Who Owns ANGEL OAK FUNDS TRUST (MBS)? -- Institutional Holders (2026-06-30)
43 institutions reported holding $123.7M of ANGEL OAK FUNDS TRUST (MBS) in SEC 13F filings for 2026-06-30. Largest institutional holders: OSAIC HOLDINGS, INC. ($45.8M), NewEdge Wealth, LLC ($18.8M), ALTFEST L J & CO INC ($10.6M), Goldstone Financial Group, LLC ($6.9M), UBS Group AG ($6.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | OSAIC HOLDINGS, INC. | $45.8M | 5.3M | Trimmed |
| 2 | NewEdge Wealth, LLC | $18.8M | 2.2M | Trimmed |
| 3 | ALTFEST L J & CO INC | $10.6M | 1.2M | Trimmed |
| 4 | Goldstone Financial Group, LLC | $6.9M | 797,939 | Added |
| 5 | UBS Group AG | $6.1M | 707,749 | Added |
| 6 | NewEdge Advisors, LLC | $5.0M | 583,348 | Trimmed |
| 7 | MML INVESTORS SERVICES, LLC | $4.2M | 485,219 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $4.1M | 475,621 | Trimmed |
| 9 | Angel Oak Capital Advisors, LLC | $3.2M | 374,667 | Trimmed |
| 10 | Embree Financial Group | $2.1M | 245,916 | Added |
| 11 | PATTEN & PATTEN INC/TN | $2.1M | 241,577 | Trimmed |
| 12 | GOLDMAN SACHS GROUP INC | $1.5M | 178,705 | New |
| 13 | LPL Financial LLC | $1.5M | 172,028 | Trimmed |
| 14 | J. Team Financial, Inc. | $1.4M | 157,482 | Trimmed |
| 15 | RFG Advisory, LLC | $1.3M | 146,457 | Added |
| 16 | Farther Finance Advisors, LLC | $1.2M | 135,695 | New |
| 17 | Vontobel Holding Ltd. | $1.2M | 135,000 | Hold |
| 18 | United Asset Strategies, Inc. | $986,189 | 114,274 | Added |
| 19 | CITADEL ADVISORS LLC | $917,982 | 106,371 | New |
| 20 | BENJAMIN EDWARDS INC | $823,248 | 95,399 | Added |
| 21 | SHP Wealth Management | $650,294 | 75,353 | Added |
| 22 | FLOW TRADERS U.S. LLC | $535,000 | 62,019 | Added |
| 23 | BANK OF AMERICA CORP /DE/ | $489,321 | 56,700 | Hold |
| 24 | JANE STREET GROUP, LLC | $365,636 | 42,368 | New |
| 25 | Requisite Capital Management, LLC | $321,632 | 37,098 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30