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Disclosery

UYLD ANGEL OAK FUNDS TRUST

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OAK ULTRASHORT (fund)

68 managers (68 13F filers) reported a position in UYLD shares at 2025-06-30, 15,750,734 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
68
13F filers
68
New
7
Added
35
Reduced
18
Sold out
2
Shares held by filers
15,750,734

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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…8,961,125$458M0.76%+881,14513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,077,709$55M0.12%-9,57613F-HRTimelineGroup
Richard P Slaughter Associates Inc696,001$35.5M7.25%+1,57013F-HRTimeline
UBS Group AGin group UBS Group AG484,120$24.7M0.01%-52,36213F-HRTimelineGroup
CW Advisors, LLC439,652$22.5M0.22%+41,35813F-HRTimeline
Requisite Capital Management, LLC370,536$18.9M4.1%+78,04513F-HRTimeline
Crescent Grove Advisors, LLC366,664$18.7M1.81%-88,62713F-HRTimeline
Janney Montgomery Scott LLC226,236$11.6M0.03%+30,63213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN215,520$11M<0.01%+44,85313F-HRTimelineGroup
COUNTRY CLUB BANK171,142$8.78M0.55%+15,95313F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC169,747$8.67M0.12%+3,48813F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC161,970$8.27M0.98%+100,39013F-HRTimeline
Heritage Trust Co161,314$8.24M0.95%+19,33713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP159,621$8.15M0.01%+7,17613F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC155,244$7.93M0.44%+14,83813F-HRTimeline
Greenwich Wealth Management LLC148,509$7.58M0.37%+93,99213F-HRTimeline
IFC Advisors LLC146,179$7.47M1.4%-2,78713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC131,674$6.72M0.19%+8,42413F-HRTimeline
Vise Technologies, Inc.112,322$5.74M0.24%13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC105,675$5.4M2.44%-11,00113F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI94,027$4.8M0.29%+27,09013F-HRTimeline
LPL Financial LLC89,959$4.59M<0.01%+9,54413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC88,197$4.5M0.01%+6,34913F-HRTimeline
Bulwark Capital Corp82,834$4.23M3.56%13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC77,889$3.98M2.56%+14,75213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC64,385$3.29M0.01%new13F-HRTimelineGroup
Precision Wealth Strategies, LLC63,570$3.25M1.05%+6,20913F-HRTimeline
Sage Mountain Advisors LLC60,431$3.09M0.2%-6,30513F-HRTimeline
NorthCrest Asset Manangement, LLC55,339$2.83M0.08%+10,71713F-HRTimeline
M Wealth Management, LLC53,400$2.73M2.52%new13F-HRTimeline
Lewis Asset Management, LLC49,996$2.55M1.2%+4,84513F-HRTimeline
Mechanics Bank Trust Department49,303$2.52M0.36%-10,77513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…49,066$2.51M0.24%-1,29513F-HRTimelineGroup
XY Planning Network, Inc.43,500$2.22M0.76%+16,45613F-HRTimeline
Able Wealth Management LLC41,859$2.14M1.08%+35,16413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC34,279$1.75M0.02%-5,60913F-HRTimelineGroup
Camarda Financial Advisors, LLC31,516$1.61M0.63%-25,93513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,566$1.2M0.02%+8,84013F-HRTimelineGroup
TradeWell Securities, LLC.23,349$1.19M0.57%+41113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,850$1.12M<0.01%+13,77513F-HRTimelineGroup
FLOW TRADERS U.S. LLC19,596$1M0.04%new13F-HRTimeline
Worth Asset Management, LLC18,140$926K0.46%+12,77313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,396$837K<0.01%+76113F-HR/ATimelineGroup
Consolidated Portfolio Review Corp16,000$817K0.11%new13F-HRTimeline
Cambridge Investment Research Advisors,…15,540$794K<0.01%+3513F-HRTimeline
Wealthspire Advisors, LLC13,166$672K<0.01%-4,81713F-HRTimeline
Diversified Portfolios, Inc.10,144$518K0.05%-4,46413F-HRTimeline
RFG Advisory, LLC9,457$483K0.01%-4,81613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC9,355$478K0.08%-84513F-HRTimeline
NewEdge Advisors, LLC8,972$458K<0.01%+3613F-HRTimeline
Snowden Capital Advisors LLC8,222$420K0.01%+56013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,107$414K0.06%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,778$397K<0.01%new13F-HRTimelineGroup
Riverwater Partners LLC6,037$308K0.15%+1,10913F-HRTimeline
Belpointe Asset Management LLC4,903$250K0.01%-81413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,891$250K0.11%new13F-HRTimeline
PATTEN & PATTEN INC/TN4,034$206K0.01%-1513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,959$202K<0.01%-49913F-HRTimelineGroup
COMERICA BANK2,937$150K<0.01%+2,80313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,820$92.9K<0.01%+74013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,596$81.5K<0.01%013F-HRTimelineGroup
Essential Partners LLC182$9.29K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC104$5.31K<0.01%013F-HRTimelineGroup
Family Capital Trust Co80$4.08K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC38$1.94K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3$153<0.01%+113F-HRTimelineGroup
Farther Finance Advisors, LLC2$98<0.01%-1,44913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.