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 64 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 |
|---|---|---|---|---|---|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
57,451
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
55,339
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 24.02%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
54,517
shares
|
$0
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
50,361
shares
|
$0
0.26% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
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%
|
|
|
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%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
39,888
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 28.12%
|
|
|
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%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
19,439
shares
|
$0
0.0% of portfolio
|
Q1 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%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
17,983
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
16,000
shares
|
$0
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
15,635
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
15,505
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
14,726
shares
|
$0
0.02% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
14,608
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
14,273
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 89.42%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
9,355
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
8,936
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
8,075
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 47.05%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,662
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 12.51%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
6,695
shares
|
$0
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
5,478
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|