Who owns 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-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
64 tracked funds added or opened ANGL while 46 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.2% of theirs — a 0.1pp 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 2026-Q1 and 2026-Q2, across 319 tracked filers holding ANGL, 177 increased or opened the position and 136 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 2026-Q1 and 2026-Q2 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 17
- CAPE COD FIVE CENTS SAVINGS BANK$18M
- Ocean Park Asset Management, LLC$17M
- Pioneer Family Office, LLC$13M
- FSA WEALTH PARTNERS, INC.$10M
- Elevation Capital Advisory, LLC$8M
- L & S Advisors Inc$5M
Full exits 13
- GOLDMAN SACHS GROUP INC$16M
- Janney Montgomery Scott LLC$12M
- Cambridge Investment Research Advisors, Inc.$6M
- Hershey Financial Advisers, LLC$4M
- KICKSTAND VENTURES, LLC.$3M
- Betterment LLC$3M
Largest adds
- Horizon Investments, LLC$22M
- BANK OF AMERICA CORP /DE/$16M
- Cerity Partners LLC$16M
- AMERIPRISE FINANCIAL INC$10M
- Capital Investment Advisors, LLC$6M
- WELLS FARGO & COMPANY/MN$4M
Largest trims
- Strategic Wealth Investment Group, LLC$15M
- CYPRESS FINANCIAL PLANNING LLC$14M
- Integrated Wealth Concepts LLC$12M
- GFS Advisors, LLC$12M
- LPL Financial LLC$9M
- JANE STREET GROUP, LLC$6M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 18,429,346 | $539M | 27.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 4,511,388 | $132M | 6.7% | 2026-Q2 |
| Cerity Partners LLC added | 3,970,297 | $116M | 5.9% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 3,958,015 | $116M | 5.9% | 2026-Q2 |
| MORGAN STANLEY added | 3,813,836 | $112M | 5.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,381,391 | $70M | 3.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,613,122 | $47M | 2.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,418,817 | $41M | 2.1% | 2026-Q2 |
| 1832 Asset Management L.P. added | 1,320,130 | $39M | 2.0% | 2026-Q2 |
| Kensington Asset Management, LLC trimmed | 1,244,430 | $36M | 1.9% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 843,238 | $24M | 1.2% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 798,375 | $23M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 785,316 | $23M | 1.2% | 2026-Q2 |
| Horizon Investments, LLC added | 754,038 | $22M | 1.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 708,131 | $21M | 1.1% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. added | 690,639 | $20M | 1.0% | 2026-Q2 |
| CAPE COD FIVE CENTS SAVINGS BANK added | 602,114 | $18M | 0.9% | 2026-Q2 |
| Ocean Park Asset Management, LLC trimmed | 595,100 | $17M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 587,488 | $17M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 575,402 | $17M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 528,773 | $15M | 0.8% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 522,571 | $15M | 0.8% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 501,795 | $15M | 0.7% | 2026-Q2 |
| Summit Financial, LLC added | 487,919 | $14M | 0.7% | 2026-Q2 |
| Pioneer Family Office, LLC trimmed | 450,854 | $13M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 445,242 | $13M | 0.7% | 2026-Q2 |
| Philadelphia Investment Partners, LLC trimmed | 413,670 | $12M | 0.6% | 2026-Q2 |
| Allworth Financial LP trimmed | 406,096 | $12M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 382,792 | $11M | 0.6% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 367,392 | $11M | 0.5% | 2026-Q2 |
| Melone Private Wealth, LLC added | 361,550 | $11M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 357,570 | $10M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 337,721 | $10M | 0.5% | 2026-Q2 |
| FSA WEALTH PARTNERS, INC. added | 330,056 | $10M | 0.5% | 2026-Q2 |
| Symphony Financial, Ltd. Co. added | 325,749 | $10M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 321,348 | $9M | 0.5% | 2026-Q2 |
| Ancora Advisors LLC added | 315,945 | $9M | 0.5% | 2026-Q2 |
| American Financial Advisors, LLC trimmed | 313,910 | $9M | 0.5% | 2026-Q2 |
| Destiny Wealth Partners, LLC trimmed | 310,481 | $9M | 0.5% | 2026-Q2 |
| Graney & King, LLC added | 299,399 | $9M | 0.4% | 2026-Q2 |
| Tidal Investments LLC added | 293,253 | $9M | 0.4% | 2026-Q2 |
| WRAPMANAGER INC added | 277,135 | $8M | 0.4% | 2026-Q2 |
| SHEPHERD KAPLAN KROCHUK, LLC trimmed | 275,949 | $8M | 0.4% | 2026-Q2 |
| Elevation Capital Advisory, LLC trimmed | 274,973 | $8M | 0.4% | 2026-Q2 |
| Emissary Wealth LLC added | 262,743 | $8M | 0.4% | 2026-Q2 |
| Allianz SE | 248,042 | $7M | 0.4% | 2026-Q2 |
| Atlantic Edge Private Wealth Management, LLC added | 236,455 | $7M | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 236,026 | $7M | 0.4% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 235,463 | $7M | 0.4% | 2026-Q2 |
| CONNING INC. | 233,570 | $7M | 0.3% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 229,947 | $7M | 0.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 225,486 | $7M | 0.3% | 2026-Q2 |
| Plan Group Financial, LLC added | 211,316 | $6M | 0.3% | 2026-Q2 |
| Napier Financial, LLC added | 207,774 | $6M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC added | 205,389 | $6M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 190,527 | $6M | 0.3% | 2026-Q2 |
| Storen Legacy Partners, LLC trimmed | 189,347 | $6M | 0.3% | 2026-Q2 |
| L & S Advisors Inc new | 185,662 | $5M | 0.3% | 2026-Q2 |
| Allianz Asset Management GmbH | 182,379 | $5M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 173,851 | $5M | 0.3% | 2026-Q2 |
| Echo45 Advisors LLC added | 172,838 | $5M | 0.3% | 2026-Q2 |
| Ducere Wealth Management LLC added | 169,009 | $5M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 162,041 | $5M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 161,698 | $5M | 0.2% | 2026-Q2 |
| Family Legacy, Inc. trimmed | 160,653 | $5M | 0.2% | 2026-Q2 |
| UBS Group AG added | 160,227 | $5M | 0.2% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 159,029 | $5M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 152,020 | $4M | 0.2% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 151,173 | $4M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 148,933 | $4M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 148,746 | $4M | 0.2% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 147,391 | $4M | 0.2% | 2026-Q2 |
| RiverFront Investment Group, LLC trimmed | 141,453 | $4M | 0.2% | 2026-Q2 |
| Towneley Capital Management, Inc / DE added | 139,119 | $4M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 138,900 | $4M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 134,066 | $4M | 0.2% | 2026-Q2 |
| Darrow Company, Inc. added | 133,298 | $4M | 0.2% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC added | 127,212 | $4M | 0.2% | 2026-Q2 |
| Frank, Rimerman Advisors LLC trimmed | 125,517 | $4M | 0.2% | 2026-Q2 |
| Performa Ltd (US), LLC added | 123,913 | $4M | 0.2% | 2026-Q2 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC added | 123,400 | $4M | 0.2% | 2026-Q2 |
| Breakwater Capital Group added | 122,499 | $4M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 115,696 | $3M | 0.2% | 2026-Q2 |
| Accel Wealth Management trimmed | 115,605 | $3M | 0.2% | 2026-Q2 |
| Ferguson Shapiro LLC new | 113,980 | $3M | 0.2% | 2026-Q2 |
| Piedmont Capital Management, LLC added | 113,754 | $3M | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 113,500 | $3M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 110,513 | $3M | 0.2% | 2026-Q2 |
| Stewardship Advisors, LLC trimmed | 110,069 | $3M | 0.2% | 2026-Q2 |
| Wealthfront Advisers LLC added | 108,595 | $3M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 106,525 | $3M | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 95,292 | $3M | 0.1% | 2026-Q2 |
| SFAM, LLC added | 94,346 | $3M | 0.1% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 94,318 | $3M | 0.1% | 2026-Q2 |
| Oasis Advisors, LLC new | 93,974 | $3M | 0.1% | 2026-Q2 |
| Dougherty & Associates, LLC added | 92,266 | $3M | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 90,594 | $3M | 0.1% | 2026-Q2 |
| AGF MANAGEMENT LTD | 87,500 | $3M | 0.1% | 2026-Q2 |
| Blue Trust, Inc. added | 86,506 | $3M | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 84,844 | $2M | 0.1% | 2026-Q2 |
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.
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.