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AOHY ANGEL OAK FUNDS TRUST

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HIGH YIE OPP ETF (fund)

23 managers (23 13F filers) reported a position in AOHY shares at 2024-12-31, 6,987,498 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
23
13F filers
23
New
6
Added
7
Reduced
5
Sold out
2
Shares held by filers
6,987,498

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Angel Oak Capital Advisors, LLC2,360,240$26M34.54%13F-HRTimeline
Arkadios Wealth Advisors1,838,653$20.2M1.1%+379,20113F-HRTimeline
NewEdge Wealth, LLC753,455$8.3M0.14%new13F-HRTimeline
Merit Financial Group, LLC375,828$4.14M0.07%new13F-HRTimeline
UBS Group AGin group UBS Group AG332,360$3.66M<0.01%-38,06113F-HRTimelineGroup
NewEdge Advisors, LLC312,625$3.44M0.02%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC287,439$3.16M<0.01%+32,54713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC220,279$2.42M0.01%+28,17713F-HRTimeline
LPL Financial LLC166,656$1.83M<0.01%-12,67213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC80,816$890K<0.01%+27,77513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC56,393$625K0.16%+32,54813F-HRTimelineGroup
Cresset Asset Management, LLC48,587$538K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,817$526K<0.01%+12,08913F-HRTimelineGroup
Private Advisor Group, LLC31,235$344K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,775$185K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC16,201$178K<0.01%-16,20113F-HRTimeline
FLOW TRADERS U.S. LLC14,525$160K0.01%-39,56513F-HRTimeline
OLD MISSION CAPITAL LLC11,440$126K<0.01%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC10,328$114K0.06%+1313F-HRTimelineGroup
IFP Advisors, Inc4,583$50.5K<0.01%new13F-HRTimeline
Davis Capital Management1,079$11.9K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.184$2.02K<0.01%-3,57013F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.