Skip to content

AOHY ANGEL OAK FUNDS TRUST

Follow

HIGH YIE OPP ETF (fund)

30 managers (30 13F filers) reported a position in AOHY shares at 2025-06-30, 6,599,377 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
30
13F filers
30
New
10
Added
7
Reduced
9
Sold out
4
Shares held by filers
6,599,377

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Advisors2,146,358$23.9M0.72%+216,06813F-HRTimeline
Angel Oak Capital Advisors, LLC1,675,875$18.7M26.37%-400,04113F-HRTimeline
NewEdge Wealth, LLC695,513$7.74M0.12%-52,99913F-HRTimeline
NewEdge Advisors, LLC352,655$3.93M0.02%+6,08213F-HRTimeline
UBS Group AGin group UBS Group AG291,122$3.24M<0.01%+1,93013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC265,174$2.95M<0.01%-5,37613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC202,354$2.25M0.01%-7,70213F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC187,233$2.08M0.54%+104,63813F-HRTimelineGroup
LPL Financial LLC184,286$2.05M<0.01%-2,64913F-HRTimeline
Merit Financial Group, LLC164,059$1.83M0.02%-206,84913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC118,372$1.32M<0.01%+7,26713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC56,149$628K0.17%-13,53813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,268$415K<0.01%new13F-HRTimelineGroup
PFG Investments, LLC33,497$373K0.02%new13F-HRTimeline
IFP Advisors, Inc31,259$348K0.01%+6,59013F-HRTimeline
Private Advisor Group, LLC30,215$336K<0.01%013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…25,008$278K0.02%-7,13713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,203$236K<0.01%-64,70413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,775$187K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC16,201$180K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,728$142K<0.01%new13F-HRTimeline
Moloney Securities Asset Management, LLC12,466$139K0.02%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC10,357$115K0.05%+1513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,587$62.2K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC3,147$35K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,070$23K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC1,367$15.2K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA955$11K<0.01%new13F-HR/ATimelineGroup
FMR LLCin group FMR LLC124$1.35K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.