ANGEL OAK FUNDS TRUST (CARY)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
104
Reporting holders
$1.1B
Reported value
0.0%
Held as options
+8
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $186.9M | 8,992,908 | 0.01% | 5q | +81.6%+$84.0M |
| MORGAN STANLEY | $169.5M | 8,156,835 | 0.01% | 7q | +43.8%+$51.6M |
| WELLS FARGO & COMPANY/MN | $114.5M | 5,508,838 | 0.02% | 9q | -37.1%-$67.6M |
| UBS Group AG | $66.7M | 3,210,615 | 0.01% | 9q | +33.5%+$16.7M |
| IFC Advisors LLC | $61.8M | 2,973,070 | 7.84% | 2q | HELD |
| Arkadios Wealth Advisors | $60.0M | 2,889,043 | 0.91% | 12q | -18.9%-$14.0M |
| RAYMOND JAMES FINANCIAL INC | $30.7M | 1,479,191 | 0.01% | 7q | +12.2%+$3.3M |
| Focus Partners Wealth | $30.5M | 1,466,700 | 0.03% | 8q | +146570.0%+$30.5M |
| CHANNEL WEALTH LLC | $27.8M | 1,339,350 | 6.24% | 14q | +11.8%+$2.9M |
| OSAIC HOLDINGS, INC. | $25.2M | 1,214,579 | 0.03% | 11q | +2.3%+$579.2K |
| ENVESTNET ASSET MANAGEMENT INC | $23.0M | 1,107,410 | 0.01% | 5q | +103.7%+$11.7M |
| N10 WEALTH, LLC | $20.9M | 1,006,181 | 7.42% | new | FIRST |
| Bank of New York Mellon Corp | $19.5M | 937,679 | 0.00% | 5q | -1.0%-$191.8K |
| EP Wealth Advisors, LLC | $18.7M | 902,108 | 0.07% | 3q | +1817.5%+$17.8M |
| Tortoise Investment Management, LLC | $13.5M | 651,023 | 1.01% | 10q | -1.8%-$241.5K |
| STIFEL FINANCIAL CORP | $12.4M | 596,599 | 0.01% | 11q | +18.2%+$1.9M |
| LPL Financial LLC | $11.7M | 565,204 | 0.00% | 9q | +30.9%+$2.8M |
| Crescent Grove Advisors, LLC | $11.7M | 561,797 | 0.98% | 15q | +3.4%+$388.6K |
| Baird Financial Group, Inc. | $11.5M | 552,850 | 0.02% | 11q | +1.7%+$187.5K |
| MBL Wealth, LLC | $11.0M | 530,615 | 0.75% | 11q | -1.8%-$207.6K |
| Lifestyle Asset Management, Inc. | $9.7M | 469,008 | 2.62% | new | NEW |
| AXXCESS WEALTH MANAGEMENT, LLC | $9.0M | 430,895 | 0.14% | new | NEW |
| OneAscent Financial Services LLC | $8.7M | 417,876 | 0.42% | new | NEW |
| Legacy CG, LLC | $8.6M | 412,073 | 2.19% | 6q | +4.5%+$366.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | $8.4M | 403,816 | 0.16% | 6q | +244.8%+$6.0M |
| Beacon Capital Management, Inc. | $7.6M | 367,245 | 0.46% | 4q | +1.1%+$83.7K |
| EXCHANGE TRADED CONCEPTS, LLC | $6.6M | 318,886 | 0.02% | 2q | +123.8%+$3.7M |
| SSI INVESTMENT MANAGEMENT LLC | $6.2M | 298,053 | 0.36% | new | NEW |
| Wealthcare Advisory Partners LLC | $5.7M | 274,920 | 0.11% | 4q | +47.1%+$1.8M |
| Sage Advisory Services, Ltd.Co. | $5.7M | 274,360 | 2.81% | 4q | +7.1%+$376.4K |
| VERUS CAPITAL PARTNERS, LLC | $5.2M | 252,589 | 0.28% | new | NEW |
| Precision Wealth Strategies, LLC | $4.3M | 208,150 | 1.30% | 10q | -9.5%-$453.7K |
| Envestnet Portfolio Solutions, Inc. | $4.2M | 203,620 | 0.02% | new | NEW |
| Heritage Trust Co | $4.1M | 199,018 | 0.36% | 7q | +2.8%+$113.1K |
| Mendel Money Management | $3.3M | 158,094 | 1.20% | 9q | +10.8%+$319.4K |
| Sonoma Allocations LLC | $3.2M | 154,425 | 1.00% | 4q | +42.0%+$947.9K |
