Free Trial
→ Trump’s treachery (From Porter & Company) (Ad) Buy UYLD Stock  Free UYLD Stock Alerts

Angel Oak UltraShort Income ETF (UYLD) Institutional Ownership

Angel Oak UltraShort Income ETF logo
$51.09 +0.05 (+0.10%)
Closing price 04/11/2025 03:59 PM Eastern
Extended Trading
$51.07 -0.02 (-0.04%)
As of 04/11/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
41
Total
Institutional Inflows
(last 12 months)
$489.34M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$12.69M
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.

Skip Chart & View Institutional Buying and Selling Data

UYLD Institutional Buying and Selling by Quarter

Remove Ads

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
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%
3/17/2025Wealth 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%
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%
1/21/2025 RFG Advisory LLC7,535$385K0.0%N/A0.053%
1/17/2025 Secure Asset Management LLC19,028$972K0.1%+14.5%0.137%
1/17/2025Janney 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%
Warning: “DOGE Collapse” imminent (Ad)

Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead.

Click here to see what they’re predicting now.
1/14/2025 Richard 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%
1/8/2025 Worth 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%
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%
10/16/2024 Secure Asset Management LLC16,612$850K0.1%-59.5%0.208%
10/16/2024Sentinel Pension Advisors Inc.14,684$751K0.1%-52.6%0.184%
10/10/2024 Mechanics 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%
10/9/2024 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%
8/2/2024Midland Wealth Advisors LLC72,823$3.71M0.2%+1,477.6%0.913%
7/31/2024Commonwealth Equity Services LLC21,915$1.12M0.0%+40.6%0.275%
7/24/2024 Secure Asset Management LLC41,003$2.09M0.4%+39.7%0.514%
7/23/2024Crescent Grove Advisors LLC23,657$1.21M0.1%+267.9%0.296%
7/16/2024NorthCrest Asset Manangement LLC4,330$220K0.0%N/A0.054%
7/16/2024Wealth Enhancement Advisory Services LLC5,198,776$264.57M0.6%+8.9%65.148%
7/13/2024 Mechanics Bank Trust Department57,100$2.91M0.4%-4.8%0.716%
5/14/2024Sentinel Pension Advisors Inc.12,023$612K0.1%-66.1%0.151%
5/8/2024Camarda Financial Advisors LLC104,821$5.33M2.2%+46.2%1.314%
5/7/2024Concurrent Investment Advisors LLC9,896$503K0.0%-5.7%0.124%
5/2/2024Lewis Asset Management LLC43,267$2.20M1.8%+3.8%0.542%
5/1/2024Precision Wealth Strategies LLC54,705$2.78M2.6%N/A0.686%
4/30/2024Commonwealth Equity Services LLC15,591$793K0.0%+2.5%0.195%
4/29/2024Benjamin Edwards Inc.1,905$97K0.0%+28.5%0.024%
4/29/2024Benjamin F. Edwards & Company Inc.55,210$2.81M0.1%-8.1%0.692%
4/29/2024Crescent Grove Advisors LLC6,431$329K0.0%-20.0%0.084%
4/23/2024Sage Mountain Advisors LLC72,451$3.69M0.4%+220.6%0.947%
4/18/2024Requisite Capital Management LLC130,116$6.65M1.4%+0.9%1.701%
4/18/2024Congress Wealth Management LLC DE87,706$4.46M0.1%+45.4%1.146%
4/16/2024Wealth Enhancement Advisory Services LLC4,772,916$242.82M0.6%N/A62.391%
4/12/2024 Mechanics Bank Trust Department59,950$3.05M0.4%+243.6%3.406%
4/9/2024 Richard P Slaughter Associates Inc5,261$268K0.1%N/A0.299%
2/9/2024Congress Wealth Management LLC DE60,306$3.05M0.1%+30.5%3.426%
2/7/2024Gratus Capital LLC998,757$50.52M2.8%-11.3%56.748%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
2/6/2024Benjamin F. Edwards & Company Inc.60,086$3.04M0.1%N/A3.414%
2/6/2024Benjamin Edwards Inc.1,482$75K0.0%N/A0.084%
2/5/2024Islay Capital Management LLC17,500$885K0.7%+75.0%0.994%
2/1/2024Sage Mountain Advisors LLC22,600$1.14M0.1%N/A1.284%
1/30/2024Crescent Grove Advisors LLC8,037$409K0.0%-21.7%0.457%
1/23/2024Lewis Asset Management LLC41,673$2.11M1.9%N/A2.368%
1/23/2024Requisite Capital Management LLC128,970$6.57M1.7%+186.7%7.328%
1/22/2024 Secure Asset Management LLC27,550$1.39M0.4%N/A1.565%
1/11/2024 Mechanics Bank Trust Department17,450$883K0.1%N/A0.991%
11/16/2023Camarda Financial Advisors LLC36,511$1.85M1.2%N/A2.074%
(Data available from 1/1/2016 forward)

Remove Ads

UYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UYLD shares?

During the previous two years, 47 institutional investors and hedge funds held shares of Angel Oak UltraShort Income ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($372.81M), Focus Partners Wealth ($55.99M), Gratus Capital LLC ($50.52M), Richard P Slaughter Associates Inc ($35.48M), Congress Wealth Management LLC DE ($18.81M), Crescent Grove Advisors LLC ($13.30M), and Requisite Capital Management LLC ($11.38M).Learn more on UYLD's institutional investors.

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

Of the 44 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 ($7.30M), Richard P Slaughter Associates Inc ($748.34K), Gratus Capital LLC ($632.01K), Crescent Grove Advisors LLC ($253.31K), Requisite Capital Management LLC ($208.31K), Congress Wealth Management LLC DE ($189.33K), and Heritage Trust Co ($133.44K).

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

Institutional investors have bought a total of 10,724,766 shares in the last 24 months. This purchase volume represents approximately $546.22M in transactions.

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

Of the 17 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 ($22.45K), and Benjamin F. Edwards & Company Inc. ($14.56K).

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

Institutional investors have sold a total of 401,698 shares in the last 24 months. This volume of shares sold represents approximately $20.44M in transactions.


Related Companies

This page (NASDAQ:UYLD) was last updated on 4/13/2025 by MarketBeat.com Staff
From Our Partners
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
All Signs Point To Collapse - 401(k)s/IRAs /Are Doomed
Retiring? Not so Fast..Hold Onto Your Bootstraps For A Long Road Ahead
American Hartford Gold | Sponsored
Crypto’s crashing…but we’re still profiting
Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess....
Crypto Swap Profits | Sponsored
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored
Trump Orders 'National Digital Asset Stockpile'
‘Digital Asset Reserve’ for THIS Coin??? Get all the details before this story gains even more traction
Crypto 101 Media | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Real Americans Don’t Wait on Wall Street’s Next Move
What's happening in the markets right now should concern every freedom-loving American who's worked hard and s...
Premier Gold Co | Sponsored