Angel Oak Ultrashort IncomeUYLDETF
13F holders, Q3 2025 (September 30)80holders +13
16new positions
4sold out
1famous investor
$51.17avg. 13F price*
At the end of Q3 2025, 80 institutions reported holding Angel Oak Ultrashort Income (UYLD) in their 13F filings, up 13 from Q2 2025. 16 opened new positions and 4 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($500.6M), Gradient Investments LLC ($72.0M) and Focus Partners Wealth ($57.8M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $84.4M |
| Exits | 4 | $1.3M |
All 13F filers, Q2 2025 → Q3 2025: 4,409,371 shares bought and 620,323 shares sold, net +3,789,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Wealth Enhancement Advisory Services, LLC | 0.76% | Add +9.1% | 9,779,500 | $500.6M |
| Gradient Investments LLC | 1.20% | New | 1,407,020 | $72.0M |
| Focus Partners Wealth | 0.09% | Add +4.9% | 1,130,839 | $57.8M |
| UBS Group AG | 0.01% | Add +48.7% | 720,006 | $36.8M |
| Richard P Slaughter Associates Inc | 7.16% | Reduce -6.6% | 649,957 | $33.2M |
| Osaic Holdings, Inc. | 0.04% | Add +2935.8% | 497,750 | $25.5M |
| Wells Fargo & Company | 0.00% | Add +50.3% | 323,960 | $16.6M |
| Crescent Grove Advisors, LLC | 1.53% | Reduce -15.2% | 310,923 | $16.0M |
| Citadel Advisors | 0.01% | Add +1273.9% | 300,188 | $15.4M |
| IFC Advisors LLC | 2.61% | Add +90.8% | 278,980 | $14.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +11.3% | 251,815 | $12.9M |
| Country Club Bank | 0.70% | Add +34.2% | 229,703 | $11.8M |
| Greenwich Wealth Management LLC | 0.56% | Add +47.4% | 218,949 | $11.2M |
| Heritage Trust Co | 1.18% | Add +34.8% | 217,399 | $11.1M |
| Stifel Financial Corp. | 0.01% | Add +20.6% | 192,477 | $9.8M |
| Midland Wealth Advisors, LLC | 0.52% | Add +21.8% | 189,103 | $9.7M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +0.1% | 169,941 | $8.7M |
| Steel Grove Capital Advisors, LLC | 0.99% | No change | 161,970 | $8.3M |
| Independent Financial Group, LLC | 0.19% | Add +14.5% | 150,744 | $7.7M |
| Able Wealth Management LLC | 2.80% | Add +247.5% | 145,478 | $7.4M |
| Islay Capital Management, LLC | 4.27% | Add +85.2% | 144,271 | $7.4M |
| Bulwark Capital Corp | 4.43% | Add +34.3% | 111,267 | $5.7M |
| Sage Mountain Advisors LLC | 0.32% | Add +80.7% | 109,179 | $5.6M |
| TCFG Wealth Management, LLC | 2.17% | Add +2.0% | 107,756 | $5.5M |
| Precision Wealth Strategies, LLC | 1.71% | Add +61.9% | 102,900 | $5.3M |
| LPL Financial LLC | 0.00% | Add +11.0% | 99,851 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.2% | 94,526 | $4.8M |
| Parsons Capital Management Inc. | 0.26% | Reduce -4.5% | 89,810 | $4.6M |
| J. Team Financial, Inc. | 3.74% | — | 72,044 | $3.7M |
| Brown Financial Advisors | 1.33% | New | 70,203 | $3.6M |
| NorthCrest Asset Manangement, LLC | 0.08% | Add +18.2% | 65,431 | $3.3M |
| Lewis Asset Management, LLC | 1.08% | Add +2.3% | 51,158 | $2.6M |
| M Wealth Management, LLC | 2.19% | Reduce -8.8% | 48,700 | $2.5M |
| Transamerica Financial Advisors, LLC | 0.21% | Reduce -1.1% | 48,532 | $2.5M |
| Mechanics Bank Trust Department | 0.34% | Reduce -3.0% | 47,803 | $2.4M |
| XY Planning Network, Inc. | 0.76% | No change | 43,500 | $2.2M |
| Benjamin Edwards Inc. | 0.02% | Add +22.4% | 41,974 | $2.1M |
| Vise Technologies, Inc. | 0.07% | Reduce -66.4% | 37,763 | $1.9M |
| Copley Financial Group, Inc. | 1.27% | New | 36,320 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -44.2% | 35,921 | $1.8M |
| Camarda Financial Advisors, LLC | 0.59% | Reduce -0.8% | 31,271 | $1.6M |
| TradeWell Securities, LLC. | 0.62% | Add +24.1% | 28,988 | $1.5M |
| Mattson Financial Services, LLC | 0.34% | New | 27,432 | $1.4M |
| Flow Traders U.S. LLC | 0.06% | Add +39.6% | 27,360 | $1.4M |
| Paladin Wealth, LLC | 0.82% | New | 22,047 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | New | 19,674 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -18.6% | 19,194 | $982K |
| Requisite Capital Management, LLC | 0.16% | Reduce -95.0% | 18,385 | $944K |
| Ieq Capital, LLC | 0.00% | New | 17,536 | $897K |
| Kestra Advisory Services, LLC | 0.00% | New | 16,317 | $835K |
| Consolidated Portfolio Review Corp | 0.10% | Add +1.8% | 16,286 | $833K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.7% | 15,118 | $773K |
| Diversified Portfolios, Inc. | 0.07% | Add +44.2% | 14,624 | $748K |
| Accurate Wealth Management, LLC | 0.10% | New | 14,550 | $746K |
| NewEdge Advisors, LLC | 0.00% | Add +31.7% | 11,815 | $604K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -11.3% | 11,678 | $597K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +26.1% | 10,224 | $523K |
| Riverwater Partners LLC | 0.20% | Add +52.5% | 9,208 | $471K |
| Firethorn Wealth Partners, LLC | 0.15% | Add +55.7% | 7,617 | $390K |
| RFG Advisory, LLC | 0.01% | Reduce -22.1% | 7,369 | $377K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -11.4% | 7,288 | $374K |
| Foundations Investment Advisors, LLC | 0.00% | New | 4,792 | $245K |
| A4 Wealth Advisors LLC | 0.20% | — | 4,687 | $240K |
| MML Investors Services, LLC | 0.00% | New | 4,615 | $236K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 4,491 | $230K |
| Belpointe Asset Management LLC | 0.01% | Reduce -8.7% | 4,479 | $229K |
| Worth Asset Management, LLC | 0.09% | Reduce -77.8% | 4,020 | $206K |
| Rockefeller Capital Management L.P. | 0.00% | New | 3,882 | $199K |
| Morgan Stanley | 0.00% | No change | 1,820 | $93K |
| JPMorgan Chase & Co. | 0.00% | Add +46300.0% | 1,392 | $71K |
| BlackRock, Inc. | 0.00% | Reduce -24.5% | 1,205 | $62K |
| MAI Capital Management | 0.00% | New | 549 | $28K |
| Royal Bank of Canada | 0.00% | New | 512 | $26K |
| AE Wealth Management LLC | 0.00% | New | 248 | $13K |
| Essential Partners LLC | 0.00% | Add +20.3% | 219 | $11K |
| Comerica Bank | 0.00% | Reduce -95.4% | 134 | $7K |
| 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 |
| Farther Finance Advisors, LLC | 0.00% | No change | 2 | $99 |
"% of holder's portfolio" is UYLD's weight in each manager's 13F, not the share of Angel Oak Ultrashort Income the manager owns.