Angel Oak Ultrashort IncomeUYLDETF
13F holders, Q4 2024 (December 31)54holders +11
13new positions
5sold out
1famous investor
$51.08avg. 13F price*
At the end of Q4 2024, 54 institutions reported holding Angel Oak Ultrashort Income (UYLD) in their 13F filings, up 11 from Q3 2024. 13 opened new positions and 5 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($372.8M), Focus Partners Wealth ($56.0M) and Richard P Slaughter Associates Inc ($38.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $7.5M |
| Exits | 5 | $2.9M |
All 13F filers, Q3 2024 → Q4 2024: 1,846,735 shares bought and 241,607 shares sold, net +1,605,128 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Wealth Enhancement Advisory Services, LLC | 0.71% | Add +13.2% | 7,300,696 | $372.8M |
| Focus Partners Wealth | 0.15% | Add +4.4% | 1,096,533 | $56.0M |
| Richard P Slaughter Associates Inc | 8.56% | Add +11.6% | 748,475 | $38.2M |
| UBS Group AG | 0.00% | Add +2.4% | 400,339 | $20.4M |
| CW Advisors, LLC | 0.26% | Add +43.2% | 368,385 | $18.8M |
| Crescent Grove Advisors, LLC | 1.32% | Add +542.8% | 259,067 | $13.3M |
| Requisite Capital Management, LLC | 2.33% | Add +43.4% | 221,693 | $11.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +16.0% | 173,109 | $8.8M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +2.8% | 159,261 | $8.1M |
| Wells Fargo & Company | 0.00% | Add +839.1% | 142,514 | $7.3M |
| Heritage Trust Co | 0.80% | — | 133,444 | $6.8M |
| Stifel Financial Corp. | 0.01% | Add +10.2% | 131,151 | $6.7M |
| Midland Wealth Advisors, LLC | 0.40% | Add +61.0% | 128,977 | $6.6M |
| TCFG Wealth Management, LLC | 3.14% | Add +5.0% | 121,284 | $6.2M |
| Independent Financial Group, LLC | 0.15% | Add +37.6% | 89,031 | $4.5M |
| LPL Financial LLC | 0.00% | Reduce -11.7% | 69,086 | $3.5M |
| Sage Mountain Advisors LLC | 0.25% | Add +14.8% | 67,645 | $3.5M |
| Camarda Financial Advisors, LLC | 1.17% | Reduce -42.8% | 61,123 | $3.1M |
| Precision Wealth Strategies, LLC | 2.35% | Add +44.2% | 59,465 | $3.0M |
| Mechanics Bank Trust Department | 0.40% | Reduce -1.2% | 59,430 | $3.0M |
| IFC Advisors LLC | 0.63% | — | 56,503 | $2.9M |
| Benjamin Edwards Inc. | 0.04% | Add +0.5% | 55,490 | $2.8M |
| Country Club Bank | 0.18% | New | 53,344 | $2.7M |
| Transamerica Financial Advisors, LLC | 0.27% | Reduce -3.7% | 52,689 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +34.6% | 44,504 | $2.3M |
| Lewis Asset Management, LLC | 1.70% | Reduce -2.2% | 43,580 | $2.2M |
| Islay Capital Management, LLC | 1.38% | Reduce -4.8% | 38,487 | $2.0M |
| Old Mission Capital LLC | 0.03% | New | 25,911 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | New | 20,037 | $1.0M |
| US Bancorp \de | 0.00% | New | 19,500 | $996K |
| Worth Asset Management, LLC | 0.53% | Add +59.8% | 19,473 | $994K |
| Sentinel Pension Advisors, LLC | 0.18% | Add +30.2% | 19,119 | $976K |
| Secure Asset Management, LLC | 0.15% | Add +14.5% | 19,028 | $972K |
| TradeWell Securities, LLC. | 0.50% | — | 19,023 | $971K |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +117.5% | 16,659 | $851K |
| Osaic Holdings, Inc. | 0.00% | Add +61.7% | 15,431 | $788K |
| Citadel Advisors | 0.00% | Reduce -82.9% | 15,250 | $779K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +49.1% | 15,026 | $767K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.8% | 8,544 | $436K |
| RFG Advisory, LLC | 0.01% | New | 7,535 | $385K |
| Flow Traders U.S. LLC | 0.01% | Reduce -87.3% | 7,359 | $376K |
| Snowden Capital Advisors LLC | 0.01% | New | 6,810 | $350K |
| Vise Technologies, Inc. | 0.02% | New | 5,478 | $280K |
| Riverwater Partners LLC | 0.11% | New | 4,609 | $235K |
| Raymond James Financial Inc. | 0.00% | — | 4,545 | $232K |
| BlackRock, Inc. | 0.00% | New | 1,596 | $82K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.4% | 1,432 | $73K |
| Morgan Stanley | 0.00% | Add +2.4% | 1,106 | $56K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 282 | $14K |
| JPMorgan Chase & Co. | 0.00% | New | 260 | $13K |
| Bank of America Corp. | 0.00% | New | 130 | $7K |
| Comerica Bank | 0.00% | New | 125 | $6K |
| Assetmark, Inc. | 0.00% | Reduce -78.8% | 104 | $5K |
| FWL Investment Management, LLC | 0.00% | No change | 38 | $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.