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Disclosery

AOHY ANGEL OAK FUNDS TRUST

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HIGH YIE OPP ETF (fund)

35 managers (35 13F filers) reported a position in AOHY shares at 2026-06-30, 6,919,406 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
35
13F filers
35
New
8
Added
16
Reduced
9
Sold out
5
Shares held by filers
6,919,406

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Arkadios Wealth Advisors3,375,960$37.2M0.57%-481,72713F-HRTimeline
Angel Oak Capital Advisors, LLC590,973$6.5M8.2%-100,00013F-HRTimeline
UBS Group AGin group UBS Group AG448,973$4.94M<0.01%+9,82113F-HRTimelineGroup
NewEdge Wealth, LLC381,969$4.2M0.04%+7,31213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.264,794$2.91M0.02%+83,34413F-HRTimelineGroup
LPL Financial LLC256,208$2.82M<0.01%+36,89813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC244,234$2.69M<0.01%-1,82113F-HRTimelineGroup
NewEdge Advisors, LLC201,831$2.22M0.01%-54613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC177,608$1.95M<0.01%+30,10613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC164,996$1.82M<0.01%+39,28813F-HRTimeline
Breakwater Capital Group112,254$1.24M0.15%new13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC98,487$1.08M0.27%-9,68913F-HRTimelineGroup
Merit Financial Group, LLC89,248$982K0.01%-10,04913F-HR/ATimeline
IFP Advisors, Inc65,361$719K0.01%+11,49913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC64,838$714K<0.01%+12,80313F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…60,009$660K0.04%+35513F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…43,268$476K0.05%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY42,341$466K<0.01%-19,98513F-HRTimelineGroup
Lewis Asset Management, LLC27,646$304K0.11%+1,50913F-HRTimeline
Avantax Planning Partners, Inc.27,102$298K0.01%+4,78913F-HRTimeline
Creative Planningin group Creative Planning25,690$283K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,495$248K<0.01%+9,58513F-HRTimelineGroup
Worth Asset Management, LLC20,632$227K0.07%new13F-HRTimeline
Wealthspire Advisors, LLC16,201$178K<0.01%-1,00013F-HRTimeline
FLOW TRADERS U.S. LLC15,625$172K0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,575$160K<0.01%013F-HRTimelineGroup
Ausdal Financial Partners, Inc.12,477$138K0.01%+71813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,330$136K<0.01%+12613F-HRTimelineGroup
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC10,416$115K0.04%+1613F-HRTimelineGroup
Vise Technologies, Inc.10,273$113K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC10,013$110K<0.01%-2,47713F-HRTimeline
IFG Advisory, LLC9,198$101K<0.01%new13F-HRTimeline
Davis Capital Management1,079$11.9K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.157$1.73K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC145$160<0.01%+213F-HRTimelineGroup