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 48 institutions that hold shares in the stock, with a total of 11.3 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
|
Jan 10, 2025 Q4 2024 |
6,450,558
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
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
|
Jan 14, 2025 Q4 2024 |
748,475
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.56%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
391,154
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 191.8%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
259,067
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 542.78%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
257,290
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Requisite Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
221,693
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 43.42%
|
|
|
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%
|
|
|
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%
|
|
|
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
|
|
|
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%
|
|
|
Precision Wealth Strategies, LLC
|
Jan 24, 2025 Q4 2024 |
59,465
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 44.18%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
59,430
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
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%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
53,344
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|