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 29 institutions that hold shares in the stock, with a total of 6.92 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 15, 2024 Q1 2024 |
4,772,916
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gratus Capital LLC
|
May 13, 2024 Q1 2024 |
1,047,387
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 4.87%
|
|
|
Requisite Capital Management, LLC
|
Apr 18, 2024 Q1 2024 |
130,116
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 0.89%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 08, 2024 Q1 2024 |
104,821
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 46.24%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
97,579
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 84.98%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
87,706
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 45.43%
|
|
|
Sage Mountain Advisors LLC
|
Apr 23, 2024 Q1 2024 |
72,451
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 220.58%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 10, 2024 Q1 2024 |
65,956
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 39.4%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
65,765
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 79.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
60,113
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 124.95%
|
|
|
Mechanics Bank Trust Department
|
Apr 12, 2024 Q1 2024 |
59,950
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 243.55%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
55,210
shares
|
$0
0.05% of portfolio
|
Q1 2024
Reduced 8.12%
|
|
|
Precision Wealth Strategies, LLC
|
May 01, 2024 Q1 2024 |
54,705
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 15, 2024 Q1 2024 |
54,502
shares
|
$0
0.28% of portfolio
|
Q1 2024
Added 809.58%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 01, 2024 Q1 2024 |
43,267
shares
|
$0
1.81% of portfolio
|
Q1 2024
Added 3.83%
|
|
|
Secure Asset Management, LLC
|
Apr 30, 2024 Q1 2024 |
29,354
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 6.55%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2024 Q1 2024 |
25,050
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 43.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
24,646
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 51.07%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
15,591
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 2.55%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
May 13, 2024 Q1 2024 |
12,023
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 66.06%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
9,896
shares
|
$0
0.02% of portfolio
|
Q1 2024
Reduced 5.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
7,013
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 5253.44%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 29, 2024 Q1 2024 |
6,431
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 19.98%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 09, 2024 Q1 2024 |
5,261
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
May 13, 2024 Q1 2024 |
4,616
shares
|
$0
0.01% of portfolio
|
Q1 2024
New holding
|
|