Who owns Angel Oak Total Return ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TRBF from SEC Form 13F filings across 4 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 4 institutions disclosed 581,065 shares of Angel Oak Total Return ETF worth $28.7M — about 80.7% of shares outstanding; the largest disclosed holder is Arkadios Wealth Advisors. Source: SEC Form 13F filings, parsed by EvidInvest.
4
13F holders
$28.7M
value, 2026 filers
80.7%
of shares outstanding (581,065 sh)
0
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TRBF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Arkadios Wealth Advisors | 480,470 | $23.7M | 0.4% | 66.7% | +36.3% |
| 2 | Angel Oak Capital Advisors, LLC | 95,400 | $4.7M | 5.9% | 13.3% | +38.1% |
| 3 | CITADEL ADVISORS LLC | 5,052 | $249,316 | 0.0% | 0.7% | -78.3% |
| 4 | UBS Group AG | 143 | $7,057 | 0.0% | 0% | +217.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.