UYLD · Angel Oak UltraShort Income ETF ETF
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.
Institutional Ownership Trend
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Quarterly Activity
Top Buyers
vs Mar 31, 2026Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −3,348 | 12,313 | |
| Small Brown Financial Advisors | −73 | 43,230 |
Top New Positions
vs Mar 31, 2026Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8,365,161 | $426,915,991 | |
| Large Focus Partners Wealth | 1,080,969 | $55,167,252 | |
| Mid Gradient Investments LLC | 1,077,672 | $54,998,990 | |
| Mega UBS Group AG | 978,905 | $49,958,416 | |
| Large OSAIC HOLDINGS, INC. | 830,941 | $42,407,072 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Small Brown Financial Advisors UYLD | $2,204,946 | 77.83% | 43,230 | — |
-73
-0.2%
|
Shares | 2026-08-26 | |||||||||||||||||||||
| Mega CITADEL ADVISORS LLC UYLD | $628,024 | 22.17% | 12,313 | — |
-3,348
-21.4%
|
Shares | 2026-09-02 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC UYLD | $426,915,991 | 15069.56% | 8,365,161 | — | Sold Out | Shares | 2026-04-08 | |||||||||||||||||||||
| Large Focus Partners Wealth UYLD | $55,167,252 | 1947.33% | 1,080,969 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Mid Gradient Investments LLC UYLD | $54,998,990 | 1941.39% | 1,077,672 | — | Sold Out | Shares | 2026-04-13 | |||||||||||||||||||||
| Mega UBS Group AG UYLD | $49,958,416 | 1763.46% | 978,905 | — | Sold Out | Shares | 2026-05-05 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large OSAIC HOLDINGS, INC. UYLD | $42,407,072 | 1496.91% | 830,941 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro Richard P Slaughter Associates Inc UYLD | $34,345,074 | 1212.33% | 672,971 | — | Sold Out | Shares | 2026-04-13 | |||||||||||||||||||||
| Mega WELLS FARGO & COMPANY/MN UYLD | $20,285,187 | 716.04% | 397,476 | — | Sold Out | Shares | 2026-05-11 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Greenwich Wealth Management LLC UYLD | $16,190,088 | 571.49% | 317,235 | — | Sold Out | Shares | 2026-05-12 | |||||||||||||||||||||
| Small IFC Advisors LLC UYLD | $16,020,549 | 565.50% | 313,913 | — | Sold Out | Shares | 2026-05-04 | |||||||||||||||||||||
| Small Heritage Trust Co Bank UYLD | $15,146,677 | 534.66% | 296,790 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
| Mid FIRST NATIONAL BANK OF OMAHA Bank UYLD | $14,676,440 | 518.06% | 287,576 | — | Sold Out | Shares | 2026-05-11 | |||||||||||||||||||||
| Mega RAYMOND JAMES FINANCIAL INC UYLD | $14,150,014 | 499.48% | 277,261 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small STEEL GROVE CAPITAL ADVISORS, LLC UYLD | $13,944,242 | 492.21% | 273,229 | — | Sold Out | Shares | 2026-05-07 | |||||||||||||||||||||
| Large Janney Montgomery Scott LLC UYLD | $13,940,924 | 492.10% | 273,164 | — | Sold Out | Shares | 2026-04-22 | |||||||||||||||||||||
| Small MIDLAND WEALTH ADVISORS, LLC UYLD | $12,780,541 | 451.14% | 250,427 | — | Sold Out | Shares | 2026-05-07 | |||||||||||||||||||||
| Small Crescent Grove Advisors, LLC UYLD | $12,445,905 | 439.32% | 243,870 | — | Sold Out | Shares | 2026-05-06 | |||||||||||||||||||||
| Large STIFEL FINANCIAL CORP UYLD | $11,530,694 | 407.02% | 225,937 | — | Sold Out | Shares | 2026-05-12 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid KESTRA PRIVATE WEALTH SERVICES, LLC UYLD | $9,411,160 | 332.20% | 184,406 | — | Sold Out | Shares | 2026-04-20 | |||||||||||||||||||||
