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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 18,198,661 | $523M | 24.6% | 2026-Q1 |
| LPL Financial LLC added | 4,921,730 | $141M | 6.7% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 3,805,592 | $109M | 5.1% | 2026-Q1 |
| MORGAN STANLEY added | 3,770,327 | $108M | 5.1% | 2026-Q1 |
| Cerity Partners LLC added | 3,485,369 | $100M | 4.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,300,693 | $66M | 3.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,436,222 | $41M | 1.9% | 2026-Q1 |
| Kensington Asset Management, LLC | 1,394,430 | $41M | 1.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,300,339 | $37M | 1.8% | 2026-Q1 |
| 1832 Asset Management L.P. added | 1,287,944 | $37M | 1.7% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 893,145 | $26M | 1.2% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 794,294 | $23M | 1.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 787,026 | $23M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 731,693 | $21M | 1.0% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 688,836 | $20M | 0.9% | 2026-Q1 |
| HOWARD FINANCIAL SERVICES, LTD. added | 669,176 | $19M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 570,612 | $16M | 0.8% | 2026-Q1 |
| SCOTIA CAPITAL INC. trimmed | 551,275 | $16M | 0.7% | 2026-Q1 |
| Strategic Wealth Investment Group, LLC added | 549,395 | $16M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 546,182 | $16M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 521,010 | $15M | 0.7% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 504,477 | $14M | 0.7% | 2026-Q1 |
| American Financial Advisors, LLC trimmed | 493,740 | $14M | 0.7% | 2026-Q1 |
| CYPRESS FINANCIAL PLANNING LLC added | 492,846 | $14M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 480,849 | $14M | 0.7% | 2026-Q1 |
| Summit Financial, LLC added | 472,830 | $14M | 0.6% | 2026-Q1 |
| Philadelphia Investment Partners, LLC new | 433,748 | $12M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 433,373 | $12M | 0.6% | 2026-Q1 |
| Allworth Financial LP added | 430,246 | $12M | 0.6% | 2026-Q1 |
| GFS Advisors, LLC added | 109,141 | $12M | 0.6% | 2026-Q1 |
| Destiny Wealth Partners, LLC added | 397,154 | $11M | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 394,383 | $11M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 371,596 | $11M | 0.5% | 2026-Q1 |
| Melone Private Wealth, LLC added | 360,610 | $10M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 324,896 | $9M | 0.4% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 325,035 | $9M | 0.4% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 312,057 | $9M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 309,270 | $9M | 0.4% | 2026-Q1 |
| Symphony Financial, Ltd. Co. added | 305,273 | $9M | 0.4% | 2026-Q1 |
| Ancora Advisors LLC added | 297,617 | $9M | 0.4% | 2026-Q1 |
| SHEPHERD KAPLAN KROCHUK, LLC trimmed | 283,797 | $8M | 0.4% | 2026-Q1 |
| Graney & King, LLC added | 280,762 | $8M | 0.4% | 2026-Q1 |
| WRAPMANAGER INC added | 273,636 | $8M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 249,999 | $7M | 0.3% | 2026-Q1 |
| Allianz SE | 248,042 | $7M | 0.3% | 2026-Q1 |
| Emissary Wealth LLC added | 244,897 | $7M | 0.3% | 2026-Q1 |
| Tidal Investments LLC added | 243,349 | $7M | 0.3% | 2026-Q1 |
| Atlantic Edge Private Wealth Management, LLC added | 236,084 | $7M | 0.3% | 2026-Q1 |
| CONNING INC. added | 233,570 | $7M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 224,309 | $6M | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 223,248 | $6M | 0.3% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 208,220 | $6M | 0.3% | 2026-Q1 |
