Institutional Ownership Angel Oak Fds Tr Ultrashort In (UYLD)
This table provides information about the institutional ownership of Angel Oak Fds Tr Ultrashort In (UYLD). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
10,912,606
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 11.59%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
1,378,955
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 1.99%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,113,506
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 6.31%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
720,006
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 48.72%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 12, 2026 Q4 2025 |
667,844
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 2.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
497,750
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2935.8%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
439,652
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
323,960
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 50.32%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
310,923
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 15.2%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
300,188
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1273.86%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
278,980
shares
|
$0
2.61% of portfolio
|
Q3 2025
Added 90.85%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
251,815
shares
|
$0
0.03% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
229,703
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 34.22%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
218,949
shares
|
$0
0.56% of portfolio
|
Q3 2025
Added 47.43%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
217,399
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 34.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
192,477
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 20.58%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
189,103
shares
|
$0
0.52% of portfolio
|
Q3 2025
Added 21.81%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
169,941
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
161,970
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 163.02%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
145,478
shares
|
$0
2.8% of portfolio
|
Q3 2025
Added 247.54%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
144,271
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 85.23%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jan 12, 2026 Q4 2025 |
142,951
shares
|
$0
5.2% of portfolio
|
Q4 2025
Added 28.48%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
117,573
shares
|
$0
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
109,179
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 80.67%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
107,756
shares
|
$0
2.28% of portfolio
|
Q3 2025
Added 1.97%
|
|