ANGEL OAK ULTRASHORT INCOME UYLD
$51.03
+0.1% 52w: $48.62 – $51.03
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data48.6249.8351.03
Jun 20, 2025 Jul 2, 2026
Institutional holders
99
+14 QoQ
13F value
$991.8M
-8.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns UYLD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 8.4M | $422.1M | 0.9% | -23.3% |
| Focus Partners Wealth | Wealth advisor | 1.1M | $55.2M | 0.1% | -4.0% |
| Gradient Investments LLC | Wealth advisor | 1.1M | $55.0M | 0.9% | -21.8% |
| UBS Group AG | Bank broker | 978.9K | $50.0M | 0.0% | +21.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 830.9K | $42.4M | 0.1% | +3.3% |
| Richard P Slaughter Associates Inc | Wealth advisor | 673.0K | $34.3M | 7.4% | +0.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 397.5K | $20.3M | 0.0% | -9.2% |
| Greenwich Wealth Management LLC | Other | 317.2K | $16.2M | 0.7% | -12.9% |
| IFC Advisors LLC | Wealth advisor | 313.9K | $16.0M | 2.3% | +39.4% |
| Heritage Trust Co | Other | 296.8K | $15.1M | 1.5% | +4.3% |
| FIRST NATIONAL BANK OF OMAHA | Other | 287.6K | $14.7M | 0.5% | +11.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 277.3K | $14.2M | 0.0% | +287.4% |
| STEEL GROVE CAPITAL ADVISORS, LLC | Wealth advisor | 273.2K | $13.9M | 1.5% | 0.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 273.2K | $13.9M | 0.0% | +1.3% |
| MIDLAND WEALTH ADVISORS, LLC | Wealth advisor | 250.4K | $12.8M | 0.7% | +23.4% |
| Crescent Grove Advisors, LLC | Wealth advisor | 243.9K | $12.5M | 1.2% | -30.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 225.9K | $11.5M | 0.0% | +9.7% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 184.4K | $9.4M | 0.1% | +5.6% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 176.8K | $9.0M | 0.2% | -0.4% |
| ISLAY CAPITAL MANAGEMENT, LLC | Wealth advisor | 175.5K | $9.0M | 4.5% | +15.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 169.9K | $8.7M | 0.0% | +833.8% |
| Precision Wealth Strategies, LLC | Other | 165.1K | $8.4M | 2.8% | +35.0% |
| Bulwark Capital Corp | Wealth advisor | 161.2K | $8.2M | 5.1% | +12.8% |
| Able Wealth Management LLC | Wealth advisor | 159.1K | $8.1M | 2.2% | +62.1% |
| Weaver Consulting Group | Wealth advisor | 156.3K | $8.0M | 1.9% | +39.5% |
| LPL Financial LLC | Bank broker | 137.3K | $7.0M | 0.0% | +29.4% |
| Sage Mountain Advisors LLC | Wealth advisor | 126.2K | $6.4M | 0.5% | -0.1% |
| TCFG Investment Advisors, LLC | Wealth advisor | 103.7K | $5.3M | 2.0% | — |
| TCFG WEALTH MANAGEMENT, LLC | Wealth advisor | 103.7K | $5.3M | 2.0% | -2.3% |
| NorthCrest Asset Manangement, LLC | Other | 101.0K | $5.2M | 0.2% | +11.9% |
| J. Team Financial, Inc. | Other | 95.6K | $4.9M | 5.5% | +7.6% |
| PARSONS CAPITAL MANAGEMENT INC/RI | Other | 95.5K | $4.9M | 0.2% | -1.6% |
| Vise Technologies, Inc. | Wealth advisor | 85.8K | $4.4M | 0.1% | Held |
| Concurrent Investment Advisors, LLC | Wealth advisor | 79.1K | $4.0M | 0.0% | +22.3% |
| XY Planning Network, Inc. | Wealth advisor | 63.6K | $3.2M | 0.5% | +35.4% |
| Lewis Asset Management, LLC | Other | 60.6K | $3.1M | 1.3% | +5.1% |
| HighTower Advisors, LLC | Diversified mechanical | 59.1K | $3.0M | 0.0% | New |
| Mason & Associates Inc | Wealth advisor | 48.3K | $2.5M | 0.5% | New |
| Arkadios Wealth Advisors | Wealth advisor | 48.1K | $2.5M | 0.0% | +366.8% |
| Mechanics Bank Trust Department | Other | 46.8K | $2.4M | 0.3% | +3.2% |
| M Wealth Management, LLC | Wealth advisor | 46.7K | $2.4M | 2.0% | -3.1% |
| Transamerica Financial Advisors, LLC | Wealth advisor | 46.4K | $2.4M | 0.2% | -4.9% |
| Brown Financial Advisors | Other | 43.3K | $2.2M | 0.8% | -43.8% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 41.9K | $2.1M | 0.0% | +4.4% |
| JANE STREET GROUP, LLC | Market maker | 40.9K | $2.1M | 0.0% | New |
| TradeWell Securities, LLC. | Wealth advisor | 32.5K | $1.7M | 0.7% | +4.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 32.2K | $1.6M | 0.0% | +52.5% |
| IEQ CAPITAL, LLC | Diversified mechanical | 30.7K | $1.6M | 0.0% | +71.8% |
| Camarda Financial Advisors, LLC | Other | 28.6K | $1.5M | 0.8% | -1.4% |
| Mattson Financial Services, LLC | Other | 25.2K | $1.3M | 0.3% | -11.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.