UYLD Institutional Ownership
Angel Oak Ultrashort Income ETF
1W: +0.1%
1M: -0.5%
3M: -0.6%
YTD: -0.1%
1Y: -0.1%
3Y: +13.3%
$50.75
+0.00 (+0.01%)
Weekly Expected Move ±0.2%
$51
$51
$51
$51
$51
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — UYLD
107
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
10
New Positions
46
Increased
42
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (113 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 9,761,860 | $495M | +1,396,699 | +16.7% | 10Q | SEC ↗ |
| 2 | Focus Partners Wealth | 1,066,769 | $54M | -14,200 | -1.3% | 8Q | SEC ↗ |
| 3 | Gradient Investments LLC | 1,016,347 | $52M | -61,325 | -5.7% | 4Q | SEC ↗ |
| 4 | UBS Group AG | 902,418 | $46M | -76,487 | -7.8% | 12Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 821,558 | $42M | -9,383 | -1.1% | 12Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 488,724 | $25M | +91,248 | +23.0% | 9Q | SEC ↗ |
| 7 | Greenwich Wealth Management LLC | 441,937 | $22M | +124,702 | +39.3% | 6Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 412,734 | $21M | +135,473 | +48.9% | 3Q | SEC ↗ |
| 9 | Richard P Slaughter Associates Inc | 408,015 | $21M | -264,956 | -39.4% | 10Q | SEC ↗ |
| 10 | LPL Financial LLC | 327,883 | $17M | +190,592 | +138.8% | 12Q | SEC ↗ |
| 11 | Janney Montgomery Scott LLC | 306,236 | $16M | +33,072 | +12.1% | 9Q | SEC ↗ |
| 12 | FIRST NATIONAL BANK OF OMAHA | 302,768 | $15M | +15,192 | +5.3% | 3Q | SEC ↗ |
| 13 | Heritage Trust Co | 302,409 | $15M | +5,619 | +1.9% | 7Q | SEC ↗ |
| 14 | STIFEL FINANCIAL CORP | 296,788 | $15M | +70,851 | +31.4% | 13Q | SEC ↗ |
| 15 | IFC Advisors LLC | 268,980 | $14M | -44,933 | -14.3% | 7Q | SEC ↗ |
| 16 | Mason & Associates Inc | 268,513 | $14M | +220,191 | +455.7% | 2Q | SEC ↗ |
| 17 | Crescent Grove Advisors, LLC | 233,432 | $12M | -10,438 | -4.3% | 15Q | SEC ↗ |
| 18 | MIDLAND WEALTH ADVISORS, LLC | 233,265 | $12M | -17,162 | -6.9% | 10Q | SEC ↗ |
| 19 | ISLAY CAPITAL MANAGEMENT, LLC | 218,490 | $11M | +43,033 | +24.5% | 13Q | SEC ↗ |
| 20 | STEEL GROVE CAPITAL ADVISORS, LLC | 207,597 | $11M | -65,632 | -24.0% | 6Q | SEC ↗ |
| 21 | Vise Technologies, Inc. | 188,678 | $10M | +102,857 | +119.9% | 5Q | SEC ↗ |
| 22 | KESTRA PRIVATE WEALTH SERVICES, LLC | 186,586 | $9M | +2,180 | +1.2% | 8Q | SEC ↗ |
| 23 | Kestra Advisory Services, LLC | 183,223 | $9M | +13,321 | +7.8% | 4Q | SEC ↗ |
| 24 | Weaver Consulting Group | 176,852 | $9M | +20,579 | +13.2% | 3Q | SEC ↗ |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC | 172,333 | $9M | -4,445 | -2.5% | 11Q | SEC ↗ |
| 26 | Sage Mountain Advisors LLC | 155,404 | $8M | +29,164 | +23.1% | 11Q | SEC ↗ |
| 27 | Able Wealth Management LLC | 152,189 | $8M | -6,908 | -4.3% | 6Q | SEC ↗ |
| 28 | Bulwark Capital Corp | 127,917 | $6M | -33,308 | -20.7% | 5Q | SEC ↗ |
| 29 | Precision Wealth Strategies, LLC | 119,480 | $6M | -45,631 | -27.6% | 10Q | SEC ↗ |
| 30 | Concurrent Investment Advisors, LLC | 117,766 | $6M | +38,654 | +48.9% | 11Q | SEC ↗ |
| 31 | Wealthcare Advisory Partners LLC | 108,896 | $6M | +103,787 | +2031.5% | 4Q | SEC ↗ |
| 32 | NorthCrest Asset Manangement, LLC | 108,477 | $6M | +7,441 | +7.4% | 9Q | SEC ↗ |
| 33 | TCFG WEALTH MANAGEMENT, LLC | 103,664 | $5M | -2,450 | -2.3% | 7Q | SEC ↗ |
| 34 | J. Team Financial, Inc. | 102,729 | $5M | +7,128 | +7.5% | 4Q | SEC ↗ |
| 35 | TCFG Investment Advisors, LLC | 102,687 | $5M | -977 | -0.9% | 2Q | SEC ↗ |
