Vault-13

ANGEL OAK FUNDS TRUST UYLD

OAK ULTRASHORT · ETP · CUSIP 03463K752

99 institutional holders +14 vs Q4 2025
19,525,34019.5m shares reported held*
$991.8mreported value*
18 new 43 added 27 reduced 3 sold out net sold ≈ $93.3m (-1.8m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $50.80.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q4 22: 4Q1 23: 7Q2 23: 12Q3 23: 17Q4 23: 26Q1 24: 31Q2 24: 38Q3 24: 44Q4 24: 55Q1 25: 60Q2 25: 68Q3 25: 80Q4 25: 85Q1 26: 9999Q4 22Q3 23Q2 24Q1 25Q1 26
Numbers
QuarterHolders
Q4 20224
Q1 20237
Q2 202312
Q3 202317
Q4 202326
Q1 202431
Q2 202438
Q3 202444
Q4 202455
Q1 202560
Q2 202568
Q3 202580
Q4 202585
Q1 202699

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 29 bought or addedQ2 24: 9 cut or sold outQ3 24: 34 bought or addedQ3 24: 9 cut or sold outQ3 24Q4 24: 39 bought or addedQ4 24: 15 cut or sold outQ1 25: 40 bought or addedQ1 25: 22 cut or sold outQ1 25Q2 25: 42 bought or addedQ2 25: 20 cut or sold outQ3 25: 52 bought or addedQ3 25: 23 cut or sold outQ3 25Q4 25: 55 bought or addedQ4 25: 29 cut or sold outQ1 26: 61 bought or addedQ1 26: 30 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024299
Q3 2024349
Q4 20243915
Q1 20254022
Q2 20254220
Q3 20255223
Q4 20255529
Q1 20266130

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +205,689+205.7k
UBS Group AG Added +175,230+175.2k
Kestra Advisory Services, LLC Added +151,708+151.7k
IFC Advisors LLC Added +88,758+88.8k
Able Wealth Management LLC Added +60,963+61.0k
HighTower Advisors, LLC New +59,149+59.1k
Mason & Associates Inc New +48,322+48.3k
MIDLAND WEALTH ADVISORS, LLC Added +47,557+47.6k
Weaver Consulting Group Added +44,279+44.3k
Precision Wealth Strategies, LLC Added +42,784+42.8k

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -2,547,445-2.5m
Gradient Investments LLC Reduced -301,283-301.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -118,415-118.4k
Crescent Grove Advisors, LLC Reduced -104,808-104.8k
Greenwich Wealth Management LLC Reduced -46,800-46.8k
Focus Partners Wealth Reduced -45,518-45.5k
WELLS FARGO & COMPANY/MN Reduced -40,350-40.4k
Brown Financial Advisors Reduced -33,811-33.8k
NewEdge Advisors, LLC Reduced -8,195-8.2k
Copley Financial Group, Inc. Reduced -5,824-5.8k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.93% of their portfolio PLYMOUTH, MN 8,365,1618.4m $422.1m $422.1m 0.93% Reduced -2.5m -2,547,445
2 Focus Partners Wealth 0.06% of their portfolio ST LOUIS, MO 1,080,9691.1m $55.2m $55.2m 0.06% Reduced -45.5k -45,518
3 Gradient Investments LLC 0.85% of their portfolio ARDEN HILLS, MN 1,077,6721.1m $55.0m $55.0m 0.85% Reduced -301.3k -301,283
4 UBS Group AG 0.01% of their portfolio ZURICH, V8 978,905978.9k $50.0m $50.0m 0.01% Added +175.2k +175,230
5 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 830,941830.9k $42.4m $42.4m 0.06% Added +26.7k +26,721
6 Richard P Slaughter Associates Inc 7.43% of their portfolio AUSTIN, TX 672,971673.0k $34.3m $34.3m 7.43% Added +5.1k +5,127
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 397,476397.5k $20.3m $20.3m 0.00% Reduced -40.4k -40,350
8 Greenwich Wealth Management LLC 0.66% of their portfolio GREENWICH, CT 317,235317.2k $16.2m $16.2m 0.66% Reduced -46.8k -46,800
9 IFC Advisors LLC 2.29% of their portfolio LOS ANGELES, CA 313,913313.9k $16.0m $16.0m 2.29% Added +88.8k +88,758
