CUSIP 03463K760
ANGEL OAK FUNDS TRUST
116 institutions · $585.1M total · 28,625,851 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,791,541 | $99.8M | 16.73% | 2025-12-31 |
| 2 | UBS Group AG | 2,174,367 | $45.3M | 7.59% | 2025-12-31 |
| 3 | Arkadios Wealth Advisors | 2,154,908 | $44.9M | 7.52% | 2025-12-31 |
| 4 | WELLS FARGO & COMPANY/MN | 2,154,052 | $44.9M | 7.52% | 2025-12-31 |
| 5 | Focus Partners Wealth | 1,419,626 | $29.7M | 4.95% | 2025-12-31 |
| 6 | CHANNEL WEALTH LLC | 1,152,894 | $24.0M | 4.02% | 2025-12-31 |
| 7 | Executive Wealth Management, LLC | 1,029,005 | $21.2M | 3.59% | 2024-12-31 |
| 8 | RAYMOND JAMES FINANCIAL INC | 981,109 | $20.4M | 3.42% | 2025-12-31 |
| 9 | Bank of New York Mellon Corp | 955,142 | $19.9M | 3.33% | 2025-12-31 |
| 10 | OSAIC HOLDINGS, INC. | 877,174 | $18.3M | 3.06% | 2025-12-31 |
| 11 | CW Advisors, LLC | 811,224 | $16.9M | 2.83% | 2025-06-30 |
| 12 | AXXCESS WEALTH MANAGEMENT, LLC | 777,264 | $16.2M | 2.71% | 2025-12-31 |
| 13 | Tortoise Investment Management, LLC | 647,945 | $13.5M | 2.26% | 2025-12-31 |
| 14 | Baird Financial Group, Inc. | 552,275 | $11.5M | 1.92% | 2025-12-31 |
| 15 | Crescent Grove Advisors, LLC | 523,639 | $11.0M | 1.82% | 2025-12-31 |
| 16 | MBL Wealth, LLC | 520,038 | $10.8M | 1.81% | 2025-12-31 |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 482,353 | $10.0M | 1.68% | 2025-12-31 |
| 18 | STIFEL FINANCIAL CORP | 434,323 | $9.0M | 1.51% | 2025-12-31 |
| 19 | Astor Investment Management LLC | 383,809 | $8.0M | 1.34% | 2025-06-30 |
| 20 | Beacon Capital Management, Inc. | 367,485 | $7.7M | 1.28% | 2025-12-31 |
| 21 | ALTFEST L J & CO INC | 368,152 | $7.6M | 1.28% | 2025-03-31 |
| 22 | Legacy CG, LLC | 357,382 | $7.4M | 1.24% | 2025-12-31 |
| 23 | LPL Financial LLC | 327,082 | $6.8M | 1.14% | 2025-12-31 |
| 24 | Sage Advisory Services, Ltd.Co. | 248,460 | $5.2M | 0.86% | 2025-12-31 |
| 25 | Precision Wealth Strategies, LLC | 213,337 | $4.4M | 0.74% | 2025-12-31 |
| 26 | Heritage Trust Co | 175,417 | $3.7M | 0.61% | 2025-12-31 |
| 27 | Wealthcare Advisory Partners LLC | 173,579 | $3.6M | 0.60% | 2025-12-31 |
| 28 | Atria Investments, Inc | 125,211 | $2.6M | 0.43% | 2025-12-31 |
| 29 | Mendel Money Management | 123,778 | $2.6M | 0.43% | 2025-12-31 |
| 30 | RFG Advisory, LLC | 122,885 | $2.6M | 0.42% | 2025-12-31 |
| 31 | JANE STREET GROUP, LLC | 110,380 | $2.3M | 0.38% | 2025-06-30 |
| 32 | Weaver Consulting Group | 108,850 | $2.3M | 0.38% | 2025-12-31 |
| 33 | Transamerica Financial Advisors, LLC | 106,580 | $2.2M | 0.37% | 2025-12-31 |
| 34 | RAYMOND JAMES & ASSOCIATES | 101,005 | $2.1M | 0.35% | 2024-09-30 |
| 35 | NewEdge Advisors, LLC | 101,096 | $2.1M | 0.35% | 2025-12-31 |
| 36 | Camarda Financial Advisors, LLC | 100,056 | $2.1M | 0.34% | 2025-12-31 |
| 37 | Rockefeller Capital Management L.P. | 99,611 | $2.1M | 0.34% | 2025-12-31 |
| 38 | TRUIST FINANCIAL CORP | 95,399 | $2.0M | 0.33% | 2025-12-31 |
