AOHY · Angel Oak High Yield Opportunities ETF ETF

$11.01 -0.01 (-0.05%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 24

Total Value: $70,981,471

Total Shares: 6,450,061

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 24 13F filers · Δ vs Mar 31, 2026

Top Holder

52.3%

−2.8 pts

Top 5

78.5%

−1.7 pts

Top 10

94.7%

+3.3 pts

HHI

2,982

Highly concentrated−269

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -8

Institutional value: -7.2%

Shares held: -7.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid Equitable Holdings, Inc.	+83,344	264,794
Large MML INVESTORS SERVICES, LLC	+39,288	164,996
Mega LPL Financial LLC	+36,898	256,208
Mega RAYMOND JAMES FINANCIAL INC	+30,106	177,608
Mega JANE STREET GROUP, LLC	+12,803	64,838

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid Arkadios Wealth Advisors	−481,727	3,375,960
Micro Angel Oak Capital Advisors, LLC	−100,000	590,973
Mega MORGAN STANLEY	−19,985	42,341
Small WBI INVESTMENTS, LLC	−9,689	98,487
Large EP Wealth Advisors, LLC	−2,477	10,013

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large NewEdge Advisors, LLC	201,831	$2,221,150
Large Creative Planning	25,690	$282,718
Small FLOW TRADERS U.S. LLC	15,625	$171,953
Mid Vise Technologies, Inc.	10,273	$113,054
Mid IFG Advisory, LLC	9,198	$101,223

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Merit Financial Group, LLC	99,297	$1,085,316
Small Fifth Third Securities, Inc.	59,654	$652,018
Mid IFP Advisors, Inc	53,862	$588,711
Mega CITADEL ADVISORS LLC	46,190	$504,856
Mid PFG Investments, LLC	39,939	$436,533

Filter: New 6 Increased 10 Reduced 7 Sold out 14 Unchanged 1

Showing 24 of 24

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Arkadios Wealth Advisors

$37,152,439

52.34%

3,375,960

Angel Oak Capital Advisors, LLC

$6,503,657

9.16%

590,973

UBS Group AG

$4,940,947

6.96%

448,973

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	448,973	$4,940,947	100.0%	Defined

NewEdge Wealth, LLC

$4,203,568

5.92%

381,969

Equitable Holdings, Inc.

$2,914,057

4.11%

264,794

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	264,794	$2,914,057	100.0%	Defined

LPL Financial LLC

$2,819,569

3.97%

256,208

ENVESTNET ASSET MANAGEMENT INC

$2,687,795

3.79%

244,234

NewEdge Advisors, LLC

$2,221,150

3.13%

201,831

RAYMOND JAMES FINANCIAL INC

$1,954,575

2.75%

177,608

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	88,098	$969,518	49.6%	Defined
Raymond James Financial Services Advisors, Inc.	71,610	$788,068	40.3%	Defined
RAYMOND JAMES TRUST N.A.	17,900	$196,989	10.1%	Defined

MML INVESTORS SERVICES, LLC

$1,815,780

2.56%

164,996

WBI INVESTMENTS, LLC

$1,083,849

1.53%

98,487

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MILLINGTON SECURITIES, LLC	60,803	$669,137	61.7%	Defined
Held directly	37,684	$414,712	38.3%	Sole

JANE STREET GROUP, LLC

$713,542

1.01%

64,838

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	64,838	$713,542	100.0%	Defined

MORGAN STANLEY

$465,961

0.66%

42,341

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	33,396	$367,522	78.9%	Defined
MORGAN STANLEY SMITH BARNEY LLC	8,945	$98,439	21.1%	Defined

Creative Planning

$282,718

0.40%

25,690

ROYAL BANK OF CANADA

$247,557

0.35%

22,495

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	22,495	$247,557	100.0%	Defined

Wealthspire Advisors, LLC

$178,292

0.25%

16,201

FLOW TRADERS U.S. LLC

$171,953

0.24%

15,625

STIFEL FINANCIAL CORP

$160,397

0.23%

14,575

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	14,575	$160,397	100.0%	Defined

Ausdal Financial Partners, Inc.

$137,308

0.19%

12,477

Vise Technologies, Inc.

$113,054

0.16%

10,273

EP Wealth Advisors, LLC

$110,193

0.16%

10,013

IFG Advisory, LLC

$101,223

0.14%

9,198

OSAIC HOLDINGS, INC.

$1,727

0.00%

157

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	90	$990	57.3%	Defined
OSAIC INSTITUTIONS, INC.	67	$737	42.7%	Defined

FMR LLC

$160

0.00%

145

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	145	$160	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	59,654	$652,018	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	46,190	$504,856	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	155	$1,694	100.0%	Other