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Angel Oak Funds Trust shares owned by Merit Financial Group

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

Historical chart of Merit Financial 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 Merit Financial 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 Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 134k 11.20
2025-06-30 $1.8M 164k 11.14
2025-03-31 $4.1M 371k 10.97
2024-12-31 $4.1M 376k 11.01

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View all positions for Merit Financial Group

Top funds holding Angel Oak Funds Trust

Arkadios Wealth Advisors
Angel Oak Capital Advisors
NewEdge Wealth
Goss Wealth Management
UBS Group
Envestnet Asset Management
Mml Investors Services
LPL Financial
WBI Investments
Merit Financial Group
Commonwealth Equity Services
Fifth Third Securities
Jane Street
Raymond James Financial
Cresset Asset Management

View all funds holding Angel Oak Funds Trust