Angel Oak Total Return ETFTRBFETF
13F holders, Q2 2026 (June 30)4holders −1
0new positions
1sold out
1famous investor
$49.35avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Angel Oak Total Return ETF (TRBF) in their 13F filings, down 1 from Q1 2026. 0 opened new positions and 1 sold out. The largest holders were Arkadios Wealth Advisors ($23.7M), Angel Oak Capital Advisors, LLC ($4.7M) and Citadel Advisors ($249K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Angel Oak Total Return ETF
- CUSIP
- 03463K729
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $237K |
All 13F filers, Q1 2026 → Q2 2026: 154,331 shares bought and 22,988 shares sold, net +131,343 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Arkadios Wealth Advisors | 0.36% | Add +36.3% | 480,470 | $23.7M |
| Angel Oak Capital Advisors, LLC | 5.94% | Add +38.1% | 95,400 | $4.7M |
| Citadel Advisors | 0.00% | Reduce -78.3% | 5,052 | $249K |
| UBS Group AG | 0.00% | Add +217.8% | 143 | $7K |
"% of holder's portfolio" is TRBF's weight in each manager's 13F, not the share of Angel Oak Total Return ETF the manager owns.