CUSIP 03463K737
ANGEL OAK FUNDS TRUST
43 institutions · $201.7M total · 23,186,733 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ADVISOR GROUP HOLDINGS, INC. | 7,006,460 | $61.3M | 30.21% | 2025-12-31 |
| 2 | Congress Wealth Management LLC / DE / | 6,786,466 | $58.6M | 29.26% | 2025-06-30 |
| 3 | NewEdge Wealth, LLC | 2,403,115 | $21.0M | 10.36% | 2025-12-31 |
| 4 | ALTFEST L J & CO INC | 1,688,014 | $14.8M | 7.28% | 2025-12-31 |
| 5 | Angel Oak Capital Advisors, LLC | 1,070,590 | $9.4M | 4.61% | 2025-12-31 |
| 6 | NewEdge Advisors, LLC | 769,279 | $6.7M | 3.31% | 2025-12-31 |
| 7 | Mattson Financial Services, LLC | 522,484 | $4.5M | 2.25% | 2025-06-30 |
| 8 | Brown Financial Advisors | 321,190 | $2.8M | 1.38% | 2025-06-30 |
| 9 | Transamerica Financial Advisors, Inc. | 309,846 | $2.7M | 1.33% | 2025-12-31 |
| 10 | MML INVESTORS SERVICES, LLC | 308,179 | $2.7M | 1.32% | 2025-12-31 |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 299,419 | $2.6M | 1.29% | 2025-12-31 |
| 12 | PATTEN & PATTEN INC/TN | 244,960 | $2.1M | 1.05% | 2025-12-31 |
| 13 | Paladin Wealth, LLC | 161,631 | $1.4M | 0.69% | 2025-06-30 |
| 14 | Embree Financial Group | 152,912 | $1.3M | 0.65% | 2025-12-31 |
| 15 | UBS Group AG | 151,665 | $1.3M | 0.65% | 2025-12-31 |
| 16 | United Asset Strategies, Inc. | 144,622 | $1.3M | 0.62% | 2025-12-31 |
| 17 | Vontobel Holding Ltd. | 135,000 | $1.2M | 0.58% | 2025-12-31 |
| 18 | LPL Financial LLC | 132,385 | $1.2M | 0.57% | 2025-12-31 |
| 19 | RFG Advisory, LLC | 129,079 | $1.1M | 0.55% | 2025-12-31 |
| 20 | BENJAMIN EDWARDS INC | 89,210 | $780.1K | 0.38% | 2025-12-31 |
| 21 | Cresset Asset Management, LLC | 63,295 | $555.1K | 0.27% | 2025-09-30 |
| 22 | BANK OF AMERICA CORP /DE/ | 56,700 | $495.8K | 0.24% | 2025-12-31 |
| 23 | Requisite Capital Management, LLC | 39,150 | $344.1K | 0.16% | 2025-12-31 |
| 24 | JANE STREET GROUP, LLC | 32,177 | $280.7K | 0.13% | 2025-09-30 |
| 25 | Weaver Consulting Group | 31,000 | $271.1K | 0.13% | 2025-12-31 |
| 26 | First Financial Bankshares Inc | 17,381 | $152.0K | 0.07% | 2025-12-31 |
| 27 | CI Private Wealth, LLC | 15,947 | $140.2K | 0.06% | 2025-12-31 |
| 28 | OLD MISSION CAPITAL LLC | 14,930 | $128.9K | 0.06% | 2025-06-30 |
| 29 | AlphaStar Capital Management, LLC | 13,883 | $123.6K | 0.05% | 2024-09-30 |
| 30 | Gradient Investments LLC | 11,101 | $97.1K | 0.04% | 2025-12-31 |
| 31 | Atomi Financial Group, Inc. | 10,762 | $93.9K | 0.04% | 2025-09-30 |
| 32 | CITADEL ADVISORS LLC | 10,387 | $90.6K | 0.04% | 2025-09-30 |
| 33 | Global Retirement Partners, LLC | 6,262 | $54.6K | 0.02% | 2025-09-30 |
| 34 | Farther Finance Advisors, LLC | 4,086 | $35.3K | 0.01% | 2025-06-30 |
| 35 | HARBOUR INVESTMENTS, INC. | 3,500 | $31.1K | 0.01% | 2024-09-30 |
| 36 | Advisory Services Network, LLC | 3,568 | $31.1K | 0.01% | 2025-09-30 |
| 37 | Allworth Financial LP | 2,096 | $18.1K | 0.00% | 2025-06-30 |
| 38 | Royal Bank of Canada | 1,815 | $16.0K | 0.00% | 2025-09-30 |
| 39 | WELLS FARGO & COMPANY/MN | 789 | $6.9K | 0.00% | 2025-12-31 |
| 40 | MORGAN STANLEY | 354 | $3.1K | 0.00% | 2025-12-31 |
| 41 | FLOW TRADERS U.S. LLC | 21,029 | $183 | 0.09% | 2025-09-30 |
| 42 | Triumph Capital Management | 15 | $131 | 0.00% | 2025-12-31 |
| 43 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |