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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-3,348-21.4%12,313$628.02KQ2 2026Sep 02, 2026
Brown Financial AdvisorsSell-73-0.2%43,230$2.20MQ2 2026Aug 26, 2026
Equitable Holdings, Inc.Buy+2,982+27.8%13,691$698.30KQ2 2026Aug 17, 2026
Camarda Financial Advisors, LlcBuy+2,019+7.1%30,657$1.56MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-1,034-2.2%45,370$2.31MQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+135,473+48.9%412,734$21.05MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+91,248+23.0%488,724$24.93MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-9,383-1.1%821,558$41.91MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+835+20.6%4,892$249.52KQ2 2026Aug 14, 2026
Riverwater Partners LlcSell-545-5.9%8,699$443.69KQ2 2026Aug 14, 2026
Ubs Group AgSell-76,487-7.8%902,418$46.03MQ2 2026Aug 13, 2026
Islay Capital Management, LlcBuy+43,033+24.5%218,490$11.14MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+1,526+87.2%3,276$167.09KQ2 2026Aug 13, 2026
Snowden Capital Advisors LlcSell-83-0.8%10,426$533.87KQ2 2026Aug 13, 2026
Greenwich Wealth Management LlcBuy+124,702+39.3%441,937$22.54MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+70,851+31.4%296,788$15.14MQ2 2026Aug 12, 2026
Focus Partners WealthSell-14,200-1.3%1,066,769$54.41MQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcBuy+6,1556,155$313.94KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+2,4412,441$124.98KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+2,1152,115$107.87KQ2 2026Aug 12, 2026
Vise Technologies, Inc.Buy+102,857+119.9%188,678$9.62MQ2 2026Aug 11, 2026
Ieq Capital, LlcSell-18,605-60.7%12,066$615.43KQ2 2026Aug 11, 2026
Copley Financial Group, Inc.Sell-7,632-35.5%13,858$706.83KQ2 2026Aug 11, 2026
Stratos Wealth Partners, Ltd.Buy+5,896+147.3%9,900$504.97KQ2 2026Aug 11, 2026
Oneascent Financial Services LlcBuy+196+2.1%9,470$483.02KQ2 2026Aug 11, 2026
Precision Wealth Strategies, LlcSell-45,631-27.6%119,480$6.09MQ2 2026Aug 10, 2026
Arkadios Wealth AdvisorsBuy+17,605+36.6%65,707$3.35MQ2 2026Aug 10, 2026
Crescent Grove Advisors, LlcSell-10,438-4.3%233,432$11.95MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+190,592+138.8%327,883$16.72MQ2 2026Aug 07, 2026
First National Bank Of OmahaBuy+15,192+5.3%302,768$15.50MQ2 2026Aug 07, 2026
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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.