ANGEL OAK FUNDS TRUST (TRBF)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
4
Reporting holders
$28.7M
Reported value
0.0%
Held as options
-1
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 | $23.7M | 480,470 | 0.36% | 3q | +36.3%+$6.3M |
| Angel Oak Capital Advisors, LLC | $4.7M | 95,400 | 5.94% | 3q | +38.1%+$1.3M |
| CITADEL ADVISORS LLC | $249.3K | 5,052 | 0.00% | 3q | -78.3%-$897.7K |
| UBS Group AG | $7.1K | 143 | 0.00% | 2q | +217.8%+$4.8K |
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 | 4 | $28.7M | 581,065 | 0 | 3 | 1 | 0.0% |
| Q1 2026 | 5 | $22.3M | 449,722 | 2 | 2 | 0 | 0.0% |
| Q4 2025 | 3 | $18.3M | 366,128 | 3 | 0 | 0 | 0.0% |