ANGEL OAK ULTRASHORT INCOME (UYLD) Institutional Shareholders
ANGEL OAK ULTRASHORT INCOME (UYLD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.03B in UYLD holdings during the latest filing period.
Wealth Enhancement Advisory Services, Llc is currently the largest disclosed institutional shareholder of UYLD tracked by InsiderSet, reporting ownership valued at approximately $492.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $497.80M, representing an estimated gain of +1.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed UYLD value among the investors covered in this analysis. Major shareholders include Wealth Enhancement Advisory Services, Llc, Focus Partners Wealth, Gradient Investments Llc, and several other long-term asset managers with concentrated positions in ANGEL OAK ULTRASHORT INCOME (UYLD).
This page ranks the largest institutional UYLD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
99
Total Reported Value
$1.03B
Largest Holder
Wealth Enhancement Advisory Services, Llc
Largest Position
$492.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, Llc | 0.83% | 9,761,860 | $492,757,530 | $497,802,146 | +$5,044,616 | +1.02% | |
| Focus Partners Wealth | 0.06% | 1,080,969 | $55,167,278 | $55,123,582 | -$43,696 | -0.08% | |
| Gradient Investments Llc | 0.72% | 1,016,347 | $51,838,773 | $51,828,209 | -$10,564 | -0.02% | |
| Ubs Group Ag | 0.01% | 978,905 | $49,958,417 | $49,918,869 | -$39,548 | -0.08% | |
| Osaic Holdings, Inc. | 0.06% | 830,941 | $42,407,230 | $42,373,504 | -$33,726 | -0.08% | |
| Richard P Slaughter Associates Inc | 4.13% | 408,015 | $20,810,807 | $20,806,562 | -$4,245 | -0.02% | |
| Wells Fargo & Company/Mn | 0.00% | 397,476 | $20,285,170 | $20,269,130 | -$16,040 | -0.08% | |
| Ifc Advisors Llc | 2.29% | 313,913 | $16,020,527 | $16,007,868 | -$12,659 | -0.08% | |
| Heritage Trust Co | 1.52% | 296,790 | $15,146,699 | $15,134,687 | -$12,012 | -0.08% | |
| First National Bank Of Omaha | 0.45% | 287,576 | $14,731,082 | $14,664,823 | -$66,259 | -0.45% | |
| Raymond James Financial Inc | 0.00% | 277,261 | $14,150,015 | $14,138,814 | -$11,201 | -0.08% | |
| Mason & Associates Inc | 2.21% | 268,513 | $13,695,513 | $13,692,713 | -$2,800 | -0.02% | |
| Crescent Grove Advisors, Llc | 1.24% | 243,870 | $12,500,411 | $12,436,053 | -$64,358 | -0.51% | |
| Midland Wealth Advisors, Llc | 0.56% | 233,265 | $11,897,681 | $11,895,255 | -$2,426 | -0.02% | |
| Stifel Financial Corp | 0.01% | 225,937 | $11,530,731 | $11,521,567 | -$9,164 | -0.08% | |
| Steel Grove Capital Advisors, Llc | 0.99% | 207,597 | $10,588,474 | $10,586,326 | -$2,148 | -0.02% | |
| Kestra Private Wealth Services, Llc | 0.10% | 186,586 | $9,516,802 | $9,514,878 | -$1,924 | -0.02% | |
| Kestra Advisory Services, Llc | 0.03% | 183,223 | $9,345,279 | $9,343,384 | -$1,895 | -0.02% | |
| Weaver Consulting Group | 1.85% | 176,852 | $9,020,338 | $9,018,497 | -$1,841 | -0.02% | |
| Islay Capital Management, Llc | 4.55% | 175,457 | $8,954,467 | $8,947,360 | -$7,107 | -0.08% | |
| Independent Financial Group, Llc | 0.16% | 172,333 | $8,789,845 | $8,788,052 | -$1,793 | -0.02% | |
