13FBOX
ANGEL OAK FUNDS TRUST · 13F 机构持仓分析
期权收益计算器 机构排行
A

ANGEL OAK FUNDS TRUST

CARY
持有机构数
112
机构合计市值 (Q2 2026)
$11.06亿
机构合计股数 (Q2 2026)
5,321.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,896.6万股
83 · 22 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-109.5万股
32 · 12 清仓 · ≈
⚖️ 净额
+1,787.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$11.06亿
持有机构数
112
新买入
22
加仓
61
减仓
20
清仓
12
持股不变
9
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#69$1.87亿899.3万股$1.03亿495.2万股+404.1万股+81.60%加仓
摩根士丹利MORGAN STANLEY
0.01%<0.01%#76$1.69亿815.7万股$6,686.2万319.8万股+495.9万股+155.09%加仓
富国银行WELLS FARGO & COMPANY/MN
0.02%0.02%#60$1.14亿550.9万股$9,100.1万438.1万股+112.8万股+25.75%加仓
瑞银集团UBS Group AG
0.01%0.01%#78$6,671.7万321.1万股$4,996.2万240.5万股+80.5万股+33.49%加仓
IFC Advisors LLC
7.84%8.83%#1$6,178.0万297.3万股$6,171.7万297.1万股+2,056股+0.07%加仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.91%1.21%#16$6,003.4万288.9万股$7,400.3万356.2万股-67.3万股-18.90%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#80$3,073.8万147.9万股$2,739.4万131.9万股+16.0万股+12.17%加仓
Focus Partners财富Focus Partners Wealth
0.03%<0.01%#51$3,047.8万146.7万股$2.9万1,000股+146.6万股+146,570.00%加仓
CHANNEL WEALTH LLC
6.24%6.03%#3$2,783.2万133.9万股$2,488.5万119.8万股+14.1万股+11.80%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.03%0.04%#53$2,523.9万121.5万股$2,465.1万118.7万股+2.8万股+2.35%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%<0.01%#85$2,301.2万110.7万股$1,129.2万54.4万股+56.4万股+103.73%加仓
N10 WEALTH, LLC
7.42%#2$2,090.8万100.6万股$00股+100.6万股新买入
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#94$1,948.5万93.8万股$1,967.0万94.7万股-9,231股-0.97%减仓
EP财富顾问EP Wealth Advisors, LLC
0.07%<0.01%#44$1,874.6万90.2万股$97.7万4.7万股+85.5万股+1,817.46%加仓
Tortoise Investment Management, LLC
1.01%1.14%#12$1,352.8万65.1万股$1,376.5万66.3万股-1.2万股-1.75%减仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#70$1,239.7万59.7万股$1,048.1万50.5万股+9.2万股+18.24%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#98$1,174.5万56.5万股$897.2万43.2万股+13.3万股+30.87%加仓
Crescent Grove Advisors, LLC
0.98%1.09%#15$1,173.1万56.2万股$1,134.2万54.3万股+1.9万股+3.43%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.02%0.02%#66$1,148.8万55.3万股$1,129.7万54.4万股+9,022股+1.66%加仓
MBL Wealth, LLC
0.75%0.85%#19$1,102.6万53.1万股$1,123.0万54.1万股-9,989股-1.85%减仓
Greenwich Wealth Management LLC
0.37%0.38%#29$1,019.8万49.1万股$923.5万44.5万股+4.6万股+10.39%加仓
Lifestyle Asset Management, Inc.
2.62%#5$974.6万46.9万股$00股+46.9万股新买入
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.14%#38$895.4万43.1万股$00股+43.1万股新买入
OneAscent Financial Services LLC
0.42%#27$868.3万41.8万股$00股+41.8万股新买入
Legacy CG, LLC
2.19%2.28%#6$856.3万41.2万股$819.3万39.4万股+1.8万股+4.47%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.16%#36$839.1万40.4万股$00股+40.4万股新买入
Beacon Capital Management, Inc.
0.46%0.42%#26$763.1万36.7万股$754.5万36.3万股+4,026股+1.11%加仓
SSI INVESTMENT MANAGEMENT LLC
0.36%#30$619.4万29.8万股$00股+29.8万股新买入
财富关怀顾问Wealthcare Advisory Partners LLC
0.11%0.08%#42$571.3万27.5万股$388.2万18.7万股+8.8万股+47.11%加仓
Sage Advisory Services, Ltd.Co.
2.81%2.92%#4$570.1万27.4万股$532.3万25.6万股+1.8万股+7.07%加仓
VERUS CAPITAL PARTNERS, LLC
0.28%#32$524.9万25.3万股$00股+25.3万股新买入
Precision Wealth Strategies, LLC
1.3%1.58%#8$432.5万20.8万股$477.7万23.0万股-2.2万股-9.49%减仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.02%#58$423.1万20.4万股$00股+20.4万股新买入
Heritage Trust Co
0.36%0.4%#31$413.6万19.9万股$402.1万19.4万股+5,441股+2.81%加仓
Exchange Traded ConceptsEXCHANGE TRADED CONCEPTS, LLC
0.02%0.02%#67$331.3万15.9万股$295.9万14.2万股+1.7万股+11.92%加仓
Mendel Money Management
1.2%1.24%#11$328.5万15.8万股$296.5万14.3万股+1.5万股+10.77%加仓
Sonoma Allocations LLC
1.21%0.78%#10$320.7万15.4万股$226.3万10.9万股+4.6万股+41.96%加仓
Weaver Consulting Group
0.62%0.67%#22$302.8万14.6万股$280.2万13.5万股+1.1万股+8.02%加仓
Camarda Financial Advisors, LLC
0.88%1.42%#18$291.7万14.0万股$270.7万13.0万股+1.0万股+7.73%加仓
Atria投资Atria Investments, Inc
0.03%0.03%#54$286.5万13.8万股$248.3万12.0万股+1.8万股+15.35%加仓
Central Pacific Bank - Trust Division
0.28%#33$271.8万13.1万股$00股+13.1万股新买入
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#90$255.5万12.3万股$229.1万11.0万股+1.3万股+11.46%加仓
Fiduciary信托FIDUCIARY TRUST CO
0.03%0.03%#57$247.0万11.9万股$243.3万11.7万股+1,777股+1.52%加仓
Rareview Capital LLC
1.28%1.22%#9$229.6万11.0万股$207.3万10.0万股+1.1万股+10.77%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#96$228.3万11.0万股$209.0万10.1万股+9,238股+9.18%加仓
OneAscent Wealth Management LLC
0.68%#21$227.3万10.9万股$00股+10.9万股新买入
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#71$219.2万10.6万股$198.9万9.6万股+9,779股+10.22%加仓
J. Team Financial, Inc.
2.12%1.95%#7$218.5万10.5万股$174.6万8.4万股+2.1万股+25.09%加仓
ISLAY CAPITAL MANAGEMENT, LLC
1.01%1.04%#13$218.0万10.5万股$205.4万9.9万股+6,000股+6.07%加仓
Lewis Asset Management, LLC
0.72%0.82%#20$205.8万9.9万股$200.2万9.6万股+2,661股+2.76%加仓

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