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 37 institutions that hold shares in the stock, with a total of 7.93 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 16, 2024 Q2 2024 |
5,198,776
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 8.92%
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,113,506
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 6.31%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
231,759
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 164.25%
|
|
Requisite Capital Management, LLC
|
Aug 02, 2024 Q2 2024 |
143,498
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 10.28%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
134,050
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 103.83%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
123,655
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 26.72%
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 13, 2024 Q2 2024 |
110,171
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 5.1%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
92,460
shares
|
$0
0.01% of portfolio
|
Q2 2024
New holding
|
|
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 |
Aug 01, 2024 Q2 2024 |
72,823
shares
|
$0
0.22% of portfolio
|
Q2 2024
Added 1477.62%
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2024 Q2 2024 |
69,739
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 3.74%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
69,238
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 15.18%
|
|
Mechanics Bank Trust Department
|
Jul 12, 2024 Q2 2024 |
57,100
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 4.75%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
54,502
shares
|
$0
0.3% of portfolio
|
Q1 2024
Added 809.58%
|
|
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%
|
|
Precision Wealth Strategies, LLC
|
Aug 05, 2024 Q2 2024 |
44,511
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 18.63%
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 30, 2024 Q2 2024 |
44,086
shares
|
$0
1.71% of portfolio
|
Q2 2024
Added 1.89%
|
|
Secure Asset Management, LLC
|
Jul 24, 2024 Q2 2024 |
41,003
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 39.68%
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 13, 2024 Q2 2024 |
32,711
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 30.58%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
32,247
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 12, 2024 Q2 2024 |
30,983
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 157.7%
|
|
Crescent Grove Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
23,657
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 267.86%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
21,915
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 40.56%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
12,012
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 51.26%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
9,915
shares
|
$0
0.02% of portfolio
|
Q2 2024
Added 0.19%
|