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 | New | 311,673 | 15,566 | 0.3% | — | 1 | +311,673 | New | Q4 2025 | Feb 13, 2026 |
| Angel Oak Capital Advisors, LLC | History | New | 31,100 | 1,553 | 2.26% | — | 2 | +31,100 | New | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | New | 23,355 | 1,166 | 0.0% | — | 3 | +23,355 | New | Q4 2025 | Feb 17, 2026 |