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Disclosery

UYLD ANGEL OAK FUNDS TRUST

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OAK ULTRASHORT (fund)

84 managers (85 13F filers) reported a position in UYLD shares at 2025-12-31, 21,256,340 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
84
13F filers
85
New
10
Added
47
Reduced
21
Sold out
7
Shares held by filers
21,256,340

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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…10,912,606$558M0.76%+1,133,10613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,378,955$70.5M1.12%-28,06513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth1,126,487$57.6M0.07%-4,35213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.804,220$41.1M0.06%+306,47013F-HRTimelineGroup
UBS Group AGin group UBS Group AG803,675$41.1M0.01%+83,66913F-HRTimelineGroup
Richard P Slaughter Associates Inc667,844$34.2M7.16%+17,88713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN437,826$22.4M<0.01%+113,86613F-HRTimelineGroup
Greenwich Wealth Management LLC364,035$18.6M0.83%+145,08613F-HRTimeline
Crescent Grove Advisors, LLC348,678$17.9M1.7%+37,75513F-HRTimeline
Heritage Trust Co284,433$14.5M1.48%+67,03413F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC273,318$14M1.45%+111,34813F-HRTimeline
Janney Montgomery Scott LLC269,625$13.8M0.03%+17,81013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA258,000$13.2M0.39%new13F-HRTimelineGroup
IFC Advisors LLC225,155$11.5M1.68%-53,82513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP205,867$10.5M0.01%+13,39013F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC202,870$10.4M0.54%+13,76713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding192,766$9.86M+6,508Timeline
INDEPENDENT FINANCIAL GROUP, LLC177,543$9.08M0.2%+26,79913F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC152,077$7.78M4.57%+7,80613F-HRTimeline
Bulwark Capital Corp142,951$7.31M5.2%+31,68413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC134,205$6.86M0.01%+39,67913F-HRTimeline
Sage Mountain Advisors LLC126,372$6.46M0.34%+17,19313F-HRTimeline
Precision Wealth Strategies, LLC122,327$6.26M2.03%+19,42713F-HRTimeline
Weaver Consulting Group111,994$5.73M1.4%new13F-HRTimeline
LPL Financial LLC106,121$5.43M<0.01%+6,27013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC106,114$5.43M2.12%-1,64213F-HRTimelineGroup
Able Wealth Management LLC98,134$5.02M1.59%-47,34413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI97,033$4.96M0.27%+7,22313F-HRTimeline
NorthCrest Asset Manangement, LLC90,318$4.62M0.1%+24,88713F-HRTimeline
J. Team Financial, Inc.88,848$4.54M4.54%+16,80413F-HRTimeline
Vise Technologies, Inc.85,821$4.39M0.09%+48,05813F-HRTimeline
Brown Financial Advisors77,114$3.94M1.44%+6,91113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC71,572$3.66M<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…64,680$3.31M0.04%+45,48613F-HRTimelineGroup
Lewis Asset Management, LLC57,655$2.95M1.2%+6,49713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…48,809$2.5M0.21%+27713F-HRTimelineGroup
M Wealth Management, LLC48,150$2.46M2.14%-55013F-HRTimeline
XY Planning Network, Inc.46,993$2.4M0.42%+3,49313F-HRTimeline
Mechanics Bank Trust Department45,303$2.32M0.3%-2,50013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC40,123$2.05M0.02%-1,85113F-HRTimelineGroup
TradeWell Securities, LLC.31,182$1.59M0.62%+2,19413F-HRTimeline
Camarda Financial Advisors, LLC29,047$1.49M0.57%-2,22413F-HRTimeline
Mattson Financial Services, LLC28,482$1.46M0.34%+1,05013F-HRTimeline
Copley Financial Group, Inc.27,314$1.4M0.86%-9,00613F-HRTimeline
Paladin Wealth, LLC23,665$1.21M0.83%+1,61813F-HRTimeline
Cambridge Investment Research Advisors,…21,125$1.08M<0.01%+6,00713F-HRTimeline
IEQ CAPITAL, LLC17,850$913K<0.01%+31413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,391$787K<0.01%-284,79713F-HRTimelineGroup
Diversified Portfolios, Inc.14,774$756K0.06%+15013F-HRTimeline
Requisite Capital Management, LLC12,014$617K0.12%-6,37113F-HRTimeline
Argent Trust Co11,465$586K0.02%new13F-HRTimeline
Arkadios Wealth Advisors10,305$527K0.01%new13F-HRTimeline
Riverwater Partners LLC9,244$473K0.18%+3613F-HRTimeline
NewEdge Advisors, LLC8,902$455K<0.01%-2,91313F-HRTimeline
Snowden Capital Advisors LLC7,951$409K0.01%+66313F-HRTimeline
Wealth Enhancement Trust Services, Inc.7,657$392K0.05%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,499$384K0.01%new13F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…7,411$379K0.05%-2,81313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC6,646$340K0.13%-97113F-HRTimeline
Safe Harbor Wealth Advisors, LLC6,155$315K0.31%13F-HRTimeline
Redwood Family Wealth LLC5,771$295K0.29%13F-HRTimeline
MML INVESTORS SERVICES, LLC5,714$292K<0.01%+1,09913F-HRTimeline
Wealthspire Advisors, LLC5,541$283K<0.01%-6,13713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,328$272K0.01%+83713F-HRTimelineGroup
Accurate Wealth Management, LLC5,063$259K0.03%-9,48713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,058$259K<0.01%+1,17613F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,824$247K<0.01%-14,85013F-HRTimelineGroup
Belpointe Asset Management LLC4,710$241K0.01%+23113F-HRTimeline
RFG Advisory, LLC3,945$202K<0.01%-3,42413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,715$139K<0.01%+89513F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,254$115K<0.01%+86213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA901$46K<0.01%+38913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.896$45.8K<0.01%-30913F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC800$41K<0.01%new13F-HRTimelineGroup
MAI Capital Management556$28.4K<0.01%+713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…534$27.3K<0.01%new13F-HR/ATimelineGroup
Essential Partners LLC368$18.8K0.01%+14913F-HRTimeline
AE Wealth Management LLC240$12.3K<0.01%-813F-HRTimeline
UMB Bank, n.a.195$9.97K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
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
Allworth Financial LP7$359<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2$100<0.01%013F-HRTimeline