UYLD · Angel Oak UltraShort Income ETF ETF
$51.00
-0.01 (-0.02%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $2,832,970
Total Shares: 55,543
Institutional Ownership Trend
3 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2023Top Holder
77.8%
+21.1 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,549
Highly concentrated+1,686
Quarterly Activity
vs Mar 31, 2023
New
2
Increased
0
Decreased
0
Sold Out
5
Unchanged
0
Holder count:
-3
Institutional value:
+13.5%
Shares held:
+12.7%
Top New Positions
vs Mar 31, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Brown Financial Advisors | 43,230 | $2,204,946 | |
| Mega CITADEL ADVISORS LLC | 12,313 | $628,024 |
Top Sold-Out Positions
vs Mar 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Crescent Grove Advisors, LLC | 27,947 | $1,414,677 | |
| Mega JANE STREET GROUP, LLC | 20,000 | $1,012,400 | |
| Mega UBS Group AG | 699 | $35,382 | |
| Mega JPMORGAN CHASE & CO | 655 | $33,156 | |
| — PROEQUITIES, INC. | 0 | $0 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Brown Financial Advisors UYLD | $2,204,946 | 77.83% | 43,230 | Shares | 2026-08-26 | |
| Mega CITADEL ADVISORS LLC UYLD | $628,024 | 22.17% | 12,313 | Shares | 2026-09-02 |