Skip to content
Disclosery

UYLD ANGEL OAK FUNDS TRUST

Follow

OAK ULTRASHORT (fund)

60 managers (60 13F filers) reported a position in UYLD shares at 2025-03-31, 14,119,468 shares in all. 12 filers opened a position and 6 filers sold out during the quarter.

Managers
60
13F filers
60
New
12
Added
28
Reduced
16
Sold out
6
Shares held by filers
14,119,468

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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…8,079,980$413M0.79%+779,28413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,087,285$55.5M0.14%-9,24813F-HR/ATimelineGroup
Richard P Slaughter Associates Inc694,431$35.5M8.29%-54,04413F-HRTimeline
UBS Group AGin group UBS Group AG536,482$27.4M0.01%+136,14313F-HRTimelineGroup
Crescent Grove Advisors, LLC455,291$23.4M2.44%+196,22413F-HRTimeline
CW Advisors, LLC398,294$20.3M0.24%+29,90913F-HRTimeline
Requisite Capital Management, LLC292,491$15M3.39%+70,79813F-HRTimeline
Janney Montgomery Scott LLC195,604$9.99M0.03%+22,49513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN170,667$8.72M<0.01%+28,15313F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC166,259$8.49M0.14%+6,99813F-HRTimelineGroup
COUNTRY CLUB BANK155,189$7.97M0.54%+101,84513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP152,445$7.79M0.01%+21,29413F-HRTimelineGroup
IFC Advisors LLC148,966$7.61M1.59%+92,46313F-HRTimeline
Heritage Trust Co141,977$7.25M0.88%+8,53313F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC140,406$7.17M0.42%+11,42913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC123,250$6.3M0.22%+34,21913F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC116,676$5.96M2.99%-4,60813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC81,848$4.18M0.01%+37,34413F-HRTimeline
LPL Financial LLC80,415$4.11M<0.01%+11,32913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI66,937$3.42M0.19%new13F-HRTimeline
Sage Mountain Advisors LLC66,736$3.41M0.25%-90913F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC63,137$3.23M2.18%+24,65013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC61,580$3.15M0.48%new13F-HRTimeline
Mechanics Bank Trust Department60,078$3.07M0.42%+64813F-HRTimeline
Camarda Financial Advisors, LLC57,451$2.94M1.32%-3,67213F-HRTimeline
Precision Wealth Strategies, LLC57,361$2.93M2.24%-2,10413F-HRTimeline
Greenwich Wealth Management LLC54,517$2.79M0.21%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…50,361$2.57M0.26%-2,32813F-HRTimelineGroup
Lewis Asset Management, LLC45,151$2.31M1.91%+1,57113F-HRTimeline
NorthCrest Asset Manangement, LLC44,622$2.28M0.07%+27,96313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC39,888$2.04M0.03%-15,60213F-HRTimelineGroup
XY Planning Network, Inc.27,044$1.38M0.92%new13F-HRTimeline
TradeWell Securities, LLC.22,938$1.17M0.65%+3,91513F-HRTimeline
MML INVESTORS SERVICES, LLC19,439$993K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC17,983$919K0.01%-2,05413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,635$799K<0.01%+20413F-HRTimelineGroup
Cambridge Investment Research Advisors,…15,505$792K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,726$752K0.02%-30013F-HRTimelineGroup
Diversified Portfolios, Inc.14,608$746K0.08%new13F-HRTimeline
RFG Advisory, LLC14,273$729K0.02%+6,73813F-HRTimeline
SENTINEL PENSION ADVISORS, LLC10,200$521K0.1%-8,91913F-HRTimeline
NewEdge Advisors, LLC8,936$457K<0.01%+39213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,075$413K<0.01%-7,17513F-HRTimelineGroup
Snowden Capital Advisors LLC7,662$393K0.01%+85213F-HRTimeline
Able Wealth Management LLC6,695$342K0.2%new13F-HRTimeline
Belpointe Asset Management LLC5,717$292K0.02%new13F-HRTimeline
Worth Asset Management, LLC5,367$274K0.15%-14,10613F-HRTimeline
Riverwater Partners LLC4,928$252K0.13%+31913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,458$228K<0.01%-8713F-HRTimelineGroup
PATTEN & PATTEN INC/TN4,049$207K0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,596$81.5K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC1,451$74.1K<0.01%+1913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,080$55.2K<0.01%-2613F-HRTimelineGroup
Blue Trust, Inc.970$49.6K<0.01%new13F-HRTimeline
COMERICA BANK134$6.85K<0.01%+913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC104$5.31K<0.01%013F-HRTimelineGroup
Family Capital Trust Co80$4.09K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC38$1.95K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2$102<0.01%-25813F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.