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 54 institutions that hold shares in the stock, with a total of 12.5 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
8,079,980
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.67%
|
|
|
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
|
Apr 10, 2025 Q1 2025 |
694,431
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
400,339
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
368,385
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 43.18%
|
|
|
Requisite Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
292,491
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 31.94%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
259,067
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 542.78%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
173,109
shares
|
$0
0.02% of portfolio
|
Q4 2024
Added 15.98%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
159,261
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
142,514
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 839.14%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
140,406
shares
|
$0
0.42% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
133,444
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 54.15%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
131,151
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
121,284
shares
|
$0
3.12% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
117,573
shares
|
$0
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
69,086
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
67,645
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
66,937
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
61,123
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 42.79%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
60,078
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Precision Wealth Strategies, LLC
|
Jan 24, 2025 Q4 2024 |
59,465
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 44.18%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
56,503
shares
|
$0
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
55,490
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
53,344
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
52,689
shares
|
$0
0.27% of portfolio
|
Q4 2024
Reduced 3.68%
|