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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
64,385
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
63,570
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.82%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
60,431
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
55,339
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 24.02%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
53,400
shares
|
$0
2.52% of portfolio
|
Q2 2025
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
49,996
shares
|
$0
1.2% of portfolio
|
Q2 2025
Added 10.73%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
49,303
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
49,066
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
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%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
43,500
shares
|
$0
0.76% of portfolio
|
Q2 2025
Added 60.85%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
41,859
shares
|
$0
1.08% of portfolio
|
Q2 2025
Added 525.23%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
34,279
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
31,516
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 45.14%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
23,566
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 60.03%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
22,938
shares
|
$0
0.65% of portfolio
|
Q1 2025
Added 20.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
21,850
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 170.59%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
19,596
shares
|
$0
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
18,140
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 237.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
16,396
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
16,000
shares
|
$0
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
15,540
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
13,166
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 26.79%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
10,144
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 30.56%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
9,457
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 33.74%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
9,355
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 8.28%
|