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

MBS
持有机构数
39
机构合计市值 (Q2 2026)
$1.24亿
机构合计股数 (Q2 2026)
1,434.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+135.9万股
22 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-182.2万股
17 · 6 清仓 · ≈
⚖️ 净额
-46.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.24亿
持有机构数
39
新买入
9
加仓
13
减仓
11
清仓
6
持股不变
6
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
OSAIC控股OSAIC HOLDINGS, INC.
0.05%0.07%#10$4,581.5万530.9万股$4,746.1万548.1万股-17.2万股-3.13%减仓
NewEdge财富NewEdge Wealth, LLC
0.19%0.27%#6$1,881.6万218.0万股$2,245.3万259.3万股-41.2万股-15.91%减仓
ALTFEST L J & CO INC
1.03%1.61%#3$1,062.4万123.1万股$1,500.6万173.3万股-50.2万股-28.95%减仓
Goldstone Financial Group, LLC
0.63%0.28%#4$688.6万79.8万股$256.0万29.6万股+50.2万股+169.98%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#27$610.8万70.8万股$574.7万66.4万股+4.4万股+6.64%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.02%#16$503.4万58.3万股$672.8万77.7万股-19.4万股-24.91%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#19$418.7万48.5万股$328.8万38.0万股+10.5万股+27.78%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#26$410.5万47.6万股$422.7万48.8万股-1.2万股-2.55%减仓
Angel Oak Capital Advisors, LLC
4.08%7.07%#1$323.3万37.5万股$636.3万73.5万股-36.0万股-49.01%减仓
Embree Financial Group
0.21%0.22%#5$212.2万24.6万股$188.1万21.7万股+2.9万股+13.22%加仓
PATTEN & PATTEN INC/TN
0.11%0.13%#7$208.5万24.2万股$210.7万24.3万股-1,668股-0.69%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#31$154.2万17.9万股$00股+17.9万股新买入
LPL金融LPL Financial LLC
<0.01%<0.01%#28$148.5万17.2万股$183.3万21.2万股-4.0万股-18.71%减仓
J. Team Financial, Inc.
1.32%1.55%#2$135.9万15.7万股$138.6万16.0万股-2,535股-1.58%减仓
RFG顾问RFG Advisory, LLC
0.02%0.02%#15$126.4万14.6万股$117.3万13.5万股+1.1万股+8.11%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%#18$117.1万13.6万股$00股+13.6万股新买入
冯托贝尔控股Vontobel Holding Ltd.
<0.01%<0.01%#21$116.5万13.5万股$116.9万13.5万股00.00%持仓不变
United Asset Strategies, Inc.
0.07%0.08%#8$98.6万11.4万股$98.6万11.4万股+448股+0.39%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#33$91.8万10.6万股$00股+10.6万股新买入
Benjamin EdwardsBENJAMIN EDWARDS INC
0.01%0.01%#20$82.3万9.5万股$76.9万8.9万股+6,545股+7.37%加仓
SHP Wealth Management
0.04%0.02%#12$65.0万7.5万股$20.5万2.4万股+5.2万股+218.01%加仓
FLOW TRADERS U.S. LLC
0.02%0.01%#14$53.5万6.2万股$25.6万3.0万股+3.2万股+109.43%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#36$48.9万5.7万股$49.1万5.7万股00.00%持仓不变
简街集团JANE STREET GROUP, LLC
<0.01%#37$36.6万4.2万股$00股+4.2万股新买入
Requisite Capital Management, LLC
0.05%0.06%#11$32.2万3.7万股$32.3万3.7万股00.00%持仓不变
Simplicity Wealth,LLC
0.01%#17$30.0万3.5万股$00股+3.5万股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%#35$27.9万3.2万股$00股+3.2万股新买入
Weaver Consulting Group
0.05%0.06%#9$26.8万3.1万股$26.8万3.1万股00.00%持仓不变
Equitable控股Equitable Holdings, Inc.
<0.01%#25$17.3万2.0万股$00股+2.0万股新买入
第一金融银行FIRST FINANCIAL BANKSHARES INC
<0.01%<0.01%#22$15.0万1.7万股$15.1万1.7万股00.00%持仓不变
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#29$12.2万1.4万股$10.5万1.2万股+2,000股+16.48%加仓
Vise科技Vise Technologies, Inc.
<0.01%#24$11.6万1.3万股$00股+1.3万股新买入
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#34$10.8万1.2万股$10.9万1.2万股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#32$8.5万9,889股$00股+9,889股新买入
REICON WEALTH ADVISORS, LLC
0.04%0.05%#13$7.2万8,362股$6.5万7,453股+909股+12.20%加仓
Transamerica Financial Advisors, LLC
<0.01%<0.01%#23$2.2万2,498股$5.0万5,812股-3,314股-57.02%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#39$3,055354股$2,661305股+49股+16.07%加仓
AssetMarkASSETMARK, INC
<0.01%<0.01%#38$1,502174股$1,541178股-4股-2.25%减仓
Triumph Capital Management
<0.01%<0.01%#30$78591股$13115股+76股+506.67%加仓

🧭 机构资金流板块热力图

净流出 净流入