| Napier Financial, LLC trimmed | 203,245 | $6M | 0.3% | 2026-Q1 |
| Plan Group Financial, LLC added | 200,613 | $6M | 0.3% | 2026-Q1 |
| NBT BANK N A /NY added | 198,572 | $6M | 0.3% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 197,981 | $6M | 0.3% | 2026-Q1 |
| Storen Legacy Partners, LLC trimmed | 194,664 | $6M | 0.3% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 191,770 | $6M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 187,603 | $5M | 0.3% | 2026-Q1 |
| Eddie Patel Inc new | 183,083 | $5M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH | 182,379 | $5M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 180,828 | $5M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 177,783 | $5M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 175,269 | $5M | 0.2% | 2026-Q1 |
| Echo45 Advisors LLC added | 162,413 | $5M | 0.2% | 2026-Q1 |
| Family Legacy, Inc. added | 161,241 | $5M | 0.2% | 2026-Q1 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 155,455 | $4M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 150,778 | $4M | 0.2% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC trimmed | 149,346 | $4M | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 145,600 | $4M | 0.2% | 2026-Q1 |
| Advyzon Investment Management, LLC trimmed | 143,914 | $4M | 0.2% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 142,121 | $4M | 0.2% | 2026-Q1 |
| Hershey Financial Advisers, LLC added | 142,113 | $4M | 0.2% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 136,841 | $4M | 0.2% | 2026-Q1 |
| Towneley Capital Management, Inc / DE added | 136,038 | $4M | 0.2% | 2026-Q1 |
| Stewardship Advisors, LLC added | 134,695 | $4M | 0.2% | 2026-Q1 |
| Southern Farm Bureau Life Insurance added | 2,587,512 | $76M | 3.6% | 2025-Q4 stale |
| Ocean Park Asset Management, LLC trimmed | 812,100 | $24M | 1.1% | 2025-Q4 stale |
| CAPE COD FIVE CENTS SAVINGS BANK | 562,071 | $17M | 0.8% | 2025-Q4 stale |
| BRASS TAX WEALTH MANAGEMENT, INC added | 537,307 | $16M | 0.8% | 2025-Q3 stale |
| Pioneer Family Office, LLC new | 461,154 | $14M | 0.6% | 2025-Q4 stale |
| Aveo Capital Partners, LLC trimmed | 478,049 | $14M | 0.6% | 2025-Q1 stale |
| Janney Capital Management LLC trimmed | 408,708 | $12M | 0.6% | 2025-Q4 stale |
| Elevation Capital Advisory, LLC added | 368,570 | $11M | 0.5% | 2025-Q4 stale |
| RWA WEALTH PARTNERS, LLC trimmed | 337,367 | $10M | 0.5% | 2025-Q1 stale |
| CHB Investment Group, LLC trimmed | 297,549 | $9M | 0.4% | 2025-Q2 stale |
| ACT Advisors, LLC. added | 285,636 | $8M | 0.4% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 287,201 | $8M | 0.4% | 2025-Q2 stale |
| Occidental Asset Management, LLC added | 281,365 | $8M | 0.4% | 2025-Q1 stale |
| Synergy Asset Management, LLC added | 262,432 | $8M | 0.4% | 2025-Q3 stale |
| Allianz Investment Management U.S. LLC | 248,042 | $7M | 0.3% | 2025-Q3 stale |
| PEAK FINANCIAL ADVISORS LLC trimmed | 236,382 | $7M | 0.3% | 2025-Q3 stale |
| FAS Wealth Partners, Inc. added | 232,375 | $7M | 0.3% | 2025-Q4 stale |
| Live Oak Investment Partners new | 230,474 | $6M | 0.3% | 2025-Q3 stale |
| Wela Strategies, Inc. added | 1,624,276 | $6M | 0.3% | 2025-Q3 stale |
| NATIONAL BANK OF CANADA /FI/ trimmed | 198,374 | $6M | 0.3% | 2025-Q4 stale |
| US FINANCIAL ADVISORS, LLC added | 186,146 | $5M | 0.3% | 2025-Q1 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 156,700 | $5M | 0.2% | 2025-Q3 stale |
| One Capital Management, LLC added | 149,964 | $4M | 0.2% | 2025-Q4 stale |
| Sebold Capital Management, Inc. trimmed | 146,289 | $4M | 0.2% | 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.
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.