| 36 | PARSONS CAPITAL MANAGEMENT INC/RI | 89,596 | $5M | -5,928 | -6.2% | 6Q | SEC ↗ |
| 37 | XY Planning Network, Inc. | 68,260 | $3M | +4,634 | +7.3% | 6Q | SEC ↗ |
| 38 | Arkadios Wealth Advisors | 65,707 | $3M | +17,605 | +36.6% | 3Q | SEC ↗ |
| 39 | Lewis Asset Management, LLC | 61,885 | $3M | +1,316 | +2.2% | 11Q | SEC ↗ |
| 40 | Mechanics Bank Trust Department | 51,359 | $3M | +4,591 | +9.8% | 11Q | SEC ↗ |
| 41 | Castleview Partners, LLC | 45,487 | $2M | +26,935 | +145.2% | 2Q | SEC ↗ |
| 42 | Transamerica Financial Advisors, LLC | 45,370 | $2M | -1,034 | -2.2% | 12Q | SEC ↗ |
| 43 | Brown Financial Advisors | 43,230 | $2M | -73 | -0.2% | 4Q | SEC ↗ |
| 44 | BENJAMIN EDWARDS INC | 39,634 | $2M | -2,255 | -5.4% | 11Q | SEC ↗ |
| 45 | COMMONWEALTH EQUITY SERVICES, LLC | 35,757 | $2M | +19,967 | +126.5% | 11Q | SEC ↗ |
| 46 | TradeWell Securities, LLC. | 35,708 | $2M | +3,166 | +9.7% | 7Q | SEC ↗ |
| 47 | Camarda Financial Advisors, LLC | 30,657 | $2M | +2,019 | +7.1% | 12Q | SEC ↗ |
| 48 | M Wealth Management, LLC | 30,401 | $2M | -16,250 | -34.8% | 5Q | SEC ↗ |
| 49 | Cambridge Investment Research Advisors | 29,270 | $1M | -2,945 | -9.1% | 6Q | SEC ↗ |
| 50 | Balefire, LLC | 21,765 | $1M | +7,113 | +48.5% | 2Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| EP Wealth Advisors, LLC | 6,155 | $312K |
| Simplicity Wealth,LLC | 4,964 | $252K |
| Worth Asset Management, LLC | 4,843 | $246K |
| Private Advisor Group, LLC | 4,400 | $223K |
| TECTONIC ADVISORS LLC | 4,105 | $208K |
| FIFTH THIRD BANCORP | 2,897 | $147K |
| Quent Capital, LLC | 1,814 | $92K |
| CoreCap Advisors, LLC | 365 | $19K |
| MERCER GLOBAL ADVISORS INC /ADV | 300 | $15K |
| CWM, LLC | 110 | $6K |
| Golden State Wealth Management, LLC | 10 | $1K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 40,877 | $2M |
| FLOW TRADERS U.S. LLC | 22,946 | $1M |
| GOLDMAN SACHS GROUP INC | 7,809 | $396K |
| Belpointe Asset Management LLC | 5,335 | $271K |
| Accurate Wealth Management, LLC | 5,063 | $257K |
| BlackRock, Inc. | 896 | $45K |
| MAI Capital Management | 556 | $28K |
| ROYAL BANK OF CANADA | 491 | $25K |
| Essential Partners LLC | 372 | $19K |
| UMB Bank, n.a. | 195 | $10K |
| Pacific Center for Financial Servic | 133 | $7K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Richard P Slaughter Associates Inc | -264,956 | -39.4% | 408,015 |
| UBS Group AG | -76,487 | -7.8% | 902,418 |
| STEEL GROVE CAPITAL ADVISORS, LLC | -65,632 | -24.0% | 207,597 |
| Gradient Investments LLC | -61,325 | -5.7% | 1,016,347 |
| Precision Wealth Strategies, LLC | -45,631 | -27.6% | 119,480 |
| HighTower Advisors, LLC | -45,010 | -76.1% | 14,139 |
| IFC Advisors LLC | -44,933 | -14.3% | 268,980 |
| Bulwark Capital Corp | -33,308 | -20.7% | 127,917 |
| IEQ CAPITAL, LLC | -18,605 | -60.7% | 12,066 |
| MIDLAND WEALTH ADVISORS, LLC | -17,162 | -6.9% | 233,265 |
| M Wealth Management, LLC | -16,250 | -34.8% | 30,401 |
| Focus Partners Wealth | -14,200 | -1.3% | 1,066,769 |
| Crescent Grove Advisors, LLC | -10,438 | -4.3% | 233,432 |
| OSAIC HOLDINGS, INC. | -9,383 | -1.1% | 821,558 |
| Mattson Financial Services, LLC | -8,737 | -34.6% | 16,479 |
| Copley Financial Group, Inc. | -7,632 | -35.5% | 13,858 |
| Able Wealth Management LLC | -6,908 | -4.3% | 152,189 |
| PARSONS CAPITAL MANAGEMENT INC/RI | -5,928 | -6.2% | 89,596 |
| RMR Wealth Builders | -5,697 | -32.0% | 12,093 |
| INDEPENDENT FINANCIAL GROUP, LLC | -4,445 | -2.5% | 172,333 |