Who Owns ANGEL OAK FUNDS TRUST (CARY)? -- Institutional Holders (2026-06-30)
122 institutions reported holding $1.11B of ANGEL OAK FUNDS TRUST (CARY) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($186.9M), MORGAN STANLEY ($169.5M), WELLS FARGO & COMPANY/MN ($114.5M), UBS Group AG ($66.7M), IFC Advisors LLC ($61.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $186.9M | 9.0M | Added |
| 2 | MORGAN STANLEY | $169.5M | 8.2M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $114.5M | 5.5M | Added |
| 4 | UBS Group AG | $66.7M | 3.2M | Added |
| 5 | IFC Advisors LLC | $61.8M | 3.0M | Added |
| 6 | Arkadios Wealth Advisors | $60.0M | 2.9M | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $30.7M | 1.5M | Added |
| 8 | Focus Partners Wealth | $30.5M | 1.5M | Added |
| 9 | CHANNEL WEALTH LLC | $27.8M | 1.3M | Added |
| 10 | OSAIC HOLDINGS, INC. | $25.2M | 1.2M | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $23.0M | 1.1M | Added |
| 12 | N10 WEALTH, LLC | $20.9M | 1.0M | New |
| 13 | Bank of New York Mellon Corp | $19.5M | 937,679 | Trimmed |
| 14 | EP Wealth Advisors, LLC | $18.7M | 902,108 | Added |
| 15 | Tortoise Investment Management, LLC | $13.5M | 651,023 | Trimmed |
| 16 | STIFEL FINANCIAL CORP | $12.4M | 596,599 | Added |
| 17 | LPL Financial LLC | $11.7M | 565,204 | Added |
| 18 | Crescent Grove Advisors, LLC | $11.7M | 561,797 | Added |
| 19 | Baird Financial Group, Inc. | $11.5M | 552,850 | Added |
| 20 | MBL Wealth, LLC | $11.0M | 530,615 | Trimmed |
| 21 | Greenwich Wealth Management LLC | $10.2M | 490,759 | Added |
| 22 | Lifestyle Asset Management, Inc. | $9.7M | 469,008 | New |
| 23 | AXXCESS WEALTH MANAGEMENT, LLC | $9.0M | 430,895 | New |
| 24 | OneAscent Financial Services LLC | $8.7M | 417,876 | New |
| 25 | Legacy CG, LLC | $8.6M | 412,073 | Added |
Source: SEC Form 13F filings · as of 2026-06-30