ANGEL OAK FUNDS TRUST MORTGAGE BACKED is a security (CUSIP 03463K737) tracked across SEC portfolio filings. 38 institutional managers reported $182.9M on Form 13F as of 2026-06-30.
Showing 15 of 38 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Congress Wealth Management LLC / DE / | BOSTON, MA | $58.6M | 6,786,466 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $47.5M | 5,480,517 |
| NewEdge Wealth, LLC | Pittsburgh, PA | $22.5M | 2,592,750 |
| ALTFEST L J & CO INC | NEW YORK, NY | $10.6M | 1,231,070 |
| NewEdge Advisors, LLC | New Orleans, LA | $6.7M | 776,865 |
| Angel Oak Capital Advisors, LLC | ATLANTA, GA | $6.4M | 734,718 |
| UBS Group AG | Zurich, V8 | $5.7M | 663,660 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $4.1M | 475,621 |
| MML INVESTORS SERVICES, LLC | SPRINGFIELD, MA | $3.3M | 379,721 |
| Goldstone Financial Group, LLC | OAKBROOK TERRACE, IL | $2.6M | 295,555 |
| Embree Financial Group | Chicago, IL | $2.1M | 245,916 |
| PATTEN & PATTEN INC/TN | CHATTANOOGA, TN | $2.1M | 241,577 |
| LPL Financial LLC | FORT MILL, SC | $1.8M | 211,619 |
| J. Team Financial, Inc. | ABILENE, TX | $1.4M | 157,482 |
| RFG Advisory, LLC | BIRMINGHAM, AL | $1.3M | 146,457 |