Angel Oak Ultrashort IncomeUYLDETF
13F holders, Q2 2024 (June 30)37holders +8
9new positions
3sold out
1famous investor
$50.89avg. 13F price*
At the end of Q2 2024, 37 institutions reported holding Angel Oak Ultrashort Income (UYLD) in their 13F filings, up 8 from Q1 2024. 9 opened new positions and 3 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($264.6M), Gratus Capital, LLC ($56.7M) and CW Advisors, LLC ($11.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Angel Oak Ultrashort Income
- CUSIP
- 03463K752
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $7.2M |
| Exits | 3 | $47K |
All 13F filers, Q1 2024 → Q2 2024: 1,079,339 shares bought and 39,079 shares sold, net +1,040,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Wealth Enhancement Advisory Services, LLC | 0.63% | Add +8.9% | 5,198,776 | $264.6M |
| Gratus Capital, LLC | 2.28% | Add +6.3% | 1,113,506 | $56.7M |
| CW Advisors, LLC | 0.19% | Add +164.3% | 231,759 | $11.8M |
| Requisite Capital Management, LLC | 1.66% | Add +10.3% | 143,498 | $7.3M |
| UBS Group AG | 0.00% | Add +103.8% | 134,050 | $6.8M |
| Stifel Financial Corp. | 0.01% | Add +26.7% | 123,655 | $6.3M |
| Camarda Financial Advisors, LLC | 2.20% | Add +5.1% | 110,171 | $5.6M |
| Janney Montgomery Scott LLC | 0.01% | New | 92,460 | $4.7M |
| Heritage Trust Co | 0.58% | Add +31.3% | 86,568 | $4.4M |
| Midland Wealth Advisors, LLC | 0.22% | Add +1477.6% | 72,823 | $3.7M |
| Sage Mountain Advisors LLC | 0.33% | Reduce -3.7% | 69,739 | $3.5M |
| LPL Financial LLC | 0.00% | Add +15.2% | 69,238 | $3.5M |
| Mechanics Bank Trust Department | 0.42% | Reduce -4.8% | 57,100 | $2.9M |
| Transamerica Financial Advisors, LLC | 0.30% | No change | 54,502 | $2.8M |
| Independent Financial Group, LLC | 0.11% | Add +104.7% | 51,686 | $2.6M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Reduce -17.5% | 45,526 | $2.3M |
| Precision Wealth Strategies, LLC | 2.34% | Reduce -18.6% | 44,511 | $2.3M |
| Lewis Asset Management, LLC | 1.71% | Add +1.9% | 44,086 | $2.2M |
| Secure Asset Management, LLC | 0.40% | Add +39.7% | 41,003 | $2.1M |
| Islay Capital Management, LLC | 1.21% | Add +30.6% | 32,711 | $1.7M |
| Citadel Advisors | 0.00% | New | 32,247 | $1.6M |
| Sentinel Pension Advisors, LLC | 0.33% | Add +157.7% | 30,983 | $1.6M |
| Crescent Grove Advisors, LLC | 0.13% | Add +267.9% | 23,657 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +40.6% | 21,915 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -51.3% | 12,012 | $611K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +0.2% | 9,915 | $505K |
| Osaic Holdings, Inc. | 0.00% | Add +23.3% | 8,650 | $440K |
| Jane Street Group, LLC | 0.00% | New | 6,603 | $336K |
| Richard P Slaughter Associates Inc | 0.06% | Add +2.5% | 5,394 | $275K |
| Flow Traders U.S. LLC | 0.01% | New | 4,401 | $224K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 4,330 | $220K |
| Benjamin Edwards Inc. | 0.02% | Reduce -4.8% | 1,814 | $92K |
| Allworth Financial LP | 0.00% | New | 500 | $26K |
| Belpointe Asset Management LLC | 0.00% | New | 473 | $24K |
| POM Investment Strategies, LLC | 0.01% | New | 248 | $13K |
| Wells Fargo & Company | 0.00% | New | 149 | $8K |
| Hershey Financial Advisers, LLC | 0.00% | — | 10 | $509 |
"% of holder's portfolio" is UYLD's weight in each manager's 13F, not the share of Angel Oak Ultrashort Income the manager owns.