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AOHYAOHY
Showing 8 of 10 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ANGEL OAK FUNDS TRUST

Yes. LPL Financial holds 256,208 shares of AOHY, worth $2.8M, as of its Q2 2026 13F filing. It increased the position by 36,898 shares (+16.8%) from Q1 2026. LPL Financial has held AOHY since Q1 2024, across 10 quarterly 13F filings.

Current Value

$2.8M

Current Shares

256,208

Total Value Change

+$816,572

Total Shares Change

+76,880

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
256,208
+16.8%
$2.8M0.0%$10.76
31
2026-Q1
Increased
219,310
+19.9%
$2.4M0.0%$10.51
31
2025-Q4
Decreased
182,974
-3.1%
$2M0.0%$10.50
0
2025-Q3
Increased
188,922
+2.5%
$2.1M0.0%$10.42
27
2025-Q2
Decreased
184,286
-1.4%
$2.1M0.0%$10.19
0
2025-Q1
Increased
186,935
+12.2%
$2.1M0.0%$9.88
29
2024-Q4
Decreased
166,656
-7.1%
$1.8M0.0%$9.76
0
2024-Q3
Decreased
179,328
-6.9%
$2M0.0%$9.73
0

Other major holders of AOHY: NewEdge Wealth, LLC, UBS Group AG

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