| 39 | J. Team Financial, Inc. | 94,104 | $2.0M | 0.32% | 2025-12-31 |
| 40 | OPPENHEIMER & CO INC | 91,241 | $1.9M | 0.31% | 2025-12-31 |
| 41 | ISLAY CAPITAL MANAGEMENT, LLC | 89,150 | $1.9M | 0.31% | 2025-12-31 |
| 42 | IEQ CAPITAL, LLC | 87,278 | $1.8M | 0.30% | 2025-12-31 |
| 43 | Able Wealth Management LLC | 85,012 | $1.8M | 0.29% | 2025-12-31 |
| 44 | Rareview Capital LLC | 82,798 | $1.7M | 0.28% | 2025-12-31 |
| 45 | Legacy Capital Group California, Inc. | 82,414 | $1.7M | 0.28% | 2025-12-31 |
| 46 | Sanctuary Advisors, LLC | 80,925 | $1.7M | 0.28% | 2025-12-31 |
| 47 | Belpointe Asset Management LLC | 78,786 | $1.6M | 0.27% | 2025-12-31 |
| 48 | Sonoma Allocations LLC | 76,717 | $1.6M | 0.26% | 2025-12-31 |
| 49 | 9823 Capital, L.P. | 67,183 | $1.4M | 0.23% | 2025-12-31 |
| 50 | Lewis Asset Management, LLC | 63,875 | $1.3M | 0.22% | 2025-12-31 |
| 51 | Proficio Capital Partners LLC | 58,260 | $1.2M | 0.20% | 2024-09-30 |
| 52 | AMERIPRISE FINANCIAL INC | 55,820 | $1.2M | 0.19% | 2025-12-31 |
| 53 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 46,557 | $969.6K | 0.16% | 2025-12-31 |
| 54 | Fiduciary Trust Co | 44,500 | $923.8K | 0.15% | 2025-03-31 |
| 55 | Noble Wealth Management PBC | 42,551 | $886.1K | 0.14% | 2025-12-31 |
| 56 | Sage Mountain Advisors LLC | 40,258 | $838.4K | 0.14% | 2025-12-31 |
| 57 | AE Wealth Management LLC | 34,887 | $726.5K | 0.12% | 2025-12-31 |
| 58 | HighTower Advisors, LLC | 30,917 | $643.9K | 0.10% | 2025-12-31 |
| 59 | EP Wealth Advisors, LLC | 26,028 | $542.0K | 0.09% | 2025-12-31 |
| 60 | Kestra Advisory Services, LLC | 24,651 | $513.4K | 0.08% | 2025-12-31 |
| 61 | Consolidated Portfolio Review Corp | 24,269 | $507.5K | 0.08% | 2025-09-30 |
| 62 | GeoWealth Management, LLC | 23,580 | $491.1K | 0.08% | 2025-12-31 |
| 63 | &PARTNERS | 22,467 | $467.9K | 0.07% | 2025-12-31 |
| 64 | Omnitrust Wealth Management, Inc | 21,764 | $453.2K | 0.07% | 2025-12-31 |
| 65 | Argent Financial Group, Inc. | 21,347 | $452.3K | 0.07% | 2024-09-30 |
| 66 | Oregon Pacific Wealth Management, LLC | 21,054 | $437.9K | 0.07% | 2025-06-30 |
| 67 | IHT Wealth Management, LLC | 20,947 | $436.2K | 0.07% | 2025-12-31 |
| 68 | Concurrent Investment Advisors, LLC | 20,203 | $420.7K | 0.07% | 2025-12-31 |
| 69 | Equitable Holdings, Inc. | 20,005 | $416.6K | 0.06% | 2025-12-31 |
| 70 | Excelsior Advisor Network LLC | 19,300 | $401.9K | 0.06% | 2025-12-31 |
| 71 | CITADEL ADVISORS LLC | 18,453 | $383.8K | 0.06% | 2025-06-30 |
| 72 | BENJAMIN EDWARDS INC | 17,212 | $358.6K | 0.06% | 2025-12-31 |
| 73 | GOLDMAN SACHS GROUP INC | 14,952 | $311.4K | 0.05% | 2025-12-31 |
| 74 | Legacy Capital Wealth Partners, LLC | 14,594 | $303.9K | 0.05% | 2025-12-31 |
| 75 | DAVENPORT & Co LLC | 13,991 | $291.4K | 0.04% | 2025-12-31 |
| 76 | Advocacy Wealth Management Services, LLC | 13,639 | $284.0K | 0.04% | 2025-12-31 |
| 77 | Worth Asset Management, LLC | 12,187 | $250.9K | 0.04% | 2024-12-31 |
