Angel Oak Capital Advisors, LLC

Holdings as of 2026-06-30, filed 2026-08-12

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 43 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
30
Value reported by manager
$79.3M
Sum of our stored positions
$79.3M
should match the line above
Disclosure lag
43 d
quarter end to filing
Top 5 concentration
68.5%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

30 largest shown
IssuerClassValueSharesTypeCUSIP
INVESCO EXCH TRADED FD TR IISR LN ETF$36.4M1,787,19346138G508
ANGEL OAK FUNDS TRUSTHIGH YIELD OPPOR$6.5M590,97303463K745
ANGEL OAK FUNDS TRUSTTOTAL RETURN ETF$4.7M95,40003463K729
ISHARES TRBROAD USD HIGH$3.5M93,67046435U853
ANGEL OAK FUNDS TRUSTMORTGAGE BACKED$3.2M374,66703463K737
PATRIOT NATL BANCORP INCCOM NEW$2.5M2,662,13670336F203
GREENE CNTY BANCORP INCCOM$2M61,000394357107
UMB FINL CORPCOM$1.9M13,600902788108
PREFERRED BK LOS ANGELES CACOM NEW$1.6M15,500740367404
ELLINGTON FINANCIAL INCCOM$1.6M119,25028852N109
FIRST CTZNS BANCSHARES INC DCL A$1.6M75031946M103
M & T BK CORPCOM$1.4M6,00055261F104
PLUMAS BANCORPCOM$1.4M23,700729273102
BANK7 CORPCOM$1.1M22,00006652N107
PROSPERITY BANCSHARES INCCOM$1M13,900743606105
PENNYMAC MTG INVT TRCOM$915.7K81,18270931T103
CITIGROUP INCCOM NEW$839.8K6,000172967424
COLUMBIA BKG SYS INCCOM$801.3K25,000197236102
SOUTHSTATE BK CORPCOM$799.2K8,00084472E102
FIRST UTD CORPCOM$749.9K17,00033741H107
PINNACLE FINL PARTNERS INCCOM$706.2K7,00072348N109
SERVISFIRST BANCSHARES INCCOM$694K8,00081768T108
FS BANCORP INCCOM$564.2K13,00030263Y104
EAGLE BANCORP INC MDCOM$482.6K17,000268948106
STOCK YDS BANCORP INCCOM$458.8K6,000861025104
NORTHEAST BK PORTLAND MECOM$397.6K3,00066405S100
FLAGSTAR FINANCIAL INCCOM NEW$373.5K25,000649445400
AGNC INVT CORPCOM$332.5K30,50000123Q104
NICOLET BANKSHARES INCCOM$330.8K2,00065406E102
ISHARES TRIBOXX INV CP ETF$233.4K2,140464287242
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-12