AOHY Institutional Ownership & Shareholders
ANGEL OAK HIGH YILD OPPO ETF (AOHY) is currently held by 36 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $77.72M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Arkadios Wealth Advisors is currently the largest disclosed institutional shareholder of AOHY tracked by InsiderSet, reporting ownership valued at approximately $37.15M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $36.19M, representing an estimated loss of -2.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed AOHY value among the investors covered in this analysis. Major shareholders include Arkadios Wealth Advisors, Angel Oak Capital Advisors, Llc, Ubs Group Ag, and several other long-term asset managers with concentrated positions in ANGEL OAK HIGH YILD OPPO ETF (AOHY).
This page ranks the largest institutional AOHY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
36
Total Reported Value
$77.72M
Largest Holder
Arkadios Wealth Advisors
Largest Position
$37.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 0.57% | 3,375,960 | $37,153,790 | $36,190,291 | -$963,499 | -2.59% | |
| Angel Oak Capital Advisors, Llc | 8.20% | 590,973 | $6,503,894 | $6,335,231 | -$168,663 | -2.59% | |
| Ubs Group Ag | 0.00% | 448,973 | $4,940,948 | $4,812,991 | -$127,957 | -2.59% | |
| Newedge Wealth, Llc | 0.04% | 381,969 | $4,203,724 | $4,094,708 | -$109,016 | -2.59% | |
| Equitable Holdings, Inc. | 0.02% | 264,794 | $2,914,162 | $2,838,592 | -$75,570 | -2.59% | |
| Lpl Financial Llc | 0.00% | 256,208 | $2,819,666 | $2,746,550 | -$73,116 | -2.59% | |
| Envestnet Asset Management Inc | 0.00% | 244,234 | $2,687,894 | $2,618,188 | -$69,706 | -2.59% | |
| Breakwater Capital Group | 0.31% | 246,528 | $2,630,457 | $2,642,780 | +$12,323 | +0.47% | |
| Newedge Advisors, Llc | 0.01% | 201,831 | $2,221,236 | $2,163,628 | -$57,608 | -2.59% | |
| Raymond James Financial Inc | 0.00% | 177,608 | $1,954,648 | $1,903,958 | -$50,690 | -2.59% | |
| Mml Investors Services, Llc | 0.00% | 164,996 | $1,815,852 | $1,768,757 | -$47,095 | -2.59% | |
| Wbi Investments, Llc | 0.27% | 98,487 | $1,083,888 | $1,055,781 | -$28,107 | -2.59% | |
| Merit Financial Group, Llc | 0.01% | 89,248 | $982,210 | $956,739 | -$25,471 | -2.59% | |
| Ifp Advisors, Inc | 0.01% | 68,979 | $736,006 | $739,455 | +$3,449 | +0.47% | |
| Jane Street Group, Llc | 0.00% | 64,838 | $713,568 | $695,063 | -$18,505 | -2.59% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.05% | 43,268 | $476,182 | $463,833 | -$12,349 | -2.59% | |
| Morgan Stanley | 0.00% | 42,341 | $465,979 | $453,896 | -$12,083 | -2.59% | |
| Vise Technologies, Inc. | 0.00% | 41,857 | $446,615 | $448,707 | +$2,092 | +0.47% | |
| Creative Planning | 0.00% | 35,417 | $377,899 | $379,670 | +$1,771 | +0.47% | |
| Fifth Third Securities, Inc. | 0.02% | 32,145 | $342,987 | $344,594 | +$1,607 | +0.47% | |
| Lewis Asset Management, Llc | 0.11% | 28,887 | $310,039 | $309,669 | -$370 | -0.12% | |
| Avantax Planning Partners, Inc. | 0.01% | 27,102 | $298,273 | $290,533 | -$7,740 | -2.59% | |
| Royal Bank Of Canada | 0.00% | 22,495 | $248,000 | $241,146 | -$6,854 | -2.76% | |
| Wealthspire Advisors, Llc | 0.00% | 16,201 | $178,299 | $173,675 | -$4,624 | -2.59% | |
| Flow Traders U.S. Llc | 0.01% | 15,625 | $172,000 | $167,500 | -$4,500 | -2.62% | |
| Stifel Financial Corp | 0.00% | 14,575 | $160,406 | $156,244 | -$4,162 | -2.59% | |
| Alphastar Capital Management, Llc | 0.01% | 14,527 | $155,007 | $155,729 | +$722 | +0.47% | |
| Kestra Advisory Services, Llc | 0.00% | 13,181 | $141,473 | $141,300 | -$173 | -0.12% | |
| Ausdal Financial Partners, Inc. | 0.01% | 12,477 | $138,115 | $133,753 | -$4,362 | -3.16% | |
| Tcfg Wealth Management, Llc | 0.04% | 10,400 | $113,671 | $111,488 | -$2,183 | -1.92% | |
| Tcfg Investment Advisors, Llc | 0.04% | 10,432 | $111,310 | $111,831 | +$521 | +0.47% | |
| Ep Wealth Advisors, Llc | 0.00% | 10,013 | $110,193 | $107,339 | -$2,854 | -2.59% | |
| Ifg Advisory, Llc | 0.00% | 9,198 | $101,228 | $98,603 | -$2,625 | -2.59% | |
| Davis Capital Management | 0.01% | 1,079 | $11,513 | $11,567 | +$54 | +0.47% | |
| Osaic Holdings, Inc. | 0.00% | 157 | $1,732 | $1,683 | -$49 | -2.83% | |
| Fmr Llc | 0.00% | 145 | $160 | $1,554 | +$1,394 | +871.50% |
Frequently asked questions about AOHY
Who are the largest institutional holders of AOHY?
The largest institutional holders of AOHY reported in the latest SEC Form 13F filings include Arkadios Wealth Advisors, Angel Oak Capital Advisors, Llc, Ubs Group Ag, Newedge Wealth, Llc, and Equitable Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported AOHY position.
What is AOHY institutional ownership?
This page tracks AOHY positions reported by institutional investment managers through SEC Form 13F. ANGEL OAK HIGH YILD OPPO ETF (AOHY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AOHY?
InsiderSet currently tracks 36 institutional managers reporting AOHY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AOHY shareholders.
How much AOHY stock do institutions own?
Institutional investment managers disclosed approximately $77.72M in AOHY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AOHY institutional ownership last updated?
The latest AOHY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AOHY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AOHY position after the reporting date.
Are institutions buying or selling AOHY?
Institutional buying and selling can be analyzed by comparing AOHY positions across consecutive 13F reporting periods. InsiderSet's AOHY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AOHY ownership changes.
How has AOHY institutional ownership changed over time?
InsiderSet tracks AOHY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.