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Disclosery

UYLD ANGEL OAK FUNDS TRUST

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OAK ULTRASHORT (fund)

98 managers (99 13F filers) reported a position in UYLD shares at 2026-06-30, 21,383,895 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
98
13F filers
99
New
9
Added
46
Reduced
35
Sold out
7
Shares held by filers
21,383,895

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,761,860$493M0.83%+1,396,69913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,066,769$54.4M0.06%-14,20013F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC1,016,347$51.8M0.72%-61,32513F-HRTimelineGroup
UBS Group AGin group UBS Group AG902,418$46M0.01%-76,48713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.821,558$41.9M0.05%-9,38313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN488,724$24.9M<0.01%+91,24813F-HRTimelineGroup
Greenwich Wealth Management LLC441,937$22.5M0.82%+124,70213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC412,734$21.1M0.01%+135,47313F-HRTimelineGroup
Richard P Slaughter Associates Inc408,015$20.8M4.13%-264,95613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding369,809$18.9M+15,501Timeline
LPL Financial LLC327,883$16.7M<0.01%+190,59213F-HRTimeline
Janney Montgomery Scott LLC306,236$15.6M0.03%+33,07213F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA302,768$15.5M0.44%+15,19213F-HRTimelineGroup
Heritage Trust Co302,409$15.4M1.34%+5,61913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP296,788$15.1M0.01%+70,85113F-HRTimelineGroup
IFC Advisors LLC268,980$13.7M1.74%-44,93313F-HRTimeline
Mason & Associates Inc268,513$13.7M2.21%+220,19113F-HRTimeline
Crescent Grove Advisors, LLC233,432$12M1.01%-10,43813F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC233,265$11.9M0.56%-17,16213F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC218,490$11.1M5.23%+43,03313F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC207,597$10.6M0.99%-65,63213F-HRTimeline
Vise Technologies, Inc.188,678$9.62M0.11%+102,85713F-HRTimeline
Weaver Consulting Group176,852$9.02M1.85%+20,57913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC172,333$8.79M0.16%-4,44513F-HRTimeline
Sage Mountain Advisors LLC155,404$7.93M0.49%+29,16413F-HRTimeline
Able Wealth Management LLC152,189$7.76M1.78%-6,90813F-HRTimeline
Bulwark Capital Corp127,917$6.52M3.67%-33,30813F-HRTimeline
Precision Wealth Strategies, LLC119,480$6.09M1.84%-45,63113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…117,766$6.01M0.05%+38,65413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …108,896$5.55M0.11%+103,78713F-HRTimelineGroup
NorthCrest Asset Manangement, LLC108,477$5.54M0.14%+7,44113F-HRTimeline
J. Team Financial, Inc.102,729$5.24M5.09%+7,12813F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC102,687$5.24M1.76%-97713F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI89,596$4.57M0.21%-5,92813F-HRTimeline
XY Planning Network, Inc.68,260$3.48M0.44%+4,63413F-HRTimeline
Arkadios Wealth Advisors65,707$3.35M0.05%+17,60513F-HRTimeline
Lewis Asset Management, LLC61,885$3.16M1.11%+1,31613F-HRTimeline
Mechanics Bank Trust Department51,359$2.62M0.32%+4,59113F-HRTimeline
Castleview Partners, LLC45,487$2.32M1.02%+26,93513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…45,370$2.31M0.2%-1,03413F-HRTimelineGroup
Brown Financial Advisors43,230$2.2M0.77%-7313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC39,634$2.02M0.02%-2,25513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC35,757$1.82M<0.01%+19,96713F-HRTimeline
TradeWell Securities, LLC.35,708$1.82M0.65%+3,16613F-HRTimeline
Camarda Financial Advisors, LLC30,657$1.56M0.47%+2,01913F-HRTimeline
M Wealth Management, LLC30,401$1.55M1.22%-16,25013F-HRTimeline
Cambridge Investment Research Advisors,…29,270$1.49M<0.01%-2,94513F-HR/ATimeline
Balefire, LLC21,765$1.11M0.18%+7,11313F-HRTimeline
MML INVESTORS SERVICES, LLC20,320$1.04M<0.01%+5,53913F-HRTimeline
Paladin Wealth, LLC19,453$992K0.58%-23113F-HRTimeline
Farther Finance Advisors, LLC17,964$916K0.01%+17,96413F-HRTimeline
Diversified Portfolios, Inc.16,785$856K0.06%+3,16113F-HRTimeline
Mattson Financial Services, LLC16,479$842K0.18%-8,73713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,912$812K<0.01%+3,49713F-HRTimelineGroup
HighTower Advisors, LLC14,139$721K<0.01%-45,01013F-HRTimeline
Copley Financial Group, Inc.13,858$707K0.43%-7,63213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,691$698K<0.01%+2,98213F-HRTimelineGroup
Barnes Wealth Management Group, Inc12,938$660K0.31%-1,39113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,313$628K<0.01%-3,34813F-HRTimelineGroup
Perigon Wealth Management, LLC12,299$627K0.01%-34013F-HRTimeline
RMR Wealth Builders12,093$619K0.04%-5,69713F-HRTimeline
IEQ CAPITAL, LLC12,066$615K<0.01%-18,60513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,694$596K0.02%+1,36113F-HRTimelineGroup
Requisite Capital Management, LLC11,388$583K0.1%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,711$546K0.06%+4,35213F-HRTimeline
Snowden Capital Advisors LLC10,426$534K0.01%-8313F-HRTimeline
Brookwood Investment Group LLC10,130$517K0.06%+2,75513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,900$505K0.01%+5,89613F-HRTimelineGroup
Argent Trust Co9,708$495K0.01%-1,75713F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC9,670$493K0.19%+1,29513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,470$483K0.02%+19613F-HRTimelineGroup
RFG Advisory, LLC9,161$467K0.01%-3,45313F-HRTimeline
Redwood Family Wealth LLC8,834$451K0.4%+2,95113F-HRTimeline
Riverwater Partners LLC8,699$444K0.13%-54513F-HRTimeline
Wealth Enhancement Trust Services, Inc.7,913$404K0.04%+13413F-HR/ATimeline
EP Wealth Advisors, LLC6,155$314K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,698$291K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC5,541$283K<0.01%013F-HRTimeline
Simplicity Wealth,LLC4,964$253K0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,892$250K<0.01%+83513F-HRTimelineGroup
Worth Asset Management, LLC4,843$247K0.08%new13F-HRTimeline
Private Advisor Group, LLC4,400$224K<0.01%new13F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC4,105$209K0.01%new13F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC3,989$203K0.07%-2,73213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,276$167K<0.01%+1,52613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,897$148K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,715$138K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,441$125K<0.01%-71513F-HRTimelineGroup
NewEdge Advisors, LLC2,115$108K<0.01%+1,40813F-HRTimeline
Quent Capital, LLC1,814$92.5K0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC800$41K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC544$27.7K<0.01%+30413F-HRTimeline
CoreCap Advisors, LLC365$18.6K<0.01%new13F-HRTimeline
Family Capital Trust Co142$7.24K<0.01%013F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC104$5.3K<0.01%013F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC38$1.94K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC10$510<0.01%new13F-HRTimeline
Allworth Financial LP7$358<0.01%013F-HRTimeline