10 Heritage Trust Co 1.52% of their portfolio OKLAHOMA CITY, OK 296,790296.8k $15.1m $15.1m 1.52% Added +12.4k +12,357
11 FIRST NATIONAL BANK OF OMAHA 0.45% of their portfolio OMAHA, NE 287,576287.6k $14.7m $14.7m 0.45% Added +29.6k +29,576
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 277,261277.3k $14.2m $14.2m 0.00% Added +205.7k +205,689
13 STEEL GROVE CAPITAL ADVISORS, LLC 1.47% of their portfolio MEMPHIS, TN 273,229273.2k $13.9m $13.9m 1.47% Reduced -89 -89
14 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 273,164273.2k $13.9m $13.9m 0.03% Added +3.5k +3,539
15 MIDLAND WEALTH ADVISORS, LLC 0.66% of their portfolio EFFINGHAM, IL 250,427250.4k $12.8m $12.8m 0.66% Added +47.6k +47,557
16 Crescent Grove Advisors, LLC 1.24% of their portfolio LAKE FOREST, IL 243,870243.9k $12.5m $12.5m 1.24% Reduced -104.8k -104,808
17 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 225,937225.9k $11.5m $11.5m 0.01% Added +20.1k +20,070
18 KESTRA PRIVATE WEALTH SERVICES, LLC 0.12% of their portfolio AUSTIN, TX 184,406184.4k $9.4m $9.4m 0.12% Added +9.8k +9,834
19 INDEPENDENT FINANCIAL GROUP, LLC 0.20% of their portfolio SAN DIEGO, CA 176,778176.8k $9.0m $9.0m 0.20% Reduced -765 -765
20 ISLAY CAPITAL MANAGEMENT, LLC 4.55% of their portfolio Lubbock, TX 175,457175.5k $9.0m $9.0m 4.55% Added +23.4k +23,380
21 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 169,902169.9k $8.7m $8.7m 0.03% Added +151.7k +151,708
22 Precision Wealth Strategies, LLC 2.80% of their portfolio SAINT LOUIS, MO 165,111165.1k $8.4m $8.4m 2.80% Added +42.8k +42,784
23 Bulwark Capital Corp 5.07% of their portfolio FERNANDINA BEACH, FL 161,225161.2k $8.2m $8.2m 5.07% Added +18.3k +18,274
24 Able Wealth Management LLC 2.17% of their portfolio Toms River, NJ 159,097159.1k $8.1m $8.1m 2.17% Added +61.0k +60,963
25 Weaver Consulting Group 1.90% of their portfolio HUNTINGTON BEACH, CA 156,273156.3k $8.0m $8.0m 1.90% Added +44.3k +44,279
26 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 137,291137.3k $7.0m $7.0m 0.00% Added +31.2k +31,170
27 Sage Mountain Advisors LLC 0.45% of their portfolio ATLANTA, GA 126,240126.2k $6.4m $6.4m 0.45% Reduced -132 -132
28 TCFG WEALTH MANAGEMENT, LLC 1.98% of their portfolio LAGUNA NIGUEL, CA 103,664103.7k $5.3m $5.3m 1.98% Reduced -2.5k -2,450
29 TCFG Investment Advisors, LLC 1.98% of their portfolio LAGUNA NIGUEL, CA 103,664103.7k $5.3m $5.3m 1.98% First filing
30 NorthCrest Asset Manangement, LLC 0.16% of their portfolio PLYMOUTH, MN 101,036101.0k $5.2m $5.2m 0.16% Added +10.7k +10,718
31 J. Team Financial, Inc. 5.47% of their portfolio ABILENE, TX 95,60195.6k $4.9m $4.9m 5.47% Added +6.8k +6,753
32 PARSONS CAPITAL MANAGEMENT INC/RI 0.22% of their portfolio PROVIDENCE, RI 95,52495.5k $4.9m $4.9m 0.22% Reduced -1.5k -1,509
33 Vise Technologies, Inc. 0.09% of their portfolio NEW YORK, NY 85,82185.8k $4.4m $4.4m 0.09% Unchanged
34 Concurrent Investment Advisors, LLC 0.04% of their portfolio Tampa, FL 79,11279.1k $4.0m $4.0m 0.04% Added +14.4k +14,432
35 XY Planning Network, Inc. 0.52% of their portfolio BOZEMAN, MT 63,62663.6k $3.2m $3.2m 0.52% Added +16.6k +16,633
36 Lewis Asset Management, LLC 1.26% of their portfolio LAFAYETTE, CA 60,56960.6k $3.1m $3.1m 1.26% Added +2.9k +2,914
37 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 59,14959.1k $3.0m $3.0m 0.00% New
