Angel Oak Ultrashort IncomeUYLDETF
13F holders, Q1 2025 (March 31)59holders +5
12new positions
6sold out
1famous investor
$51.11avg. 13F price*
At the end of Q1 2025, 59 institutions reported holding Angel Oak Ultrashort Income (UYLD) in their 13F filings, up 5 from Q4 2024. 12 opened new positions and 6 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($412.8M), Focus Partners Wealth ($55.5M) and Richard P Slaughter Associates Inc ($35.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $14.2M |
| Exits | 6 | $3.7M |
All 13F filers, Q4 2024 → Q1 2025: 1,932,881 shares bought and 197,650 shares sold, net +1,735,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Wealth Enhancement Advisory Services, LLC | 0.79% | Add +10.7% | 8,079,980 | $412.8M |
| Focus Partners Wealth | 0.14% | Reduce -0.8% | 1,087,285 | $55.5M |
| Richard P Slaughter Associates Inc | 8.29% | Reduce -7.2% | 694,431 | $35.5M |
| UBS Group AG | 0.01% | Add +34.0% | 536,482 | $27.4M |
| Crescent Grove Advisors, LLC | 2.44% | Add +75.7% | 455,291 | $23.4M |
| CW Advisors, LLC | 0.24% | Add +8.1% | 398,294 | $20.3M |
| Requisite Capital Management, LLC | 3.39% | Add +31.9% | 292,491 | $15.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +13.0% | 195,604 | $10.0M |
| Wells Fargo & Company | 0.00% | Add +19.8% | 170,667 | $8.7M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +4.4% | 166,259 | $8.5M |
| Country Club Bank | 0.54% | Add +190.9% | 155,189 | $8.0M |
| Stifel Financial Corp. | 0.01% | Add +16.2% | 152,445 | $7.8M |
| IFC Advisors LLC | 1.59% | Add +163.6% | 148,966 | $7.6M |
| Heritage Trust Co | 0.88% | Add +6.4% | 141,977 | $7.3M |
| Midland Wealth Advisors, LLC | 0.42% | Add +8.9% | 140,406 | $7.2M |
| Independent Financial Group, LLC | 0.22% | Add +38.4% | 123,250 | $6.3M |
| TCFG Wealth Management, LLC | 3.01% | Reduce -3.8% | 116,676 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +83.9% | 81,848 | $4.2M |
| LPL Financial LLC | 0.00% | Add +16.4% | 80,415 | $4.1M |
| Parsons Capital Management Inc. | 0.19% | New | 66,937 | $3.4M |
| Sage Mountain Advisors LLC | 0.25% | Reduce -1.3% | 66,736 | $3.4M |
| Islay Capital Management, LLC | 2.19% | Add +64.0% | 63,137 | $3.2M |
| Steel Grove Capital Advisors, LLC | 0.48% | New | 61,580 | $3.1M |
| Mechanics Bank Trust Department | 0.42% | Add +1.1% | 60,078 | $3.1M |
| Camarda Financial Advisors, LLC | 1.32% | Reduce -6.0% | 57,451 | $2.9M |
| Precision Wealth Strategies, LLC | 2.24% | Reduce -3.5% | 57,361 | $2.9M |
| Greenwich Wealth Management LLC | 0.21% | New | 54,517 | $2.8M |
| Transamerica Financial Advisors, LLC | 0.26% | Reduce -4.4% | 50,361 | $2.6M |
| Lewis Asset Management, LLC | 1.91% | Add +3.6% | 45,151 | $2.3M |
| NorthCrest Asset Manangement, LLC | 0.07% | Add +167.9% | 44,622 | $2.3M |
| Benjamin Edwards Inc. | 0.03% | Reduce -28.1% | 39,888 | $2.0M |
| XY Planning Network, Inc. | 0.92% | New | 27,044 | $1.4M |
| TradeWell Securities, LLC. | 0.65% | Add +20.6% | 22,938 | $1.2M |
| MML Investors Services, LLC | 0.00% | New | 19,439 | $993K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -10.3% | 17,983 | $919K |
| Osaic Holdings, Inc. | 0.00% | Add +1.3% | 15,635 | $799K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 15,505 | $792K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -2.0% | 14,726 | $752K |
| Diversified Portfolios, Inc. | 0.08% | New | 14,608 | $746K |
| RFG Advisory, LLC | 0.02% | Add +89.4% | 14,273 | $729K |
| Sentinel Pension Advisors, LLC | 0.10% | Reduce -46.6% | 10,200 | $521K |
| NewEdge Advisors, LLC | 0.00% | Add +4.6% | 8,936 | $457K |
| Citadel Advisors | 0.00% | Reduce -47.0% | 8,075 | $413K |
| Snowden Capital Advisors LLC | 0.01% | Add +12.5% | 7,662 | $393K |
| Able Wealth Management LLC | 0.20% | New | 6,695 | $342K |
| Belpointe Asset Management LLC | 0.02% | New | 5,717 | $292K |
| Worth Asset Management, LLC | 0.15% | Reduce -72.4% | 5,367 | $274K |
| Riverwater Partners LLC | 0.13% | Add +6.9% | 4,928 | $252K |
| Raymond James Financial Inc. | 0.00% | Reduce -1.9% | 4,458 | $228K |
| Patten & Patten Inc. | 0.01% | New | 4,049 | $207K |
| BlackRock, Inc. | 0.00% | No change | 1,596 | $82K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.3% | 1,451 | $74K |
| Morgan Stanley | 0.00% | Reduce -2.4% | 1,080 | $55K |
| Blue Trust, Inc. | 0.00% | New | 970 | $50K |
| Comerica Bank | 0.00% | Add +7.2% | 134 | $7K |
| Assetmark, Inc. | 0.00% | No change | 104 | $5K |
| Family Capital Trust Co | 0.00% | New | 80 | $4K |
| FWL Investment Management, LLC | 0.00% | No change | 38 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.2% | 2 | $102 |
"% of holder's portfolio" is UYLD's weight in each manager's 13F, not the share of Angel Oak Ultrashort Income the manager owns.