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Angel OAK High Yild Oppo ETF (AOHY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares281,254 from 256,208
Change+25,046 (+10%)
Value$3.0M (+$181.3K)
Filed 2026-11-06
Breakwater Capital Group
INCREASED
Shares246,528 from 112,254
Change+134,274 (+120%)
Value$2.6M (+$1.4M)
Filed 2026-10-09
WBI Investments, LLC
INCREASED
Shares104,832 from 98,487
Change+6,345 (+6%)
Value$1.1M (+$34.7K)
Filed 2026-11-05
Merit Financial Group, LLC
DECREASED
Shares85,993 from 89,248
Change-3,255 (-4%)
Value$917.5K (-$64.7K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares68,979 from 65,361
Change+3,618 (+6%)
Value$736.0K (+$16.7K)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares41,857 from 10,273
Change+31,584 (+307%)
Value$446.6K (+$333.6K)
Filed 2026-10-29
Creative Planning
INCREASED
Shares35,417 from 25,690
Change+9,727 (+38%)
Value$377.9K (+$95.2K)
Filed 2026-11-02
Fifth Third Securities, Inc.
DECREASED
Shares32,145 from 60,009
Change-27,864 (-46%)
Value$343.0K (-$317.4K)
Filed 2026-10-21
Lewis Asset Management, LLC
INCREASED
Shares28,887 from 27,646
Change+1,241 (+4%)
Value$310.0K (+$5.8K)
Filed 2026-10-14
StoneX Group Inc.
NEW
Shares22,024
Change+22,024
Value$242.8K
Filed 2026-11-03
Avantax Planning Partners, Inc.
DECREASED
Shares18,102 from 27,102
Change-9,000 (-33%)
Value$193.2K (-$105.1K)
Filed 2026-11-03
AlphaStar Capital Management, LLC
NEW
Shares14,527
Change+14,527
Value$155.0K
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares13,181 from 12,330
Change+851 (+7%)
Value$141.5K (+$5.8K)
Filed 2026-11-02
Tcfg Investment Advisors, LLC
INCREASED
Shares10,432 from 10,416
Change+16 (+0%)
Value$111.3K (-$3.3K)
Filed 2026-10-20
Larson Financial Group LLC
NEW
Shares7,738
Change+7,738
Value$82.6K
Filed 2026-11-05
Creative Financial Designs Inc
NEW
Shares2,281
Change+2,281
Value$24.3K
Filed 2026-11-04
Davis Capital Management
UNCHANGED
Shares1,079 from 1,079
Change0 (0%)
Value$11.5K (-$362)
Filed 2026-10-08
Worth Asset Management, LLC
CLOSED
Shares0 from 20,632
Change-20,632 (-100%)
Value$0 (-$227.1K)
Filed 2026-10-07
James T. Borello RIA
CLOSED
Shares0 from 439
Change-439 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-16
Arkadios Wealth Advisors
N/A
Shares— from 3,375,960
Change-3,375,960 (-100%)
Value—
Angel Oak Capital Advisors, LLC
N/A
Shares— from 590,973
Change-590,973 (-100%)
Value—
UBS Group AG
N/A
Shares— from 448,973
Change-448,973 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 381,969
Change-381,969 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 264,794
Change-264,794 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 244,234
Change-244,234 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 201,831
Change-201,831 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 177,608
Change-177,608 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 164,996
Change-164,996 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 64,838
Change-64,838 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 43,268
Change-43,268 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 42,341
Change-42,341 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 22,495
Change-22,495 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 16,201
Change-16,201 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 15,625
Change-15,625 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 14,575
Change-14,575 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 12,477
Change-12,477 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 10,013
Change-10,013 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 9,198
Change-9,198 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 157
Change-157 (-100%)
Value—
FMR LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Status
LPL Financial LLC
INCREASED281,254256,208+25,046+10%$2.8M$3.0M+$181.3K2026-11-06
Breakwater Capital Group
INCREASED246,528112,254+134,274+120%$1.2M$2.6M+$1.4M2026-10-09
WBI Investments, LLC
INCREASED104,83298,487+6,345+6%$1.1M$1.1M+$34.7K2026-11-05
Merit Financial Group, LLC
DECREASED85,99389,248-3,255-4%$982.2K$917.5K-$64.7K2026-11-06
IFP Advisors, Inc
INCREASED68,97965,361+3,618+6%$719.3K$736.0K+$16.7K2026-10-16
Vise Technologies, Inc.
