Angel Oak Ultrashort IncomeUYLDETF
13F holders, Q4 2025 (December 31)85holders +5
10new positions
7sold out
1famous investor
$51.16avg. 13F price*
At the end of Q4 2025, 85 institutions reported holding Angel Oak Ultrashort Income (UYLD) in their 13F filings, up 5 from Q3 2025. 10 opened new positions and 7 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($558.3M), Gradient Investments LLC ($70.5M) and Focus Partners Wealth ($57.6M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $24.2M |
| Exits | 7 | $4.8M |
All 13F filers, Q3 2025 → Q4 2025: 2,866,238 shares bought and 576,639 shares sold, net +2,289,599 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Wealth Enhancement Advisory Services, LLC | 0.76% | Add +11.6% | 10,912,606 | $558.3M |
| Gradient Investments LLC | 1.12% | Reduce -2.0% | 1,378,955 | $70.5M |
| Focus Partners Wealth | 0.07% | Reduce -0.4% | 1,126,487 | $57.6M |
| Osaic Holdings, Inc. | 0.06% | Add +61.6% | 804,220 | $41.1M |
| UBS Group AG | 0.01% | Add +11.6% | 803,675 | $41.1M |
| Richard P Slaughter Associates Inc | 7.16% | Add +2.8% | 667,844 | $34.2M |
| Wells Fargo & Company | 0.00% | Add +35.1% | 437,826 | $22.4M |
| Greenwich Wealth Management LLC | 0.83% | Add +66.3% | 364,035 | $18.6M |
| Crescent Grove Advisors, LLC | 1.70% | Add +12.1% | 348,678 | $17.9M |
| Heritage Trust Co | 1.48% | Add +30.8% | 284,433 | $14.5M |
| Steel Grove Capital Advisors, LLC | 1.45% | Add +68.8% | 273,318 | $14.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +7.1% | 269,625 | $13.8M |
| First National Bank of Omaha | 0.39% | New | 258,000 | $13.2M |
| IFC Advisors LLC | 1.68% | Reduce -19.3% | 225,155 | $11.5M |
| Stifel Financial Corp. | 0.01% | Add +7.0% | 205,867 | $10.5M |
| Midland Wealth Advisors, LLC | 0.54% | Add +7.3% | 202,870 | $10.4M |
| Independent Financial Group, LLC | 0.20% | Add +17.8% | 177,543 | $9.1M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +2.7% | 174,572 | $8.9M |
| Islay Capital Management, LLC | 4.60% | Add +5.4% | 152,077 | $7.8M |
| Bulwark Capital Corp | 5.20% | Add +28.5% | 142,951 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +42.0% | 134,205 | $6.9M |
| Sage Mountain Advisors LLC | 0.34% | Add +15.8% | 126,372 | $6.5M |
| Precision Wealth Strategies, LLC | 2.03% | Add +18.9% | 122,327 | $6.3M |
| Weaver Consulting Group | 1.40% | New | 111,994 | $5.7M |
| LPL Financial LLC | 0.00% | Add +6.3% | 106,121 | $5.4M |
| TCFG Wealth Management, LLC | 2.13% | Reduce -1.5% | 106,114 | $5.4M |
| Able Wealth Management LLC | 1.59% | Reduce -32.5% | 98,134 | $5.0M |
| Parsons Capital Management Inc. | 0.27% | Add +8.0% | 97,033 | $5.0M |
| NorthCrest Asset Manangement, LLC | 0.10% | Add +38.0% | 90,318 | $4.6M |
| J. Team Financial, Inc. | 4.54% | Add +23.3% | 88,848 | $4.5M |
| Vise Technologies, Inc. | 0.09% | Add +127.3% | 85,821 | $4.4M |
| Brown Financial Advisors | 1.44% | Add +9.8% | 77,114 | $3.9M |
| Raymond James Financial Inc. | 0.00% | New | 71,572 | $3.7M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +237.0% | 64,680 | $3.3M |
| Lewis Asset Management, LLC | 1.20% | Add +12.7% | 57,655 | $2.9M |
| Transamerica Financial Advisors, LLC | 0.21% | Add +0.6% | 48,809 | $2.5M |
