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Disclosery

UYLD ANGEL OAK FUNDS TRUST

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OAK ULTRASHORT (fund)

55 managers (55 13F filers) reported a position in UYLD shares at 2024-12-31, 12,389,715 shares in all. 13 filers opened a position and 5 filers sold out during the quarter.

Managers
55
13F filers
55
New
13
Added
26
Reduced
10
Sold out
5
Shares held by filers
12,389,715

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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…7,300,696$373M0.71%+852,17813F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth1,096,533$56M0.15%+45,83513F-HR/ATimelineGroup
Richard P Slaughter Associates Inc748,475$38.2M8.56%+77,54813F-HRTimeline
UBS Group AGin group UBS Group AG400,339$20.4M<0.01%+9,18513F-HRTimelineGroup
CW Advisors, LLC368,385$18.8M0.26%+111,09513F-HRTimeline
Crescent Grove Advisors, LLC259,067$13.3M1.32%+218,76313F-HRTimeline
Requisite Capital Management, LLC221,693$11.4M2.32%+67,11813F-HRTimeline
Janney Montgomery Scott LLC173,109$8.84M0.02%+23,85713F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC159,261$8.13M0.14%+4,36913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN142,514$7.28M<0.01%+127,33913F-HRTimelineGroup
Heritage Trust Co133,444$6.81M0.8%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP131,151$6.7M0.01%+12,14113F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC128,977$6.59M0.4%+48,87413F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC121,284$6.19M3.12%+5,80213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC89,031$4.55M0.15%+24,34413F-HRTimeline
LPL Financial LLC69,086$3.53M<0.01%-9,11713F-HRTimeline
Sage Mountain Advisors LLC67,645$3.45M0.25%+8,69913F-HRTimeline
Camarda Financial Advisors, LLC61,123$3.12M1.17%-45,71613F-HRTimeline
Precision Wealth Strategies, LLC59,465$3.04M2.35%+18,22013F-HRTimeline
Mechanics Bank Trust Department59,430$3.03M0.4%-72013F-HRTimeline
IFC Advisors LLC56,503$2.89M0.63%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC55,490$2.83M0.04%+28313F-HRTimelineGroup
COUNTRY CLUB BANK53,344$2.74M0.18%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…52,689$2.69M0.27%-2,01313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC44,504$2.27M<0.01%+11,45013F-HRTimeline
Lewis Asset Management, LLC43,580$2.23M1.7%-97113F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC38,487$1.97M1.36%-1,92613F-HRTimeline
OLD MISSION CAPITAL LLC25,911$1.32M0.03%new13F-HRTimeline
Wealthspire Advisors, LLC20,037$1.02M0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\19,500$996K<0.01%new13F-HRTimelineGroup
Worth Asset Management, LLC19,473$994K0.53%+7,28413F-HRTimeline
SENTINEL PENSION ADVISORS, LLC19,119$976K0.18%+4,43513F-HRTimeline
Secure Asset Management, LLC19,028$972K0.15%+2,41613F-HRTimeline
TradeWell Securities, LLC.19,023$971K0.5%13F-HRTimeline
NorthCrest Asset Manangement, LLC16,659$851K0.03%+9,00113F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,431$788K<0.01%+5,88613F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,250$779K<0.01%-73,85313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,026$767K0.02%+4,95013F-HRTimelineGroup
NewEdge Advisors, LLC8,544$436K<0.01%-24313F-HRTimeline
RFG Advisory, LLC7,535$385K0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC7,359$376K0.01%-50,71813F-HRTimeline
Snowden Capital Advisors LLC6,810$350K0.01%new13F-HRTimeline
Vise Technologies, Inc.5,478$280K0.02%new13F-HRTimeline
Riverwater Partners LLC4,609$235K0.11%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,545$232K<0.01%13F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,596$81.5K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1,432$73.1K<0.01%+2013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,106$56.5K<0.01%+2613F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…282$14.4K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO260$13.3K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/130$6.64K<0.01%new13F-HRTimelineGroup
COMERICA BANK125$6.38K<0.01%new13F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC104$5.31K<0.01%-38713F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC38$1.94K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.