INCREASED41,85710,273+31,584+307%$113.1K$446.6K+$333.6K2026-10-29
Creative Planning
INCREASED35,41725,690+9,727+38%$282.7K$377.9K+$95.2K2026-11-02
Fifth Third Securities, Inc.
DECREASED32,14560,009-27,864-46%$660.4K$343.0K-$317.4K2026-10-21
Lewis Asset Management, LLC
INCREASED28,88727,646+1,241+4%$304.3K$310.0K+$5.8K2026-10-14
StoneX Group Inc.
NEW22,024—+22,024——$242.8K—2026-11-03
Avantax Planning Partners, Inc.
DECREASED18,10227,102-9,000-33%$298.3K$193.2K-$105.1K2026-11-03
AlphaStar Capital Management, LLC
NEW14,527—+14,527——$155.0K—2026-10-16
Kestra Advisory Services, LLC
INCREASED13,18112,330+851+7%$135.7K$141.5K+$5.8K2026-11-02
Tcfg Investment Advisors, LLC
INCREASED10,43210,416+16+0%$114.6K$111.3K-$3.3K2026-10-20
Larson Financial Group LLC
NEW7,738—+7,738——$82.6K—2026-11-05
Creative Financial Designs Inc
NEW2,281—+2,281——$24.3K—2026-11-04
Davis Capital Management
UNCHANGED1,0791,07900%$11.9K$11.5K-$3622026-10-08
Worth Asset Management, LLC
CLOSED020,632-20,632-100%$227.1K$0-$227.1K2026-10-07
James T. Borello RIA
CLOSED0439-439-100%$4.8K$0-$4.8K2026-10-16
Arkadios Wealth Advisors
N/A—3,375,960-3,375,960-100%$37.2M———
Angel Oak Capital Advisors, LLC
N/A—590,973-590,973-100%$6.5M———
UBS Group AG
N/A—448,973-448,973-100%$4.9M———
NewEdge Wealth, LLC
N/A—381,969-381,969-100%$4.2M———
Equitable Holdings, Inc.
N/A—264,794-264,794-100%$2.9M———
Envestnet Asset Management Inc
N/A—244,234-244,234-100%$2.7M———
NewEdge Advisors, LLC
N/A—201,831-201,831-100%$2.2M———
Raymond James Financial Inc
N/A—177,608-177,608-100%$2.0M———
MML Investors Services, LLC
N/A—164,996-164,996-100%$1.8M———
Jane Street Group, LLC
N/A—64,838-64,838-100%$713.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—43,268-43,268-100%$476.2K———
Morgan Stanley
N/A—42,341-42,341-100%$466.0K———
Royal Bank of Canada
N/A—22,495-22,495-100%$248.0K———
Wealthspire Advisors, LLC
N/A—16,201-16,201-100%$178.3K———
Flow Traders U.S. LLC
N/A—15,625-15,625-100%$172.0K———
Stifel Financial Corp
N/A—14,575-14,575-100%$160.4K———
Ausdal Financial Partners, Inc.
N/A—12,477-12,477-100%$138.1K———
EP Wealth Advisors, LLC
N/A—10,013-10,013-100%$110.2K———
IFG Advisory, LLC
N/A—9,198-9,198-100%$101.2K———
Osaic Holdings, Inc.
N/A—157-157-100%$1.7K———
FMR LLC
N/A—145-145-100%$160———
Showing 40 of 40 institutions