Angel Oak Funds Trust - TRBF
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 | 352,537 | 17,442 | 0.28% | 0.3% | 1 | +40,864 | 13.11% | Q1 2026 | May 18, 2026 |
| Angel Oak Capital Advisors, LLC | History | Added to | 69,100 | 3,418 | 3.8% | 2.26% | 2 | +38,000 | 122.19% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 23,242 | 1,149 | 0.0% | 0.0% | 3 | -113 | -0.48% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,798 | 237 | 0.0% | — | 4 | +4,798 | New | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | New | 45 | 2 | 0.0% | — | 5 | +45 | New | Q1 2026 | May 05, 2026 |