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Angel Oak UltraShort Income ETF (UYLD) Institutional Ownership

Angel Oak UltraShort Income ETF logo
$51.17 +0.01 (+0.02%)
As of 04:00 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)
33
Total
Institutional Inflows
(last 12 months)
$428.71M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$5.23M
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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
2/11/2025Congress Wealth Management LLC DE 368,385$18.81M0.3%+43.2%2.585%
2/11/2025LPL 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%
2/7/2025 Sage Mountain Advisors LLC67,645$3.45M0.3%+14.8%0.475%
2/7/2025 Midland Wealth Advisors LLC128,977$6.59M0.4%+61.0%0.905%
2/6/2025 Raymond James Financial Inc.4,545$232K0.0%N/A0.032%
2/5/2025 US Bancorp DE19,500$996K0.0%N/A0.137%
2/4/2025 Wealthspire Advisors LLC20,037$1.02M0.0%N/A0.141%
2/3/2025 Concurrent Investment Advisors LLC15,026$767K0.0%+49.1%0.105%
1/30/2025 Tcfg Wealth Management LLC121,284$6.19M3.1%+5.0%0.854%
1/28/2025 Kestra Private Wealth Services LLC159,261$8.13M0.1%+2.8%1.124%
1/27/2025 Country Club Bank53,344$2.74M0.2%N/A0.376%
1/24/2025 Precision Wealth Strategies LLC59,465$3.04M2.4%+44.2%0.422%
1/23/2025 Lewis Asset Management LLC43,580$2.23M1.7%-2.2%0.309%
1/21/2025 Requisite Capital Management LLC221,693$11.38M2.3%+43.4%1.572%
1/21/2025 Crescent 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%
1/17/2025 Janney 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%
1/14/2025 Richard P Slaughter Associates Inc748,475$38.22M8.6%+11.6%5.400%
1/13/2025 Sentinel Pension Advisors Inc.19,119$976K0.2%+30.2%0.138%
1/10/2025 Wealth 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%
11/7/2024 Tidemark LLC1,000$51K0.0%N/A0.013%
11/7/2024Islay Capital Management LLC40,413$2.07M1.4%+23.5%0.506%
11/1/2024 Assetmark Inc.491$25K0.0%N/A0.006%
11/1/2024 Lewis Asset Management LLC44,551$2.28M1.7%+1.1%0.558%
10/30/2024 Crescent Grove Advisors LLC40,304$2.07M0.2%+70.4%0.505%
10/29/2024 Janney Montgomery Scott LLC149,252$7.64M0.0%+61.4%1.870%
10/29/2024 Farther Finance Advisors LLC1,412$72K0.0%N/A0.018%
10/24/2024 Wealth Enhancement Advisory Services LLC6,448,518$329.97M0.7%+24.0%80.808%
10/24/2024 NorthCrest Asset Manangement LLC7,658$392K0.0%+76.9%0.096%
10/21/2024 Precision 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%
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10/16/2024 Sentinel 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%
10/10/2024 Requisite 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%
8/2/2024 Midland Wealth Advisors LLC72,823$3.71M0.2%+1,477.6%0.913%
7/31/2024 Commonwealth 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%
7/23/2024 Crescent Grove Advisors LLC23,657$1.21M0.1%+267.9%0.296%
7/16/2024 NorthCrest Asset Manangement LLC4,330$220K0.0%N/A0.054%
7/16/2024 Wealth 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%
5/14/2024 Sentinel 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%
5/7/2024 Concurrent Investment Advisors LLC9,896$503K0.0%-5.7%0.124%
5/2/2024 Lewis Asset Management LLC43,267$2.20M1.8%+3.8%0.542%
5/1/2024 Precision Wealth Strategies LLC54,705$2.78M2.6%N/A0.686%
4/30/2024 Commonwealth 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%
4/29/2024 Crescent Grove Advisors LLC6,431$329K0.0%-20.0%0.084%
4/23/2024 Sage Mountain Advisors LLC72,451$3.69M0.4%+220.6%0.947%
4/18/2024 Requisite 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%
4/16/2024 Wealth 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%
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%
2/1/2024 Sage Mountain Advisors LLC22,600$1.14M0.1%N/A1.284%
1/30/2024 Crescent Grove Advisors LLC8,037$409K0.0%-21.7%0.457%
1/23/2024 Lewis Asset Management LLC41,673$2.11M1.9%N/A2.368%
1/23/2024 Requisite 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%
10/30/2023Congress Wealth Management LLC DE46,227$2.34M0.0%+24.8%2.627%
10/26/2023Gratus Capital LLC1,126,253$57.05M3.9%-0.4%63.992%
10/25/2023 Crescent Grove Advisors LLC10,267$520K0.1%-64.1%0.583%
10/23/2023 Sentinel Pension Advisors Inc.24,183$1.23M0.3%+19.4%1.374%
10/12/2023 IFP Advisors Inc1,332$67K0.0%+11,000.0%0.076%
8/7/2023Islay Capital Management LLC10,000$504K0.4%N/A0.568%
8/3/2023Gratus Capital LLC1,130,999$57.04M3.9%+120.1%64.261%
7/31/2023 Requisite Capital Management LLC44,977$2.27M0.6%N/A4.498%
7/26/2023 Janney Montgomery Scott LLC15,603$787K0.0%N/A1.560%
7/18/2023 Sentinel Pension Advisors Inc.20,258$1.02M0.2%N/A2.026%
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7/13/2023 Crescent Grove Advisors LLC28,617$1.44M0.2%+2.4%2.862%
7/13/2023Congress Wealth Management LLC DE37,055$1.87M0.0%+173.3%3.706%
5/3/2023 Crescent Grove Advisors LLC27,947$1.42M0.2%-0.9%2.852%
4/20/2023Gratus Capital LLC513,814$26.01M2.0%+3.0%52.430%
4/14/2023Congress Wealth Management LLC DE13,557$686K0.0%+43.2%1.474%
2/2/2023Congress Wealth Management LLC DE9,470$475K0.0%N/A1.052%
1/27/2023Gratus Capital LLC498,993$25.05M2.1%N/A55.444%
(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, 38 institutional investors and hedge funds held shares of Angel Oak UltraShort Income ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($330.08M), Gratus Capital LLC ($50.52M), Richard P Slaughter Associates Inc ($38.22M), Congress Wealth Management LLC DE ($18.81M), Crescent Grove Advisors LLC ($13.30M), Requisite Capital Management LLC ($11.38M), and Janney Montgomery Scott LLC ($8.84M).Learn more on UYLD's institutional investors.

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

Of the 36 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 ($6.45M), 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 Midland Wealth Advisors LLC ($117.08K).

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

Institutional investors have bought a total of 9,489,806 shares in the last 24 months. This purchase volume represents approximately $483.16M in transactions.

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

Of the 11 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), Sentinel Pension Advisors Inc. ($39.70K), Secure Asset Management LLC ($24.39K), Crescent Grove Advisors LLC ($22.45K), Benjamin F. Edwards & Company Inc. ($14.56K), LPL Financial LLC ($9.12K), and Stifel Financial Corp ($4.65K).

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

Institutional investors have sold a total of 255,513 shares in the last 24 months. This volume of shares sold represents approximately $12.97M in transactions.


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This page (NASDAQ:UYLD) was last updated on 2/11/2025 by MarketBeat.com Staff
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