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Angel Oak Funds Trust shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Angel Oak Funds Trust (AOHY) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Angel Oak Funds Trust

Tip: Access up to 7 years of quarterly data

All positions including Angel Oak Funds Trust held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Angel Oak Funds Trust by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $137k 13k 10.93

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View all positions for EP Wealth Advisors

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
Mml Investors Services
WBI Investments
Raymond James Financial
Merit Financial Group
Morgan Stanley
Fifth Third Securities
IFP Advisors

View all funds holding Angel Oak Funds Trust