Skip to content
Disclosery

UYLD ANGEL OAK FUNDS TRUST

Follow

OAK ULTRASHORT (fund)

79 managers (80 13F filers) reported a position in UYLD shares at 2025-09-30, 19,176,861 shares in all. 16 filers opened a position and 4 filers sold out during the quarter.

Managers
79
13F filers
80
New
16
Added
36
Reduced
19
Sold out
4
Shares held by filers
19,176,861

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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…9,779,500$501M0.76%+818,37513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,407,020$72M1.2%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth1,130,839$57.8M0.09%+53,13013F-HRTimelineGroup
UBS Group AGin group UBS Group AG720,006$36.8M0.01%+235,88613F-HRTimelineGroup
Richard P Slaughter Associates Inc649,957$33.2M7.16%-46,04413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.497,750$25.5M0.04%+481,35413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN323,960$16.6M<0.01%+108,44013F-HRTimelineGroup
Crescent Grove Advisors, LLC310,923$16M1.53%-55,74113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC300,188$15.4M0.01%+278,33813F-HRTimelineGroup
IFC Advisors LLC278,980$14.3M2.61%+132,80113F-HRTimeline
Janney Montgomery Scott LLC251,815$12.9M0.03%+25,57913F-HRTimeline
COUNTRY CLUB BANK229,703$11.8M0.7%+58,56113F-HRTimeline
Greenwich Wealth Management LLC218,949$11.2M0.56%+70,44013F-HRTimeline
Heritage Trust Co217,399$11.1M1.18%+56,08513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP192,477$9.84M0.01%+32,85613F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC189,103$9.67M0.52%+33,85913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding186,258$9.53M+16,511Timeline
STEEL GROVE CAPITAL ADVISORS, LLC161,970$8.27M0.99%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC150,744$7.71M0.19%+19,07013F-HRTimeline
Able Wealth Management LLC145,478$7.44M2.8%+103,61913F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC144,271$7.38M4.24%+66,38213F-HRTimeline
Bulwark Capital Corp111,267$5.69M4.43%+28,43313F-HRTimeline
Sage Mountain Advisors LLC109,179$5.58M0.32%+48,74813F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC107,756$5.51M2.17%+2,08113F-HR/ATimelineGroup
Precision Wealth Strategies, LLC102,900$5.26M1.71%+39,33013F-HRTimeline
LPL Financial LLC99,851$5.11M<0.01%+9,89213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC94,526$4.83M0.01%+6,32913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI89,810$4.59M0.26%-4,21713F-HRTimeline
J. Team Financial, Inc.72,044$3.68M3.74%13F-HRTimeline
Brown Financial Advisors70,203$3.59M1.33%new13F-HRTimeline
NorthCrest Asset Manangement, LLC65,431$3.35M0.08%+10,09213F-HRTimeline
Lewis Asset Management, LLC51,158$2.62M1.08%+1,16213F-HRTimeline
M Wealth Management, LLC48,700$2.49M2.19%-4,70013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…48,532$2.48M0.21%-53413F-HRTimelineGroup
Mechanics Bank Trust Department47,803$2.44M0.34%-1,50013F-HRTimeline
XY Planning Network, Inc.43,500$2.22M0.76%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC41,974$2.15M0.02%+7,69513F-HRTimelineGroup
Vise Technologies, Inc.37,763$1.93M0.07%-74,55913F-HRTimeline
Copley Financial Group, Inc.36,320$1.86M1.27%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,921$1.84M<0.01%-28,46413F-HRTimelineGroup
Camarda Financial Advisors, LLC31,271$1.6M0.59%-24513F-HRTimeline
TradeWell Securities, LLC.28,988$1.48M0.62%+5,63913F-HRTimeline
Mattson Financial Services, LLC27,432$1.4M0.34%new13F-HRTimeline
FLOW TRADERS U.S. LLC27,360$1.4M0.06%+7,76413F-HRTimeline
Paladin Wealth, LLC22,047$1.13M0.82%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,674$1.01M<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,194$982K0.02%-4,37213F-HRTimelineGroup
Requisite Capital Management, LLC18,385$944K0.16%-352,15113F-HRTimeline
IEQ CAPITAL, LLC17,536$897K<0.01%new13F-HRTimeline
Consolidated Portfolio Review Corp16,286$833K0.1%+28613F-HRTimeline
Cambridge Investment Research Advisors,…15,118$773K<0.01%-42213F-HRTimeline
Diversified Portfolios, Inc.14,624$748K0.07%+4,48013F-HRTimeline
Accurate Wealth Management, LLC14,550$746K0.1%new13F-HRTimeline
NewEdge Advisors, LLC11,815$604K<0.01%+2,84313F-HRTimeline
Wealthspire Advisors, LLC11,678$597K<0.01%-1,48813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,224$523K0.06%+2,11713F-HRTimeline
Riverwater Partners LLC9,208$471K0.2%+3,17113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,617$390K0.15%+2,72613F-HRTimeline
RFG Advisory, LLC7,369$377K0.01%-2,08813F-HRTimeline
Snowden Capital Advisors LLC7,288$374K0.01%-93413F-HRTimeline
Foundations Investment Advisors, LLC4,792$245K<0.01%new13F-HRTimeline
A4 Wealth Advisors LLC4,687$240K0.2%13F-HRTimeline
MML INVESTORS SERVICES, LLC4,615$236K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,491$230K<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC4,479$229K0.01%-42413F-HRTimeline
Worth Asset Management, LLC4,020$206K0.09%-14,12013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,882$199K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,820$93.1K<0.01%013F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,392$71.2K<0.01%+1,38913F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,205$61.6K<0.01%-39113F-HRTimelineGroup
MAI Capital Management549$28.1K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA512$26K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC248$12.7K<0.01%new13F-HRTimeline
Essential Partners LLC219$11.2K<0.01%+3713F-HRTimeline
COMERICA BANK134$6.85K<0.01%-2,80313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC104$5.32K<0.01%013F-HRTimelineGroup
Family Capital Trust Co80$4.09K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC38$1.95K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2$99<0.01%013F-HRTimeline