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Angel Oak Funds Trust shares owned by Breakwater Capital Group

Quarter-by-quarter ownership of Angel Oak Funds Trust (AOHY) shares owned by Breakwater Capital Group from 13F filings

Historical chart of Breakwater Capital Group investment in Angel Oak Funds Trust

Tip: Access up to 7 years of quarterly data

All positions including Angel Oak Funds Trust held by Breakwater Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Angel Oak Funds Trust by Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2M 112k 11.01

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View all positions for Breakwater Capital Group

Top funds holding Angel Oak Funds Trust

Arkadios Wealth Advisors
Angel Oak Capital Advisors
UBS Group
NewEdge Wealth
Envestnet Asset Management
LPL Financial
Goss Wealth Management
Equitable Holdings
Raymond James Financial
Mml Investors Services
Breakwater Capital Group
WBI Investments
Merit Financial Group
Morgan Stanley
Fifth Third Securities

View all funds holding Angel Oak Funds Trust