ANGEL OAK FUNDS TRUST
CUSIP 03463K752
Angel Oak Funds Trust has 98 institutional holders in Filings Flow’s 13F database, together reporting 19.47M shares worth $956M as of Q1 2026. The largest reported holders are Wealth Enhancement Advisory Services, LLC, Focus Partners Wealth, and Gradient Investments LLC.
Institutional Holders
98
Q1 2026
Reported Value
$956M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Richard P Slaughter Associates Inc$463M AUM | 7.42% | $34M | 673.0K | Q1 2026OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 4.55% | $9M | 175.5K | Q1 2026OLDER |
| Bulwark Capital Corp$178M AUM | 3.67% | $7M | 127.9K | Q2 2026 |
| Precision Wealth Strategies, LLC$301M AUM | 2.80% | $8M | 165.1K | Q1 2026OLDER |
| IFC Advisors LLC$699M AUM | 2.29% | $16M | 313.9K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 2.17% | $8M | 159.1K | Q1 2026OLDER |
| M Wealth Management, LLC$119M AUM | 2.00% | $2M | 46.7K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 1.98% | $5M | 103.7K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 1.98% | $5M | 103.7K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 1.90% | $8M | 156.3K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 1.52% | $15M | 296.8K | Q1 2026OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 1.47% | $14M | 273.2K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 1.26% | $3M | 60.6K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 1.20% | $13M | 243.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.86% | $422M | 8.37M | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.84% | $2M | 43.3K | Q1 2026OLDER |
| Camarda Financial Advisors, LLC$190M AUM | 0.77% | $1M | 28.6K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.72% | $52M | 1.02M | Q2 2026 |
| TradeWell Securities, LLC.$237M AUM | 0.70% | $2M | 32.5K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.70% | $12M | 229.7K | Q3 2025OLDER |
| Copley Financial Group, Inc.$166M AUM | 0.66% | $1M | 21.5K | Q1 2026OLDER |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 0.66% | $13M | 250.4K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 0.58% | $992,200 | 19.5K | Q2 2026 |
| XY Planning Network, Inc.$626M AUM | 0.52% | $3M | 63.6K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.49% | $946,801 | 18.6K | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 0.48% | $2M | 48.3K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.45% | $15M | 287.6K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.45% | $6M | 126.2K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.37% | $731,281 | 14.3K | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.32% | $3M | 51.4K | Q2 2026 |
| Mattson Financial Services, LLC$419M AUM | 0.31% | $1M | 25.2K | Q1 2026OLDER |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 0.31% | $315,413 | 6.2K | Q4 2025OLDER |
| Redwood Family Wealth LLC$102M AUM | 0.29% | $300,239 | 5.9K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.22% | $5M | 95.5K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.22% | $6M | 123.3K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 0.20% | $239,717 | 4.7K | Q3 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.20% | $2M | 46.4K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.19% | $493,218 | 9.7K | Q2 2026 |
| Balefire, LLC$613M AUM | 0.18% | $1M | 21.8K | Q2 2026 |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.16% | $5M | 101.0K | Q1 2026OLDER |
| Riverwater Partners LLC$300M AUM | 0.16% | $471,768 | 9.2K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.13% | $343,001 | 6.7K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.12% | $9M | 184.4K | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.11% | $583,731 | 11.4K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.11% | $6M | 108.9K | Q2 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.10% | $832,947 | 16.3K | Q3 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.09% | $4M | 85.8K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.08% | $247,017 | 4.8K | Q2 2026 |
| RMR Wealth Builders$1.3B AUM | 0.07% | $911,883 | 17.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.06% | $42M | 830.9K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.06% | $55M | 1.08M | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.06% | $546,315 | 10.7K | Q2 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 0.06% | $695,301 | 13.6K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.05% | $397,002 | 7.8K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.05% | $376,383 | 7.4K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.04% | $4M | 79.1K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.04% | $2M | 48.1K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.03% | $259,099 | 5.1K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $9M | 169.9K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.03% | $473,299 | 9.3K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 41.9K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.02% | $585,117 | 11.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.02% | $527,345 | 10.3K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $538,682 | 10.5K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $643,756 | 12.6K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $645,031 | 12.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $12M | 225.9K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $272,272 | 5.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $50M | 978.9K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $2M | 30.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $14M | 277.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $20M | 397.5K | Q2 2026 |
| Essential Partners LLC$250M AUM | 0.00% | $9,295 | 182 | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $245,080 | 4.8K | Q3 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $546,555 | 10.7K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 59.1K | Q1 2026OLDER |
| Family Capital Trust Co$276M AUM | 0.00% | $7,245 | 142 | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $204,349 | 4.0K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $282,785 | 5.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $754,346 | 14.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 137.3K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.00% | $6,788 | 133 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $805,840 | 15.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $18,617 | 365 | Q2 2026 |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.00% | $1,943 | 38 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 40.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $290,797 | 5.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $633,596 | 12.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $28,417 | 556 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $89,311 | 1.8K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $9,973 | 195 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $36,082 | 707 | Q2 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $799,259 | 15.7K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $207,049 | 4.1K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $12,248 | 240 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $398,532 | 7.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $6,853 | 134 | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $5,614 | 110 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $5,308 | 104 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $161,666 | 3.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $138,858 | 2.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $25,000 | 491 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $358 | 7 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $45,826 | 896 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $11 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.