38 Mason & Associates Inc 0.48% of their portfolio LOS ANGELES, CA 48,32248.3k $2.5m $2.5m 0.48% New
39 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 48,10248.1k $2.5m $2.5m 0.04% Added +37.8k +37,797
40 Mechanics Bank Trust Department 0.33% of their portfolio Walnut Creek, CA 46,76846.8k $2.4m $2.4m 0.33% Added +1.5k +1,465
41 M Wealth Management, LLC 2.00% of their portfolio San Diego, CA 46,65146.7k $2.4m $2.4m 2.00% Reduced -1.5k -1,499
42 Transamerica Financial Advisors, LLC 0.20% of their portfolio CEDAR RAPIDS, IA 46,40446.4k $2.4m $2.4m 0.20% Reduced -2.4k -2,405
43 Brown Financial Advisors 0.84% of their portfolio MILFORD, OH 43,30343.3k $2.2m $2.2m 0.84% Reduced -33.8k -33,811
44 BENJAMIN EDWARDS INC 0.02% of their portfolio Clayton, MO 41,88941.9k $2.1m $2.1m 0.02% Added +1.8k +1,766
45 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 40,87740.9k $2.1m $2.1m 0.00% New
46 TradeWell Securities, LLC. 0.70% of their portfolio Fort Wayne, IN 32,54232.5k $1.7m $1.7m 0.70% Added +1.4k +1,360
47 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 32,21532.2k $1.6m $1.6m 0.00% Added +11.1k +11,090
48 IEQ CAPITAL, LLC 0.01% of their portfolio Foster City, CA 30,67130.7k $1.6m $1.6m 0.01% Added +12.8k +12,821
49 Camarda Financial Advisors, LLC 0.77% of their portfolio FLEMING ISLAND, FL 28,63828.6k $1.5m $1.5m 0.77% Reduced -409 -409
50 Mattson Financial Services, LLC 0.31% of their portfolio KENTWOOD, MI 25,21625.2k $1.3m $1.3m 0.31% Reduced -3.3k -3,266
51 FLOW TRADERS U.S. LLC 0.04% of their portfolio NEW YORK, NY 22,94622.9k $1.2m $1.2m 0.04% New
52 Copley Financial Group, Inc. 0.66% of their portfolio SAN DIEGO, CA 21,49021.5k $1.1m $1.1m 0.66% Reduced -5.8k -5,824
53 Paladin Wealth, LLC 0.69% of their portfolio ARDEN HILLS, MN 19,68419.7k $1.0m $1.0m 0.69% Reduced -4.0k -3,981
54 Castleview Partners, LLC 0.49% of their portfolio DALLAS, TX 18,55218.6k $946.8k $946.8k 0.49% New
55 RMR Wealth Builders 0.07% of their portfolio Montclair, NJ 17,79017.8k $911.9k $911.9k 0.07% New
56 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 15,79015.8k $805.8k $805.8k 0.00% Reduced -118.4k -118,415
57 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,66115.7k $799.3k $799.3k 0.00% Added +270 +270
58 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,78114.8k $754.3k $754.3k 0.00% Added +9.1k +9,067
59 Balefire, LLC 0.14% of their portfolio DALLAS, TX 14,65214.7k $747.8k $747.8k 0.14% New
60 Barnes Wealth Management Group, Inc 0.37% of their portfolio Bakersfield, CA 14,32914.3k $731.3k $731.3k 0.37% New
61 Diversified Portfolios, Inc. 0.06% of their portfolio Bloomfield Hills, MI 13,62413.6k $695.3k $695.3k 0.06% Reduced -1.1k -1,150
62 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 12,63912.6k $645.0k $645.0k 0.01% New
63 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 12,61412.6k $643.8k $643.8k 0.01% Added +8.7k +8,669
64 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 12,41512.4k $633.6k $633.6k 0.00% Added +7.6k +7,591
65 Argent Trust Co 0.02% of their portfolio NASHVILLE, TN 11,46511.5k $585.1k $585.1k 0.02% Unchanged
66 Requisite Capital Management, LLC 0.11% of their portfolio DALLAS, TX 11,38811.4k $583.7k $583.7k 0.11% Reduced -626 -626
67 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 10,70910.7k $546.6k $546.6k 0.00% New
