Angel Oak Ultrashort IncomeUYLDETF
13F holders, Q3 2024 (September 30)43holders +6
10new positions
2sold out
1famous investor
$51.17avg. 13F price*
At the end of Q3 2024, 43 institutions reported holding Angel Oak Ultrashort Income (UYLD) in their 13F filings, up 6 from Q2 2024. 10 opened new positions and 2 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($330.0M), Focus Partners Wealth ($53.8M) and Richard P Slaughter Associates Inc ($34.3M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $63.4M |
| Exits | 2 | $38K |
All 13F filers, Q2 2024 → Q3 2024: 3,787,230 shares bought and 66,699 shares sold, net +3,720,531 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Wealth Enhancement Advisory Services, LLC | 0.71% | Add +24.0% | 6,448,518 | $330.0M |
| Focus Partners Wealth | 0.17% | New | 1,050,698 | $53.8M |
| Richard P Slaughter Associates Inc | 7.97% | Add +12338.4% | 670,927 | $34.3M |
| UBS Group AG | 0.01% | Add +191.8% | 391,154 | $20.0M |
| CW Advisors, LLC | 0.18% | Add +11.0% | 257,290 | $13.2M |
| Requisite Capital Management, LLC | 1.66% | Add +7.7% | 154,575 | $7.9M |
| Kestra Private Wealth Services, LLC | 0.15% | New | 154,892 | $7.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +61.4% | 149,252 | $7.6M |
| Stifel Financial Corp. | 0.01% | Reduce -3.8% | 119,010 | $6.1M |
| Argent Financial Group, Inc. | 0.71% | — | 117,573 | $6.0M |
| TCFG Wealth Management, LLC | 2.98% | — | 115,482 | $5.9M |
| Camarda Financial Advisors, LLC | 2.05% | Reduce -3.0% | 106,839 | $5.5M |
| Citadel Advisors | 0.00% | Add +176.3% | 89,103 | $4.6M |
| Midland Wealth Advisors, LLC | 0.24% | Add +10.0% | 80,103 | $4.1M |
| LPL Financial LLC | 0.00% | Add +12.9% | 78,203 | $4.0M |
| Independent Financial Group, LLC | 0.12% | Add +25.1% | 64,687 | $3.3M |
| Mechanics Bank Trust Department | 0.41% | Add +5.3% | 60,150 | $3.1M |
| Sage Mountain Advisors LLC | 0.26% | Reduce -15.5% | 58,946 | $3.0M |
| Flow Traders U.S. LLC | 0.15% | Add +1219.6% | 58,077 | $3.0M |
| Benjamin Edwards Inc. | 0.04% | Add +2943.4% | 55,207 | $2.8M |
| Transamerica Financial Advisors, LLC | 0.27% | Add +0.4% | 54,702 | $2.8M |
| Lewis Asset Management, LLC | 1.66% | Add +1.1% | 44,551 | $2.3M |
| Precision Wealth Strategies, LLC | 1.95% | Reduce -7.3% | 41,245 | $2.1M |
| Crescent Grove Advisors, LLC | 0.21% | Add +70.4% | 40,304 | $2.1M |
| Islay Capital Management, LLC | 1.40% | Add +23.6% | 40,413 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +452.3% | 36,466 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +50.8% | 33,054 | $1.7M |
| HRT Financial LP | 0.00% | New | 17,760 | $908K |
| Secure Asset Management, LLC | 0.14% | Reduce -59.5% | 16,612 | $850K |
| Wells Fargo & Company | 0.00% | Add +10084.6% | 15,175 | $777K |
| Sentinel Pension Advisors, LLC | 0.14% | Reduce -52.6% | 14,684 | $751K |
| Worth Asset Management, LLC | 0.34% | New | 12,189 | $624K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +1.6% | 10,076 | $516K |
| Osaic Holdings, Inc. | 0.00% | Add +10.3% | 9,545 | $488K |
| NewEdge Advisors, LLC | 0.00% | Reduce -26.9% | 8,787 | $450K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +76.9% | 7,658 | $392K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,412 | $72K |
| Morgan Stanley | 0.00% | New | 1,080 | $55K |
| Tidemark, LLC | 0.02% | New | 1,000 | $51K |
| Belpointe Asset Management LLC | 0.00% | Add +45.2% | 687 | $35K |
| Assetmark, Inc. | 0.00% | New | 491 | $25K |
| FWL Investment Management, LLC | 0.00% | New | 38 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | New | 30 | $2K |
"% of holder's portfolio" is UYLD's weight in each manager's 13F, not the share of Angel Oak Ultrashort Income the manager owns.