TRBF ANGEL OAK FUNDS TRUST
FollowTOTAL RETURN ETF (fund)
4 managers (4 13F filers) reported a position in TRBF shares at 2026-06-30, 581,065 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 4
- 13F filers
- 4
- New
- 0
- Added
- 3
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 581,065
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 480,470 | $23.7M | 0.36% | +127,933 | 13F-HRTimeline |
| Angel Oak Capital Advisors, LLC | 95,400 | $4.71M | 5.94% | +26,300 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 5,052 | $249K | <0.01% | -18,190 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 143 | $7.06K | <0.01% | +98 | 13F-HRTimelineGroup |