13FBOX
ANGEL OAK FUNDS TRUST · 13F Institutional Holdings
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ANGEL OAK FUNDS TRUST

AOHY
Institutions
36
Combined AUM (Q2 2026)
$76.5M
Combined Shares (Q2 2026)
7.0M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+563,745
26 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-744,045
14 · 6 Exit · ≈
⚖️ Net
-180,300
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$76.5M
Institutions
36
New Buys
10
Adds
16
Reduces
8
Exits
6
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Arkadios Wealth Advisors
0.56%0.69%#2$37.2M3.4M$42.2M3.9M-481,727-12.49%Reduce
Angel Oak Capital Advisors, LLC
8.2%8.39%#1$6.5M590,973$7.6M690,973-100,000-14.47%Reduce
UBS Group AG
<0.01%<0.01%#25$4.9M448,973$4.8M439,152+9,821+2.24%Add
NewEdge Wealth, LLC
0.04%0.05%#9$4.2M381,969$4.1M374,657+7,312+1.95%Add
Equitable Holdings, Inc.
0.02%0.01%#12$2.9M264,794$2.0M181,450+83,344+45.93%Add
LPL Financial LLC
<0.01%<0.01%#24$2.8M256,208$2.4M219,310+36,898+16.82%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#23$2.7M244,234$2.7M246,055-1,821-0.74%Reduce
NewEdge Advisors, LLC
0.01%0.01%#17$2.2M201,831$2.2M202,377-546-0.27%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#26$2.0M177,608$1.6M147,502+30,106+20.41%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#20$1.8M164,996$1.4M125,708+39,288+31.25%Add
Breakwater Capital Group
0.15%#5$1.2M112,254$00+112,254New Buy
WBI INVESTMENTS, LLC
0.27%0.35%#3$1.1M98,487$1.2M108,176-9,689-8.96%Reduce
Merit Financial Group, LLC
0.01%0.01%#18$982,21089,248$1.1M99,297-10,049-10.12%Reduce
IFP Advisors, Inc
0.01%0.01%#13$719,32465,361$588,71253,862+11,499+21.35%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#31$713,56864,838$568,74352,035+12,803+24.60%Add
FIFTH THIRD SECURITIES, INC.
0.04%0.04%#11$660,42360,009$652,01859,654+355+0.60%Add
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
0.05%#8$476,18243,268$00+43,268New Buy
MORGAN STANLEY
<0.01%#34$465,97942,341$00+42,341New Buy
MILLINGTON SECURITIES, LLC
0.17%#4$455,15841,643$00+41,643New Buy
Lewis Asset Management, LLC
0.11%0.12%#6$304,25327,646$285,67726,137+1,509+5.77%Add
Avantax Planning Partners, Inc.
0.01%0.01%#14$298,27327,102$243,87622,313+4,789+21.46%Add
Creative Planning
<0.01%#29$282,72925,690$00+25,690New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#33$248,00022,495$141,00012,910+9,585+74.24%Add
Worth Asset Management, LLC
0.07%#7$227,06320,632$00+20,632New Buy
Wealthspire Advisors, LLC
<0.01%<0.01%#22$178,29916,201$188,00717,201-1,000-5.81%Reduce
FLOW TRADERS U.S. LLC
0.01%#15$171,95915,625$00+15,625New Buy
STIFEL FINANCIAL CORP
<0.01%<0.01%#30$160,40614,575$159,30514,57500.00%Unchanged
Ausdal Financial Partners, Inc.
0.01%0.01%#19$138,11512,477$129,37511,759+718+6.11%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#27$135,69812,330$133,39012,204+126+1.03%Add
TCFG Investment Advisors, LLC
0.04%0.04%#10$114,63410,416$113,67110,400+16+0.15%Add
Vise Technologies, Inc.
<0.01%#21$113,05810,273$00+10,273New Buy
EP Wealth Advisors, LLC
<0.01%<0.01%#28$110,19310,013$136,51412,490-2,477-19.83%Reduce
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#32$40,6213,691$00+3,691New Buy
Davis Capital Management
0.01%0.01%#16$11,8751,079$11,7931,07900.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%#35$1,732157$00+157New Buy
FMR LLC
<0.01%<0.01%#36$1,595145$157143+2+1.40%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow