ANGEL OAK FUNDS TRUST

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AOHY·03463K745·US·ETF·Unknown - Unknown

AOHY (ANGEL OAK FUNDS TRUST) is held by 20 institutional investors as of Q1 2026. Largest holders: UBS Group AG ($4.8M), NewEdge Wealth, LLC ($4.1M), ENVESTNET ASSET MANAGEMENT INC ($2.7M). Net institutional sentiment: Bullish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (20)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
UBS Group AG	Increased	439,152(+3.8%)	$4.8M	0.0%	+7.13%	28
NewEdge Wealth, LLC	Increased	374,657(+8.2%)	$4.1M	0.0%	+6.84%	29
ENVESTNET ASSET MANAGEMENT INC	Decreased	246,055(-24.1%)	$2.7M	0.0%	+9.21%	0
LPL Financial LLC	Increased	219,310(+19.9%)	$2.4M	0.0%	+9.86%	31
NewEdge Advisors, LLC	Increased	202,377(+0.4%)	$2.2M	0.0%	+7.63%	26
Equitable Holdings, Inc.	New	181,450	$2M	0.0%	-0.63%	36
RAYMOND JAMES FINANCIAL INC	Increased	147,502(+41.0%)	$1.6M	0.0%	+0.02%	34
MML INVESTORS SERVICES, LLC	Decreased	125,708(-48.3%)	$1.4M	0.0%	+8.58%	0
MFMerit Financial Group, LLC	Decreased	99,297(-9.3%)	$1.1M	0.0%	+7.50%	0
MORGAN STANLEY	Increased	62,326(+25.5%)	$681,223	0.0%	-0.34%	21
JANE STREET GROUP, LLC	Increased	52,035(+20.9%)	$568,743	0.0%	+3.21%	29
CITADEL ADVISORS LLC	New	46,190	$504,857	0.0%	-0.63%	33
Private Advisor Group, LLC	Unchanged	25,690	$280,791	0.0%	+13.36%	0
WAWealthspire Advisors, LLC	Increased	17,201(+6.2%)	$188,007	0.0%	+7.09%	24
STIFEL FINANCIAL CORP	Unchanged	14,575	$159,305	0.0%	+12.32%	0
ROYAL BANK OF CANADA	Increased	12,910(+588.5%)	$141,000	0.0%	-0.29%	24
EP Wealth Advisors, LLC	New	12,490	$136,514	0.0%	-0.63%	31
Kestra Advisory Services, LLC	Decreased	12,204(-2.9%)	$133,390	0.0%	-0.27%	0
JPMORGAN CHASE & CO	Increased	155(+4.0%)	$1,698	0.0%	-0.28%	8
FMR LLC	Increased	143(+3.6%)	$157	0.0%	+2.74%	8

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer