Angel Oak Ultrashort IncomeUYLDETF
13F holders, Q2 2025 (June 30)67holders +8
7new positions
2sold out
1famous investor
$51.09avg. 13F price*
At the end of Q2 2025, 67 institutions reported holding Angel Oak Ultrashort Income (UYLD) in their 13F filings, up 8 from Q1 2025. 7 opened new positions and 2 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($457.9M), Focus Partners Wealth ($55.0M) 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $8.9M |
| Exits | 2 | $1.0M |
All 13F filers, Q1 2025 → Q2 2025: 1,688,328 shares bought and 252,400 shares sold, net +1,435,928 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Wealth Enhancement Advisory Services, LLC | 0.76% | Add +10.9% | 8,961,125 | $457.9M |
| Focus Partners Wealth | 0.12% | Reduce -0.9% | 1,077,709 | $55.0M |
| Richard P Slaughter Associates Inc | 7.25% | Add +0.2% | 696,001 | $35.5M |
| UBS Group AG | 0.01% | Reduce -9.8% | 484,120 | $24.7M |
| CW Advisors, LLC | 0.22% | Add +10.4% | 439,652 | $22.5M |
| Requisite Capital Management, LLC | 4.10% | Add +26.7% | 370,536 | $18.9M |
| Crescent Grove Advisors, LLC | 1.81% | Reduce -19.5% | 366,664 | $18.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +15.7% | 226,236 | $11.6M |
| Wells Fargo & Company | 0.00% | Add +26.3% | 215,520 | $11.0M |
| Country Club Bank | 0.55% | Add +10.3% | 171,142 | $8.8M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +2.1% | 169,747 | $8.7M |
| Steel Grove Capital Advisors, LLC | 0.98% | Add +163.0% | 161,970 | $8.3M |
| Heritage Trust Co | 0.95% | Add +13.6% | 161,314 | $8.2M |
| Stifel Financial Corp. | 0.01% | Add +4.7% | 159,621 | $8.2M |
| Midland Wealth Advisors, LLC | 0.44% | Add +10.6% | 155,244 | $7.9M |
| Greenwich Wealth Management LLC | 0.37% | Add +172.4% | 148,509 | $7.6M |
| IFC Advisors LLC | 1.40% | Reduce -1.9% | 146,179 | $7.5M |
| Independent Financial Group, LLC | 0.19% | Add +6.8% | 131,674 | $6.7M |
| Vise Technologies, Inc. | 0.24% | — | 112,322 | $5.7M |
| TCFG Wealth Management, LLC | 2.46% | Reduce -9.4% | 105,675 | $5.4M |
| Parsons Capital Management Inc. | 0.29% | Add +40.5% | 94,027 | $4.8M |
| LPL Financial LLC | 0.00% | Add +11.9% | 89,959 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.8% | 88,197 | $4.5M |
| Bulwark Capital Corp | 3.56% | — | 82,834 | $4.2M |
| Islay Capital Management, LLC | 2.58% | Add +23.4% | 77,889 | $4.0M |
| Jane Street Group, LLC | 0.01% | New | 64,385 | $3.3M |
| Precision Wealth Strategies, LLC | 1.05% | Add +10.8% | 63,570 | $3.2M |
| Sage Mountain Advisors LLC | 0.20% | Reduce -9.4% | 60,431 | $3.1M |
| NorthCrest Asset Manangement, LLC | 0.08% | Add +24.0% | 55,339 | $2.8M |
| M Wealth Management, LLC | 2.52% | New | 53,400 | $2.7M |
| Lewis Asset Management, LLC | 1.20% | Add +10.7% | 49,996 | $2.6M |
| Mechanics Bank Trust Department | 0.36% | Reduce -17.9% | 49,303 | $2.5M |
| Transamerica Financial Advisors, LLC | 0.24% | Reduce -2.6% | 49,066 | $2.5M |
| XY Planning Network, Inc. | 0.76% | Add +60.9% | 43,500 | $2.2M |
| Able Wealth Management LLC | 1.08% | Add +525.2% | 41,859 | $2.1M |
| Benjamin Edwards Inc. | 0.02% | Reduce -14.1% | 34,279 | $1.8M |
| Camarda Financial Advisors, LLC | 0.63% | Reduce -45.1% | 31,516 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +60.0% | 23,566 | $1.2M |
| TradeWell Securities, LLC. | 0.57% | Add +1.8% | 23,349 | $1.2M |
| Citadel Advisors | 0.00% | Add +170.6% | 21,850 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | New | 19,596 | $1.0M |
| Worth Asset Management, LLC | 0.46% | Add +238.0% | 18,140 | $926K |
| Osaic Holdings, Inc. | 0.00% | Add +4.9% | 16,396 | $837K |
| Consolidated Portfolio Review Corp | 0.11% | New | 16,000 | $817K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.2% | 15,540 | $794K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -26.8% | 13,166 | $672K |
| Diversified Portfolios, Inc. | 0.05% | Reduce -30.6% | 10,144 | $518K |
| RFG Advisory, LLC | 0.01% | Reduce -33.7% | 9,457 | $483K |
| Sentinel Pension Advisors, LLC | 0.08% | Reduce -8.3% | 9,355 | $478K |
| NewEdge Advisors, LLC | 0.00% | Add +0.4% | 8,972 | $458K |
| Snowden Capital Advisors LLC | 0.01% | Add +7.3% | 8,222 | $420K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | New | 8,107 | $414K |
| First Trust Advisors LP | 0.00% | New | 7,778 | $397K |
| Riverwater Partners LLC | 0.15% | Add +22.5% | 6,037 | $308K |
| Belpointe Asset Management LLC | 0.01% | Reduce -14.2% | 4,903 | $250K |
| Firethorn Wealth Partners, LLC | 0.11% | New | 4,891 | $250K |
| Patten & Patten Inc. | 0.01% | Reduce -0.4% | 4,034 | $206K |
| Raymond James Financial Inc. | 0.00% | Reduce -11.2% | 3,959 | $202K |
| Comerica Bank | 0.00% | Add +2091.8% | 2,937 | $150K |
| Morgan Stanley | 0.00% | Add +68.5% | 1,820 | $93K |
| BlackRock, Inc. | 0.00% | No change | 1,596 | $82K |
| Essential Partners LLC | 0.00% | — | 182 | $9K |
| Assetmark, Inc. | 0.00% | No change | 104 | $5K |
| Family Capital Trust Co | 0.00% | No change | 80 | $4K |
| FWL Investment Management, LLC | 0.00% | No change | 38 | $2K |
| JPMorgan Chase & Co. | 0.00% | Add +50.0% | 3 | $153 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -99.9% | 2 | $98 |
"% of holder's portfolio" is UYLD's weight in each manager's 13F, not the share of Angel Oak Ultrashort Income the manager owns.