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AOHY ANGEL OAK FUNDS TRUST

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HIGH YIE OPP ETF (fund)

27 managers (27 13F filers) reported a position in AOHY shares at 2025-12-31, 6,783,966 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
27
13F filers
27
New
3
Added
12
Reduced
9
Sold out
5
Shares held by filers
6,783,966

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Arkadios Wealth Advisors3,435,040$38.1M0.76%+461,38013F-HRTimeline
Angel Oak Capital Advisors, LLC970,925$10.8M15.67%-399,94113F-HRTimeline
UBS Group AGin group UBS Group AG423,291$4.7M<0.01%+84,34713F-HRTimelineGroup
NewEdge Wealth, LLC346,158$3.84M0.04%-340,02213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC324,262$3.6M<0.01%+12,11713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC243,110$2.7M0.01%+27,11913F-HRTimeline
NewEdge Advisors, LLC201,497$2.24M0.01%-169,59613F-HRTimeline
LPL Financial LLC182,974$2.03M<0.01%-5,94813F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC116,017$1.29M0.34%-36,17913F-HRTimelineGroup
Merit Financial Group, LLC109,499$1.22M0.01%-24,06413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC104,593$1.16M<0.01%+54,69313F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…55,753$619K0.04%+1,64113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY49,661$551K<0.01%new13F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC43,058$478K<0.01%-7,59113F-HRTimelineGroup
IFP Advisors, Inc43,011$477K0.01%+2,07313F-HRTimeline
PFG Investments, LLC39,734$441K0.02%+2,82113F-HRTimeline
Private Advisor Group, LLC25,690$285K<0.01%-4,52513F-HRTimeline
Wealthspire Advisors, LLC16,201$180K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,575$162K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,568$140K<0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.12,103$134K0.01%+1,16813F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC10,385$115K0.05%+1313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,875$21K<0.01%+24013F-HRTimelineGroup
Davis Capital Management1,079$12K0.01%013F-HRTimeline
AE Wealth Management LLC620$6.88K<0.01%-9,73313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO149$1.66K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC138$153<0.01%+713F-HRTimelineGroup