38 institutions reported holding $121.5M of ANGEL OAK FUNDS TRUST (MBS) in SEC 13F filings for 2026-03-31. Largest institutional holders: OSAIC HOLDINGS, INC. ($47.5M), NewEdge Wealth, LLC ($22.5M), ALTFEST L J & CO INC ($15.0M), Angel Oak Capital Advisors, LLC ($6.4M), UBS Group AG ($5.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $47.5M | 5.5M | Trimmed |
| 2 | NewEdge Wealth, LLC | $22.5M | 2.6M | Added |
| 3 | ALTFEST L J & CO INC | $15.0M | 1.7M | Added |
| 4 | Angel Oak Capital Advisors, LLC | $6.4M | 734,718 | Trimmed |
| 5 | UBS Group AG | $5.7M | 663,660 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 488,061 | Added |
| 7 | MML INVESTORS SERVICES, LLC | $3.3M | 379,721 | Added |
| 8 | Goldstone Financial Group, LLC | $2.6M | 295,555 | New |
| 9 | PATTEN & PATTEN INC/TN | $2.1M | 243,245 | Trimmed |
| 10 | Embree Financial Group | $1.9M | 217,205 | Added |
| 11 | LPL Financial LLC | $1.8M | 211,619 | Added |
| 12 | J. Team Financial, Inc. | $1.4M | 160,017 | New |
| 13 | RFG Advisory, LLC | $1.2M | 135,472 | Added |
| 14 | Vontobel Holding Ltd. | $1.2M | 135,000 | Hold |
| 15 | United Asset Strategies, Inc. | $985,733 | 113,826 | Trimmed |
| 16 | BENJAMIN EDWARDS INC | $769,435 | 88,854 | Trimmed |
| 17 | Q3 Asset Management | $659,000 | 76,178 | New |
| 18 | BANK OF AMERICA CORP /DE/ | $491,022 | 56,700 | Hold |
| 19 | Requisite Capital Management, LLC | $322,991 | 37,098 | Trimmed |
| 20 | Secure Asset Management, LLC | $310,026 | 35,800 | New |
| 21 | Weaver Consulting Group | $268,460 | 31,000 | Hold |
| 22 | FLOW TRADERS U.S. LLC | $256,000 | 29,613 | New |
| 23 | SHP Wealth Management | $205,205 | 23,695 | New |
| 24 | First Financial Bankshares Inc | $150,519 | 17,381 | Hold |
| 25 | Corient Private Wealth LLC | $108,578 | 12,471 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31