Angel Oak Ultrashort IncomeUYLDETF
13F holders, Q2 2026 (June 30)99holders +1
9new positions
7sold out
2famous investors
$50.77avg. 13F price*
At the end of Q2 2026, 99 institutions reported holding Angel Oak Ultrashort Income (UYLD) in their 13F filings, up 1 from Q1 2026. 9 opened new positions and 7 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($492.8M), Focus Partners Wealth ($54.4M) and Gradient Investments LLC ($51.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Angel Oak Ultrashort Income
- CUSIP
- 03463K752
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.5M |
| Exits | 7 | $4.0M |
All 13F filers, Q1 2026 → Q2 2026: 2,824,838 shares bought and 862,509 shares sold, net +1,962,329 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| Wealth Enhancement Advisory Services, LLC | 0.83% | Add +16.7% | 9,761,860 | $492.8M |
| Focus Partners Wealth | 0.06% | Reduce -1.3% | 1,066,769 | $54.4M |
| Gradient Investments LLC | 0.72% | Reduce -5.7% | 1,016,347 | $51.8M |
| UBS Group AG | 0.01% | Reduce -7.8% | 902,418 | $46.0M |
| Osaic Holdings, Inc. | 0.05% | Reduce -1.1% | 821,558 | $41.9M |
| Wells Fargo & Company | 0.00% | Add +23.0% | 488,724 | $24.9M |
| Greenwich Wealth Management LLC | 0.82% | Add +39.3% | 441,937 | $22.5M |
| Raymond James Financial Inc. | 0.01% | Add +48.9% | 412,734 | $21.1M |
| Richard P Slaughter Associates Inc | 4.13% | Reduce -39.4% | 408,015 | $20.8M |
| LPL Financial LLC | 0.00% | Add +138.8% | 327,883 | $16.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +12.1% | 306,236 | $15.6M |
| First National Bank of Omaha | 0.44% | Add +5.3% | 302,768 | $15.5M |
| Heritage Trust Co | 1.34% | Add +1.9% | 302,409 | $15.4M |
| Stifel Financial Corp. | 0.01% | Add +31.4% | 296,788 | $15.1M |
| IFC Advisors LLC | 1.74% | Reduce -14.3% | 268,980 | $13.7M |
| Mason & Associates Inc | 2.21% | Add +455.7% | 268,513 | $13.7M |
| Crescent Grove Advisors, LLC | 1.01% | Reduce -4.3% | 233,432 | $12.0M |
| Midland Wealth Advisors, LLC | 0.56% | Reduce -6.8% | 233,265 | $11.9M |
| Islay Capital Management, LLC | 5.26% | Add +24.5% | 218,490 | $11.1M |
| Steel Grove Capital Advisors, LLC | 0.99% | Reduce -24.0% | 207,597 | $10.6M |
| Vise Technologies, Inc. | 0.11% | Add +119.8% | 188,678 | $9.6M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +1.2% | 186,586 | $9.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +7.8% | 183,223 | $9.3M |
| Weaver Consulting Group | 1.85% | Add +13.2% | 176,852 | $9.0M |
| Independent Financial Group, LLC | 0.16% | Reduce -2.5% | 172,333 | $8.8M |
| Sage Mountain Advisors LLC | 0.49% | Add +23.1% | 155,404 | $7.9M |
| Able Wealth Management LLC | 1.78% | Reduce -4.3% | 152,189 | $7.8M |
| Bulwark Capital Corp | 3.67% | Reduce -20.7% | 127,917 | $6.5M |
| Precision Wealth Strategies, LLC | 1.84% | Reduce -27.6% | 119,480 | $6.1M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +48.9% | 117,766 | $6.0M |
| Wealthcare Advisory Partners LLC | 0.11% | Add +2031.5% | 108,896 | $5.6M |
| NorthCrest Asset Manangement, LLC | 0.14% | Add +7.4% | 108,477 | $5.5M |
| J. Team Financial, Inc. | 5.09% | Add +7.5% | 102,729 | $5.2M |
| TCFG Investment Advisors, LLC | 1.77% | Reduce -0.9% | 102,687 | $5.2M |
| Parsons Capital Management Inc. | 0.21% | Reduce -6.2% | 89,596 | $4.6M |
| XY Planning Network, Inc. | 0.44% | Add +7.3% | 68,260 | $3.5M |
| Arkadios Wealth Advisors | 0.05% | Add +36.6% | 65,707 | $3.4M |
| Lewis Asset Management, LLC | 1.11% | Add +2.2% | 61,885 | $3.2M |
| Mechanics Bank Trust Department | 0.32% | Add +9.8% | 51,359 | $2.6M |
| Castleview Partners, LLC | 1.02% | Add +145.2% | 45,487 | $2.3M |
| Transamerica Financial Advisors, LLC | 0.20% | Reduce -2.2% | 45,370 | $2.3M |
| Brown Financial Advisors | 0.77% | Reduce -0.2% | 43,230 | $2.2M |
