Angel Oak Ultrashort IncomeUYLDETF
13F holders, Q1 2024 (March 31)29holders
$50.88avg. 13F price*
At the end of Q1 2024, 29 institutions reported holding Angel Oak Ultrashort Income (UYLD) in their 13F filings. The largest holders were Wealth Enhancement Advisory Services, LLC ($242.8M), Gratus Capital, LLC ($53.3M) and Requisite Capital Management, LLC ($6.6M).
- Company
- Angel Oak Ultrashort Income
- CUSIP
- 03463K752
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $246.2M |
| Exits | 2 | $690K |
Ownership 29 holders
| Wealth Enhancement Advisory Services, LLC | 0.63% | New | 4,772,916 | $242.8M |
| Gratus Capital, LLC | 2.46% | Add +4.9% | 1,047,387 | $53.3M |
| Requisite Capital Management, LLC | 1.45% | Add +0.9% | 130,116 | $6.6M |
| Camarda Financial Advisors, LLC | 2.15% | Add +46.2% | 104,821 | $5.3M |
| Stifel Financial Corp. | 0.01% | Add +85.0% | 97,579 | $5.0M |
| CW Advisors, LLC | 0.08% | Add +45.4% | 87,706 | $4.5M |
| Sage Mountain Advisors LLC | 0.38% | Add +220.6% | 72,451 | $3.7M |
| Heritage Trust Co | 0.45% | Add +39.4% | 65,956 | $3.4M |
| UBS Group AG | 0.00% | Add +79.7% | 65,765 | $3.3M |
| LPL Financial LLC | 0.00% | Add +125.0% | 60,113 | $3.1M |
| Mechanics Bank Trust Department | 0.45% | Add +243.6% | 59,950 | $3.0M |
| Benjamin F. Edwards & Company, Inc. | 0.05% | Reduce -8.1% | 55,210 | $2.8M |
| Precision Wealth Strategies, LLC | 2.63% | New | 54,705 | $2.8M |
| Transamerica Financial Advisors, LLC | 0.28% | Add +809.6% | 54,502 | $2.8M |
| Lewis Asset Management, LLC | 1.81% | Add +3.8% | 43,267 | $2.2M |
| Secure Asset Management, LLC | 0.35% | Add +6.5% | 29,354 | $1.5M |
| Independent Financial Group, LLC | 0.06% | Add +22.0% | 25,255 | $1.3M |
| Islay Capital Management, LLC | 0.96% | Add +43.1% | 25,050 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -51.1% | 24,646 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.5% | 15,591 | $793K |
| Sentinel Pension Advisors, LLC | 0.13% | Reduce -66.1% | 12,023 | $612K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -5.7% | 9,896 | $503K |
| Osaic Holdings, Inc. | 0.00% | Add +5253.4% | 7,013 | $357K |
| Crescent Grove Advisors, LLC | 0.03% | Reduce -20.0% | 6,431 | $329K |
| Richard P Slaughter Associates Inc | 0.06% | New | 5,261 | $268K |
| Midland Wealth Advisors, LLC | 0.01% | New | 4,616 | $235K |
| Benjamin Edwards Inc. | 0.02% | Add +28.5% | 1,905 | $97K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 897 | $46K |
| Cwm, LLC | 0.00% | New | 17 | $1K |
"% of holder's portfolio" is UYLD's weight in each manager's 13F, not the share of Angel Oak Ultrashort Income the manager owns.