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 39 institutions that hold shares in the stock, with a total of 10 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
|
Oct 23, 2024 Q3 2024 |
6,448,518
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 24.04%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,113,506
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 6.31%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
670,927
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12338.39%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
231,759
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 164.25%
|
|
|
Requisite Capital Management, LLC
|
Oct 10, 2024 Q3 2024 |
154,575
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
149,252
shares
|
$0
0.02% of portfolio
|
Q3 2024
Added 61.42%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
134,050
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 103.83%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
123,655
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 26.72%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
115,482
shares
|
$0
2.97% of portfolio
|
Q3 2024
New holding
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 13, 2024 Q2 2024 |
110,171
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 5.1%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
86,568
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 31.25%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
80,103
shares
|
$0
0.24% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
69,238
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 15.18%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
60,150
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
58,946
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 15.48%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
54,502
shares
|
$0
0.3% of portfolio
|
Q1 2024
Added 809.58%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
45,526
shares
|
$0
0.04% of portfolio
|
Q2 2024
Reduced 17.54%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
44,551
shares
|
$0
1.66% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 21, 2024 Q3 2024 |
41,245
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
40,304
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 70.37%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
33,054
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 50.83%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 13, 2024 Q2 2024 |
32,711
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 30.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
32,247
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
16,612
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 59.49%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
14,684
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 52.61%
|