Vault-13

ANGEL OAK FUNDS TRUST UYLD

OAK ULTRASHORT · ETP · CUSIP 03463K752

99 institutional holders +0 vs Q1 2026
21,413,16521.4m shares reported held*
$1.1bnreported value*
9 new 47 added 34 reduced 7 sold out net bought ≈ $101.6m (+2.0m 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 ≈ $50.77.

Trends to Q2 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: 99Q2 26: 9999Q4 22Q4 23Q4 24Q4 25Q2 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
Q2 202699

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 34 bought or addedQ3 24: 9 cut or sold outQ4 24: 39 bought or addedQ4 24: 15 cut or sold outQ4 24Q1 25: 40 bought or addedQ1 25: 22 cut or sold outQ2 25: 42 bought or addedQ2 25: 20 cut or sold outQ2 25Q3 25: 52 bought or addedQ3 25: 23 cut or sold outQ4 25: 55 bought or addedQ4 25: 29 cut or sold outQ4 25Q1 26: 61 bought or addedQ1 26: 30 cut or sold outQ2 26: 56 bought or addedQ2 26: 41 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024349
Q4 20243915
Q1 20254022
Q2 20254220
Q3 20255223
Q4 20255529
Q1 20266130
Q2 20265641

Biggest buyers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +1,396,699+1.4m
Mason & Associates Inc Added +220,191+220.2k
LPL Financial LLC Added +190,592+190.6k
RAYMOND JAMES FINANCIAL INC Added +135,473+135.5k
Greenwich Wealth Management LLC Added +124,702+124.7k
Wealthcare Advisory Partners LLC Added +103,787+103.8k
Vise Technologies, Inc. Added +102,857+102.9k
WELLS FARGO & COMPANY/MN Added +91,248+91.2k
STIFEL FINANCIAL CORP Added +70,851+70.9k
ISLAY CAPITAL MANAGEMENT, LLC Added +43,033+43.0k

