Angel Oak High Yild Oppo ETFAOHYETF

13F holders, Q1 2025 (March 31)
24holders +2
3new positions
1sold out
$10.97avg. 13F price*

At the end of Q1 2025, 24 institutions reported holding Angel Oak High Yild Oppo ETF (AOHY) in their 13F filings, up 2 from Q4 2024. 3 opened new positions and 1 sold out. The largest holders were Angel Oak Capital Advisors, LLC ($22.8M), Arkadios Wealth Advisors ($21.2M) and NewEdge Wealth, LLC ($8.2M).

Company
Angel Oak High Yild Oppo ETF
CUSIP
03463K745
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 14Q1 2024Q2 2024: 15Q2 2024Q3 2024: 17Q3 2024Q4 2024: 22Q4 2024Q1 2025: 24Q1 2025Q2 2025: 29Q2 2025Q3 2025: 29Q3 2025Q4 2025: 27Q4 2025Q1 2026: 34Q1 2026Q2 2026: 35Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions3$1.3M
Exits1$2K

All 13F filers, Q4 2024 → Q1 2025: 428,351 shares bought and 365,671 shares sold, net +62,680 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 24 holders

Angel Oak Capital Advisors, LLC 30.38% Reduce -12.1% 2,075,916 $22.8M
Arkadios Wealth Advisors 0.80% Add +5.0% 1,930,290 $21.2M
NewEdge Wealth, LLC 0.15% Reduce -0.7% 748,512 $8.2M
Merit Financial Group, LLC 0.06% Reduce -1.3% 370,908 $4.1M
NewEdge Advisors, LLC 0.02% Add +10.9% 346,573 $3.8M
UBS Group AG 0.00% Reduce -13.0% 289,192 $3.2M
Envestnet Asset Management Inc. 0.00% Reduce -5.9% 270,550 $3.0M
MML Investors Services, LLC 0.01% Reduce -4.6% 210,056 $2.3M
LPL Financial LLC 0.00% Add +12.2% 186,935 $2.1M
Commonwealth Equity Services, LLC 0.00% Add +37.5% 111,105 $1.2M
Jane Street Group, LLC 0.00% Add +79.7% 85,907 $942K
Wbi Investments, LLC 0.24% New 82,595 $906K
Flow Traders U.S. LLC 0.03% Add +395.6% 71,989 $790K
Flagstar Securities, Inc. 0.20% Add +23.6% 69,687 $769K
Cresset Asset Management, LLC 0.00% Add +0.3% 48,746 $538K
Fifth Third Securities, Inc. 0.03% New 32,145 $353K
Private Advisor Group, LLC 0.00% Reduce -3.3% 30,215 $331K
IFP Advisors, Inc 0.01% Add +438.3% 24,669 $271K
Stifel Financial Corp. 0.00% No change 16,775 $184K
Old Mission Capital LLC 0.00% Add +45.7% 16,673 $183K
Wealthspire Advisors, LLC 0.00% No change 16,201 $178K
TCFG Wealth Management, LLC 0.06% Add +0.1% 10,342 $113K
EPG Wealth Management LLC 0.01% New 3,118 $34K
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.