ANGEL OAK ULTRASHORT INCOME (UYLD) Institutional Ownership Changes & 13F Activity
ANGEL OAK ULTRASHORT INCOME (UYLD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Raymond James Financial Inc, Greenwich Wealth Management Llc, Vise Technologies, Inc., and Wells Fargo & Company/Mn.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -3,348 | -21.4% | 12,313 | $628.02K | Q2 2026 | Sep 02, 2026 |
| Brown Financial Advisors | Sell | -73 | -0.2% | 43,230 | $2.20M | Q2 2026 | Aug 26, 2026 |
| Equitable Holdings, Inc. | Buy | +2,982 | +27.8% | 13,691 | $698.30K | Q2 2026 | Aug 17, 2026 |
| Camarda Financial Advisors, Llc | Buy | +2,019 | +7.1% | 30,657 | $1.56M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -1,034 | -2.2% | 45,370 | $2.31M | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Buy | +135,473 | +48.9% | 412,734 | $21.05M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +91,248 | +23.0% | 488,724 | $24.93M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -9,383 | -1.1% | 821,558 | $41.91M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +835 | +20.6% | 4,892 | $249.52K | Q2 2026 | Aug 14, 2026 |
| Riverwater Partners Llc | Sell | -545 | -5.9% | 8,699 | $443.69K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -76,487 | -7.8% | 902,418 | $46.03M | Q2 2026 | Aug 13, 2026 |
| Islay Capital Management, Llc | Buy | +43,033 | +24.5% | 218,490 | $11.14M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +1,526 | +87.2% | 3,276 | $167.09K | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors Llc | Sell | -83 | -0.8% | 10,426 | $533.87K | Q2 2026 | Aug 13, 2026 |
| Greenwich Wealth Management Llc | Buy | +124,702 | +39.3% | 441,937 | $22.54M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +70,851 | +31.4% | 296,788 | $15.14M | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Sell | -14,200 | -1.3% | 1,066,769 | $54.41M | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Buy | +6,155 | — | 6,155 | $313.94K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +2,441 | — | 2,441 | $124.98K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +2,115 | — | 2,115 | $107.87K | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | Buy | +102,857 | +119.9% | 188,678 | $9.62M | Q2 2026 | Aug 11, 2026 |
| Ieq Capital, Llc | Sell | -18,605 | -60.7% | 12,066 | $615.43K | Q2 2026 | Aug 11, 2026 |
| Copley Financial Group, Inc. | Sell | -7,632 | -35.5% | 13,858 | $706.83K | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +5,896 | +147.3% | 9,900 | $504.97K | Q2 2026 | Aug 11, 2026 |
| Oneascent Financial Services Llc | Buy | +196 | +2.1% | 9,470 | $483.02K | Q2 2026 | Aug 11, 2026 |
| Precision Wealth Strategies, Llc | Sell | -45,631 | -27.6% | 119,480 | $6.09M | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | Buy | +17,605 | +36.6% | 65,707 | $3.35M | Q2 2026 | Aug 10, 2026 |
| Crescent Grove Advisors, Llc | Sell | -10,438 | -4.3% | 233,432 | $11.95M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +190,592 | +138.8% | 327,883 | $16.72M | Q2 2026 | Aug 07, 2026 |
| First National Bank Of Omaha | Buy | +15,192 | +5.3% | 302,768 | $15.50M | Q2 2026 | Aug 07, 2026 |
Frequently asked questions about UYLD activity
Which institutional owners are buying UYLD?
Institutional owners buying UYLD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in UYLD activity?
"Buy" means an investor increased their reported position in UYLD compared to the prior reporting period. This reflects growing exposure to ANGEL OAK ULTRASHORT INCOME (UYLD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UYLD increasing?
Institutional interest in UYLD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.