# ANGEL OAK FUNDS TRUST MORTGAGE BACKED

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.

## Summary

- Issuer: ANGEL OAK FUNDS TRUST
- Class: MORTGAGE BACKED
- CUSIP: 03463K737
- 13F holders: 38
- 13F value: $182.9M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/110130) | NEW YORK, NY | $10.6M | 1,231,070 |
| NewEdge Advisors, LLC | New Orleans, LA | $6.7M | 776,865 |
| [Angel Oak Capital Advisors, LLC](https://search.stillhousedata.com/firm/151090) | 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](https://search.stillhousedata.com/firm/222520) | OAKBROOK TERRACE, IL | $2.6M | 295,555 |
| [Embree Financial Group](https://search.stillhousedata.com/firm/108233) | Chicago, IL | $2.1M | 245,916 |
| PATTEN & PATTEN INC/TN | CHATTANOOGA, TN | $2.1M | 241,577 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $1.8M | 211,619 |
| [J. Team Financial, Inc.](https://search.stillhousedata.com/firm/134104) | ABILENE, TX | $1.4M | 157,482 |
| [RFG Advisory, LLC](https://search.stillhousedata.com/firm/158401) | BIRMINGHAM, AL | $1.3M | 146,457 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/03463K737.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.