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 80 institutions that hold shares in the stock, with a total of 19.5 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 |
|---|---|---|---|---|---|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
102,900
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 61.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
99,851
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
94,526
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
89,810
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
70,203
shares
|
$0
1.33% of portfolio
|
Q3 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
65,431
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 18.24%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
51,158
shares
|
$0
1.08% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
48,700
shares
|
$0
2.19% of portfolio
|
Q3 2025
Reduced 8.8%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
48,532
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
47,803
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
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 |
Nov 13, 2025 Q3 2025 |
43,500
shares
|
$0
0.76% of portfolio
|
Q2 2025
Added 60.85%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
41,974
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 22.45%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
37,763
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 66.38%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
36,320
shares
|
$0
1.27% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
35,921
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 44.21%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
31,271
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Oct 09, 2025 Q3 2025 |
28,988
shares
|
$0
0.62% of portfolio
|
Q3 2025
Added 24.15%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
27,432
shares
|
$0
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
27,360
shares
|
$0
0.06% of portfolio
|
Q3 2025
Added 39.62%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 14, 2025 Q3 2025 |
22,047
shares
|
$0
0.82% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
19,674
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
19,194
shares
|
$0
0.02% of portfolio
|
Q3 2025
Reduced 18.55%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
18,385
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 95.04%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
17,536
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|