| Benjamin Edwards Inc. | 0.02% | Reduce -5.4% | 39,634 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +126.5% | 35,757 | $1.8M |
| TradeWell Securities, LLC. | 0.65% | Add +9.7% | 35,708 | $1.8M |
| Camarda Financial Advisors, LLC | 0.47% | Add +7.0% | 30,657 | $1.6M |
| M Wealth Management, LLC | 1.22% | Reduce -34.8% | 30,401 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.1% | 29,270 | $1.5M |
| Balefire, LLC | 0.18% | Add +48.5% | 21,765 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +37.5% | 20,320 | $1.0M |
| Paladin Wealth, LLC | 0.58% | Reduce -1.2% | 19,453 | $992K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.0% | 17,964 | $916K |
| Diversified Portfolios, Inc. | 0.06% | Add +23.2% | 16,785 | $856K |
| Mattson Financial Services, LLC | 0.18% | Reduce -34.6% | 16,479 | $842K |
| Envestnet Asset Management Inc. | 0.00% | Add +28.2% | 15,912 | $812K |
| HighTower Advisors, LLC | 0.00% | Reduce -76.1% | 14,139 | $721K |
| Copley Financial Group, Inc. | 0.43% | Reduce -35.5% | 13,858 | $707K |
| Equitable Holdings, Inc. | 0.00% | Add +27.9% | 13,691 | $698K |
| Barnes Wealth Management Group, Inc | 0.31% | Reduce -9.7% | 12,938 | $660K |
| Citadel Advisors | 0.00% | Reduce -21.4% | 12,313 | $628K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.7% | 12,299 | $627K |
| RMR Wealth Builders | 0.04% | Reduce -32.0% | 12,093 | $619K |
| Ieq Capital, LLC | 0.00% | Reduce -60.7% | 12,066 | $615K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +13.2% | 11,694 | $596K |
| Requisite Capital Management, LLC | 0.10% | No change | 11,388 | $583K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +68.4% | 10,711 | $546K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.8% | 10,426 | $534K |
| Brookwood Investment Group LLC | 0.06% | Add +37.4% | 10,130 | $517K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +147.3% | 9,900 | $505K |
| Argent Trust Co | 0.01% | Reduce -15.3% | 9,708 | $495K |
| Northbridge Financial Group, LLC | 0.19% | Add +15.5% | 9,670 | $493K |
| OneAscent Financial Services LLC | 0.02% | Add +2.1% | 9,470 | $483K |
| RFG Advisory, LLC | 0.01% | Reduce -27.4% | 9,161 | $467K |
| Redwood Family Wealth LLC | 0.40% | Add +50.2% | 8,834 | $451K |
| Riverwater Partners LLC | 0.13% | Reduce -5.9% | 8,699 | $444K |
| Wealth Enhancement Trust Services, Inc. | 0.04% | Add +1.7% | 7,913 | $404K |
| EP Wealth Advisors, LLC | 0.00% | New | 6,155 | $314K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 5,698 | $291K |
| Wealthspire Advisors, LLC | 0.00% | No change | 5,541 | $283K |
| Simplicity Wealth,LLC | 0.01% | New | 4,964 | $253K |
| AQR Capital Management | 0.00% | Add +20.6% | 4,892 | $250K |
| Worth Asset Management, LLC | 0.08% | New | 4,843 | $247K |
| Private Advisor Group, LLC | 0.00% | New | 4,400 | $224K |
| Tectonic Advisors LLC | 0.01% | New | 4,105 | $209K |
| Firethorn Wealth Partners, LLC | 0.07% | Reduce -40.6% | 3,989 | $203K |
| Rockefeller Capital Management L.P. | 0.00% | Add +87.2% | 3,276 | $167K |
| Fifth Third Bancorp | 0.00% | New | 2,897 | $148K |
| Morgan Stanley | 0.00% | No change | 2,715 | $138K |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.7% | 2,441 | $125K |
| NewEdge Advisors, LLC | 0.00% | Add +199.2% | 2,115 | $108K |
| Quent Capital, LLC | 0.01% | New | 1,814 | $93K |
| Bessemer Group Inc. | 0.00% | No change | 800 | $41K |
| AE Wealth Management LLC | 0.00% | Add +126.7% | 544 | $28K |
| CoreCap Advisors, LLC | 0.00% | New | 365 | $19K |
| Family Capital Trust Co | 0.00% | No change | 142 | $7K |
| Assetmark, Inc. | 0.00% | No change | 104 | $5K |
| FWL Investment Management, LLC | 0.00% | No change | 38 | $2K |
| Golden State Wealth Management, LLC | 0.00% | New | 10 | $510 |
| Allworth Financial LP | 0.00% | No change | 7 | $358 |
"% of holder's portfolio" is UYLD's weight in each manager's 13F, not the share of Angel Oak Ultrashort Income the manager owns.