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AOHY ANGEL OAK FUNDS TRUST

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HIGH YIE OPP ETF (fund)

25 managers (25 13F filers) reported a position in AOHY shares at 2025-03-31, 7,050,178 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
25
13F filers
25
New
3
Added
11
Reduced
7
Sold out
1
Shares held by filers
7,050,178

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC2,075,916$22.8M30.38%-284,32413F-HRTimeline
Arkadios Wealth Advisors1,930,290$21.2M0.8%+91,63713F-HRTimeline
NewEdge Wealth, LLC748,512$8.21M0.15%-4,94313F-HRTimeline
Merit Financial Group, LLC370,908$4.07M0.06%-4,92013F-HRTimeline
NewEdge Advisors, LLC346,573$3.8M0.02%+33,94813F-HRTimeline
UBS Group AGin group UBS Group AG289,192$3.17M<0.01%-43,16813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC270,550$2.97M<0.01%-16,88913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC210,056$2.3M0.01%-10,22313F-HRTimeline
LPL Financial LLC186,935$2.05M<0.01%+20,27913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC111,105$1.22M<0.01%+30,28913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC85,907$942K<0.01%+38,09013F-HR/ATimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC82,595$906K0.24%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC71,989$790K0.03%+57,46413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC69,687$769K0.2%+13,29413F-HRTimelineGroup
Cresset Asset Management, LLC48,746$538K<0.01%+15913F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…32,145$353K0.03%new13F-HRTimelineGroup
Private Advisor Group, LLC30,215$331K<0.01%-1,02013F-HRTimeline
IFP Advisors, Inc24,669$271K0.01%+20,08613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,775$184K<0.01%013F-HRTimelineGroup
OLD MISSION CAPITAL LLC16,673$183K<0.01%+5,23313F-HRTimeline
Wealthspire Advisors, LLC16,201$178K<0.01%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC10,342$113K0.06%+1413F-HRTimelineGroup
EPG Wealth Management LLC3,118$34.2K0.01%new13F-HRTimeline
Davis Capital Management1,079$11.8K0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.