| Weaver Consulting Group | $3.0M | 145,704 | 0.62% | 3q | +8.0%+$224.9K |
| Camarda Financial Advisors, LLC | $2.9M | 140,367 | 0.88% | 11q | +7.7%+$209.3K |
| Atria Investments, Inc | $2.9M | 137,884 | 0.03% | 6q | +15.4%+$381.3K |
| Central Pacific Bank - Trust Division | $2.7M | 130,780 | 0.28% | new | NEW |
| Rockefeller Capital Management L.P. | $2.6M | 122,946 | 0.00% | 11q | +11.5%+$262.6K |
| Fiduciary Trust Co | $2.5M | 118,877 | 0.03% | 2q | +1.5%+$36.9K |
| Rareview Capital LLC | $2.3M | 110,405 | 1.28% | 7q | +10.8%+$223.2K |
| TRUIST FINANCIAL CORP | $2.3M | 109,845 | 0.00% | 4q | +9.2%+$192.0K |
| OneAscent Wealth Management LLC | $2.3M | 109,382 | 0.68% | new | NEW |
| Sanctuary Advisors, LLC | $2.2M | 105,505 | 0.01% | 9q | +10.2%+$203.2K |
| J. Team Financial, Inc. | $2.2M | 105,156 | 2.12% | 4q | +25.1%+$438.3K |
| ISLAY CAPITAL MANAGEMENT, LLC | $2.2M | 104,900 | 1.01% | 8q | +6.1%+$124.7K |
| Lewis Asset Management, LLC | $2.1M | 99,041 | 0.72% | 6q | +2.8%+$55.3K |
| Noble Wealth Management PBC | $2.0M | 97,261 | 0.90% | 4q | +30.2%+$469.4K |
| Gotham Asset Management, LLC | $2.0M | 95,969 | 0.00% | new | NEW |
| RFG Advisory, LLC | $1.9M | 93,573 | 0.03% | 8q | -15.2%-$348.1K |
| Transamerica Financial Advisors, LLC | $1.9M | 93,164 | 0.16% | 12q | -5.9%-$122.5K |
| Xcelsior Advisor Partners LLC | $1.9M | 92,386 | 0.25% | 3q | +45.9%+$604.4K |
| OPPENHEIMER & CO INC | $1.8M | 84,846 | 0.02% | 8q | -3.8%-$69.8K |
| Able Wealth Management LLC | $1.7M | 81,868 | 0.39% | 7q | -4.1%-$73.4K |
| Legacy Capital Group California, Inc. | $1.7M | 80,379 | 0.50% | 5q | +8.1%+$125.8K |
| NewEdge Advisors, LLC | $1.5M | 73,587 | 0.00% | new | NEW |
| 9823 Capital, L.P. | $1.5M | 70,899 | 0.99% | 3q | -9.8%-$159.3K |
| Belpointe Asset Management LLC | $1.1M | 54,635 | 0.04% | 6q | -34.4%-$596.4K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $1.1M | 51,747 | 0.12% | 11q | +100.5%+$539.0K |
| NEW WAVE WEALTH ADVISORS LLC | $1.1M | 50,304 | 0.14% | new | NEW |
| Equitable Holdings, Inc. | $944.2K | 45,439 | 0.01% | 3q | +11.6%+$98.4K |
| Vestmark Advisory Solutions, Inc. | $901.4K | 43,377 | 0.01% | new | NEW |
| Concurrent Investment Advisors, LLC | $899.1K | 43,269 | 0.01% | 11q | +5.1%+$43.2K |
| Sage Mountain Advisors LLC | $836.6K | 40,258 | 0.05% | 8q | HELD |
| HighTower Advisors, LLC | $832.6K | 40,068 | 0.00% | 3q | +15.0%+$108.5K |
| AE Wealth Management LLC | $784.4K | 37,746 | 0.00% | 5q | +4.3%+$32.2K |
| Independent Wealth Advisors LLC | $606.2K | 29,170 | 0.55% | 2q | +8.4%+$46.9K |
| PFG Advisors | $569.3K | 27,399 | 0.03% | new | NEW |
| GeoWealth Management, LLC | $550.1K | 26,474 | 0.02% | 5q | +9.3%+$46.6K |
| BENJAMIN EDWARDS INC | $491.7K | 23,652 | 0.00% | 4q | +15.3%+$65.3K |
| FIFTH THIRD BANCORP | $488.8K | 23,524 | 0.00% | 2q | +13.8%+$59.2K |
| &PARTNERS | $474.1K | 22,814 | 0.00% | 5q | HELD |
