Who Owns ANGEL OAK FUNDS TRUST (AOHY)? -- Institutional Holders (2026-06-30)
40 institutions reported holding $76.2M of ANGEL OAK FUNDS TRUST (AOHY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Arkadios Wealth Advisors ($37.2M), Angel Oak Capital Advisors, LLC ($6.5M), UBS Group AG ($4.9M), NewEdge Wealth, LLC ($4.2M), Equitable Holdings, Inc. ($2.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Arkadios Wealth Advisors | $37.2M | 3.4M | Trimmed |
| 2 | Angel Oak Capital Advisors, LLC | $6.5M | 590,973 | Trimmed |
| 3 | UBS Group AG | $4.9M | 448,973 | Added |
| 4 | NewEdge Wealth, LLC | $4.2M | 381,969 | Added |
| 5 | Equitable Holdings, Inc. | $2.9M | 264,794 | Added |
| 6 | LPL Financial LLC | $2.8M | 256,208 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 244,234 | Trimmed |
| 8 | NewEdge Advisors, LLC | $2.2M | 201,831 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $2.0M | 177,608 | Added |
| 10 | MML INVESTORS SERVICES, LLC | $1.8M | 164,996 | Added |
| 11 | Breakwater Capital Group | $1.2M | 112,254 | New |
| 12 | WBI INVESTMENTS, LLC | $1.1M | 98,487 | Trimmed |
| 13 | Merit Financial Group, LLC | $982,210 | 89,248 | Trimmed |
| 14 | IFP Advisors, Inc | $719,324 | 65,361 | Added |
| 15 | JANE STREET GROUP, LLC | $713,568 | 64,838 | Added |
| 16 | Fifth Third Securities, Inc. | $660,423 | 60,009 | Added |
| 17 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $476,182 | 43,268 | New |
| 18 | MORGAN STANLEY | $465,979 | 42,341 | Trimmed |
| 19 | Lewis Asset Management, LLC | $304,253 | 27,646 | Added |
| 20 | Avantax Planning Partners, Inc. | $298,273 | 27,102 | Added |
| 21 | Creative Planning | $282,729 | 25,690 | New |
| 22 | Royal Bank of Canada | $248,000 | 22,495 | Added |
| 23 | Worth Asset Management, LLC | $227,063 | 20,632 | New |
| 24 | Wealthspire Advisors, LLC | $178,299 | 16,201 | Trimmed |
| 25 | FLOW TRADERS U.S. LLC | $172,000 | 15,625 | New |
Source: SEC Form 13F filings · as of 2026-06-30