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Angel Oak UltraShort Income ETF (UYLD) Institutional Ownership

Angel Oak UltraShort Income ETF logo
$51.10 +0.02 (+0.04%)
As of 07/24/2026 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)
78
Total
Institutional Inflows
(last 12 months)
$387.68M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$35.59M
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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
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,711$546K0.1%+68.4%0.035%
7/10/2026 Wealthcare Advisory Partners LLC108,896$5.55M0.1%+2,031.5%0.358%
7/10/2026 Paladin Wealth LLC19,453$992K0.6%-1.2%0.064%
7/9/2026 Worth Asset Management LLC4,843$247K0.1%N/A0.016%
7/8/2026 Gradient Investments LLC1,016,347$51.84M0.7%-5.7%3.338%
7/7/2026 Mechanics Bank Trust Department51,359$2.62M0.3%+9.8%0.170%
7/7/2026 Balefire LLC21,765$1.11M0.2%+48.5%0.072%
7/6/2026 Bulwark 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%
5/7/2026 Balefire 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%
5/6/2026 Independent Financial Group LLC145,244$7.41M0.2%N/A0.506%
5/4/2026IFC Advisors LLC313,913$16.02M2.3%+39.4%1.095%
5/2/2026 Castleview Partners LLC18,552$947K0.5%N/A0.065%
4/30/2026 Mason & 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%
4/22/2026Janney Montgomery Scott LLC273,164$13.94M0.0%+1.3%0.961%
4/22/2026 Lewis 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%
4/20/2026 RFG Advisory LLC12,614$644K0.0%+219.7%0.044%
4/16/2026 Paladin 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%
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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%
2/3/2026 RFG 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%
1/27/2026 Wealth 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%
1/26/2026 XY 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%
1/15/2026 Lewis Asset Management LLC57,655$2.95M1.2%+12.7%0.235%
1/15/2026 Paladin Wealth LLC23,665$1.21M0.8%+7.3%0.096%
1/14/2026 Mechanics Bank Trust Department45,303$2.32M0.3%-5.2%0.187%
1/14/2026 Wealthcare Advisory Partners LLC5,328$272K0.0%+18.6%0.022%
1/14/2026 Accurate 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%
1/12/2026 Richard P Slaughter Associates Inc667,844$34.16M7.2%+2.8%2.754%
1/12/2026 Bulwark Capital Corp142,951$7.31M5.2%+28.5%0.589%
1/8/2026 Firethorn Wealth Partners LLC6,646$340K0.1%-12.7%0.028%
1/8/2026 Gradient Investments LLC1,378,955$70.53M1.1%-2.0%5.746%
1/8/2026 Wealth Enhancement Advisory Services LLC10,912,606$558.34M0.8%+11.6%45.469%
1/8/2026 NorthCrest Asset Manangement LLC90,318$4.62M0.1%+38.0%0.376%
1/1/2026JPMorgan Chase & Co.1,392$71K0.0%+46,300.0%0.006%
11/21/2025Tcfg Wealth Management LLC107,756$5.51M1.4%+2.0%0.479%
11/18/2025Copley Financial Group Inc.36,320$1.86M1.3%N/A0.161%
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11/18/2025Tcfg Wealth Management LLC107,756$5.51M0.4%+2.0%0.479%
11/17/2025NewEdge Advisors LLC11,815$604K0.0%+31.7%0.053%
11/17/2025Flow Traders U.S. LLC27,360$1.40M0.1%+39.6%0.122%
11/17/2025Focus Partners Wealth1,130,839$57.84M0.1%+4.9%5.028%
11/17/2025Citadel Advisors LLC300,188$15.35M0.0%+1,273.9%1.335%
11/13/2025Vise Technologies Inc.37,763$1.93M0.1%-66.4%0.168%
11/13/2025UBS Group AG720,006$36.83M0.0%+48.7%3.201%
11/12/2025 Consolidated Portfolio Review Corp16,286$833K0.1%+1.8%0.072%
11/12/2025Islay Capital Management LLC144,271$7.38M4.2%+85.2%0.641%
11/12/2025Diversified Portfolios Inc.14,624$748K0.1%+44.2%0.065%


UYLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 96 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 ($51.84M), 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 93 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 ($1.41M), Richard P Slaughter Associates Inc ($762.54K), Crescent Grove Advisors LLC ($469.39K), UBS Group AG ($319.56K), IFC Advisors LLC ($314.02K), and Osaic Holdings Inc. ($307.23K).

Institutional investors have bought a total of 7,583,190 shares in the last 24 months. This purchase volume represents approximately $387.68M in transactions.

Of the 30 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 ($193.44K), Gradient Investments LLC ($89.39K), Vise Technologies Inc. ($74.56K), IFC Advisors LLC ($56.61K), Able Wealth Management LLC ($47.34K), Richard P Slaughter Associates Inc ($46.04K), and Bulwark Capital Corp ($33.31K).

Institutional investors have sold a total of 696,730 shares in the last 24 months. This volume of shares sold represents approximately $35.59M in transactions.


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This page (NASDAQ:UYLD) was last updated on 7/25/2026 by MarketBeat.com Staff.
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