Biggest sellers

Richard P Slaughter Associates Inc Reduced -264,956-265.0k
UBS Group AG Reduced -76,487-76.5k
STEEL GROVE CAPITAL ADVISORS, LLC Reduced -65,632-65.6k
Gradient Investments LLC Reduced -61,325-61.3k
Precision Wealth Strategies, LLC Reduced -45,631-45.6k
HighTower Advisors, LLC Reduced -45,010-45.0k
IFC Advisors LLC Reduced -44,933-44.9k
JANE STREET GROUP, LLC Sold out -40,877-40.9k
Bulwark Capital Corp Reduced -33,308-33.3k
FLOW TRADERS U.S. LLC Sold out -22,946-22.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.83% of their portfolio PLYMOUTH, MN 9,761,8609.8m $492.8m $492.8m 0.83% Added +1.4m +1,396,699
2 Focus Partners Wealth 0.06% of their portfolio ST LOUIS, MO 1,066,7691.1m $54.4m $54.4m 0.06% Reduced -14.2k -14,200
3 Gradient Investments LLC 0.72% of their portfolio ARDEN HILLS, MN 1,016,3471.0m $51.8m $51.8m 0.72% Reduced -61.3k -61,325
4 UBS Group AG 0.01% of their portfolio ZURICH, V8 902,418902.4k $46.0m $46.0m 0.01% Reduced -76.5k -76,487
5 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 821,558821.6k $41.9m $41.9m 0.05% Reduced -9.4k -9,383
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 488,724488.7k $24.9m $24.9m 0.00% Added +91.2k +91,248
7 Greenwich Wealth Management LLC 0.82% of their portfolio GREENWICH, CT 441,937441.9k $22.5m $22.5m 0.82% Added +124.7k +124,702
8 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 412,734412.7k $21.1m $21.1m 0.01% Added +135.5k +135,473
9 Richard P Slaughter Associates Inc 4.13% of their portfolio AUSTIN, TX 408,015408.0k $20.8m $20.8m 4.13% Reduced -265.0k -264,956
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 327,883327.9k $16.7m $16.7m 0.00% Added +190.6k +190,592
11 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 306,236306.2k $15.6m $15.6m 0.03% Added +33.1k +33,072
12 FIRST NATIONAL BANK OF OMAHA 0.44% of their portfolio OMAHA, NE 302,768302.8k $15.5m $15.5m 0.44% Added +15.2k +15,192
13 Heritage Trust Co 1.34% of their portfolio OKLAHOMA CITY, OK 302,409302.4k $15.4m $15.4m 1.34% Added +5.6k +5,619
14 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 296,788296.8k $15.1m $15.1m 0.01% Added +70.9k +70,851
15 IFC Advisors LLC 1.74% of their portfolio LOS ANGELES, CA 268,980269.0k $13.7m $13.7m 1.74% Reduced -44.9k -44,933
16 Mason & Associates Inc 2.21% of their portfolio LOS ANGELES, CA 268,513268.5k $13.7m $13.7m 2.21% Added +220.2k +220,191
17 Crescent Grove Advisors, LLC 1.01% of their portfolio LAKE FOREST, IL 233,432233.4k $12.0m $12.0m 1.01% Reduced -10.4k -10,438
18 MIDLAND WEALTH ADVISORS, LLC 0.56% of their portfolio EFFINGHAM, IL 233,265233.3k $11.9m $11.9m 0.56% Reduced -17.2k -17,162
19 ISLAY CAPITAL MANAGEMENT, LLC 5.23% of their portfolio Lubbock, TX 218,490218.5k $11.1m $11.1m 5.23% Added +43.0k +43,033
20 STEEL GROVE CAPITAL ADVISORS, LLC 0.99% of their portfolio MEMPHIS, TN 207,597207.6k $10.6m $10.6m 0.99% Reduced -65.6k -65,632
21 Vise Technologies, Inc. 0.11% of their portfolio NEW YORK, NY 188,678188.7k $9.6m $9.6m 0.11% Added +102.9k +102,857
22 KESTRA PRIVATE WEALTH SERVICES, LLC 0.10% of their portfolio AUSTIN, TX 186,586186.6k $9.5m $9.5m 0.10% Added +2.2k +2,180
23 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 183,223183.2k $9.3m $9.3m 0.03% Added +13.3k +13,321
24 Weaver Consulting Group 1.85% of their portfolio HUNTINGTON BEACH, CA 176,852176.9k $9.0m $9.0m 1.85% Added +20.6k +20,579
25 INDEPENDENT FINANCIAL GROUP, LLC 0.16% of their portfolio SAN DIEGO, CA 172,333172.3k $8.8m $8.8m 0.16% Reduced -4.4k -4,445
26 Sage Mountain Advisors LLC 0.49% of their portfolio ATLANTA, GA 155,404155.4k $7.9m $7.9m 0.49% Added +29.2k +29,164
27 Able Wealth Management LLC 1.78% of their portfolio Toms River, NJ 152,189152.2k $7.8m $7.8m 1.78% Reduced -6.9k -6,908
28 Bulwark Capital Corp 3.67% of their portfolio FERNANDINA BEACH, FL 127,917127.9k $6.5m $6.5m 3.67% Reduced -33.3k -33,308
