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 63 institutions that hold shares in the stock, with a total of 15.3 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
|
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
|
May 13, 2025 Q1 2025 |
536,482
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 34.01%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
455,291
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 75.74%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
398,294
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
370,536
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 26.68%
|
|
|
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 |
May 13, 2025 Q1 2025 |
170,667
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 19.75%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
166,259
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
155,189
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 190.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
152,445
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 16.24%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
148,966
shares
|
$0
1.59% of portfolio
|
Q1 2025
Added 163.64%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
141,977
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
140,406
shares
|
$0
0.42% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
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%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
94,027
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 40.47%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
82,834
shares
|
$0
3.56% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
81,848
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 83.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
80,415
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 16.4%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
66,736
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
63,570
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.82%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
63,137
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 64.05%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
61,580
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|