Angel Oak Ultrashort IncomeUYLDETF
13F holders, Q1 2026 (March 31)98holders +13
18new positions
4sold out
2famous investors
$50.80avg. 13F price*
At the end of Q1 2026, 98 institutions reported holding Angel Oak Ultrashort Income (UYLD) in their 13F filings, up 13 from Q4 2025. 18 opened new positions and 4 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($422.1M), Focus Partners Wealth ($55.2M) and Gradient Investments LLC ($55.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Angel Oak Ultrashort Income
- CUSIP
- 03463K752
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $15.4M |
| Exits | 4 | $343K |
All 13F filers, Q4 2025 → Q1 2026: 1,453,922 shares bought and 3,282,431 shares sold, net −1,828,509 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Wealth Enhancement Advisory Services, LLC | 0.93% | Reduce -23.3% | 8,365,161 | $422.1M |
| Focus Partners Wealth | 0.06% | Reduce -4.0% | 1,080,969 | $55.2M |
| Gradient Investments LLC | 0.85% | Reduce -21.9% | 1,077,672 | $55.0M |
| UBS Group AG | 0.01% | Add +21.8% | 978,905 | $50.0M |
| Osaic Holdings, Inc. | 0.06% | Add +3.3% | 830,941 | $42.4M |
| Richard P Slaughter Associates Inc | 7.43% | Add +0.8% | 672,971 | $34.3M |
| Wells Fargo & Company | 0.00% | Reduce -9.2% | 397,476 | $20.3M |
| Greenwich Wealth Management LLC | 0.66% | Reduce -12.9% | 317,235 | $16.2M |
| IFC Advisors LLC | 2.29% | Add +39.4% | 313,913 | $16.0M |
| Heritage Trust Co | 1.52% | Add +4.3% | 296,790 | $15.1M |
| First National Bank of Omaha | 0.45% | Add +11.5% | 287,576 | $14.7M |
| Raymond James Financial Inc. | 0.00% | Add +287.4% | 277,261 | $14.2M |
| Steel Grove Capital Advisors, LLC | 1.47% | Reduce -0.0% | 273,229 | $13.9M |
| Janney Montgomery Scott LLC | 0.03% | Add +1.3% | 273,164 | $13.9M |
| Midland Wealth Advisors, LLC | 0.66% | Add +23.4% | 250,427 | $12.8M |
| Crescent Grove Advisors, LLC | 1.24% | Reduce -30.1% | 243,870 | $12.5M |
| Stifel Financial Corp. | 0.01% | Add +9.8% | 225,937 | $11.5M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +5.6% | 184,406 | $9.4M |
| Independent Financial Group, LLC | 0.20% | Reduce -0.4% | 176,778 | $9.0M |
| Islay Capital Management, LLC | 4.57% | Add +15.4% | 175,457 | $9.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +833.8% | 169,902 | $8.7M |
| Precision Wealth Strategies, LLC | 2.80% | Add +35.0% | 165,111 | $8.4M |
| Bulwark Capital Corp | 5.07% | Add +12.8% | 161,225 | $8.2M |
| Able Wealth Management LLC | 2.17% | Add +62.1% | 159,097 | $8.1M |
| Weaver Consulting Group | 1.90% | Add +39.5% | 156,273 | $8.0M |
| LPL Financial LLC | 0.00% | Add +29.4% | 137,291 | $7.0M |
| Sage Mountain Advisors LLC | 0.45% | Reduce -0.1% | 126,240 | $6.4M |
| TCFG Wealth Management, LLC | 1.99% | Reduce -2.3% | 103,664 | $5.3M |
| TCFG Investment Advisors, LLC | 1.99% | — | 103,664 | $5.3M |
| NorthCrest Asset Manangement, LLC | 0.16% | Add +11.9% | 101,036 | $5.2M |
| J. Team Financial, Inc. | 5.47% | Add +7.6% | 95,601 | $4.9M |
| Parsons Capital Management Inc. | 0.22% | Reduce -1.6% | 95,524 | $4.9M |
| Vise Technologies, Inc. | 0.09% | No change | 85,821 | $4.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +22.3% | 79,112 | $4.0M |
| XY Planning Network, Inc. | 0.52% | Add +35.4% | 63,626 | $3.2M |
| Lewis Asset Management, LLC | 1.26% | Add +5.0% | 60,569 | $3.1M |
| HighTower Advisors, LLC | 0.00% | New | 59,149 | $3.0M |
| Mason & Associates Inc | 0.48% | New | 48,322 | $2.5M |
| Arkadios Wealth Advisors | 0.04% | Add +366.8% | 48,102 | $2.5M |
| Mechanics Bank Trust Department | 0.33% | Add +3.2% | 46,768 | $2.4M |
| M Wealth Management, LLC | 2.00% | Reduce -3.1% | 46,651 | $2.4M |
| Transamerica Financial Advisors, LLC | 0.20% | Reduce -4.9% | 46,404 | $2.4M |
| Brown Financial Advisors | 0.84% | Reduce -43.9% | 43,303 | $2.2M |
| Benjamin Edwards Inc. | 0.02% | Add +4.4% | 41,889 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 40,877 | $2.1M |
| TradeWell Securities, LLC. | 0.70% | Add +4.4% | 32,542 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +52.5% | 32,215 | $1.6M |
| Ieq Capital, LLC | 0.01% | Add +71.8% | 30,671 | $1.6M |
| Camarda Financial Advisors, LLC | 0.77% | Reduce -1.4% | 28,638 | $1.5M |
| Mattson Financial Services, LLC | 0.31% | Reduce -11.5% | 25,216 | $1.3M |
| Flow Traders U.S. LLC | 0.04% | New | 22,946 | $1.2M |
| Copley Financial Group, Inc. | 0.66% | Reduce -21.3% | 21,490 | $1.1M |
| Paladin Wealth, LLC | 0.69% | Reduce -16.8% | 19,684 | $1.0M |
| Castleview Partners, LLC | 0.49% | New | 18,552 | $947K |
| RMR Wealth Builders | 0.07% | New | 17,790 | $912K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -88.2% | 15,790 | $806K |
| Citadel Advisors | 0.00% | Add +1.8% | 15,661 | $799K |
| MML Investors Services, LLC | 0.00% | Add +158.7% | 14,781 | $754K |
| Balefire, LLC | 0.14% | New | 14,652 | $748K |
| Barnes Wealth Management Group, Inc | 0.37% | New | 14,329 | $731K |
| Diversified Portfolios, Inc. | 0.06% | Reduce -7.8% | 13,624 | $695K |
| Perigon Wealth Management, LLC | 0.01% | New | 12,639 | $645K |
| RFG Advisory, LLC | 0.01% | Add +219.8% | 12,614 | $644K |
| Envestnet Asset Management Inc. | 0.00% | Add +157.4% | 12,415 | $634K |
| Argent Trust Co | 0.02% | No change | 11,465 | $585K |
| Requisite Capital Management, LLC | 0.11% | Reduce -5.2% | 11,388 | $584K |
| Equitable Holdings, Inc. | 0.00% | New | 10,709 | $547K |
| Snowden Capital Advisors LLC | 0.01% | Add +32.2% | 10,509 | $539K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +37.8% | 10,333 | $527K |
| OneAscent Financial Services LLC | 0.03% | New | 9,274 | $473K |
| Riverwater Partners LLC | 0.16% | No change | 9,244 | $472K |
| Northbridge Financial Group, LLC | 0.18% | New | 8,375 | $428K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,809 | $399K |
| Wealth Enhancement Trust Services, Inc. | 0.05% | Add +1.6% | 7,779 | $397K |
| Brookwood Investment Group LLC | 0.05% | New | 7,375 | $376K |
| Firethorn Wealth Partners, LLC | 0.13% | Add +1.1% | 6,721 | $343K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -14.2% | 6,359 | $325K |
| Redwood Family Wealth LLC | 0.29% | Add +1.9% | 5,883 | $300K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +967.0% | 5,698 | $291K |
| Wealthspire Advisors, LLC | 0.00% | No change | 5,541 | $283K |
| Belpointe Asset Management LLC | 0.01% | Add +13.3% | 5,335 | $272K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -4.1% | 5,109 | $261K |
| AQR Capital Management | 0.00% | New | 4,057 | $207K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 4,004 | $204K |
| JPMorgan Chase & Co. | 0.00% | Add +40.0% | 3,156 | $162K |
| Morgan Stanley | 0.00% | No change | 2,715 | $139K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -65.4% | 1,750 | $89K |
| Bessemer Group Inc. | 0.00% | No change | 800 | $41K |
| NewEdge Advisors, LLC | 0.00% | Reduce -92.1% | 707 | $36K |
| Royal Bank of Canada | 0.00% | Reduce -45.5% | 491 | $25K |
| Essential Partners LLC | 0.01% | Add +1.1% | 372 | $19K |
| AE Wealth Management LLC | 0.00% | No change | 240 | $12K |
| Family Capital Trust Co | 0.00% | Add +77.5% | 142 | $7K |
| Pacific Center for Financial Services | 0.00% | New | 133 | $7K |
| Cwm, LLC | 0.00% | New | 110 | $6K |
| Assetmark, Inc. | 0.00% | No change | 104 | $5K |
| FWL Investment Management, LLC | 0.00% | No change | 38 | $2K |
| Allworth Financial LP | 0.00% | No change | 7 | $358 |
"% of holder's portfolio" is UYLD's weight in each manager's 13F, not the share of Angel Oak Ultrashort Income the manager owns.