| Farther Finance Advisors, LLC | $446.3K | 21,478 | 0.00% | 8q | +2147700.0%+$446.3K |
| VISTA INVESTMENT PARTNERS LLC | $442.4K | 21,291 | 0.11% | 6q | +10.1%+$40.6K |
| IHT Wealth Management, LLC | $439.4K | 21,147 | 0.01% | 5q | HELD |
| CreativeOne Wealth, LLC | $410.1K | 19,737 | 0.01% | 5q | +8.7%+$32.8K |
| MML INVESTORS SERVICES, LLC | $402.7K | 19,379 | 0.00% | 2q | +83.1%+$182.8K |
| Larson Financial Group LLC | $353.0K | 16,987 | 0.01% | 2q | -3.6%-$13.0K |
| Argent Trust Co | $316.9K | 15,250 | 0.01% | 7q | +35.6%+$83.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $314.6K | 15,139 | 0.00% | 3q | +7.3%+$21.5K |
| N10 ASSETS, LLC | $293.5K | 14,123 | 0.13% | new | FIRST |
| DAVENPORT & Co LLC | $290.6K | 13,983 | 0.00% | 5q | HELD |
| Stratos Wealth Partners, LTD. | $288.7K | 13,893 | 0.00% | 4q | +13.6%+$34.5K |
| Ameritas Advisory Services, LLC | $287.9K | 13,854 | 0.01% | new | NEW |
| Diversified Portfolios, Inc. | $220.3K | 10,600 | 0.02% | new | NEW |
| Coastal Bridge Advisors, LLC | $218.2K | 10,500 | 0.01% | 5q | HELD |
| Everest Financial Group LLC | $203.1K | 9,774 | 0.03% | 2q | -20.3%-$51.7K |
| PRIVATE TRUST CO NA | $202.8K | 9,757 | 0.02% | 4q | HELD |
| REICON WEALTH ADVISORS, LLC | $135.1K | 6,500 | 0.08% | 2q | +35.4%+$35.3K |
| Lloyd Advisory Services, LLC. | $122.5K | 5,893 | 0.05% | 3q | +1090.5%+$112.2K |
| Raleigh Capital Management Inc. | $122.0K | 5,871 | 0.04% | 5q | -11.7%-$16.2K |
| Quent Capital, LLC | $86.9K | 4,180 | 0.01% | new | NEW |
| Signature Equity Partners, LLC | $39.1K | 1,883 | 0.02% | 3q | +9.9%+$3.5K |
| Quest 10 Wealth Builders, Inc. | $21.7K | 1,046 | 0.02% | 5q | -1.1% |
| TOUNJIAN ADVISORY PARTNERS, LLC | $14.6K | 702 | 0.01% | new | NEW |
| Kingdom Financial Group LLC. | $10.3K | 495 | 0.00% | 3q | HELD |
| Greenwich Wealth Management LLC | $10.2K | 490,759 | 0.37% | 6q | +10.4% |
| ROYAL BANK OF CANADA | $6.0K | 301 | 0.00% | 2q | -34.3%-$3.1K |
Showing the largest 100 of 110 reported holders.
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 | 104 | $1.1B | 52,724,692 | 19 | 55 | 17 | 0.0% |
| Q1 2026 | 96 | $865.6M | 41,666,479 | 16 | 51 | 18 | 0.0% |
| Q4 2025 | 86 | $580.3M | 27,852,449 | 11 | 33 | 28 | 0.0% |
| Q3 2025 | 74 | $553.8M | 26,483,544 | 11 | 41 | 11 | 0.0% |
| Q2 2025 | 69 | $430.0M | 20,671,314 | 21 | 29 | 8 | 0.0% |
| Q1 2025 | 53 | $324.1M | 15,609,087 | 8 | 26 | 10 | 0.0% |
| Q4 2024 | 50 | $330.6M | 16,047,525 | 10 | 26 | 7 | 0.0% |
| Q3 2024 | 43 | $268.6M | 12,673,641 | 13 | 19 | 6 | 0.0% |
| Q2 2024 | 28 | $194.9M | 9,458,096 | 7 | 14 | 4 | 0.0% |
| Q1 2024 | 24 | $151.9M | 7,395,158 | 9 | 10 | 5 | 0.0% |
| Q4 2023 | 17 | $85.3M | 4,166,290 | 9 | 5 | 2 | 0.0% |
| Q3 2023 | 8 | $52.9M | 2,631,705 | 4 | 3 | 1 | 0.0% |
| Q2 2023 | 5 | $26.3M | 1,307,821 | 0 | 4 | 0 | 0.0% |
| Q1 2023 | 5 | $24.3M | 1,198,035 | 1 | 0 | 3 | 0.0% |
| Q4 2022 | 3 | $20.5M | 1,021,214 | 3 | 0 | 0 | 0.0% |