15 institutions reported holding $24.0M of ANGEL OAK FUNDS TRUST (MBS) in SEC 13F filings for 2026-06-30. Largest institutional holders: ALTFEST L J & CO INC ($10.6M), ENVESTNET ASSET MANAGEMENT INC ($4.1M), Embree Financial Group ($2.1M), J. Team Financial, Inc. ($1.4M), RFG Advisory, LLC ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ALTFEST L J & CO INC | $10.6M | 1.2M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $4.1M | 475,621 | Trimmed |
| 3 | Embree Financial Group | $2.1M | 245,916 | Added |
| 4 | J. Team Financial, Inc. | $1.4M | 157,482 | Trimmed |
| 5 | RFG Advisory, LLC | $1.3M | 146,457 | Added |
| 6 | Farther Finance Advisors, LLC | $1.2M | 135,695 | New |
| 7 | Vontobel Holding Ltd. | $1.2M | 135,000 | Hold |
| 8 | United Asset Strategies, Inc. | $986,189 | 114,274 | Added |
| 9 | BENJAMIN EDWARDS INC | $823,248 | 95,399 | Added |
| 10 | Weaver Consulting Group | $267,530 | 31,000 | Hold |
| 11 | REICON WEALTH ADVISORS, LLC | $72,164 | 8,362 | Added |
| 12 | ASSETMARK, INC | $1,502 | 174 | Trimmed |
| 13 | Triumph Capital Management | $785 | 91 | Added |
| 14 | AE Wealth Management LLC | $0 | 0 | Exited |
| 15 | Secure Asset Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30