Who Owns ANGEL OAK FUNDS TRUST (AOHY)? -- Institutional Holders (2026-03-31)
34 institutions reported holding $76.5M of ANGEL OAK FUNDS TRUST (AOHY) in SEC 13F filings for 2026-03-31. Largest institutional holders: Arkadios Wealth Advisors ($42.2M), Angel Oak Capital Advisors, LLC ($7.6M), UBS Group AG ($4.8M), NewEdge Wealth, LLC ($4.1M), ENVESTNET ASSET MANAGEMENT INC ($2.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Arkadios Wealth Advisors | $42.2M | 3.9M | Added |
| 2 | Angel Oak Capital Advisors, LLC | $7.6M | 690,973 | Trimmed |
| 3 | UBS Group AG | $4.8M | 439,152 | Added |
| 4 | NewEdge Wealth, LLC | $4.1M | 374,657 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 246,055 | Trimmed |
| 6 | LPL Financial LLC | $2.4M | 219,310 | Added |
| 7 | Equitable Holdings, Inc. | $2.0M | 181,450 | New |
| 8 | RAYMOND JAMES FINANCIAL INC | $1.6M | 147,502 | Added |
| 9 | MML INVESTORS SERVICES, LLC | $1.4M | 125,708 | Trimmed |
| 10 | WBI INVESTMENTS, LLC | $1.2M | 108,176 | Trimmed |
| 11 | Merit Financial Group, LLC | $1.1M | 99,297 | Trimmed |
| 12 | MORGAN STANLEY | $681,223 | 62,326 | Added |
| 13 | Fifth Third Securities, Inc. | $652,018 | 59,654 | Added |
| 14 | IFP Advisors, Inc | $588,712 | 53,862 | Added |
| 15 | JANE STREET GROUP, LLC | $568,743 | 52,035 | Added |
| 16 | CITADEL ADVISORS LLC | $504,857 | 46,190 | New |
| 17 | PFG Investments, LLC | $436,536 | 39,939 | Added |
| 18 | Lewis Asset Management, LLC | $285,677 | 26,137 | New |
| 19 | Private Advisor Group, LLC | $280,791 | 25,690 | Hold |
| 20 | Avantax Planning Partners, Inc. | $243,876 | 22,313 | New |
| 21 | Wealthspire Advisors, LLC | $188,007 | 17,201 | Added |
| 22 | STIFEL FINANCIAL CORP | $159,305 | 14,575 | Hold |
| 23 | AlphaStar Capital Management, LLC | $156,974 | 14,362 | New |
| 24 | Royal Bank of Canada | $141,000 | 12,910 | Added |
| 25 | EP Wealth Advisors, LLC | $136,514 | 12,490 | New |
Source: SEC Form 13F filings · as of 2026-03-31