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Angel Oak UltraShort Income ETF (UYLD) Institutional Ownership

Angel Oak UltraShort Income ETF logo
$51.10 -0.01 (-0.01%)
As of 07/3/2025 01:04 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
5/20/2025Belpointe Asset Management LLC5,717$292K0.0%N/A0.034%
5/20/2025Focus Partners Wealth1,087,285$55.55M0.1%-0.8%6.522%
5/16/2025NewEdge Advisors LLC8,936$457K0.0%+4.6%0.054%
5/14/2025Transamerica Financial Advisors LLC50,361$2.57M0.3%-4.4%0.302%
5/14/2025Islay Capital Management LLC63,137$3.23M2.2%+64.0%0.379%
5/14/2025CW Advisors LLC398,294$20.35M0.2%+8.1%2.389%
5/12/2025Benjamin Edwards Inc.39,888$2.04M0.0%-28.1%0.239%
5/9/2025Wealthspire Advisors LLC17,983$919K0.0%-10.3%0.108%
5/9/2025Heritage Trust Co141,977$7.25M0.9%+6.4%0.852%
5/7/2025Patten & Patten Inc. TN4,049$207K0.0%N/A0.024%
5/7/2025LPL Financial LLC80,415$4.11M0.0%+16.4%0.482%
5/5/2025Lewis Asset Management LLC45,151$2.31M1.9%+3.6%0.271%
5/5/2025Kestra Private Wealth Services LLC166,259$8.49M0.1%+4.4%0.997%
5/2/2025Sage Mountain Advisors LLC66,736$3.41M0.3%-1.3%0.403%
5/1/2025IFC Advisors LLC148,966$7.61M1.6%+163.6%0.899%
5/1/2025Country Club Bank155,189$7.97M0.5%+190.9%0.937%
4/30/2025TradeWell Securities LLC.22,938$1.17M0.6%+20.6%0.138%
4/29/2025Concurrent Investment Advisors LLC14,726$752K0.0%-2.0%0.089%
4/28/2025Able Wealth Management LLC6,695$342K0.2%N/A0.040%
4/24/2025Crescent Grove Advisors LLC455,291$23.37M2.4%+75.7%2.753%
4/22/2025Diversified Portfolios Inc.14,608$746K0.1%N/A0.088%
4/22/2025Cambridge Investment Research Advisors Inc.15,505$792K0.0%N/A0.094%
4/22/2025XY Planning Network Inc.27,044$1.38M0.9%N/A0.164%
4/21/2025Riverwater Partners LLC4,928$252K0.1%+6.9%0.030%
4/21/2025Steel Grove Capital Advisors LLC61,580$3.15M0.5%N/A0.373%
4/17/2025Precision Wealth Strategies LLC57,361$2.93M2.2%-3.5%0.349%
4/17/2025Janney Montgomery Scott LLC195,604$9.99M0.0%+13.0%1.191%
4/17/2025Tcfg Wealth Management LLC116,676$5.96M3.0%-3.8%0.711%
4/16/2025Wealth Enhancement Advisory Services LLC8,079,980$412.81M0.8%+10.7%49.208%
4/16/2025NorthCrest Asset Manangement LLC44,622$2.28M0.1%+167.9%0.272%
4/15/2025Parsons Capital Management Inc. RI66,937$3.42M0.2%N/A0.408%
4/15/2025Requisite Capital Management LLC292,491$15.02M3.4%+31.9%1.781%
4/14/2025Midland Wealth Advisors LLC140,406$7.17M0.4%+8.9%0.855%
4/14/2025Sentinel Pension Advisors LLC10,200$521K0.1%-46.6%0.062%
4/10/2025Richard P Slaughter Associates Inc694,431$35.48M8.3%-7.2%4.335%
4/9/2025RFG Advisory LLC14,273$729K0.0%+89.4%0.089%
4/9/2025Worth Asset Management LLC5,367$274K0.1%-72.4%0.034%
4/9/2025Mechanics Bank Trust Department60,078$3.07M0.4%+1.1%0.375%
3/17/2025Wealth Enhancement Advisory Services LLC7,300,696$372.81M0.7%+13.2%51.233%
3/17/2025NorthCrest Asset Manangement LLC16,659$851K0.0%+117.5%0.117%
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2/18/2025Vise Technologies Inc.5,478$280K0.0%N/A0.038%
2/17/2025Snowden Capital Advisors LLC6,810$350K0.0%N/A0.048%
2/17/2025Focus Partners Wealth1,096,533$55.99M0.1%+4.4%7.695%
2/17/2025Citadel Advisors LLC15,250$779K0.0%-82.9%0.107%
2/17/2025Benjamin Edwards Inc.55,490$2.83M0.0%+0.5%0.389%
2/14/2025Stifel Financial Corp131,151$6.70M0.0%+10.2%0.920%
2/13/2025NewEdge Advisors LLC8,544$436K0.0%-2.8%0.060%
2/13/2025Heritage Trust Co133,444$6.81M0.8%N/A0.936%
2/13/2025Raymond James Financial Inc.4,545$232K0.0%N/A0.032%
2/13/2025Wells Fargo & Company MN142,514$7.28M0.0%+839.1%1.000%
2/13/2025Islay Capital Management LLC38,487$1.97M1.4%-4.8%0.270%
2/13/2025Riverwater Partners LLC4,609$235K0.1%N/A0.032%
2/12/2025OLD Mission Capital LLC25,911$1.32M0.0%N/A0.182%
2/12/2025Transamerica Financial Advisors Inc.52,689$2.69M0.3%-3.7%0.370%
2/11/2025Congress Wealth Management LLC DE368,385$18.81M0.3%+43.2%2.585%
2/11/2025LPL Financial LLC69,086$3.53M0.0%-11.7%0.485%
2/10/2025Commonwealth Equity Services LLC44,504$2.27M0.0%+34.6%0.312%
2/7/2025Sage Mountain Advisors LLC67,645$3.45M0.3%+14.8%0.475%