| Precision Wealth Strategies, Llc | 2.80% | 165,111 | $8,426,458 | $8,419,769 | -$6,689 | -0.08% | |
| Able Wealth Management Llc | 1.78% | 152,189 | $7,762,510 | $7,760,817 | -$1,693 | -0.02% | |
| Lpl Financial Llc | 0.00% | 137,291 | $7,006,632 | $7,001,100 | -$5,532 | -0.08% | |
| Bulwark Capital Corp | 3.67% | 127,917 | $6,524,407 | $6,523,076 | -$1,331 | -0.02% | |
| Sage Mountain Advisors Llc | 0.45% | 126,240 | $6,442,645 | $6,437,558 | -$5,087 | -0.08% | |
| Concurrent Investment Advisors, Llc | 0.05% | 117,766 | $6,006,700 | $6,005,430 | -$1,270 | -0.02% | |
| Wealthcare Advisory Partners Llc | 0.11% | 108,896 | $5,554,231 | $5,553,108 | -$1,123 | -0.02% | |
| Northcrest Asset Manangement, Llc | 0.14% | 108,477 | $5,536,666 | $5,531,741 | -$4,925 | -0.09% | |
| Tcfg Wealth Management, Llc | 1.98% | 103,664 | $5,290,474 | $5,286,304 | -$4,170 | -0.08% | |
| J. Team Financial, Inc. | 5.09% | 102,729 | $5,239,723 | $5,238,624 | -$1,099 | -0.02% | |
| Tcfg Investment Advisors, Llc | 1.76% | 102,687 | $5,237,539 | $5,236,482 | -$1,057 | -0.02% | |
| Parsons Capital Management Inc/Ri | 0.21% | 89,596 | $4,569,845 | $4,568,912 | -$933 | -0.02% | |
| Vise Technologies, Inc. | 0.09% | 85,821 | $4,389,272 | $4,376,408 | -$12,864 | -0.29% | |
| Xy Planning Network, Inc. | 0.44% | 68,260 | $3,481,601 | $3,480,891 | -$710 | -0.02% | |
| Lewis Asset Management, Llc | 1.11% | 61,885 | $3,156,446 | $3,155,801 | -$645 | -0.02% | |
| Hightower Advisors, Llc | 0.00% | 59,149 | $3,018,666 | $3,016,280 | -$2,386 | -0.08% | |
| Mechanics Bank Trust Department | 0.32% | 51,359 | $2,619,565 | $2,619,032 | -$533 | -0.02% | |
| Arkadios Wealth Advisors | 0.04% | 48,102 | $2,454,893 | $2,452,942 | -$1,951 | -0.08% | |
| Transamerica Financial Advisors, Llc | 0.20% | 46,404 | $2,368,275 | $2,366,353 | -$1,922 | -0.08% | |
| Castleview Partners, Llc | 1.02% | 45,487 | $2,320,095 | $2,319,591 | -$504 | -0.02% | |
| Brown Financial Advisors | 0.84% | 43,303 | $2,209,969 | $2,208,219 | -$1,750 | -0.08% | |
| Jane Street Group, Llc | 0.00% | 40,877 | $2,086,158 | $2,084,506 | -$1,652 | -0.08% | |
| Benjamin Edwards Inc | 0.02% | 39,634 | $2,021,553 | $2,021,120 | -$433 | -0.02% | |
| Commonwealth Equity Services, Llc | 0.00% | 35,757 | $1,823,799 | $1,823,414 | -$385 | -0.02% | |
| Tradewell Securities, Llc. | 0.65% | 35,708 | $1,821,277 | $1,820,915 | -$362 | -0.02% | |
| Ieq Capital, Llc | 0.01% | 30,671 | $1,565,298 | $1,564,055 | -$1,243 | -0.08% | |
| M Wealth Management, Llc | 1.22% | 30,401 | $1,550,604 | $1,550,287 | -$317 | -0.02% | |
| Camarda Financial Advisors, Llc | 0.77% | 28,638 | $1,461,546 | $1,460,383 | -$1,163 | -0.08% | |
| Mattson Financial Services, Llc | 0.31% | 25,216 | $1,286,899 | $1,285,880 | -$1,019 | -0.08% |
Frequently asked questions about UYLD
Who owns the most UYLD stock?
The largest holders of UYLD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ANGEL OAK ULTRASHORT INCOME (UYLD).
Is UYLD widely held by superinvestors?
Many widely followed stocks like UYLD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UYLD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.