| Mid INDEPENDENT FINANCIAL GROUP, LLC UYLD | $9,021,865 | 318.46% | 176,778 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Micro ISLAY CAPITAL MANAGEMENT, LLC UYLD | $8,954,447 | 316.08% | 175,457 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
| Large Kestra Advisory Services, LLC UYLD | $8,670,948 | 306.07% | 169,902 | — | Sold Out | Shares | 2026-04-30 | |||||||||||||||||||||
| Small Precision Wealth Strategies, LLC UYLD | $8,426,439 | 297.44% | 165,111 | — | Sold Out | Shares | 2026-05-06 | |||||||||||||||||||||
| Micro Bulwark Capital Corp UYLD | $8,228,117 | 290.44% | 161,225 | — | Sold Out | Shares | 2026-04-07 | |||||||||||||||||||||
| Micro Able Wealth Management LLC UYLD | $8,119,515 | 286.61% | 159,097 | — | Sold Out | Shares | 2026-04-24 | |||||||||||||||||||||
| Small Weaver Consulting Group UYLD | $7,975,392 | 281.52% | 156,273 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Mega LPL Financial LLC UYLD | $7,006,646 | 247.33% | 137,291 | — | Sold Out | Shares | 2026-05-06 | |||||||||||||||||||||
| Small Sage Mountain Advisors LLC UYLD | $6,442,658 | 227.42% | 126,240 | — | Sold Out | Shares | 2026-05-11 | |||||||||||||||||||||
| Small TCFG Investment Advisors, LLC UYLD | $5,290,492 | 186.75% | 103,664 | — | Sold Out | Shares | 2026-05-06 | |||||||||||||||||||||
| Small TCFG WEALTH MANAGEMENT, LLC UYLD | $5,290,492 | 186.75% | 103,664 | — | Sold Out | Shares | 2026-04-24 | |||||||||||||||||||||
| Mid NorthCrest Asset Manangement, LLC UYLD | $5,156,372 | 182.01% | 101,036 | — | Sold Out | Shares | 2026-04-08 | |||||||||||||||||||||
| Micro J. Team Financial, Inc. UYLD | $4,878,997 | 172.22% | 95,601 | — | Sold Out | Shares | 2026-04-22 | |||||||||||||||||||||
| Mid PARSONS CAPITAL MANAGEMENT INC/RI UYLD | $4,875,067 | 172.08% | 95,524 | — | Sold Out | Shares | 2026-04-15 | |||||||||||||||||||||
| Mid Vise Technologies, Inc. UYLD | $4,379,874 | 154.60% | 85,821 | — | Sold Out | Shares | 2026-04-21 | |||||||||||||||||||||
| Mid Concurrent Investment Advisors, LLC UYLD | $4,037,480 | 142.52% | 79,112 | — | Sold Out | Shares | 2026-04-21 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro XY Planning Network, Inc. UYLD | $3,247,152 | 114.62% | 63,626 | — | Sold Out | Shares | 2026-04-14 | |||||||||||||||||||||
| Small Lewis Asset Management, LLC UYLD | $3,091,138 | 109.11% | 60,569 | — | Sold Out | Shares | 2026-04-21 | |||||||||||||||||||||
| Large HighTower Advisors, LLC UYLD | $3,018,669 | 106.55% | 59,149 | — | Sold Out | Shares | 2026-05-05 | |||||||||||||||||||||
| Small Mason & Associates Inc UYLD | $2,466,113 | 87.05% | 48,322 | — | Sold Out | Shares | 2026-04-30 | |||||||||||||||||||||
| Mid Arkadios Wealth Advisors UYLD | $2,454,885 | 86.65% | 48,102 | — | Sold Out | Shares | 2026-05-18 | |||||||||||||||||||||
| Small Mechanics Bank Trust Department Bank UYLD | $2,386,804 | 84.25% | 46,768 | — | Sold Out | Shares | 2026-04-09 | |||||||||||||||||||||
| Micro M Wealth Management, LLC UYLD | $2,380,833 | 84.04% | 46,651 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Small Transamerica Financial Advisors, LLC UYLD | $2,368,228 | 83.60% | 46,404 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Mid BENJAMIN EDWARDS INC UYLD | $2,137,804 | 75.46% | 41,889 | — | Sold Out | Shares | 2026-05-12 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega JANE STREET GROUP, LLC UYLD | $2,086,157 | 73.64% | 40,877 | — | Sold Out | Shares | 2026-05-12 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small TradeWell Securities, LLC. Broker-Dealer UYLD | $1,660,780 | 58.62% | 32,542 | — | Sold Out | Shares | 2026-04-13 | |||||||||||||||||||||
