Who owns AOHY?
Angel Oak High Yield Opportunities ETF · Angel Oak
36 institutions reported holding AOHY, worth $77.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AOHY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Arkadios Wealth Advisors | Atlanta, GA | $37.2M | 3,375,960 | −481,727 shares |
| Angel Oak Capital Advisors, LLC | Atlanta, GA | $6.5M | 590,973 | −100,000 shares |
| UBS Group AG | Zurich, Switzerland | $4.9M | 448,973 | +9,821 shares |
| NewEdge Wealth, LLC | Stamford, CT | $4.2M | 381,969 | +7,312 shares |
| Equitable Holdings, Inc. | New York, NY | $2.9M | 264,794 | +83,344 shares |
| LPL Financial LLC | Fort Mill, SC | $2.8M | 256,208 | +36,898 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $2.7M | 244,234 | −1,821 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $2.2M | 201,831 | New position |
| Raymond James Financial Inc. | St. Petersburg, FL | $2.0M | 177,608 | +30,106 shares |
| MML Investors Services, LLC | Springfield, MA | $1.8M | 164,996 | +39,288 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AOHY?
36 institutional managers reported holding AOHY in Form 13F filings for June 30, 2026, worth $77.3M in total. The largest reported position was held by Arkadios Wealth Advisors, at $37.2M.
Did institutions buy or sell AOHY last quarter?
Reported 13F value rose 1.2% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AOHY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.