ANGEL OAK FUNDS TRUST

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AOHY·03463K745·US·ETF

AOHY (ANGEL OAK FUNDS TRUST) is held by 19 institutional investors as of Q2 2026. Largest holders: UBS Group AG ($4.9M), NewEdge Wealth, LLC ($4.2M), Equitable Holdings, Inc. ($2.9M). Net institutional sentiment: Mixed.

19

Holders

(3 Elite)

$26.8M

Total Value

57% (21)

Consensus

12 buying - 9 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)85

Insider (Form 4)75

Activist (13D/13G)57

Congressional (STOCK Act)82

Holder Quality

58

★★★★★

Elite

36

★★★★

Strong

66

★★★

Solid

24

★★

Below

21

★

Weak

Held by 19 funds

3 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for AOHY.

Top Holders

Top Holders (19)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
UBS Group AG	Increased	448,973(+2.2%)	$4.9M	0.0%	+9.12%	28
NewEdge Wealth, LLC	Increased	381,969(+1.9%)	$4.2M	0.0%	+8.75%	27
Equitable Holdings, Inc.	Increased	264,794(+45.9%)	$2.9M	0.0%	+1.04%	36
LPL Financial LLC	Increased	256,208(+16.8%)	$2.8M	0.0%	+10.14%	31
ENVESTNET ASSET MANAGEMENT INC	Decreased	244,234(-0.7%)	$2.7M	0.0%	+11.44%	0
NewEdge Advisors, LLC	Decreased	201,831(-0.3%)	$2.2M	0.0%	+8.98%	0
RAYMOND JAMES FINANCIAL INC	Increased	177,608(+20.4%)	$2M	0.0%	+1.69%	31
MML INVESTORS SERVICES, LLC	Increased	164,996(+31.3%)	$1.8M	0.0%	+7.88%	33
MFMerit Financial Group, LLC	Decreased	89,248(-10.1%)	$982,210	0.0%	+9.59%	0
JANE STREET GROUP, LLC	Increased	64,838(+24.6%)	$713,568	0.0%	+4.10%	30
MORGAN STANLEY	Decreased	42,341(-32.1%)	$465,979	0.0%	+1.81%	0
Creative Planning	New	25,690	$282,729	0.0%	-0.57%	32
ROYAL BANK OF CANADA	Increased	22,495(+74.2%)	$248,000	0.0%	+0.99%	24
WAWealthspire Advisors, LLC	Decreased	16,201(-5.8%)	$178,299	0.0%	+9.41%	0
STIFEL FINANCIAL CORP	Unchanged	14,575	$160,406	0.0%	+14.52%	0
Kestra Advisory Services, LLC	Increased	12,330(+1.0%)	$135,698	0.0%	+1.79%	22
EP Wealth Advisors, LLC	Decreased	10,013(-19.8%)	$110,193	0.0%	+1.79%	0
OSAIC HOLDINGS, INC.	New	157	$1,732	0.0%	-0.57%	17
FMR LLC	Increased	145(+1.4%)	$160	0.0%	+4.46%	8
JPMORGAN CHASE & CO	Exited	0(-100.0%)	$1,698	0.0%	+2.40%	0

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AOHYANGEL OAK FUNDS TRUST

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer