Funds holding Angel Oak High Yield Opportuni
ISIN US03463K7458 · United States · LEI 254900ZCII2VFW4OK231
- Fund holders
- 2
- Of which ETFs
- 1 1 other fund
- Value held
- 7.3M $
2 tracked funds declare this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Angel Oak Multi-Strategy Income Fund Angel Oak Funds Trust | 600,240 | 6.6M $ | 0.27 % | as of Apr 30, 2026 ↗ |
| WBI BullBear Yield 3000 ETF Absolute Shares Trust | 66,533 | 727.2K $ | 2.66 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| WBI BullBear Yield 3000 ETF Absolute Shares Trust | 2.66 % | as of Mar 31, 2026 ↗ |
| Angel Oak Multi-Strategy Income Fund Angel Oak Funds Trust | 0.27 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 2 | +1 | 666,773 | +830.1 % |
| 2026Q1 | 1 | -1 | 71,690 | -94.3 % |
| 2025Q4 | 2 | 0 | 1,252,244 | -25.6 % |
| 2025Q3 | 2 | +1 | 1,683,156 | -12.3 % |
| 2025Q2 | 1 | 0 | 1,920,240 | -15.2 % |
| 2025Q1 | 1 | -1 | 2,265,240 | -36.3 % |
| 2024Q4 | 2 | +1 | 3,558,740 | +6.8 % |
| 2024Q3 | 1 | -1 | 3,330,740 | -5.2 % |
| 2024Q2 | 2 | 3,515,271 |
Institutional managers
32 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Arkadios Wealth Advisors | 3,857,687 | 42.2M $ | as of Mar 31, 2026 |
| Angel Oak Capital Advisors, LLC | 690,973 | 7.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 439,152 | 4.8M $ | as of Mar 31, 2026 |
| NewEdge Wealth, LLC | 374,657 | 4.1M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 246,055 | 2.7M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 219,310 | 2.4M $ | as of Mar 31, 2026 |
| Equitable Holdings, Inc. | 181,450 | 2M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 147,502 | 1.6M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 125,708 | 1.4M $ | as of Mar 31, 2026 |
| WBI INVESTMENTS, LLC | 108,176 | 1.2M $ | as of Mar 31, 2026 |
| Merit Financial Group, LLC | 99,297 | 1.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 62,326 | 681.2K $ | as of Mar 31, 2026 |
| Fifth Third Securities, Inc. | 59,654 | 652K $ | as of Mar 31, 2026 |
| IFP Advisors, Inc | 53,862 | 588.7K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 52,035 | 568.7K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 46,190 | 504.9K $ | as of Mar 31, 2026 |
| PFG Investments, LLC | 39,939 | 436.5K $ | as of Mar 31, 2026 |
| Lewis Asset Management, LLC | 26,137 | 285.7K $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 25,690 | 280.8K $ | as of Mar 31, 2026 |
| Avantax Planning Partners, Inc. | 22,313 | 243.9K $ | as of Mar 31, 2026 |
| Wealthspire Advisors, LLC | 17,201 | 188K $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 14,575 | 159.3K $ | as of Mar 31, 2026 |
| AlphaStar Capital Management, LLC | 14,362 | 157K $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 12,910 | 141K $ | as of Mar 31, 2026 |
| EP Wealth Advisors, LLC | 12,490 | 136.5K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Angel Oak High Yield Opportuni". https://titelia.com/en/stocks/angel-oak-high-yield-opportuni-US03463K7458