2/7/2025Midland Wealth Advisors LLC128,977$6.59M0.4%+61.0%0.905%
2/6/2025Raymond James Financial Inc.4,545$232K0.0%N/A0.032%
2/5/2025US Bancorp DE19,500$996K0.0%N/A0.137%
2/4/2025Wealthspire Advisors LLC20,037$1.02M0.0%N/A0.141%
2/3/2025Concurrent Investment Advisors LLC15,026$767K0.0%+49.1%0.105%
1/30/2025Tcfg Wealth Management LLC121,284$6.19M3.1%+5.0%0.854%
1/28/2025Kestra Private Wealth Services LLC159,261$8.13M0.1%+2.8%1.124%
1/27/2025Country Club Bank53,344$2.74M0.2%N/A0.376%
1/24/2025Precision Wealth Strategies LLC59,465$3.04M2.4%+44.2%0.422%
1/23/2025Lewis Asset Management LLC43,580$2.23M1.7%-2.2%0.309%
1/21/2025Requisite Capital Management LLC221,693$11.38M2.3%+43.4%1.572%
1/21/2025Crescent Grove Advisors LLC259,067$13.30M1.3%+542.8%1.837%
1/21/2025RFG Advisory LLC7,535$385K0.0%N/A0.053%
1/17/2025Secure Asset Management LLC19,028$972K0.1%+14.5%0.137%
1/17/2025Janney Montgomery Scott LLC173,109$8.84M0.0%+16.0%1.245%
1/16/2025Mechanics Bank Trust Department59,430$3.04M0.4%-1.2%0.428%
1/14/2025Richard P Slaughter Associates Inc748,475$38.22M8.6%+11.6%5.400%
1/13/2025Sentinel Pension Advisors Inc.19,119$976K0.2%+30.2%0.138%
1/10/2025Wealth Enhancement Advisory Services LLC6,450,558$330.08M0.7%+0.0%46.541%
1/8/2025Worth Asset Management LLC19,473$994K0.5%+59.8%0.140%
11/15/2024Jane Street Group LLC36,466$1.87M0.0%+452.3%0.457%
11/15/2024Stifel Financial Corp119,010$6.09M0.0%-3.8%1.491%
11/15/2024Benjamin Edwards Inc.55,207$2.83M0.0%+2,943.4%0.692%
11/14/2024Flow Traders U.S. LLC58,077$2.97M0.2%+1,219.6%0.728%
11/13/2024Transamerica Financial Advisors Inc.54,702$2.80M0.3%+0.4%0.685%
11/7/2024Tidemark LLC1,000$51K0.0%N/A0.013%
11/7/2024Islay Capital Management LLC40,413$2.07M1.4%+23.5%0.506%
11/1/2024Assetmark Inc.491$25K0.0%N/A0.006%
11/1/2024Lewis Asset Management LLC44,551$2.28M1.7%+1.1%0.558%
10/30/2024Crescent Grove Advisors LLC40,304$2.07M0.2%+70.4%0.505%
10/29/2024Janney Montgomery Scott LLC149,252$7.64M0.0%+61.4%1.870%
10/29/2024Farther Finance Advisors LLC1,412$72K0.0%N/A0.018%
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The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
10/24/2024Wealth Enhancement Advisory Services LLC6,448,518$329.97M0.7%+24.0%80.808%
10/24/2024NorthCrest Asset Manangement LLC7,658$392K0.0%+76.9%0.096%
10/21/2024Precision Wealth Strategies LLC41,245$2.11M2.0%-7.3%0.517%
10/16/2024Secure Asset Management LLC16,612$850K0.1%-59.5%0.208%
10/16/2024Sentinel Pension Advisors Inc.14,684$751K0.1%-52.6%0.184%
10/10/2024Mechanics Bank Trust Department60,150$3.08M0.4%+5.3%0.754%
10/10/2024Requisite Capital Management LLC154,575$7.95M1.7%+7.7%1.937%
10/9/2024Worth Asset Management LLC12,189$624K0.3%N/A0.153%
10/7/2024Richard 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 Angel Oak UltraShort Income ETF's institutional investors.

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

Of the 57 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 ($8.08M), 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 6,249,249 shares in the last 24 months. This purchase volume represents approximately $319.28M in transactions.

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

Of the 22 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: Citadel Advisors LLC ($73.85K), Richard P Slaughter Associates Inc ($54.04K), Secure Asset Management LLC ($24.39K), Sentinel Pension Advisors Inc. ($16.30K), Benjamin Edwards Inc. ($15.60K), Worth Asset Management LLC ($14.11K), and Benjamin F. Edwards & Company Inc. ($9.68K).

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

Institutional investors have sold a total of 264,200 shares in the last 24 months. This volume of shares sold represents approximately $13.50M in transactions.


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This page (NASDAQ:UYLD) was last updated on 7/5/2025 by MarketBeat.com Staff
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