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 62 institutions that hold shares in the stock, with a total of 13.9 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
|
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%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
455,291
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 75.74%
|
|
|
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%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
195,604
shares
|
$0
0.03% of portfolio
|
Q1 2025
Added 12.99%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
159,261
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
155,189
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 190.92%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
148,966
shares
|
$0
1.59% of portfolio
|
Q1 2025
Added 163.64%
|
|
|
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%
|
|
|
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 |
Apr 16, 2025 Q1 2025 |
116,676
shares
|
$0
2.99% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
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
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
61,580
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
|
Apr 17, 2025 Q1 2025 |
57,361
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
55,490
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.51%
|