Filing Research | ANGEL OAK FUNDS TRUST Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.8MSH	$492.8M
2	Gradient Investments LLC	Shares	1.0MSH	$51.8M
3	Richard P Slaughter Associates Inc	Shares	408.0KSH	$20.8M
4	Mason & Associates Inc	Shares	268.5KSH	$13.7M
5	MIDLAND WEALTH ADVISORS, LLC	Shares	233.3KSH	$11.9M
6	INDEPENDENT FINANCIAL GROUP, LLC	Shares	172.3KSH	$8.8M
7	Bulwark Capital Corp	Shares	127.9KSH	$6.5M
8	Wealthcare Advisory Partners LLC	Shares	108.9KSH	$5.6M
9	NorthCrest Asset Manangement, LLC	Shares	108.5KSH	$5.5M
10	TCFG Investment Advisors, LLC	Shares	102.7KSH	$5.2M
11	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	89.6KSH	$4.6M
12	XY Planning Network, Inc.	Shares	68.3KSH	$3.5M
13	Lewis Asset Management, LLC	Shares	61.9KSH	$3.2M
14	Mechanics Bank Trust Department	Shares	51.4KSH	$2.6M
15	Castleview Partners, LLC	Shares	45.5KSH	$2.3M
16	BENJAMIN EDWARDS INC	Shares	39.6KSH	$2.0M
17	Balefire, LLC	Shares	21.8KSH	$1.1M
18	Paladin Wealth, LLC	Shares	19.5KSH	$992.2K
19	Farther Finance Advisors, LLC	Shares	18.0KSH	$916.3K
20	Barnes Wealth Management Group, Inc	Shares	12.9KSH	$659.9K
21	RMR Wealth Builders	Shares	12.1KSH	$619.2K
22	EverSource Wealth Advisors, LLC	Shares	11.7KSH	$596.5K
23	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	10.7KSH	$546.3K
24	Brookwood Investment Group LLC	Shares	10.1KSH	$516.7K
25	NORTHBRIDGE FINANCIAL GROUP, LLC	Shares	9.7KSH	$493.2K
26	RFG Advisory, LLC	Shares	9.2KSH	$467.2K
27	Wealth Enhancement Trust Services, Inc.	Shares	7.9KSH	$403.6K
28	Worth Asset Management, LLC	Shares	4.8KSH	$247.0K
29	TECTONIC ADVISORS LLC	Shares	4.1KSH	$209.4K
30	FIRETHORN WEALTH PARTNERS, LLC	Shares	4.0KSH	$203.5K
31	CoreCap Advisors, LLC	Shares	365SH	$18.6K
32	Golden State Wealth Management, LLC	Shares	10SH	$510

Manager changes2026-06-30 vs 2026-03-31

32 / 32 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.4M	+$70.7M	$492.8M
2	Mason & Associates Inc added	Shares	+220.2K	+$11.2M	$13.7M
3	Wealthcare Advisory Partners LLC added	Shares	+103.8K	+$5.3M	$5.6M
4	Castleview Partners, LLC added	Shares	+26.9K	+$1.4M	$2.3M
5	Farther Finance Advisors, LLC added	Shares	+18.0K	+$916.3K	$916.3K
6	NorthCrest Asset Manangement, LLC added	Shares	+7.4K	+$376.3K	$5.5M
7	Balefire, LLC added	Shares	+7.1K	+$362.4K	$1.1M
8	Worth Asset Management, LLC new	Shares	+4.8K	+$247.0K	$247.0K
9	XY Planning Network, Inc. added	Shares	+4.6K	+$234.2K	$3.5M
10	Mechanics Bank Trust Department added	Shares	+4.6K	+$232.8K	$2.6M
11	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+4.4K	+$221.8K	$546.3K
12	TECTONIC ADVISORS LLC new	Shares	+4.1K	+$209.4K	$209.4K
13	Brookwood Investment Group LLC added	Shares	+2.8K	+$140.3K	$516.7K
14	EverSource Wealth Advisors, LLC added	Shares	+1.4K	+$69.1K	$596.5K
15	Lewis Asset Management, LLC added	Shares	+1.3K	+$65.3K	$3.2M
16	NORTHBRIDGE FINANCIAL GROUP, LLC added	Shares	+1.3K	+$65.3K	$493.2K
17	CoreCap Advisors, LLC new	Shares	+365	+$18.6K	$18.6K
18	Wealth Enhancement Trust Services, Inc. added	Shares	+134	+$6.6K	$403.6K
19	Golden State Wealth Management, LLC new	Shares	+10	+$510	$510
20	Paladin Wealth, LLC trimmed	Shares	-231	-$12.4K	$992.2K
21	TCFG Investment Advisors, LLC trimmed	Shares	-977	-$52.9K	$5.2M
22	Barnes Wealth Management Group, Inc trimmed	Shares	-1.4K	-$71.4K	$659.9K
23	BENJAMIN EDWARDS INC trimmed	Shares	-2.3K	-$116.3K	$2.0M
24	FIRETHORN WEALTH PARTNERS, LLC trimmed	Shares	-2.7K	-$139.5K	$203.5K
25	RFG Advisory, LLC trimmed	Shares	-3.5K	-$176.5K	$467.2K
26	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-4.4K	-$232.0K	$8.8M
27	RMR Wealth Builders trimmed	Shares	-5.7K	-$292.7K	$619.2K
28	PARSONS CAPITAL MANAGEMENT INC/RI trimmed	Shares	-5.9K	-$305.2K	$4.6M
29	MIDLAND WEALTH ADVISORS, LLC trimmed	Shares	-17.2K	-$882.9K	$11.9M
30	Bulwark Capital Corp trimmed	Shares	-33.3K	-$1.7M	$6.5M
31	Gradient Investments LLC trimmed	Shares	-61.3K	-$3.2M	$51.8M
32	Richard P Slaughter Associates Inc trimmed	Shares	-265.0K	-$13.5M	$20.8M