ANGEL OAK FUNDS TRUST (AOHY)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
35
Reporting holders
$77.0M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | $37.2M | 3,375,960 | 0.56% | 10q | -12.5%-$5.3M |
| Angel Oak Capital Advisors, LLC | $6.5M | 590,973 | 8.20% | 7q | -14.5%-$1.1M |
| UBS Group AG | $4.9M | 448,973 | 0.00% | 10q | +2.2%+$108.1K |
| NewEdge Wealth, LLC | $4.2M | 381,969 | 0.04% | 7q | +2.0%+$80.5K |
| Equitable Holdings, Inc. | $2.9M | 264,794 | 0.02% | 2q | +45.9%+$917.2K |
| LPL Financial LLC | $2.8M | 256,208 | 0.00% | 10q | +16.8%+$406.1K |
| ENVESTNET ASSET MANAGEMENT INC | $2.7M | 244,234 | 0.00% | 10q | -0.7%-$20.0K |
| NewEdge Advisors, LLC | $2.2M | 201,831 | 0.01% | new | NEW |
| Merit Financial Group, LLC | $2.0M | 178,496 | 0.01% | 7q | +79.8%+$871.6K |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 177,608 | 0.00% | 5q | +20.4%+$331.3K |
| MML INVESTORS SERVICES, LLC | $1.8M | 164,996 | 0.00% | 10q | +31.3%+$432.4K |
| Breakwater Capital Group | $1.2M | 112,254 | 0.15% | new | NEW |
| WBI INVESTMENTS, LLC | $1.1M | 98,487 | 0.27% | 6q | -9.0%-$106.6K |
| IFP Advisors, Inc | $719.3K | 65,361 | 0.01% | 7q | +21.3%+$126.6K |
| JANE STREET GROUP, LLC | $713.6K | 64,838 | 0.00% | 10q | +24.6%+$140.9K |
| Fifth Third Securities, Inc. | $660.4K | 60,009 | 0.04% | 6q | +0.6%+$3.9K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $476.2K | 43,268 | 0.05% | new | NEW |
| MORGAN STANLEY | $466.0K | 42,341 | 0.00% | 3q | -32.1%-$219.9K |
| Lewis Asset Management, LLC | $304.3K | 27,646 | 0.11% | 2q | +5.8%+$16.6K |
| Avantax Planning Partners, Inc. | $298.3K | 27,102 | 0.01% | 2q | +21.5%+$52.7K |
| Creative Planning | $282.7K | 25,690 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $248.0K | 22,495 | 0.00% | 5q | +74.2%+$105.7K |
| Worth Asset Management, LLC | $227.1K | 20,632 | 0.07% | new | NEW |
| Wealthspire Advisors, LLC | $178.3K | 16,201 | 0.00% | 8q | -5.8%-$11.0K |
| STIFEL FINANCIAL CORP | $160.4K | 14,575 | 0.00% | 9q | HELD |
| Ausdal Financial Partners, Inc. | $138.1K | 12,477 | 0.01% | 4q | +6.1%+$7.9K |
| Kestra Advisory Services, LLC | $135.7K | 12,330 | 0.00% | 3q | +1.0%+$1.4K |
| TCFG Investment Advisors, LLC | $114.6K | 10,416 | 0.04% | 2q | HELD |
| Vise Technologies, Inc. | $113.1K | 10,273 | 0.00% | new | NEW |
| EP Wealth Advisors, LLC | $110.2K | 10,013 | 0.00% | 2q | -19.8%-$27.3K |
| IFG Advisory, LLC | $101.2K | 9,198 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $40.6K | 3,691 | 0.00% | new | NEW |
| Davis Capital Management | $11.9K | 1,079 | 0.01% | 8q | HELD |
| OSAIC HOLDINGS, INC. | $1.7K | 157 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $172 | 15,625 | 0.01% | new | NEW |
| FMR LLC | $160 | 145 | 0.00% | 5q | +1.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 35 | $77.0M | 6,996,720 | 9 | 16 | 7 | 0.0% |
| Q1 2026 | 33 | $77.7M | 7,103,967 | 6 | 14 | 7 | 0.0% |
| Q4 2025 | 26 | $75.3M | 6,783,828 | 3 | 10 | 9 | 0.0% |
| Q3 2025 | 28 | $79.8M | 7,132,439 | 2 | 14 | 7 | 0.0% |
| Q2 2025 | 27 | $69.9M | 6,279,606 | 10 | 5 | 8 | 0.0% |
| Q1 2025 | 21 | $73.0M | 6,657,028 | 3 | 7 | 6 | 0.0% |
| Q4 2024 | 19 | $73.5M | 6,671,878 | 6 | 4 | 4 | 0.0% |
| Q3 2024 | 14 | $32.5M | 2,913,471 | 3 | 4 | 4 | 0.0% |
| Q2 2024 | 11 | $18.7M | 1,720,145 | 2 | 5 | 3 | 0.0% |
| Q1 2024 | 12 | $15.8M | 1,438,211 | 12 | 0 | 0 | 0.0% |