| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Congress Wealth Management LLC / DE / | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
| Crescent Grove Advisors, LLC | 4 | 4 | 0.06% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
| Gratus Capital, LLC | 4 | 4 | 1.98% | 2.95% | 3.89% | Q4 2022 | Q3 2023 | 4 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| JANE STREET GROUP, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
| SENTINEL PENSION ADVISORS INC | 2 | 2 | 0.25% | 0.27% | 0.30% | Q2 2023 | Q3 2023 | 2 |
| Requisite Capital Management, LLC | 2 | 2 | 0.58% | 0.58% | 0.58% | Q2 2023 | Q3 2023 | 2 |
| UBS Group AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
| ISLAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.42% | 0.43% | 0.44% | Q2 2023 | Q3 2023 | 2 |
| IFP Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| STIFEL FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| Camarda Financial Advisors, LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2023 | Q3 2023 | 1 |
| NewEdge Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| Transamerica Financial Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
| OSAIC HOLDINGS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| LPL Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own ANGEL OAK FUNDS TRUST or have owned ANGEL OAK FUNDS TRUST in the past.