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Angel Oak UltraShort Income ETF (UYLD) Institutional Ownership

Angel Oak UltraShort Income ETF logo
$51.13 +0.04 (+0.08%)
As of 06/12/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Angel Oak UltraShort Income ETF (NASDAQ:UYLD)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$319.28M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$13.50M
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UYLD Institutional Buying and Selling by Quarter

Angel Oak UltraShort Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Belpointe Asset Management LLC5,717$292K0.0%N/A0.034%
5/20/2025 Focus Partners Wealth1,087,285$55.55M0.1%-0.8%6.522%
5/16/2025 NewEdge Advisors LLC8,936$457K0.0%+4.6%0.054%
5/14/2025 Transamerica Financial Advisors LLC50,361$2.57M0.3%-4.4%0.302%
5/14/2025 Islay Capital Management LLC63,137$3.23M2.2%+64.0%0.379%
5/14/2025 CW Advisors LLC398,294$20.35M0.2%+8.1%2.389%
5/12/2025 Benjamin Edwards Inc.39,888$2.04M0.0%-28.1%0.239%
5/9/2025 Wealthspire Advisors LLC17,983$919K0.0%-10.3%0.108%
5/9/2025 Heritage Trust Co141,977$7.25M0.9%+6.4%0.852%
5/7/2025 Patten & Patten Inc. TN4,049$207K0.0%N/A0.024%
5/7/2025 LPL Financial LLC80,415$4.11M0.0%+16.4%0.482%
5/5/2025 Lewis Asset Management LLC45,151$2.31M1.9%+3.6%0.271%
5/5/2025 Kestra Private Wealth Services LLC166,259$8.49M0.1%+4.4%0.997%
5/2/2025 Sage Mountain Advisors LLC66,736$3.41M0.3%-1.3%0.403%
5/1/2025 IFC Advisors LLC148,966$7.61M1.6%+163.6%0.899%
5/1/2025 Country Club Bank155,189$7.97M0.5%+190.9%0.937%
4/30/2025 TradeWell Securities LLC.22,938$1.17M0.6%+20.6%0.138%
4/29/2025 Concurrent Investment Advisors LLC14,726$752K0.0%-2.0%0.089%
4/28/2025 Able Wealth Management LLC6,695$342K0.2%N/A0.040%
4/24/2025 Crescent Grove Advisors LLC455,291$23.37M2.4%+75.7%2.753%
4/22/2025 Diversified Portfolios Inc.14,608$746K0.1%N/A0.088%
4/22/2025 Cambridge Investment Research Advisors Inc.15,505$792K0.0%N/A0.094%
4/22/2025 XY Planning Network Inc.27,044$1.38M0.9%N/A0.164%
4/21/2025 Riverwater Partners LLC4,928$252K0.1%+6.9%0.030%
4/21/2025 Steel Grove Capital Advisors LLC61,580$3.15M0.5%N/A0.373%
4/17/2025 Precision Wealth Strategies LLC57,361$2.93M2.2%-3.5%0.349%
4/17/2025 Janney Montgomery Scott LLC195,604$9.99M0.0%+13.0%1.191%
4/17/2025 Tcfg Wealth Management LLC116,676$5.96M3.0%-3.8%0.711%
4/16/2025 Wealth Enhancement Advisory Services LLC8,079,980$412.81M0.8%+10.7%49.208%
4/16/2025 NorthCrest Asset Manangement LLC44,622$2.28M0.1%+167.9%0.272%
4/15/2025 Parsons Capital Management Inc. RI66,937$3.42M0.2%N/A0.408%
4/15/2025 Requisite Capital Management LLC292,491$15.02M3.4%+31.9%1.781%
4/14/2025 Midland Wealth Advisors LLC140,406$7.17M0.4%+8.9%0.855%
4/14/2025 Sentinel Pension Advisors LLC10,200$521K0.1%-46.6%0.062%
4/10/2025 Richard P Slaughter Associates Inc694,431$35.48M8.3%-7.2%4.335%
4/9/2025 RFG Advisory LLC14,273$729K0.0%+89.4%0.089%
4/9/2025 Worth Asset Management LLC5,367$274K0.1%-72.4%0.034%
4/9/2025 Mechanics Bank Trust Department60,078$3.07M0.4%+1.1%0.375%
3/17/2025 Wealth Enhancement Advisory Services LLC7,300,696$372.81M0.7%+13.2%51.233%
3/17/2025 NorthCrest Asset Manangement LLC16,659$851K0.0%+117.5%0.117%
Why July 22nd Could Mean Big Changes for Social Security (Ad)