68 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 10,50910.5k $538.7k $538.7k 0.01% Added +2.6k +2,558
69 EverSource Wealth Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 10,33310.3k $527.3k $527.3k 0.02% Added +2.8k +2,834
70 OneAscent Financial Services LLC 0.03% of their portfolio BIRMINGHAM, AL 9,2749.3k $473.3k $473.3k 0.03% New
71 Riverwater Partners LLC 0.16% of their portfolio Milwaukee, WI 9,2449.2k $471.8k $471.8k 0.16% Unchanged
72 NORTHBRIDGE FINANCIAL GROUP, LLC 0.18% of their portfolio TAMPA, FL 8,3758.4k $427.9k $427.9k 0.18% New
73 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 7,8097.8k $398.5k $398.5k 0.00% New
74 Wealth Enhancement Trust Services, Inc. 0.05% of their portfolio SIOUX FALLS, SD 7,7797.8k $397.0k $397.0k 0.05% Added +122 +122
75 Brookwood Investment Group LLC 0.05% of their portfolio PHOENIX, AZ 7,3757.4k $376.4k $376.4k 0.05% New
76 FIRETHORN WEALTH PARTNERS, LLC 0.13% of their portfolio AUGUSTA, GA 6,7216.7k $343.0k $343.0k 0.13% Added +75 +75
77 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% of their portfolio CONCORD, MA 6,3596.4k $324.5k $324.5k 0.04% Reduced -1.1k -1,052
78 Redwood Family Wealth LLC 0.29% of their portfolio ADDISON, TX 5,8835.9k $300.2k $300.2k 0.29% Added +112 +112
79 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 5,6985.7k $290.8k $290.8k 0.00% Added +5.2k +5,164
80 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 5,5415.5k $282.8k $282.8k 0.00% Unchanged
81 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 5,3355.3k $272.3k $272.3k 0.01% Added +625 +625
82 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 5,1095.1k $260.7k $260.7k 0.01% Reduced -219 -219
83 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 4,0574.1k $207.0k $207.0k 0.00% New
84 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 4,0044.0k $204.3k $204.3k 0.00% New
85 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,1563.2k $161.7k $161.7k 0.00% Added +902 +902
86 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,7152.7k $138.6k $138.6k 0.00% Unchanged
87 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,7501.8k $89.3k $89.3k 0.00% Reduced -3.3k -3,308
88 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 800800 $41.0k $41.0k 0.00% Unchanged
89 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 707707 $36.1k $36.1k 0.00% Reduced -8.2k -8,195
90 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 491491 $25.0k $25.0k 0.00% Reduced -410 -410
91 Essential Partners LLC 0.01% of their portfolio RANCHO SANTA FE, CA 372372 $19.0k $19.0k 0.01% Added +4 +4
92 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 240240 $12.2k $12.2k 0.00% Unchanged
93 Family Capital Trust Co 0.00% of their portfolio PEABODY, MA 142142 $7.2k $7.2k 0.00% Added +62 +62
94 Pacific Center for Financial Services 0.00% of their portfolio DANVILLE, CA 133133 $6.8k $6.8k 0.00% New
95 CWM, LLC 0.00% of their portfolio OMAHA, NE 110110 $5.6k $5.6k 0.00% New
96 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 104104 $5.3k $5.3k 0.00% Unchanged
97 FWL INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio Dallas, TX 3838 $1.9k $1.9k 0.00% Unchanged
98 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 77 $358 $358 0.00% Unchanged
99 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 00 $11 $11 0.00% Reduced -2 -2