Back to 
EP Wealth Advisors, LLC
EP Wealth Advisors, LLC
AOHY2 quarters
Position history for EP Wealth Advisors, LLC's holdings in ANGEL OAK FUNDS TRUST
Yes. EP Wealth Advisors holds 10,013 shares of AOHY, worth $110,193, as of its Q2 2026 13F filing. It reduced the position by 2,477 shares (-19.8%) from Q1 2026. EP Wealth Advisors has held AOHY since Q1 2026, across 2 quarterly 13F filings.
Current Value
$110,193
Current Shares
10,013
Total Value Change
-$26,321
Total Shares Change
-2,477
Quarter-by-Quarter History
Other major holders of AOHY: NewEdge Wealth, LLC, UBS Group AG