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 80 institutions that hold shares in the stock, with a total of 19.5 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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
16,317
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
16,286
shares
|
$0
0.1% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
15,118
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
14,624
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 44.16%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
14,550
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
11,815
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 31.69%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,678
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 11.3%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
10,224
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 26.11%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
9,208
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 52.53%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
7,617
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 55.74%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
7,369
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 22.08%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,288
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,792
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
4,687
shares
|
$0
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
4,615
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
4,491
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
4,479
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
4,020
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 77.84%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,882
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,820
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 68.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,392
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 69500.0%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
549
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
512
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
248
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
134
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 95.44%
|
|