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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
44,504
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 34.64%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
43,580
shares
|
$0
1.7% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
38,487
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
25,911
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
20,037
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
19,500
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
19,473
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 59.76%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
19,119
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 30.2%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
19,028
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 14.54%
|
|
|
North Crest Asset Manangement, LLC
|
Mar 17, 2025 Q4 2024 |
16,659
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 117.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
15,250
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 82.88%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
15,026
shares
|
$0
0.02% of portfolio
|
Q4 2024
Added 49.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
9,545
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
8,544
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
7,535
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,359
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 87.33%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,810
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
5,478
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riverwater Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,609
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
4,545
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,432
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,106
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
282
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
260
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
130
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|