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 | No change | 480,470 | 23,711 | 0.36% | 0.36% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Angel Oak Capital Advisors, LLC | History | No change | 95,400 | 4,707 | 5.94% | 5.94% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,052 | 249 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | Reduced | 128 | 5 | 0.0% | 0.0% | 4 | -15 | -10.49% | Q3 2026 | Nov 10, 2026 |