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TRBF

Angel Oak Total Return ETF

3 hedge funds and large institutions have $18.3M invested in Angel Oak Total Return ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

96.35% more ownership

Funds ownership: 0%96.35% (+96%)

Holders
3
Holders Change
+3
Holders Change %
% of All Funds
0.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arkadios Wealth Advisors
Georgia
$15.6M +$15.7M +311,673 New
AOCA
2
Angel Oak Capital Advisors
Georgia
$1.55M +$1.56M +31,100 New
Citadel Advisors
3
Citadel Advisors
Florida
$1.17M +$1.17M +23,355 New

TRBF Hedge Fund Activity: Q4 2025 in Review

3 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Total Return ETF (TRBF) for Q4 2025, worth a combined $18.3M.

Buyers outnumbered sellers: 3 funds opened new TRBF positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Arkadios Wealth Advisors, opening a new position worth an estimated $15.7M.

  • 3 institutional investors held Angel Oak Total Return ETF (TRBF) as of Q4 2025, up from 0 in Q3 2025.
  • Funds reported $18.3M of Angel Oak Total Return ETF stock for Q4 2025.
  • 3 funds opened new Angel Oak Total Return ETF positions in Q4 2025 and 0 closed out, a net change of +3 holders.
  • The largest Angel Oak Total Return ETF buyer in Q4 2025 was Arkadios Wealth Advisors, an estimated $15.7M added.

Based on aggregated 13F filings for Q4 2025.