UYLD ANGEL OAK FUNDS TRUST
FollowOAK ULTRASHORT (fund)
Filings received so far for Q3 2026: 8 13F filers report a position in UYLD shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Gradient Investments LLCin group Gradient Investments LLC | 1,036,433 | $52.6M | 0.75% | +20,086 | 13F-HRTimelineGroup |
| Weaver Consulting Group | 176,642 | $8.96M | 1.74% | -210 | 13F-HRTimeline |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 93,444 | $4.74M | 2.87% | new | 13F-HRTimeline |
| Castleview Partners, LLC | 41,440 | $2.1M | 0.92% | -4,047 | 13F-HRTimeline |
| Wealth Enhancement Trust Services, Inc. | 37,869 | $1.92M | 0.21% | +29,956 | 13F-HRTimeline |
| Balefire, LLC | 30,310 | $1.54M | 0.24% | +8,545 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 27,188 | $1.38M | 0.01% | +9,224 | 13F-HRTimeline |
| Worth Asset Management, LLC | 5,149 | $261K | 0.08% | +306 | 13F-HRTimeline |