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 67 institutions that hold shares in the stock, with a total of 15.8 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
|
Jul 10, 2025 Q2 2025 |
8,961,125
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
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
|
Jul 08, 2025 Q2 2025 |
696,001
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
484,120
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
439,652
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
370,536
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 26.68%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
366,664
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 19.47%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
226,236
shares
|
$0
0.03% of portfolio
|
Q2 2025
Added 15.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
215,520
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 26.28%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
171,142
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
169,747
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
161,970
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 163.02%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
161,314
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 13.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
159,621
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
155,244
shares
|
$0
0.44% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
148,509
shares
|
$0
0.37% of portfolio
|
Q2 2025
Added 172.41%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
146,179
shares
|
$0
1.4% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
117,573
shares
|
$0
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
112,322
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1950.42%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
105,675
shares
|
$0
2.44% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
94,027
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 40.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
89,959
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 11.87%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
88,197
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
82,834
shares
|
$0
3.56% of portfolio
|
Q2 2025
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
77,889
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 23.37%
|