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Angel Oak High Yield Opportunities ETF (AOHY) Institutional Ownership

$10.74 -0.02 (-0.19%)
Closing price 03:49 PM Eastern
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$10.84 +0.10 (+0.88%)
As of 06:22 PM Eastern
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Institutional Ownership Changes (13F Filings) for Angel Oak High Yield Opportunities ETF (NASDAQ:AOHY)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$27.02M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$9.49M
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AOHY Institutional Buying and Selling by Quarter

Angel Oak High Yield Opportunities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026Breakwater Capital Group246,528$2.63M0.3%+119.6%2.274%
9/23/2026Envestnet Asset Management Inc.244,234$2.69M0.0%-0.7%2.239%
9/9/2026IFP Advisors Inc65,361$719K0.0%+21.3%0.579%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors43,268$476K0.1%N/A0.389%
7/9/2026Breakwater Capital Group112,254$1.24M0.1%N/A1.010%
7/9/2026Worth Asset Management LLC20,632$227K0.1%N/A0.186%
5/19/2026Arkadios Wealth Advisors3,857,687$42.17M0.7%+12.3%35.359%
5/18/2026Royal Bank of Canada12,910$141K0.0%+588.5%0.118%
5/13/2026NewEdge Wealth LLC374,657$4.10M0.0%+8.2%3.434%
5/5/2026Avantax Planning Partners Inc.22,313$244K0.0%N/A0.205%
4/22/2026Lewis Asset Management LLC26,137$286K0.1%N/A0.242%
2/16/2026MML Investors Services LLC243,110$2.70M0.0%+12.6%2.204%
2/13/2026Kestra Advisory Services LLC12,568$140K0.0%N/A0.114%
2/13/2026Arkadios Wealth Advisors3,435,040$38.13M0.7%+15.5%31.143%
2/13/2026Ausdal Financial Partners Inc.12,103$134K0.0%+10.7%0.110%
2/12/2026Jane Street Group LLC43,058$478K0.0%-15.0%0.390%
2/11/2026LPL Financial LLC182,974$2.03M0.0%-3.1%1.659%
2/10/2026Angel Oak Capital Advisors LLC970,925$10.78M15.7%-29.2%8.803%
2/6/2026IFP Advisors Inc43,011$477K0.0%+5.1%0.390%
2/3/2026NewEdge Wealth LLC346,158$3.84M0.0%-49.6%3.138%
1/29/2026UBS Group AG423,291$4.70M0.0%+24.9%3.845%
1/26/2026Merit Financial Group LLC109,499$1.22M0.0%-18.0%0.995%
1/26/2026PFG Investments LLC39,734$441K0.0%+7.6%0.361%
1/23/2026Fifth Third Securities Inc.55,753$619K0.0%+3.0%0.506%
12/2/2025IFP Advisors Inc40,943$459K0.0%+31.0%0.354%
11/20/2025WBI Investments LLC152,196$1.71M0.4%-18.7%1.317%
11/17/2025Ausdal Financial Partners Inc.10,935$122K0.0%N/A0.095%
11/14/2025Raymond James Financial Inc.49,900$559K0.0%+793.1%0.432%
11/13/2025UBS Group AG338,944$3.80M0.0%+16.4%2.932%
11/7/2025NewEdge Wealth LLC686,180$7.61M0.1%-1.3%5.936%
11/5/2025Envestnet Asset Management Inc.312,145$3.50M0.0%+17.7%2.700%
11/3/2025AE Wealth Management LLC10,353$116K0.0%+657.4%0.090%
10/31/2025PFG Investments LLC36,913$413K0.0%+10.2%0.321%
10/29/2025Arkadios Wealth Advisors2,973,660$33.31M0.8%+38.5%26.062%
10/24/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors14,605$164K0.0%N/A0.128%
10/20/2025Merit Financial Group LLC133,563$1.50M0.0%-18.6%1.155%
10/10/2025Fifth Third Securities Inc.54,112$606K0.0%+116.4%0.474%
8/15/2025MML Investors Services LLC202,354$2.25M0.0%-3.7%1.858%
8/14/2025Jane Street Group LLC21,203$236K0.0%-75.3%0.195%
8/14/2025Raymond James Financial Inc.5,587$62K0.0%N/A0.051%
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8/11/2025WBI Investments LLC187,233$2.09M0.5%+126.7%1.719%
8/8/2025Angel Oak Capital Advisors LLC1,675,875$18.66M26.4%-19.3%15.389%
8/4/2025Arkadios Wealth Advisors2,146,358$23.90M0.7%+11.2%19.709%
8/1/2025Envestnet Asset Management Inc.265,174$2.95M0.0%-2.0%2.435%
7/31/2025Moloney Securities Asset Management LLC12,466$139K0.0%N/A0.114%
7/24/2025IFP Advisors Inc31,259$348K0.0%+26.7%0.289%
7/18/2025PFG Investments LLC33,497$373K0.0%N/A0.313%
7/17/2025Fifth Third Securities Inc.25,008$278K0.0%-22.2%0.234%
7/14/2025Flagstar Advisors Inc.56,149$628K0.2%-19.4%0.524%
7/11/2025Farther Finance Advisors LLC3,147$35K0.0%N/A0.030%
5/22/2025WBI Investments LLC82,595$906K0.2%N/A0.786%
5/19/2025Jane Street Group LLC85,907$942K0.0%+79.7%0.817%
5/15/2025OLD Mission Capital LLC16,673$183K0.0%+45.7%0.158%
5/12/2025Angel Oak Capital Advisors LLC2,075,916$22.77M30.4%-12.0%19.714%
5/8/2025Arkadios Wealth Advisors1,930,290$21.18M0.8%+5.0%18.331%
5/7/2025LPL Financial LLC186,935$2.05M0.0%+12.2%1.775%
5/5/2025IFP Advisors Inc24,669$271K0.0%+438.3%0.234%
5/5/2025Private Advisor Group LLC30,215$331K0.0%-3.3%0.287%
5/1/2025Fifth Third Securities Inc.32,145$353K0.0%N/A0.305%
4/29/2025Envestnet Asset Management Inc.270,550$2.97M0.0%-5.9%2.569%
4/9/2025Merit Financial Group LLC370,908$4.07M0.1%-1.3%3.422%
4/9/2025Flagstar Advisors Inc.69,687$769K0.2%+23.6%0.643%
2/17/2025Cresset Asset Management LLC48,587$538K0.0%N/A0.471%
2/14/2025Jane Street Group LLC47,817$526K0.0%+33.8%0.464%
2/14/2025MML Investors Services LLC220,279$2.43M0.0%+14.7%2.137%
2/13/2025NewEdge Advisors LLC312,625$3.44M0.0%N/A3.032%
2/13/2025Envestnet Asset Management Inc.287,439$3.17M0.0%+12.8%2.788%
2/12/2025OLD Mission Capital LLC11,440$126K0.0%N/A0.111%
2/11/2025LPL Financial LLC166,656$1.84M0.0%-7.1%1.616%
2/10/2025Commonwealth Equity Services LLC80,816$890K0.0%+52.4%0.784%
2/5/2025NewEdge Wealth LLC753,455$8.30M0.1%N/A7.308%
2/4/2025IFP Advisors Inc4,583$50K0.0%N/A0.044%
2/4/2025Wealthspire Advisors LLC16,201$178K0.0%-50.0%0.157%
2/3/2025Flagstar Advisors Inc.56,393$625K0.2%+136.5%0.547%
1/31/2025Angel Oak Capital Advisors LLC2,360,240$25.99M34.5%N/A22.893%
1/15/2025Arkadios Wealth Advisors1,838,653$20.24M1.1%+26.0%18.133%
1/15/2025Merit Financial Group LLC375,828$4.14M0.1%N/A3.706%
11/15/2024MML Investors Services LLC192,102$2.15M0.0%+69.6%2.683%
11/15/2024Jane Street Group LLC35,728$399K0.0%-31.7%0.499%
11/12/2024Flagstar Advisors Inc.23,845$268K0.1%+36.4%0.333%
10/24/2024Arkadios Wealth Advisors1,459,452$16.30M0.9%+58.0%20.383%
10/22/2024Private Advisor Group LLC31,235$349K0.0%-43.3%0.436%
8/8/2024Envestnet Asset Management Inc.194,440$2.12M0.0%+6.6%2.716%
8/5/2024Private Advisor Group LLC55,074$600K0.0%-14.0%0.769%
7/31/2024Commonwealth Equity Services LLC45,065$491K0.0%+159.4%0.629%
7/29/2024Arkadios Wealth Advisors923,575$10.06M0.7%+88.5%12.899%
4/30/2024Private Advisor Group LLC64,072$702K0.0%N/A0.927%
4/30/2024Arkadios Wealth Advisors490,059$5.37M0.4%N/A7.092%
4/17/2024Private Ocean LLC16,201$178K0.0%N/A0.000%


AOHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 32 institutional investors and hedge funds held shares of Angel Oak High Yield Opportunities ETF. The most heavily invested institutionals were Arkadios Wealth Advisors ($42.17M), Angel Oak Capital Advisors LLC ($10.78M), UBS Group AG ($4.70M), NewEdge Wealth LLC ($4.10M), NewEdge Advisors LLC ($3.44M), MML Investors Services LLC ($2.70M), and Envestnet Asset Management Inc. ($2.69M).Learn more on Angel Oak High Yield Opportunities ETF's institutional investors.

Of the 30 institutional investors that purchased Angel Oak High Yield Opportunities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arkadios Wealth Advisors ($2.93M), Angel Oak Capital Advisors LLC ($2.36M), NewEdge Wealth LLC ($781.95K), Merit Financial Group LLC ($375.83K), NewEdge Advisors LLC ($312.63K), Breakwater Capital Group ($246.53K), and WBI Investments LLC ($187.23K).

Institutional investors have bought a total of 2,439,709 shares in the last 24 months. This purchase volume represents approximately $27.02M in transactions.

The following institutional investors have sold Angel Oak High Yield Opportunities ETF stock in the last 24 months: Angel Oak Capital Advisors LLC ($399.94K), NewEdge Wealth LLC ($349.36K), Merit Financial Group LLC ($54.56K), WBI Investments LLC ($35.04K), Jane Street Group LLC ($7.59K), LPL Financial LLC ($5.95K), and Envestnet Asset Management Inc. ($1.82K).

Institutional investors have sold a total of 854,253 shares in the last 24 months. This volume of shares sold represents approximately $9.49M in transactions.


Related Companies

Institutional ownership data for NASDAQ:AOHY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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