Angel Oak Capital Advisors, LLC Top Holdings and 13F Report (2025) About Angel Oak Capital Advisors, LLCInvestment ActivityAngel Oak Capital Advisors, LLC has $70.76 million in total holdings as of June 30, 2025.Angel Oak Capital Advisors, LLC owns shares of 34 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 14.32% of the portfolio was purchased this quarter.About 21.95% of the portfolio was sold this quarter.This quarter, Angel Oak Capital Advisors, LLC has purchased 33 new stocks and bought additional shares in 11 stocks.Angel Oak Capital Advisors, LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings ANGEL OAK FUNDS TRUST $18,660,868ANGEL OAK FUNDS TRUST $12,059,054iShares iBoxx $ High Yield Corporate Bond ETF $3,822,810SPDR Bloomberg High Yield Bond ETF $3,774,076Rithm Capital $3,204,892 Largest New Holdings this Quarter 464288513 - iShares iBoxx $ High Yield Corporate Bond ETF $3,822,810 Holding78468R622 - SPDR Bloomberg High Yield Bond ETF $3,774,076 Holding Largest Purchases this Quarter iShares iBoxx $ High Yield Corporate Bond ETF 47,400 shares (about $3.82M)SPDR Bloomberg High Yield Bond ETF 38,800 shares (about $3.77M)UMB Financial 3,900 shares (about $410.12K)First Citizens BancShares 185 shares (about $361.95K)Greene County Bancorp 15,000 shares (about $333.30K) Largest Sales this Quarter ANGEL OAK FUNDS TRUST 629,790 shares (about $5.44M)ANGEL OAK FUNDS TRUST 400,041 shares (about $4.45M)Patriot National Bancorp 2,144,220 shares (about $3.26M)Kingstone Companies 84,990 shares (about $1.31M)Citigroup 3,000 shares (about $255.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAngel Oak Capital Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorANGEL OAK FUNDS TRUST$18,660,868$4,454,457 ▼-19.3%1,675,87526.4%HIGH YIELD OPPORANGEL OAK FUNDS TRUST$12,059,054$5,438,237 ▼-31.1%1,396,53217.0%MORTGAGE BACKEDHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,822,810$3,822,810 ▲New Holding47,4005.4%ETFJNKSPDR Bloomberg High Yield Bond ETF$3,774,076$3,774,076 ▲New Holding38,8005.3%FinanceRITMRithm Capital$3,204,8920.0%283,8704.5%FinanceKINSKingstone Companies$2,115,007$1,309,696 ▼-38.2%137,2493.0%FinanceNLYAnnaly Capital Management$1,878,8570.0%99,8332.7%FinanceUSHYiShares Broad USD High Yield Corporate Bond ETF$1,819,235$220,559 ▼-10.8%48,5002.6%ETFPNBKPatriot National Bancorp$1,807,532$3,259,214 ▼-64.3%1,189,1662.6%FinanceRWTRedwood Trust$1,561,7590.0%264,2572.2%FinanceEFCEllington Financial$1,549,0580.0%119,2502.2%FinanceFCNCAFirst Citizens BancShares$1,516,264$361,947 ▲31.4%7752.1%FinanceUMBFUMB Financial$1,430,176$410,124 ▲40.2%13,6002.0%FinanceGCBCGreene County Bancorp$1,266,540$333,300 ▲35.7%57,0001.8%FinancePMTPennyMac Mortgage Investment Trust$1,211,1810.0%94,1821.7%FinancePLBCPlumas Bancorp$1,187,082$222,300 ▲23.0%26,7001.7%FinanceBSVNBank7$1,129,410$125,490 ▲12.5%27,0001.6%FinanceCOLBColumbia Banking System$1,075,480$233,800 ▲27.8%46,0001.5%FinanceFUNCFirst United$1,045,037$248,080 ▲31.1%33,7001.5%FinancePBProsperity Bancshares$976,336$273,936 ▲39.0%13,9001.4%FinanceCCitigroup$936,320$255,360 ▼-21.4%11,0001.3%Financial ServicesEGBNEagle Bancorp$927,248$136,360 ▲17.2%47,6001.3%FinanceEWBCEast West Bancorp$858,330$100,980 ▼-10.5%8,5001.2%FinanceWALWestern Alliance Bancorporation$857,780$77,980 ▲10.0%11,0001.2%FinanceMTBM&T Bank$775,9600.0%4,0001.1%FinanceFSBWFS Bancorp$708,8400.0%18,0001.0%FinancePNFPPinnacle Financial Partners$552,050$110,410 ▲25.0%5,0000.8%FinanceSSBSouthState$478,5560.0%5,2000.7%FinanceFFICFlushing Financial$356,4000.0%30,0000.5%FinanceASRVAmeriServ Financial$304,0000.0%100,0000.4%FinanceAROWArrow Financial$290,6200.0%11,0000.4%FinanceAGNCAGNC Investment$280,2950.0%30,5000.4%FinanceAMTBAmerant Bancorp$182,3000.0%10,0000.3%FinanceFLAGSTAR FINANCIAL INC$159,000$53,000 ▼-25.0%15,0000.2%COM NEWINDBIndependent Bank$0$438,550 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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