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Disclosery

UYLD ANGEL OAK FUNDS TRUST

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OAK ULTRASHORT (fund)

97 managers (99 13F filers) reported a position in UYLD shares at 2026-03-31, 19,525,340 shares in all. 18 filers opened a position and 4 filers sold out during the quarter.

Managers
97
13F filers
99
New
18
Added
43
Reduced
27
Sold out
4
Shares held by filers
19,525,340

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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…8,365,161$422M0.93%-2,547,44513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,080,969$55.2M0.06%-45,51813F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC1,077,672$55M0.85%-301,28313F-HRTimelineGroup
UBS Group AGin group UBS Group AG978,905$50M0.01%+175,23013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.830,941$42.4M0.06%+26,72113F-HRTimelineGroup
Richard P Slaughter Associates Inc672,971$34.3M7.43%+5,12713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN397,476$20.3M<0.01%-40,35013F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding354,308$18.1M+161,542Timeline
Greenwich Wealth Management LLC317,235$16.2M0.66%-46,80013F-HRTimeline
IFC Advisors LLC313,913$16M2.29%+88,75813F-HRTimeline
Heritage Trust Co296,790$15.1M1.52%+12,35713F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA287,576$14.7M0.45%+29,57613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC277,261$14.2M<0.01%+205,68913F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC273,229$13.9M1.47%-8913F-HRTimeline
Janney Montgomery Scott LLC273,164$13.9M0.03%+3,53913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC250,427$12.8M0.66%+47,55713F-HRTimeline
Crescent Grove Advisors, LLC243,870$12.5M1.24%-104,80813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP225,937$11.5M0.01%+20,07013F-HRTimelineGroup
TCFG Investment Advisors, LLCgroup of 2 filers holding207,328$10.6M+101,214Timeline
INDEPENDENT FINANCIAL GROUP, LLC176,778$9.02M0.2%-76513F-HR/ATimeline
ISLAY CAPITAL MANAGEMENT, LLC175,457$8.95M4.55%+23,38013F-HRTimeline
Precision Wealth Strategies, LLC165,111$8.43M2.8%+42,78413F-HRTimeline
Bulwark Capital Corp161,225$8.23M5.07%+18,27413F-HRTimeline
Able Wealth Management LLC159,097$8.12M2.17%+60,96313F-HRTimeline
Weaver Consulting Group156,273$7.98M1.9%+44,27913F-HRTimeline
LPL Financial LLC137,291$7.01M<0.01%+31,17013F-HRTimeline
Sage Mountain Advisors LLC126,240$6.44M0.45%-13213F-HRTimeline
NorthCrest Asset Manangement, LLC101,036$5.16M0.16%+10,71813F-HRTimeline
J. Team Financial, Inc.95,601$4.88M5.47%+6,75313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI95,524$4.88M0.22%-1,50913F-HRTimeline
Vise Technologies, Inc.85,821$4.39M0.09%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…79,112$4.04M0.04%+14,43213F-HRTimelineGroup
XY Planning Network, Inc.63,626$3.25M0.52%+16,63313F-HRTimeline
Lewis Asset Management, LLC60,569$3.09M1.26%+2,91413F-HRTimeline
HighTower Advisors, LLC59,149$3.02M<0.01%new13F-HRTimeline
Mason & Associates Inc48,322$2.48M0.48%new13F-HRTimeline
Arkadios Wealth Advisors48,102$2.45M0.04%+37,79713F-HRTimeline
Mechanics Bank Trust Department46,768$2.39M0.33%+1,46513F-HRTimeline
M Wealth Management, LLC46,651$2.38M2%-1,49913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…46,404$2.37M0.2%-2,40513F-HRTimelineGroup
Brown Financial Advisors43,303$2.21M0.84%-33,81113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC41,889$2.14M0.02%+1,76613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,877$2.09M<0.01%new13F-HRTimelineGroup
TradeWell Securities, LLC.32,542$1.67M0.7%+1,36013F-HRTimeline
Cambridge Investment Research Advisors,…32,215$1.64M<0.01%+11,09013F-HRTimeline
IEQ CAPITAL, LLC30,671$1.57M0.01%+12,82113F-HRTimeline
Camarda Financial Advisors, LLC28,638$1.46M0.77%-40913F-HRTimeline
Mattson Financial Services, LLC25,216$1.29M0.31%-3,26613F-HRTimeline
FLOW TRADERS U.S. LLC22,946$1.17M0.04%new13F-HRTimeline
Copley Financial Group, Inc.21,490$1.1M0.66%-5,82413F-HRTimeline
Paladin Wealth, LLC19,684$1M0.69%-3,98113F-HRTimeline
Castleview Partners, LLC18,552$947K0.49%new13F-HRTimeline
RMR Wealth Builders17,790$912K0.07%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,790$806K<0.01%-118,41513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,661$799K<0.01%+27013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC14,781$754K<0.01%+9,06713F-HRTimeline
Balefire, LLC14,652$748K0.14%new13F-HRTimeline
Barnes Wealth Management Group, Inc14,329$731K0.37%new13F-HRTimeline
Diversified Portfolios, Inc.13,624$695K0.06%-1,15013F-HRTimeline
Perigon Wealth Management, LLC12,639$645K0.01%new13F-HRTimeline
RFG Advisory, LLC12,614$644K0.01%+8,66913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,415$634K<0.01%+7,59113F-HRTimelineGroup
Argent Trust Co11,465$585K0.02%013F-HRTimeline
Requisite Capital Management, LLC11,388$584K0.11%-62613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,709$547K<0.01%new13F-HRTimelineGroup
Snowden Capital Advisors LLC10,509$539K0.01%+2,55813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,333$527K0.02%+2,83413F-HR/ATimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …9,274$473K0.03%new13F-HRTimelineGroup
Riverwater Partners LLC9,244$472K0.16%013F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC8,375$428K0.18%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,809$399K<0.01%new13F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.7,779$397K0.05%+12213F-HRTimeline
Brookwood Investment Group LLC7,375$376K0.05%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC6,721$343K0.13%+7513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,359$325K0.04%-1,05213F-HRTimeline
Redwood Family Wealth LLC5,883$300K0.29%+11213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,698$291K<0.01%+5,16413F-HRTimelineGroup
Wealthspire Advisors, LLC5,541$283K<0.01%013F-HRTimeline
Belpointe Asset Management LLC5,335$272K0.01%+62513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,109$261K0.01%-21913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,057$207K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,004$204K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,156$162K<0.01%+90213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,715$139K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,750$89.3K<0.01%-3,30813F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC800$41K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC707$36.1K<0.01%-8,19513F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA491$25K<0.01%-41013F-HRTimelineGroup
Essential Partners LLC372$19K0.01%+413F-HRTimeline
AE Wealth Management LLC240$12.2K<0.01%013F-HRTimeline
Family Capital Trust Co142$7.25K<0.01%+6213F-HR/ATimeline
Pacific Center for Financial Services133$6.79K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC110$5.61K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC104$5.31K<0.01%013F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC38$1.94K<0.01%013F-HRTimeline
Allworth Financial LP7$358<0.01%013F-HRTimeline
Farther Finance Advisors, LLC0$11<0.01%-213F-HRTimelineAmount filed as zero, left out of ratios.