| Large Cambridge Investment Research Advisors, Inc. UYLD | $1,644,092 | 58.03% | 32,215 | — | Sold Out | Shares | 2026-04-30 | |||||||||||||||||||||
| Large IEQ CAPITAL, LLC UYLD | $1,565,294 | 55.25% | 30,671 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Small Camarda Financial Advisors, LLC UYLD | $1,461,540 | 51.59% | 28,638 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
| Small Mattson Financial Services, LLC UYLD | $1,286,898 | 45.43% | 25,216 | — | Sold Out | Shares | 2026-05-11 | |||||||||||||||||||||
| Small FLOW TRADERS U.S. LLC UYLD | $1,171,049 | 41.34% | 22,946 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Micro Copley Financial Group, Inc. UYLD | $1,096,742 | 38.71% | 21,490 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Micro Paladin Wealth, LLC UYLD | $1,004,572 | 35.46% | 19,684 | — | Sold Out | Shares | 2026-04-16 | |||||||||||||||||||||
| Small Castleview Partners, LLC UYLD | $946,801 | 33.42% | 18,552 | — | Sold Out | Shares | 2026-05-01 | |||||||||||||||||||||
| Small RMR Wealth Builders UYLD | $907,912 | 32.05% | 17,790 | — | Sold Out | Shares | 2026-04-22 | |||||||||||||||||||||
| Large COMMONWEALTH EQUITY SERVICES, LLC UYLD | $805,842 | 28.45% | 15,790 | — | Sold Out | Shares | 2026-04-27 | |||||||||||||||||||||
| Large MML INVESTORS SERVICES, LLC UYLD | $754,348 | 26.63% | 14,781 | — | Sold Out | Shares | 2026-05-04 | |||||||||||||||||||||
| Small Balefire, LLC UYLD | $747,764 | 26.40% | 14,652 | — | Sold Out | Shares | 2026-05-07 | |||||||||||||||||||||
| Micro Barnes Wealth Management Group, Inc UYLD | $731,280 | 25.81% | 14,329 | — | Sold Out | Shares | 2026-05-18 | |||||||||||||||||||||
| Small Diversified Portfolios, Inc. UYLD | $695,300 | 24.54% | 13,624 | — | Sold Out | Shares | 2026-05-06 | |||||||||||||||||||||
| Mid Perigon Wealth Management, LLC UYLD | $645,031 | 22.77% | 12,639 | — | Sold Out | Shares | 2026-04-10 | |||||||||||||||||||||
| Mid RFG Advisory, LLC UYLD | $643,755 | 22.72% | 12,614 | — | Sold Out | Shares | 2026-04-20 | |||||||||||||||||||||
| Mega ENVESTNET ASSET MANAGEMENT INC UYLD | $633,599 | 22.37% | 12,415 | — | Sold Out | Shares | 2026-05-04 | |||||||||||||||||||||
| Mid Argent Trust Co Bank UYLD | $585,116 | 20.65% | 11,465 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
| Small Requisite Capital Management, LLC UYLD | $581,186 | 20.52% | 11,388 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
| Mid Equitable Holdings, Inc. UYLD | $546,533 | 19.29% | 10,709 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Snowden Capital Advisors LLC UYLD | $536,326 | 18.93% | 10,509 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Mid EverSource Wealth Advisors, LLC UYLD | $527,344 | 18.61% | 10,333 | — | Sold Out | Shares | 2026-05-18 | |||||||||||||||||||||
| Small OneAscent Financial Services LLC UYLD | $473,298 | 16.71% | 9,274 | — | Sold Out | Shares | 2026-04-21 | |||||||||||||||||||||
| Small Riverwater Partners LLC UYLD | $471,767 | 16.65% | 9,244 | — | Sold Out | Shares | 2026-05-08 | |||||||||||||||||||||