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2/18/2025Vise Technologies Inc.5,478$280K0.0%N/A0.038%
2/17/2025 Snowden Capital Advisors LLC6,810$350K0.0%N/A0.048%
2/17/2025 Focus Partners Wealth1,096,533$55.99M0.1%+4.4%7.695%
2/17/2025 Citadel Advisors LLC15,250$779K0.0%-82.9%0.107%
2/17/2025 Benjamin Edwards Inc.55,490$2.83M0.0%+0.5%0.389%
2/14/2025 Stifel Financial Corp131,151$6.70M0.0%+10.2%0.920%
2/13/2025 NewEdge Advisors LLC8,544$436K0.0%-2.8%0.060%
2/13/2025 Heritage Trust Co133,444$6.81M0.8%N/A0.936%
2/13/2025 Raymond James Financial Inc.4,545$232K0.0%N/A0.032%
2/13/2025 Wells Fargo & Company MN142,514$7.28M0.0%+839.1%1.000%
2/13/2025 Islay Capital Management LLC38,487$1.97M1.4%-4.8%0.270%
2/13/2025 Riverwater Partners LLC4,609$235K0.1%N/A0.032%
2/12/2025 OLD Mission Capital LLC25,911$1.32M0.0%N/A0.182%
2/12/2025 Transamerica Financial Advisors Inc.52,689$2.69M0.3%-3.7%0.370%
2/11/2025 Congress Wealth Management LLC DE368,385$18.81M0.3%+43.2%2.585%
2/11/2025 LPL Financial LLC69,086$3.53M0.0%-11.7%0.485%
2/10/2025 Commonwealth Equity Services LLC44,504$2.27M0.0%+34.6%0.312%
2/7/2025 Sage Mountain Advisors LLC67,645$3.45M0.3%+14.8%0.475%
2/7/2025 Midland Wealth Advisors LLC128,977$6.59M0.4%+61.0%0.905%
2/6/2025 Raymond James Financial Inc.4,545$232K0.0%N/A0.032%
2/5/2025 US Bancorp DE19,500$996K0.0%N/A0.137%
2/4/2025 Wealthspire Advisors LLC20,037$1.02M0.0%N/A0.141%
2/3/2025 Concurrent Investment Advisors LLC15,026$767K0.0%+49.1%0.105%
1/30/2025 Tcfg Wealth Management LLC121,284$6.19M3.1%+5.0%0.854%
1/28/2025 Kestra Private Wealth Services LLC159,261$8.13M0.1%+2.8%1.124%
1/27/2025 Country Club Bank53,344$2.74M0.2%N/A0.376%
1/24/2025 Precision Wealth Strategies LLC59,465$3.04M2.4%+44.2%0.422%
1/23/2025 Lewis Asset Management LLC43,580$2.23M1.7%-2.2%0.309%
1/21/2025 Requisite Capital Management LLC221,693$11.38M2.3%+43.4%1.572%
1/21/2025 Crescent Grove Advisors LLC259,067$13.30M1.3%+542.8%1.837%
1/21/2025 RFG Advisory LLC7,535$385K0.0%N/A0.053%
1/17/2025 Secure Asset Management LLC19,028$972K0.1%+14.5%0.137%
1/17/2025 Janney Montgomery Scott LLC173,109$8.84M0.0%+16.0%1.245%
1/16/2025 Mechanics Bank Trust Department59,430$3.04M0.4%-1.2%0.428%
1/14/2025 Richard P Slaughter Associates Inc748,475$38.22M8.6%+11.6%5.400%
1/13/2025 Sentinel Pension Advisors Inc.19,119$976K0.2%+30.2%0.138%
1/10/2025 Wealth Enhancement Advisory Services LLC6,450,558$330.08M0.7%+0.0%46.541%
1/8/2025 Worth Asset Management LLC19,473$994K0.5%+59.8%0.140%
11/15/2024 Jane Street Group LLC36,466$1.87M0.0%+452.3%0.457%
11/15/2024 Stifel Financial Corp119,010$6.09M0.0%-3.8%1.491%
11/15/2024 Benjamin Edwards Inc.55,207$2.83M0.0%+2,943.4%0.692%
11/14/2024 Flow Traders U.S. LLC58,077$2.97M0.2%+1,219.6%0.728%
11/13/2024 Transamerica Financial Advisors Inc.54,702$2.80M0.3%+0.4%0.685%
11/7/2024 Tidemark LLC1,000$51K0.0%N/A0.013%
11/7/2024 Islay Capital Management LLC40,413$2.07M1.4%+23.5%0.506%
11/1/2024 Assetmark Inc.491$25K0.0%N/A0.006%
11/1/2024 Lewis Asset Management LLC44,551$2.28M1.7%+1.1%0.558%
10/30/2024 Crescent Grove Advisors LLC40,304$2.07M0.2%+70.4%0.505%
10/29/2024 Janney Montgomery Scott LLC149,252$7.64M0.0%+61.4%1.870%
10/29/2024 Farther Finance Advisors LLC1,412$72K0.0%N/A0.018%
Why July 22nd Could Mean Big Changes for Social Security (Ad)

In a stunning move, President Trump has authorized an AI-led transformation of federal agencies, including Social Security — and his plan is set to roll out July 22. What's coming next isn't about trimming waste.

To see the full playbook and how it could impact everyone, click here.
10/24/2024 Wealth Enhancement Advisory Services LLC6,448,518$329.97M0.7%+24.0%80.808%
10/24/2024 NorthCrest Asset Manangement LLC7,658$392K0.0%+76.9%0.096%
10/21/2024 Precision Wealth Strategies LLC41,245$2.11M2.0%-7.3%0.517%
10/16/2024 Secure Asset Management LLC16,612$850K0.1%-59.5%0.208%
10/16/2024 Sentinel Pension Advisors Inc.14,684$751K0.1%-52.6%0.184%
10/10/2024 Mechanics Bank Trust Department60,150$3.08M0.4%+5.3%0.754%
10/10/2024 Requisite Capital Management LLC154,575$7.95M1.7%+7.7%1.937%
10/9/2024 Worth Asset Management LLC12,189$624K0.3%N/A0.153%
10/7/2024 Richard P Slaughter Associates Inc670,927$34.33M8.0%+12,338.4%8.408%
8/13/2024Benjamin F. Edwards & Company Inc.45,526$2.32M0.0%-17.5%0.571%
(Data available from 1/1/2016 forward)

UYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UYLD shares?

During the previous two years, 60 institutional investors and hedge funds held shares of Angel Oak UltraShort Income ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($412.81M), Focus Partners Wealth ($55.55M), Gratus Capital LLC ($50.52M), Richard P Slaughter Associates Inc ($35.48M), Crescent Grove Advisors LLC ($23.37M), CW Advisors LLC ($20.35M), and Congress Wealth Management LLC DE ($18.81M).Learn more on UYLD's institutional investors.

Which institutional investors have been buying Angel Oak UltraShort Income ETF stock?

Of the 57 institutional investors that purchased Angel Oak UltraShort Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($8.08M), Richard P Slaughter Associates Inc ($748.34K), Gratus Capital LLC ($617.19K), Crescent Grove Advisors LLC ($449.53K), Requisite Capital Management LLC ($279.11K), Congress Wealth Management LLC DE ($185.24K), and Country Club Bank ($155.19K).

How much institutional buying is happening at Angel Oak UltraShort Income ETF?

Institutional investors have bought a total of 12,298,110 shares in the last 24 months. This purchase volume represents approximately $626.61M in transactions.

Which Angel Oak UltraShort Income ETF major shareholders have been selling company stock?

Of the 24 institutional investors that sold Angel Oak UltraShort Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gratus Capital LLC ($132.24K), Citadel Advisors LLC ($73.85K), Richard P Slaughter Associates Inc ($54.04K), Sentinel Pension Advisors Inc. ($39.70K), Secure Asset Management LLC ($24.39K), Crescent Grove Advisors LLC ($22.19K), and Benjamin Edwards Inc. ($15.60K).

How much institutional selling is happening at Angel Oak UltraShort Income ETF?

Institutional investors have sold a total of 447,510 shares in the last 24 months. This volume of shares sold represents approximately $22.78M in transactions.


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This page (NASDAQ:UYLD) was last updated on 6/13/2025 by MarketBeat.com Staff
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