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 15.4 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 |
|---|---|---|---|---|---|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
4,928
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,903
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
4,891
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
4,458
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
4,049
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,080
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
134
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
104
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 78.82%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
80
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
38
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 99.23%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 99.86%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|