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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
8,972
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,222
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
8,107
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
7,778
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
6,037
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 22.5%
|
|
|
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
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
4,034
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,959
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,937
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2091.79%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,820
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 68.52%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
104
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 78.82%
|
|
|
Family Capital Trust CO
|
Jul 29, 2025 Q2 2025 |
80
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
38
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 99.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 99.23%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|