| 78 | HUNTINGTON NATIONAL BANK | 11,556 | $241.6K | 0.04% | 2025-09-30 |
| 79 | Argent Trust Co | 11,250 | $234.3K | 0.03% | 2025-12-31 |
| 80 | Coastal Bridge Advisors, LLC | 10,500 | $218.7K | 0.03% | 2025-12-31 |
| 81 | FIRETHORN WEALTH PARTNERS, LLC | 10,344 | $215.4K | 0.03% | 2025-12-31 |
| 82 | Stratos Wealth Partners, LTD. | 10,157 | $211.5K | 0.03% | 2025-12-31 |
| 83 | VISTA INVESTMENT PARTNERS LLC | 9,949 | $207.2K | 0.03% | 2025-12-31 |
| 84 | EPG Wealth Management LLC | 9,810 | $203.7K | 0.03% | 2025-03-31 |
| 85 | COMMONWEALTH EQUITY SERVICES, LLC | 9,777 | $203.6K | 0.03% | 2025-12-31 |
| 86 | PRIVATE TRUST CO NA | 9,757 | $203.2K | 0.03% | 2025-12-31 |
| 87 | CreativeOne Wealth, LLC | 9,415 | $196.1K | 0.03% | 2025-12-31 |
| 88 | Raleigh Capital Management Inc. | 6,554 | $136.5K | 0.02% | 2025-12-31 |
| 89 | Advisory Services Network, LLC | 6,417 | $134.2K | 0.02% | 2025-09-30 |
| 90 | COMERICA BANK | 6,119 | $127.4K | 0.02% | 2025-12-31 |
| 91 | Lloyd Advisory Services, LLC. | 5,659 | $117.9K | 0.01% | 2025-12-31 |
| 92 | BANK OF AMERICA CORP /DE/ | 5,318 | $111.2K | 0.01% | 2025-12-31 |
| 93 | Farther Finance Advisors, LLC | 3,694 | $76.9K | 0.01% | 2025-12-31 |
| 94 | Signature Equity Partners, LLC | 1,666 | $34.7K | 0.00% | 2025-12-31 |
| 95 | Steward Partners Investment Advisory, LLC | 1,453 | $30.2K | 0.00% | 2025-03-31 |
| 96 | JPMORGAN CHASE & CO | 1,220 | $25.4K | 0.00% | 2025-12-31 |
| 97 | Royal Bank of Canada | 1,190 | $25.0K | 0.00% | 2025-09-30 |
| 98 | Quest 10 Wealth Builders, Inc. | 1,058 | $22.0K | 0.00% | 2025-12-31 |
| 99 | Kingdom Financial Group LLC. | 495 | $10.3K | 0.00% | 2025-12-31 |
| 100 | Clearstead Advisors, LLC | 454 | $9.5K | 0.00% | 2025-09-30 |
| 101 | Greenwich Wealth Management LLC | 390,740 | $8.1K | 1.36% | 2025-12-31 |
| 102 | Tower Research Capital LLC (TRC) | 311 | $6.4K | 0.00% | 2024-12-31 |
| 103 | Davis Capital Management | 288 | $6.0K | 0.00% | 2025-12-31 |
| 104 | JONES FINANCIAL COMPANIES LLLP | 241 | $5.0K | 0.00% | 2025-12-31 |
| 105 | Nova Wealth Management, Inc. | 167 | $3.5K | 0.00% | 2025-06-30 |
| 106 | Janney Montgomery Scott LLC | 54,095 | $1.1K | 0.18% | 2025-12-31 |
| 107 | ASSETMARK, INC | 49 | $1.0K | 0.00% | 2025-12-31 |
| 108 | Networth Advisors, LLC | 47 | $979 | 0.00% | 2025-12-31 |
| 109 | PNC Financial Services Group, Inc. | 45 | $954 | 0.00% | 2024-09-30 |
| 110 | OneAscent Financial Services LLC | 39,685 | $824 | 0.13% | 2025-03-31 |
| 111 | FLOW TRADERS U.S. LLC | 27,856 | $579 | 0.09% | 2025-06-30 |
| 112 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 23 | $480 | 0.00% | 2025-03-31 |
| 113 | Cambridge Investment Research Advisors, Inc. | 14,647 | $305 | 0.05% | 2025-12-31 |
| 114 | FMR LLC | 119 | $247 | 0.00% | 2025-12-31 |
| 115 | HANTZ FINANCIAL SERVICES, INC. | 1,417 | $30 | 0.00% | 2025-12-31 |
| 116 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |