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Institutional Ownership · SEC Form 13F

Who owns ANGL (ANGL)


Which tracked institutional funds hold ANGL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ANGL company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

314
Institutional holders
70,299,257
Shares held (tracked funds)

How the tape is positioned

52 tracked funds added or opened ANGL while 67 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

ANGL’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.2pp gap the other way — the median holder sizes ANGL more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in ANGL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 314 tracked filers holding ANGL, 163 increased or opened the position and 166 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in ANGL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 11

  • Philadelphia Investment Partners, LLC$12M
  • JANE STREET GROUP, LLC$7M
  • Tidal Investments LLC$7M
  • Eddie Patel Inc$5M
  • Hershey Financial Advisers, LLC$4M
  • KICKSTAND VENTURES, LLC.$3M

Full exits 29

  • Southern Farm Bureau Life Insurance$76M
  • Ocean Park Asset Management, LLC$24M
  • CAPE COD FIVE CENTS SAVINGS BANK$17M
  • Pioneer Family Office, LLC$14M
  • Janney Capital Management LLC$12M
  • Elevation Capital Advisory, LLC$11M

Largest adds

  • MORGAN STANLEY$33M
  • Integrated Wealth Concepts LLC$22M
  • LPL Financial LLC$12M
  • GOLDMAN SACHS GROUP INC$12M
  • Janney Montgomery Scott LLC$12M
  • GFS Advisors, LLC$11M

Largest trims

  • BANK OF AMERICA CORP /DE/$60M
  • Horizon Investments, LLC$16M
  • Storen Legacy Partners, LLC$11M
  • AE Wealth Management LLC$10M
  • Thrivent Financial for Lutherans$8M
  • Octavia Wealth Advisors, LLC$4M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ trimmed18,198,661$523M24.6%2026-Q1
LPL Financial LLC added4,921,730$141M6.7%2026-Q1
Capital Investment Advisors, LLC added3,805,592$109M5.1%2026-Q1
MORGAN STANLEY added3,770,327$108M5.1%2026-Q1
Cerity Partners LLC added3,485,369$100M4.7%2026-Q1
WELLS FARGO & COMPANY/MN added2,300,693$66M3.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed1,436,222$41M1.9%2026-Q1
Kensington Asset Management, LLC1,394,430$41M1.9%2026-Q1
AMERIPRISE FINANCIAL INC added1,300,339$37M1.8%2026-Q1
1832 Asset Management L.P. added1,287,944$37M1.7%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed893,145$26M1.2%2026-Q1
EVERGREEN CAPITAL MANAGEMENT LLC added794,294$23M1.1%2026-Q1
Integrated Wealth Concepts LLC added787,026$23M1.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed731,693$21M1.0%2026-Q1
Wealthcare Advisory Partners LLC added688,836$20M0.9%2026-Q1
HOWARD FINANCIAL SERVICES, LTD. added669,176$19M0.9%2026-Q1
GOLDMAN SACHS GROUP INC added570,612$16M0.8%2026-Q1
SCOTIA CAPITAL INC. trimmed551,275$16M0.7%2026-Q1
Strategic Wealth Investment Group, LLC added549,395$16M0.7%2026-Q1
OSAIC HOLDINGS, INC. trimmed546,182$16M0.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added521,010$15M0.7%2026-Q1
GUGGENHEIM CAPITAL LLC added504,477$14M0.7%2026-Q1
American Financial Advisors, LLC trimmed493,740$14M0.7%2026-Q1
CYPRESS FINANCIAL PLANNING LLC added492,846$14M0.7%2026-Q1
Cetera Investment Advisers added480,849$14M0.7%2026-Q1
Summit Financial, LLC added472,830$14M0.6%2026-Q1
Philadelphia Investment Partners, LLC new433,748$12M0.6%2026-Q1
Janney Montgomery Scott LLC added433,373$12M0.6%2026-Q1
Allworth Financial LP added430,246$12M0.6%2026-Q1
GFS Advisors, LLC added109,141$12M0.6%2026-Q1
Destiny Wealth Partners, LLC added397,154$11M0.5%2026-Q1
JONES FINANCIAL COMPANIES LLLP added394,383$11M0.5%2026-Q1
STIFEL FINANCIAL CORP trimmed371,596$11M0.5%2026-Q1
Melone Private Wealth, LLC added360,610$10M0.5%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed324,896$9M0.4%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added325,035$9M0.4%2026-Q1
WCG Wealth Advisors LLC added312,057$9M0.4%2026-Q1
MML INVESTORS SERVICES, LLC added309,270$9M0.4%2026-Q1
Symphony Financial, Ltd. Co. added305,273$9M0.4%2026-Q1
Ancora Advisors LLC added297,617$9M0.4%2026-Q1
SHEPHERD KAPLAN KROCHUK, LLC trimmed283,797$8M0.4%2026-Q1
Graney & King, LLC added280,762$8M0.4%2026-Q1
WRAPMANAGER INC added273,636$8M0.4%2026-Q1
JANE STREET GROUP, LLC added249,999$7M0.3%2026-Q1
Allianz SE248,042$7M0.3%2026-Q1
Emissary Wealth LLC added244,897$7M0.3%2026-Q1
Tidal Investments LLC added243,349$7M0.3%2026-Q1
Atlantic Edge Private Wealth Management, LLC added236,084$7M0.3%2026-Q1
CONNING INC. added233,570$7M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed224,309$6M0.3%2026-Q1
OneDigital Investment Advisors LLC added223,248$6M0.3%2026-Q1
MONEY CONCEPTS CAPITAL CORP added208,220$6M0.3%2026-Q1
Napier Financial, LLC trimmed203,245$6M0.3%2026-Q1
Plan Group Financial, LLC added200,613$6M0.3%2026-Q1
NBT BANK N A /NY added198,572$6M0.3%2026-Q1
AE Wealth Management LLC trimmed197,981$6M0.3%2026-Q1
Storen Legacy Partners, LLC trimmed194,664$6M0.3%2026-Q1
Envestnet Portfolio Solutions, Inc. added191,770$6M0.3%2026-Q1
JPMORGAN CHASE & CO added187,603$5M0.3%2026-Q1
Eddie Patel Inc new183,083$5M0.2%2026-Q1
Allianz Asset Management GmbH182,379$5M0.2%2026-Q1
BANK OF MONTREAL /CAN/ added180,828$5M0.2%2026-Q1
Steward Partners Investment Advisory, LLC trimmed177,783$5M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed175,269$5M0.2%2026-Q1
Echo45 Advisors LLC added162,413$5M0.2%2026-Q1
Family Legacy, Inc. added161,241$5M0.2%2026-Q1
MOSAIC FAMILY WEALTH PARTNERS, LLC added155,455$4M0.2%2026-Q1
UBS Group AG trimmed150,778$4M0.2%2026-Q1
INSIGNEO ADVISORY SERVICES, LLC trimmed149,346$4M0.2%2026-Q1
PRINCIPAL SECURITIES, INC. added145,600$4M0.2%2026-Q1
Advyzon Investment Management, LLC trimmed143,914$4M0.2%2026-Q1
RiverFront Investment Group, LLC added142,121$4M0.2%2026-Q1
Hershey Financial Advisers, LLC added142,113$4M0.2%2026-Q1
Lido Advisors, LLC trimmed136,841$4M0.2%2026-Q1
Towneley Capital Management, Inc / DE added136,038$4M0.2%2026-Q1
Stewardship Advisors, LLC added134,695$4M0.2%2026-Q1
Southern Farm Bureau Life Insurance added2,587,512$76M3.6%2025-Q4 stale
Ocean Park Asset Management, LLC trimmed812,100$24M1.1%2025-Q4 stale
CAPE COD FIVE CENTS SAVINGS BANK562,071$17M0.8%2025-Q4 stale
BRASS TAX WEALTH MANAGEMENT, INC added537,307$16M0.8%2025-Q3 stale
Pioneer Family Office, LLC new461,154$14M0.6%2025-Q4 stale
Aveo Capital Partners, LLC trimmed478,049$14M0.6%2025-Q1 stale
Janney Capital Management LLC trimmed408,708$12M0.6%2025-Q4 stale
Elevation Capital Advisory, LLC added368,570$11M0.5%2025-Q4 stale
RWA WEALTH PARTNERS, LLC trimmed337,367$10M0.5%2025-Q1 stale
CHB Investment Group, LLC trimmed297,549$9M0.4%2025-Q2 stale
ACT Advisors, LLC. added285,636$8M0.4%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. added287,201$8M0.4%2025-Q2 stale
Occidental Asset Management, LLC added281,365$8M0.4%2025-Q1 stale
Synergy Asset Management, LLC added262,432$8M0.4%2025-Q3 stale
Allianz Investment Management U.S. LLC248,042$7M0.3%2025-Q3 stale
PEAK FINANCIAL ADVISORS LLC trimmed236,382$7M0.3%2025-Q3 stale
FAS Wealth Partners, Inc. added232,375$7M0.3%2025-Q4 stale
Live Oak Investment Partners new230,474$6M0.3%2025-Q3 stale
Wela Strategies, Inc. added1,624,276$6M0.3%2025-Q3 stale
NATIONAL BANK OF CANADA /FI/ trimmed198,374$6M0.3%2025-Q4 stale
US FINANCIAL ADVISORS, LLC added186,146$5M0.3%2025-Q1 stale
RENAISSANCE TECHNOLOGIES LLC trimmed156,700$5M0.2%2025-Q3 stale
One Capital Management, LLC added149,964$4M0.2%2025-Q4 stale
Sebold Capital Management, Inc. trimmed146,289$4M0.2%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership