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Angel Oak UltraShort Income ETF (UYLD) Institutional Ownership

Angel Oak UltraShort Income ETF logo
$50.85 -0.01 (-0.02%)
Closing price 03:59 PM Eastern
Extended Trading
$50.86 +0.01 (+0.02%)
As of 04:15 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)
74
Total
Institutional Inflows
(last 12 months)
$309.87M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$26.61M
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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
10/13/2026Steel Grove Capital Advisors LLC253,126$12.84M0.8%+21.9%0.942%
10/13/2026NorthCrest Asset Manangement LLC148,360$7.54M0.2%+36.8%0.552%
10/10/2026Castleview Partners LLC41,440$2.10M0.9%-8.9%0.154%
10/9/2026Balefire LLC30,310$1.54M0.2%+39.3%0.113%
10/8/2026Farther Finance Advisors LLC27,188$1.38M0.0%+51.3%0.101%
10/8/2026Gradient Investments LLC1,036,433$52.58M0.7%+2.0%3.857%
10/8/2026Fig Financial Advisory Services Inc. ADV93,444$4.74M2.8%N/A0.348%
10/7/2026Wealth Enhancement Trust Services Inc.37,869$1.92M0.2%+378.6%0.141%
10/7/2026Worth Asset Management LLC5,149$261K0.1%+6.3%0.019%
10/7/2026Weaver Consulting Group176,642$8.96M1.7%-0.1%0.657%
9/9/2026RFG Advisory LLC9,161$467K0.0%-27.4%0.030%
9/9/2026NewEdge Advisors LLC2,115$108K0.0%+199.2%0.007%
9/9/2026XY Planning Network Inc.68,260$3.48M0.4%+7.3%0.221%
8/22/2026Copley Financial Group Inc.13,858$707K0.3%-35.5%0.045%
8/22/2026Concurrent Investment Advisors LLC117,766$6.01M0.1%+48.9%0.382%
8/21/2026Mason & Associates Inc268,513$13.70M2.2%+455.7%0.871%
8/20/2026M Holdings Securities Inc.11,484$586K0.1%N/A0.037%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,711$546K0.1%+68.4%0.035%
7/10/2026Wealthcare Advisory Partners LLC108,896$5.55M0.1%+2,031.5%0.358%
7/10/2026Paladin Wealth LLC19,453$992K0.6%-1.2%0.064%
7/9/2026Worth Asset Management LLC4,843$247K0.1%N/A0.016%
7/8/2026Gradient Investments LLC1,016,347$51.84M0.7%-5.7%3.338%
7/7/2026Mechanics Bank Trust Department51,359$2.62M0.3%+9.8%0.170%
7/7/2026Balefire LLC21,765$1.11M0.2%+48.5%0.072%
7/6/2026Bulwark Capital Corp127,917$6.52M3.7%-20.7%0.423%
6/3/2026NewEdge Advisors LLC707$36K0.0%-92.1%0.002%
5/19/2026Arkadios Wealth Advisors48,102$2.46M0.0%+366.8%0.168%
5/18/2026EverSource Wealth Advisors LLC10,333$527K0.0%+37.8%0.036%
5/18/2026Royal Bank of Canada491$25K0.0%-45.5%0.002%
5/16/2026Copley Financial Group Inc.21,490$1.10M0.7%-21.3%0.075%
5/7/2026Balefire LLC14,652$748K0.1%N/A0.051%
5/7/2026Precision Wealth Strategies LLC165,111$8.43M2.8%+35.0%0.576%
5/7/2026Crescent Grove Advisors LLC243,870$12.50M1.2%-30.1%0.850%
5/6/2026Independent Financial Group LLC145,244$7.41M0.2%N/A0.506%
5/4/2026IFC Advisors LLC313,913$16.02M2.3%+39.4%1.095%
5/2/2026Castleview Partners LLC18,552$947K0.5%N/A0.065%
4/30/2026Mason & Associates Inc48,322$2.48M0.5%N/A0.169%
4/30/2026Kestra Advisory Services LLC169,902$8.67M0.0%+833.8%0.593%
4/25/2026Able Wealth Management LLC159,097$8.12M2.2%+62.1%0.560%
4/24/2026Tcfg Wealth Management LLC103,664$5.29M2.0%-2.3%0.365%
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4/22/2026Janney Montgomery Scott LLC273,164$13.94M0.0%+1.3%0.961%
4/22/2026Lewis Asset Management LLC60,569$3.09M1.3%+5.1%0.213%
4/20/2026Kestra Private Wealth Services LLC184,406$9.41M0.1%+5.6%0.649%
4/20/2026RFG Advisory LLC12,614$644K0.0%+219.7%0.044%
4/16/2026Paladin Wealth LLC19,684$1.01M0.7%-16.8%0.069%
3/17/2026Rockefeller Capital Management L.P.5,058$259K0.0%+30.3%0.020%
3/6/2026Redwood Family Wealth LLC5,771$295K0.3%N/A0.023%
2/18/2026NewEdge Advisors LLC8,902$455K0.0%-24.7%0.035%
2/17/2026Camarda Financial Advisors LLC29,047$1.49M0.6%-7.1%0.113%
2/17/2026Osaic Holdings Inc.804,220$41.13M0.1%+61.6%3.140%
2/17/2026Royal Bank of Canada901$46K0.0%+76.0%0.004%
2/17/2026Copley Financial Group Inc.27,314$1.40M0.9%-24.8%0.107%
2/17/2026Islay Capital Management LLC152,077$7.78M4.6%+5.4%0.594%
2/16/2026MML Investors Services LLC5,714$292K0.0%+23.8%0.022%
2/16/2026Focus Partners Wealth1,126,487$57.61M0.1%-0.4%4.399%
2/13/2026Kestra Advisory Services LLC18,194$931K0.0%+11.5%0.071%
2/13/2026Transamerica Financial Advisors LLC48,809$2.50M0.2%+0.6%0.191%
2/13/2026Stifel Financial Corp205,867$10.53M0.0%+7.0%0.804%
2/13/2026Safe Harbor Wealth Advisors LLC6,155$315K0.3%N/A0.024%
2/13/2026Arkadios Wealth Advisors10,305$527K0.0%N/A0.040%
2/13/2026Ieq Capital LLC17,850$913K0.0%+1.8%0.070%
2/13/2026First National Bank of Omaha258,000$13.25M0.4%N/A1.007%
2/13/2026Wells Fargo & Company MN437,826$22.39M0.0%+35.1%1.710%
2/13/2026Wealthspire Advisors LLC5,541$283K0.0%-52.6%0.022%
2/12/2026Commonwealth Equity Services LLC134,205$6.86M0.0%+42.0%0.524%
2/12/2026IFC Advisors LLC225,155$11.52M1.7%-19.3%0.879%
2/12/2026Mattson Financial Services LLC28,482$1.46M0.3%+3.8%0.111%
2/11/2026Janney Montgomery Scott LLC269,625$13.79M0.0%+7.1%1.053%
2/11/2026LPL Financial LLC106,121$5.43M0.0%+6.3%0.414%
2/11/2026Vise Technologies Inc.85,821$4.39M0.1%+127.3%0.335%
2/11/2026Crescent Grove Advisors LLC348,678$17.92M1.7%+12.1%1.361%
2/10/2026Greenwich Wealth Management LLC364,035$18.62M0.8%+66.3%1.421%
2/10/2026Heritage Trust Co284,433$14.55M1.5%+30.8%1.111%
2/10/2026Weaver Consulting Group111,994$5.73M1.4%N/A0.437%
2/10/2026Northwestern Mutual Wealth Management Co.534$27K0.0%N/A0.002%
2/9/2026TradeWell Securities LLC.31,182$1.60M0.3%+7.6%0.122%
2/9/2026Steel Grove Capital Advisors LLC273,318$13.98M1.5%+68.7%1.067%
2/6/2026EverSource Wealth Advisors LLC7,499$384K0.0%N/A0.029%
2/5/2026Requisite Capital Management LLC12,014$617K0.1%-34.7%0.047%
2/3/2026RFG Advisory LLC3,945$202K0.0%-46.5%0.015%
2/2/2026Benjamin Edwards Inc.40,123$2.05M0.0%-4.4%0.157%
1/30/2026Precision Wealth Strategies LLC122,327$6.26M2.0%+18.9%0.479%
1/29/2026Kestra Private Wealth Services LLC174,572$8.93M0.1%+2.7%0.697%
1/29/2026UBS Group AG803,675$41.10M0.0%+11.6%3.210%
1/29/2026J. Team Financial Inc.88,848$4.54M4.5%+23.3%0.355%
1/29/2026M Wealth Management LLC48,150$2.46M2.1%-1.1%0.192%
1/29/2026Concurrent Investment Advisors LLC64,680$3.31M0.0%+237.0%0.258%
1/27/2026Able Wealth Management LLC98,134$5.02M1.6%-32.5%0.392%
1/27/2026Wealth Enhancement Trust Services Inc.7,657$392K0.0%N/A0.031%
1/26/2026Midland Wealth Advisors LLC202,870$10.38M0.5%+7.3%0.815%
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1/26/2026XY Planning Network Inc.46,993$2.40M0.4%+8.0%0.189%
1/23/2026Sage Mountain Advisors LLC126,372$6.46M0.3%+15.7%0.510%
1/15/2026Lewis Asset Management LLC57,655$2.95M1.2%+12.7%0.235%
1/15/2026Paladin Wealth LLC23,665$1.21M0.8%+7.3%0.096%
1/14/2026Mechanics Bank Trust Department45,303$2.32M0.3%-5.2%0.187%
1/14/2026Wealthcare Advisory Partners LLC5,328$272K0.0%+18.6%0.022%
1/14/2026Accurate Wealth Management LLC5,063$259K0.0%-65.2%0.021%
1/13/2026Parsons Capital Management Inc. RI97,033$4.96M0.3%+8.0%0.400%
1/12/2026Richard P Slaughter Associates Inc667,844$34.16M7.2%+2.8%2.754%
1/12/2026Bulwark Capital Corp142,951$7.31M5.2%+28.5%0.589%


UYLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 97 institutional investors and hedge funds held shares of Angel Oak UltraShort Income ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($558.34M), Focus Partners Wealth ($57.61M), Gradient Investments LLC ($52.58M), Osaic Holdings Inc. ($41.13M), UBS Group AG ($41.10M), Richard P Slaughter Associates Inc ($34.16M), and CW Advisors LLC ($22.45M).Learn more on Angel Oak UltraShort Income ETF's institutional investors.

Of the 95 institutional investors that purchased Angel Oak UltraShort Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($5.72M), Gradient Investments LLC ($1.43M), Crescent Grove Advisors LLC ($469.39K), UBS Group AG ($319.56K), Steel Grove Capital Advisors LLC ($318.85K), IFC Advisors LLC ($314.02K), and Osaic Holdings Inc. ($307.23K).

Institutional investors have bought a total of 6,063,665 shares in the last 24 months. This purchase volume represents approximately $309.87M in transactions.

Of the 27 institutional investors that sold Angel Oak UltraShort Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Crescent Grove Advisors LLC ($104.81K), Gradient Investments LLC ($89.39K), Vise Technologies Inc. ($74.56K), IFC Advisors LLC ($53.83K), Able Wealth Management LLC ($47.34K), Bulwark Capital Corp ($33.31K), and Copley Financial Group Inc. ($22.46K).

Institutional investors have sold a total of 520,874 shares in the last 24 months. This volume of shares sold represents approximately $26.61M in transactions.


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Institutional ownership data for NASDAQ:UYLD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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