Angel Oak High Yild Oppo ETFAOHYETF
13F holders, Q3 2024 (September 30)17holders +2
3new positions
1sold out
$11.16avg. 13F price*
At the end of Q3 2024, 17 institutions reported holding Angel Oak High Yild Oppo ETF (AOHY) in their 13F filings, up 2 from Q2 2024. 3 opened new positions and 1 sold out. The largest holders were Arkadios Wealth Advisors ($16.3M), UBS Group AG ($4.1M) and Zimmermann Investment Management & Planning LLC ($3.3M).
- Company
- Angel Oak High Yild Oppo ETF
- CUSIP
- 03463K745
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $5.9M |
| Exits | 1 | $400K |
All 13F filers, Q2 2024 → Q3 2024: 1,383,820 shares bought and 91,283 shares sold, net +1,292,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Arkadios Wealth Advisors | 0.92% | Add +58.0% | 1,459,452 | $16.3M |
| UBS Group AG | 0.00% | Add +50.5% | 370,421 | $4.1M |
| Zimmermann Investment Management & Planning LLC | 1.01% | New | 294,245 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +31.1% | 254,892 | $2.8M |
| Kensington Asset Management, LLC | 0.12% | New | 200,000 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +69.6% | 192,102 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -6.9% | 179,328 | $2.0M |
| Flow Traders U.S. LLC | 0.03% | Add +401.2% | 54,090 | $604K |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.7% | 53,041 | $592K |
| Jane Street Group, LLC | 0.00% | Reduce -31.7% | 35,728 | $399K |
| Wealthspire Advisors, LLC | 0.00% | New | 32,402 | $362K |
| Private Advisor Group, LLC | 0.00% | Reduce -43.3% | 31,235 | $349K |
| Flagstar Securities, Inc. | 0.07% | Add +36.4% | 23,845 | $268K |
| Stifel Financial Corp. | 0.00% | No change | 16,775 | $187K |
| TCFG Wealth Management, LLC | 0.06% | — | 10,315 | $115K |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.1% | 3,754 | $42K |
| Davis Capital Management | 0.01% | No change | 1,079 | $12K |
"% of holder's portfolio" is AOHY's weight in each manager's 13F, not the share of Angel Oak High Yild Oppo ETF the manager owns.