ANGEL OAK FUNDS TRUST

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CARY·03463K760·US·ETF·Unknown - Unknown

CARY (ANGEL OAK FUNDS TRUST) is held by 38 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($117.9M), BANK OF AMERICA CORP /DE/ ($102.9M), WELLS FARGO & COMPANY/MN ($91M). Net institutional sentiment: Bullish.

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

Positions (38)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	5.7M(+18.4%)	$117.9M	0.0%	+0.83%	35
BANK OF AMERICA CORP /DE/	Increased	5M(+1038x)	$102.9M	0.0%	-1.42%	48
WELLS FARGO & COMPANY/MN	Increased	4.4M(+11.9%)	$91M	0.0%	+2.81%	33
UBS Group AG	Increased	2.4M(+10.6%)	$50M	0.0%	+1.93%	32
FWFocus Partners Wealth	Decreased	1,000(-99.9%)	$29.5M	0.0%	+5.58%	0
RAYMOND JAMES FINANCIAL INC	Increased	1.3M(+25.5%)	$27.4M	0.0%	+1.26%	35
OSAIC HOLDINGS, INC.	Increased	1.2M(+8.7%)	$24.7M	0.0%	+1.83%	31
Bank of New York Mellon Corp	Decreased	946,910(-1.7%)	$19.7M	0.0%	+0.80%	0
Baird Financial Group, Inc.	Decreased	543,828(-1.5%)	$11.3M	0.0%	+9.87%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	543,579(+12.7%)	$11.3M	0.0%	+1.83%	31
STIFEL FINANCIAL CORP	Increased	504,565(+16.2%)	$10.5M	0.0%	+5.51%	32
LPL Financial LLC	Increased	431,890(+32.0%)	$9M	0.0%	+3.40%	35
EXCHANGE TRADED CONCEPTS, LLC	New	142,464	$3M	0.0%	-1.43%	36
CITADEL ADVISORS LLC	New	126,442	$2.6M	0.0%	-1.43%	36
Rockefeller Capital Management L.P.	Increased	110,307(+10.7%)	$2.3M	0.0%	+3.33%	29
NewEdge Advisors, LLC	Increased	110,153(+9.0%)	$2.3M	0.0%	+4.11%	28
TRUIST FINANCIAL CORP	Increased	100,607(+5.5%)	$2.1M	0.0%	+0.65%	27
Sanctuary Advisors, LLC	Increased	95,726(+27.0%)	$2M	0.0%	+5.23%	32
EP Wealth Advisors, LLC	Increased	47,047(+80.8%)	$977,310	0.0%	-1.06%	38
Equitable Holdings, Inc.	Increased	40,706(+103.5%)	$847,723	0.0%	-1.10%	40

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