| M Wealth Management, LLC | 2.14% | Reduce -1.1% | 48,150 | $2.5M |
| XY Planning Network, Inc. | 0.42% | Add +8.0% | 46,993 | $2.4M |
| Mechanics Bank Trust Department | 0.30% | Reduce -5.2% | 45,303 | $2.3M |
| Benjamin Edwards Inc. | 0.02% | Reduce -4.4% | 40,123 | $2.1M |
| TradeWell Securities, LLC. | 0.62% | Add +7.6% | 31,182 | $1.6M |
| Camarda Financial Advisors, LLC | 0.57% | Reduce -7.1% | 29,047 | $1.5M |
| Mattson Financial Services, LLC | 0.34% | Add +3.8% | 28,482 | $1.5M |
| Copley Financial Group, Inc. | 0.86% | Reduce -24.8% | 27,314 | $1.4M |
| Paladin Wealth, LLC | 0.83% | Add +7.3% | 23,665 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +39.7% | 21,125 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +11.5% | 18,194 | $931K |
| Ieq Capital, LLC | 0.00% | Add +1.8% | 17,850 | $913K |
| Citadel Advisors | 0.00% | Reduce -94.9% | 15,391 | $787K |
| Diversified Portfolios, Inc. | 0.06% | Add +1.0% | 14,774 | $756K |
| Requisite Capital Management, LLC | 0.12% | Reduce -34.6% | 12,014 | $617K |
| Argent Trust Co | 0.02% | New | 11,465 | $586K |
| Arkadios Wealth Advisors | 0.01% | New | 10,305 | $527K |
| Riverwater Partners LLC | 0.18% | Add +0.4% | 9,244 | $473K |
| NewEdge Advisors, LLC | 0.00% | Reduce -24.7% | 8,902 | $455K |
| Snowden Capital Advisors LLC | 0.01% | Add +9.1% | 7,951 | $409K |
| Wealth Enhancement Trust Services, Inc. | 0.05% | — | 7,657 | $392K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 7,499 | $384K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -27.5% | 7,411 | $379K |
| Firethorn Wealth Partners, LLC | 0.13% | Reduce -12.8% | 6,646 | $340K |
| Safe Harbor Wealth Advisors, LLC | 0.31% | — | 6,155 | $315K |
| Redwood Family Wealth LLC | 0.29% | — | 5,771 | $295K |
| MML Investors Services, LLC | 0.00% | Add +23.8% | 5,714 | $292K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -52.5% | 5,541 | $283K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +18.6% | 5,328 | $272K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -65.2% | 5,063 | $259K |
| Rockefeller Capital Management L.P. | 0.00% | Add +30.3% | 5,058 | $259K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -75.5% | 4,824 | $247K |
| Belpointe Asset Management LLC | 0.01% | Add +5.2% | 4,710 | $241K |
| RFG Advisory, LLC | 0.00% | Reduce -46.5% | 3,945 | $202K |
| Morgan Stanley | 0.00% | Add +49.2% | 2,715 | $139K |
| JPMorgan Chase & Co. | 0.00% | Add +61.9% | 2,254 | $115K |
| Royal Bank of Canada | 0.00% | Add +76.0% | 901 | $46K |
| BlackRock, Inc. | 0.00% | Reduce -25.6% | 896 | $46K |
| Bessemer Group Inc. | 0.00% | New | 800 | $41K |
| MAI Capital Management | 0.00% | Add +1.3% | 556 | $28K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 534 | $27K |
| Essential Partners LLC | 0.01% | Add +68.0% | 368 | $19K |
| AE Wealth Management LLC | 0.00% | Reduce -3.2% | 240 | $12K |
| UMB Bank, n.a. | 0.00% | New | 195 | $10K |
| 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 |
| Allworth Financial LP | 0.00% | New | 7 | $359 |
| Farther Finance Advisors, LLC | 0.00% | No change | 2 | $100 |
"% of holder's portfolio" is UYLD's weight in each manager's 13F, not the share of Angel Oak Ultrashort Income the manager owns.