| Small NORTHBRIDGE FINANCIAL GROUP, LLC UYLD | $427,418 | 15.09% | 8,375 | — | Sold Out | Shares | 2026-04-15 | |||||||||||||||||||||
| Mega GOLDMAN SACHS GROUP INC UYLD | $398,532 | 14.07% | 7,809 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Wealth Enhancement Trust Services, Inc. UYLD | $397,000 | 14.01% | 7,779 | — | Sold Out | Shares | 2026-04-08 | |||||||||||||||||||||
| Small Brookwood Investment Group LLC UYLD | $376,383 | 13.29% | 7,375 | — | Sold Out | Shares | 2026-05-04 | |||||||||||||||||||||
| Micro FIRETHORN WEALTH PARTNERS, LLC UYLD | $343,006 | 12.11% | 6,721 | — | Sold Out | Shares | 2026-04-09 | |||||||||||||||||||||
| Small Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors UYLD | $324,531 | 11.46% | 6,359 | — | Sold Out | Shares | 2026-05-05 | |||||||||||||||||||||
| Micro Redwood Family Wealth LLC UYLD | $300,238 | 10.60% | 5,883 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO UYLD | $290,797 | 10.26% | 5,698 | — | Sold Out | Shares | 2026-05-07 | |||||||||||||||||||||
| Mid Wealthspire Advisors, LLC UYLD | $282,784 | 9.98% | 5,541 | — | Sold Out | Shares | 2026-05-01 | |||||||||||||||||||||
| Mid Belpointe Asset Management LLC UYLD | $272,271 | 9.61% | 5,335 | — | Sold Out | Shares | 2026-04-28 | |||||||||||||||||||||
| Mid Wealthcare Advisory Partners LLC UYLD | $260,737 | 9.20% | 5,109 | — | Sold Out | Shares | 2026-04-14 | |||||||||||||||||||||
| Mega AQR CAPITAL MANAGEMENT LLC UYLD | $207,048 | 7.31% | 4,057 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Mid Stratos Wealth Partners, LTD. UYLD | $204,344 | 7.21% | 4,004 | — | Sold Out | Shares | 2026-04-28 | |||||||||||||||||||||
| Mega JPMORGAN CHASE & CO UYLD | $161,066 | 5.69% | 3,156 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega MORGAN STANLEY UYLD | $138,560 | 4.89% | 2,715 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Rockefeller Capital Management L.P. UYLD | $89,311 | 3.15% | 1,750 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large BESSEMER GROUP INC UYLD | $40,828 | 1.44% | 800 | — | Sold Out | Shares | 2026-05-06 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega ROYAL BANK OF CANADA Bank UYLD | $25,058 | 0.88% | 491 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Essential Partners LLC UYLD | $18,985 | 0.67% | 372 | — | Sold Out | Shares | 2026-05-21 | |||||||||||||||||||||
| Large AE Wealth Management LLC UYLD | $12,248 | 0.43% | 240 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
| Small Family Capital Trust Co Bank UYLD | $7,246 | 0.26% | 142 | — | Sold Out | Shares | 2026-04-29 | |||||||||||||||||||||
| Small Pacific Center for Financial Services UYLD | $6,787 | 0.24% | 133 | — | Sold Out | Shares | 2026-05-12 | |||||||||||||||||||||
| Large CWM, LLC UYLD | $5,613 | 0.20% | 110 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
| Large ASSETMARK, INC UYLD | $5,307 | 0.19% | 104 | — | Sold Out | Shares | 2026-05-06 | |||||||||||||||||||||
| Small FWL INVESTMENT MANAGEMENT, LLC UYLD | $1,939 | 0.07% | 38 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Mid Allworth Financial LP UYLD | $357 | 0.01% | 7 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Mid Farther Finance Advisors, LLC UYLD | $11 | 0.00% | 0 | — | Sold Out | Shares | 2026-04-07 | |||||||||||||||||||||
| No holders match your search. | ||||||||||||||||||||||||||||