 410 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 19,379 | 402 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 16,987 | 352 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | New | 15,929 | 320 | 0.02% | — | 85 | +15,929 | New | Q3 2026 | Oct 08, 2026 |
| Argent Trust Co | History | No change | 15,250 | 316 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 15,139 | 314 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| N10 ASSETS, LLC | History | No change | 14,123 | 293 | 0.13% | 0.13% | 88 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| DAVENPORT & Co LLC | History | No change | 13,983 | 290 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 13,893 | 288 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 13,854 | 287 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M Holdings Securities, Inc. | History | No change | 11,484 | 239 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversified Portfolios, Inc. | History | No change | 10,600 | 220 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 10,500 | 218 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Everest Financial Group LLC | History | No change | 9,774 | 203 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 9,757 | 202 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 6,500 | 135 | 0.08% | 0.08% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 5,893 | 122 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Raleigh Capital Management Inc. | History | No change | 5,871 | 121 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quent Capital, LLC | History | No change | 4,180 | 86 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,883 | 39 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 1,046 | 21 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 702 | 14 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group LLC. | History | No change | 495 | 10 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 301 | 6 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Davis Capital Management | History | No change | 288 | 5 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 179 | 3 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 101 | 2 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 91 | 1 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 131 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Networth Advisors, LLC | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |