Angel Oak Total Return ETFTRBFETF

13F holders, Q1 2026 (March 31)
5holders +2
2new positions
0sold out
1famous investor
$49.48avg. 13F price*

At the end of Q1 2026, 5 institutions reported holding Angel Oak Total Return ETF (TRBF) in their 13F filings, up 2 from Q4 2025. 2 opened new positions and 0 sold out. The largest holders were Arkadios Wealth Advisors ($17.4M), Angel Oak Capital Advisors, LLC ($3.4M) and Citadel Advisors ($1.1M). 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

012345 Q4 2025: 3Q4 2025Q1 2026: 5Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions2$240K
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 83,707 shares bought and 113 shares sold, net +83,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Arkadios Wealth Advisors 0.29% Add +13.1% 352,537 $17.4M
Angel Oak Capital Advisors, LLC 3.80% Add +122.2% 69,100 $3.4M
Citadel Advisors 0.00% Reduce -0.5% 23,242 $1.1M
Jane Street Group, LLC 0.00% New 4,798 $237K
UBS Group AG 0.00% New 45 $2K

"% 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.