Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Angel Oak UltraShort Income ETF (UYLD) Institutional Ownership

Angel Oak UltraShort Income ETF logo
$51.15 -0.18 (-0.34%)
As of 03:37 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Angel Oak UltraShort Income ETF (NASDAQ:UYLD)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$382.30M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$21.47M
Get UYLD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Angel Oak UltraShort Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

UYLD Institutional Buying and Selling by Quarter

Angel Oak UltraShort Income ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Snowden Capital Advisors LLC8,222$420K0.0%+7.3%0.040%
8/15/2025 Benjamin Edwards Inc.34,279$1.75M0.0%-14.1%0.167%
8/14/2025 Camarda Financial Advisors LLC31,516$1.61M0.6%-45.1%0.154%
8/14/2025 Jane Street Group LLC64,385$3.29M0.0%N/A0.314%
8/14/2025 Raymond James Financial Inc.3,959$202K0.0%-11.2%0.019%
8/14/2025 Transamerica Financial Advisors LLC49,066$2.51M0.2%-2.6%0.240%
8/13/2025 Flow Traders U.S. LLC19,596$1.00M0.0%N/A0.096%
8/13/2025 First Trust Advisors LP7,778$397K0.0%N/A0.038%
8/13/2025 Crescent Grove Advisors LLC366,664$18.73M1.8%-19.5%1.790%
8/13/2025 CW Advisors LLC439,652$22.45M0.2%+10.4%2.147%
8/13/2025 Greenwich Wealth Management LLC148,509$7.58M0.4%+172.4%0.725%
8/11/2025 Wealthspire Advisors LLC13,166$672K0.0%-26.8%0.064%
8/11/2025 M Wealth Management LLC53,400$2.73M2.5%N/A0.261%
8/11/2025 Diversified Portfolios Inc.10,144$518K0.0%-30.6%0.050%
8/8/2025 Islay Capital Management LLC77,889$3.98M2.6%+23.4%0.380%
8/7/2025 Midland Wealth Advisors LLC155,244$7.93M0.4%+10.6%0.758%
8/7/2025 Vise Technologies Inc.112,322$5.74M0.2%N/A0.548%
8/6/2025 Able Wealth Management LLC41,859$2.14M1.1%+525.2%0.204%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,107$414K0.1%N/A0.040%
8/1/2025 Riverwater Partners LLC6,037$308K0.1%+22.5%0.030%
7/31/2025 Sage Mountain Advisors LLC60,431$3.09M0.2%-9.4%0.296%
7/30/2025 Steel Grove Capital Advisors LLC161,970$8.27M1.0%+163.0%0.797%
7/28/2025 IFC Advisors LLC146,179$7.47M1.4%-1.9%0.720%
7/28/2025 RFG Advisory LLC9,457$483K0.0%-33.7%0.047%
7/25/2025 Concurrent Investment Advisors LLC23,566$1.20M0.0%+60.0%0.117%
7/23/2025 Tcfg Wealth Management LLC105,675$5.40M2.4%-9.4%0.527%
7/23/2025 Country Club Bank171,142$8.78M0.6%+10.3%0.853%
7/22/2025 Belpointe Asset Management LLC4,903$250K0.0%-14.2%0.024%
7/22/2025 Firethorn Wealth Partners LLC4,891$250K0.1%N/A0.024%
7/18/2025 Parsons Capital Management Inc. RI94,027$4.80M0.3%+40.5%0.476%
7/18/2025 Precision Wealth Strategies LLC63,570$3.25M1.1%+10.8%0.322%
7/18/2025 Consolidated Portfolio Review Corp16,000$817K0.1%N/A0.081%
7/18/2025 Requisite Capital Management LLC370,536$18.93M4.1%+26.7%1.877%
7/17/2025 Janney Montgomery Scott LLC226,236$11.55M0.0%+15.7%1.146%
7/17/2025 XY Planning Network Inc.43,500$2.22M0.8%+60.8%0.220%
7/14/2025 Mechanics Bank Trust Department49,303$2.52M0.4%-17.9%0.251%
7/14/2025 Sentinel Pension Advisors LLC9,355$478K0.1%-8.3%0.048%
7/14/2025 Lewis Asset Management LLC49,996$2.55M1.2%+10.7%0.255%
7/10/2025 Worth Asset Management LLC18,140$926K0.5%+238.0%0.093%
7/10/2025 NorthCrest Asset Manangement LLC55,339$2.83M0.1%+24.0%0.283%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.tc pixel

Click here to see why Tesla's about to prove everyone wrong... again.
7/10/2025 Wealth Enhancement Advisory Services LLC8,961,125$457.91M0.8%+10.9%45.884%
7/9/2025 Bulwark Capital Corp82,834$4.23M3.6%N/A0.427%
7/8/2025 Richard P Slaughter Associates Inc696,001$35.55M7.2%+0.2%3.584%
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%
4/30/2025TradeWell 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%
2/18/2025 Vise 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%
BREAKING: The House just passed 3 pro-crypto bills! (Ad)

THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here. tc pixel

Discover the under-the-radar project I believe will skyrocket as a result.
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%
(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, 67 institutional investors and hedge funds held shares of Angel Oak UltraShort Income ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($457.91M), Focus Partners Wealth ($55.55M), Gratus Capital LLC ($50.52M), Richard P Slaughter Associates Inc ($35.55M), CW Advisors LLC ($22.45M), Requisite Capital Management LLC ($18.93M), and Congress Wealth Management LLC DE ($18.81M).Learn more on Angel Oak UltraShort Income ETF's institutional investors.

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

Of the 63 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 ($8.96M), Richard P Slaughter Associates Inc ($749.91K), Crescent Grove Advisors LLC ($448.86K), Requisite Capital Management LLC ($312.18K), Country Club Bank ($171.14K), Steel Grove Capital Advisors LLC ($161.97K), and Congress Wealth Management LLC DE ($161.75K).

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

Institutional investors have bought a total of 7,481,404 shares in the last 24 months. This purchase volume represents approximately $382.30M in transactions.

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

Of the 28 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 ($88.63K), Citadel Advisors LLC ($73.85K), Richard P Slaughter Associates Inc ($54.04K), Camarda Financial Advisors LLC ($25.94K), Secure Asset Management LLC ($24.39K), Benjamin Edwards Inc. ($21.21K), and Sentinel Pension Advisors Inc. ($16.30K).

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

Institutional investors have sold a total of 420,255 shares in the last 24 months. This volume of shares sold represents approximately $21.47M in transactions.


Related Companies

This page (NASDAQ:UYLD) was last updated on 8/29/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsoredtc pixel
This is my Christian duty
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsoredtc pixel
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsoredtc pixel
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsoredtc pixel
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsoredtc pixel
Generate up to $5,000/month with 10X less money?
The secret to retiring without a million-dollar nest egg. I'm talking about generating enough monthly inco...
Investors Alley | Sponsoredtc pixel
Trump’s betrayal exposed
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsoredtc pixel