29 Precision Wealth Strategies, LLC 1.84% of their portfolio SAINT LOUIS, MO 119,480119.5k $6.1m $6.1m 1.84% Reduced -45.6k -45,631
30 Concurrent Investment Advisors, LLC 0.05% of their portfolio Tampa, FL 117,766117.8k $6.0m $6.0m 0.05% Added +38.7k +38,654
31 Wealthcare Advisory Partners LLC 0.11% of their portfolio WEST CHESTER, PA 108,896108.9k $5.6m $5.6m 0.11% Added +103.8k +103,787
32 NorthCrest Asset Manangement, LLC 0.14% of their portfolio PLYMOUTH, MN 108,477108.5k $5.5m $5.5m 0.14% Added +7.4k +7,441
33 J. Team Financial, Inc. 5.09% of their portfolio ABILENE, TX 102,729102.7k $5.2m $5.2m 5.09% Added +7.1k +7,128
34 TCFG Investment Advisors, LLC 1.76% of their portfolio LAGUNA NIGUEL, CA 102,687102.7k $5.2m $5.2m 1.76% Reduced -977 -977
35 PARSONS CAPITAL MANAGEMENT INC/RI 0.21% of their portfolio PROVIDENCE, RI 89,59689.6k $4.6m $4.6m 0.21% Reduced -5.9k -5,928
36 XY Planning Network, Inc. 0.44% of their portfolio BOZEMAN, MT 68,26068.3k $3.5m $3.5m 0.44% Added +4.6k +4,634
37 Arkadios Wealth Advisors 0.05% of their portfolio ATLANTA, GA 65,70765.7k $3.4m $3.4m 0.05% Added +17.6k +17,605
38 Lewis Asset Management, LLC 1.11% of their portfolio LAFAYETTE, CA 61,88561.9k $3.2m $3.2m 1.11% Added +1.3k +1,316
39 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 58,54058.5k $3.0m $3.0m 0.00% Added +26.3k +26,325
40 Mechanics Bank Trust Department 0.32% of their portfolio Walnut Creek, CA 51,35951.4k $2.6m $2.6m 0.32% Added +4.6k +4,591
41 Castleview Partners, LLC 1.02% of their portfolio DALLAS, TX 45,48745.5k $2.3m $2.3m 1.02% Added +26.9k +26,935
42 Transamerica Financial Advisors, LLC 0.20% of their portfolio CEDAR RAPIDS, IA 45,37045.4k $2.3m $2.3m 0.20% Reduced -1.0k -1,034
43 Brown Financial Advisors 0.77% of their portfolio MILFORD, OH 43,23043.2k $2.2m $2.2m 0.77% Reduced -73 -73
44 BENJAMIN EDWARDS INC 0.02% of their portfolio Clayton, MO 39,63439.6k $2.0m $2.0m 0.02% Reduced -2.3k -2,255
45 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 35,75735.8k $1.8m $1.8m 0.00% Added +20.0k +19,967
46 TradeWell Securities, LLC. 0.65% of their portfolio Fort Wayne, IN 35,70835.7k $1.8m $1.8m 0.65% Added +3.2k +3,166
47 Camarda Financial Advisors, LLC 0.47% of their portfolio FLEMING ISLAND, FL 30,65730.7k $1.6m $1.6m 0.47% Added +2.0k +2,019
48 M Wealth Management, LLC 1.22% of their portfolio San Diego, CA 30,40130.4k $1.6m $1.6m 1.22% Reduced -16.2k -16,250
49 Balefire, LLC 0.18% of their portfolio DALLAS, TX 21,76521.8k $1.1m $1.1m 0.18% Added +7.1k +7,113
50 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 20,32020.3k $1.0m $1.0m 0.00% Added +5.5k +5,539
51 Paladin Wealth, LLC 0.58% of their portfolio ARDEN HILLS, MN 19,45319.5k $992.2k $992.2k 0.58% Reduced -231 -231
52 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 17,96418.0k $916.3k $916.3k 0.01% Added +18.0k +17,964
53 Diversified Portfolios, Inc. 0.06% of their portfolio Bloomfield Hills, MI 16,78516.8k $856.1k $856.1k 0.06% Added +3.2k +3,161
54 Mattson Financial Services, LLC 0.18% of their portfolio KENTWOOD, MI 16,47916.5k $842.2k $842.2k 0.18% Reduced -8.7k -8,737
55 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 15,91215.9k $811.6k $811.6k 0.00% Added +3.5k +3,497
56 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 14,13914.1k $721.2k $721.2k 0.00% Reduced -45.0k -45,010
57 Copley Financial Group, Inc. 0.43% of their portfolio SAN DIEGO, CA 13,85813.9k $706.8k $706.8k 0.43% Reduced -7.6k -7,632
58 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 13,69113.7k $698.3k $698.3k 0.00% Added +3.0k +2,982
59 Barnes Wealth Management Group, Inc 0.31% of their portfolio Bakersfield, CA 12,93812.9k $659.9k $659.9k 0.31% Reduced -1.4k -1,391
60 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,31312.3k $628.0k $628.0k 0.00% Reduced -3.3k -3,348
61 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 12,29912.3k $627.3k $627.3k 0.01% Reduced -340 -340
62 RMR Wealth Builders 0.04% of their portfolio Montclair, NJ 12,09312.1k $619.2k $619.2k 0.04% Reduced -5.7k -5,697
63 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 12,06612.1k $615.4k $615.4k 0.00% Reduced -18.6k -18,605
64 EverSource Wealth Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 11,69411.7k $596.5k $596.5k 0.02% Added +1.4k +1,361
65 Requisite Capital Management, LLC 0.10% of their portfolio DALLAS, TX 11,38811.4k $583.1k $583.1k 0.10% Unchanged
66 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% of their portfolio CONCORD, MA 10,71110.7k $546.3k $546.3k 0.06% Added +4.4k +4,352
67 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 10,42610.4k $533.9k $533.9k 0.01% Reduced -83 -83
68 Brookwood Investment Group LLC 0.06% of their portfolio PHOENIX, AZ 10,13010.1k $516.7k $516.7k 0.06% Added +2.8k +2,755
69 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 9,9009.9k $505.0k $505.0k 0.01% Added +5.9k +5,896
70 Argent Trust Co 0.01% of their portfolio NASHVILLE, TN 9,7089.7k $495.2k $495.2k 0.01% Reduced -1.8k -1,757
71 NORTHBRIDGE FINANCIAL GROUP, LLC 0.19% of their portfolio TAMPA, FL 9,6709.7k $493.2k $493.2k 0.19% Added +1.3k +1,295
72 OneAscent Financial Services LLC 0.02% of their portfolio BIRMINGHAM, AL 9,4709.5k $483.0k $483.0k 0.02% Added +196 +196
73 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 9,1619.2k $467.2k $467.2k 0.01% Reduced -3.5k -3,453
74 Redwood Family Wealth LLC 0.40% of their portfolio ADDISON, TX 8,8348.8k $450.6k $450.6k 0.40% Added +3.0k +2,951
75 Riverwater Partners LLC 0.13% of their portfolio Milwaukee, WI 8,6998.7k $443.7k $443.7k 0.13% Reduced -545 -545
76 Wealth Enhancement Trust Services, Inc. 0.04% of their portfolio SIOUX FALLS, SD 7,9137.9k $403.6k $403.6k 0.04% Added +134 +134
77 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 6,1556.2k $313.9k $313.9k 0.00% New
78 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 5,6985.7k $290.6k $290.6k 0.00% Unchanged
79 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 5,5415.5k $282.6k $282.6k 0.00% Unchanged
80 Simplicity Wealth,LLC 0.01% of their portfolio SUMMIT, NJ 4,9645.0k $253.2k $253.2k 0.01% New
81 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 4,8924.9k $249.5k $249.5k 0.00% Added +835 +835
82 Worth Asset Management, LLC 0.08% of their portfolio DALLAS, TX 4,8434.8k $247.0k $247.0k 0.08% New
83 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 4,4004.4k $224.4k $224.4k 0.00% New
84 TECTONIC ADVISORS LLC 0.01% of their portfolio FRISCO, TX 4,1054.1k $209.4k $209.4k 0.01% New
85 FIRETHORN WEALTH PARTNERS, LLC 0.07% of their portfolio AUGUSTA, GA 3,9894.0k $203.5k $203.5k 0.07% Reduced -2.7k -2,732
86 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 3,2763.3k $167.1k $167.1k 0.00% Added +1.5k +1,526
87 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 2,8972.9k $147.8k $147.8k 0.00% New
88 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,7152.7k $138.5k $138.5k 0.00% Unchanged
89 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,4412.4k $125.0k $125.0k 0.00% Reduced -715 -715
90 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,1152.1k $107.9k $107.9k 0.00% Added +1.4k +1,408
91 Quent Capital, LLC 0.01% of their portfolio NEW YORK, NY 1,8141.8k $92.5k $92.5k 0.01% New
92 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 800800 $41.0k $41.0k 0.00% Unchanged
93 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 544544 $27.7k $27.7k 0.00% Added +304 +304
94 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 365365 $18.6k $18.6k 0.00% New
95 Family Capital Trust Co 0.00% of their portfolio PEABODY, MA 142142 $7.2k $7.2k 0.00% Unchanged
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 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 1010 $510 $510 0.00% New
99 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 77 $358 $358 0.00% Unchanged