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 46 institutions that hold shares in the stock, with a total of 10.8 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%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
391,154
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 191.8%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
257,290
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
154,892
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
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%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
119,010
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
117,573
shares
|
$0
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
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 |
Nov 12, 2024 Q3 2024 |
106,839
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
89,103
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 176.31%
|
|
|
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 |
Nov 08, 2024 Q3 2024 |
78,203
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.95%
|
|
|
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%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
58,077
shares
|
$0
0.15% of portfolio
|
Q3 2024
Added 1219.63%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
55,207
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2943.38%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
54,702
shares
|
$0
0.27% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
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%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
40,413
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 23.55%
|