UYLD Institutional Ownership & Shareholders
ANGEL OAK ULTRASHORT INCOME (UYLD) is currently held by 97 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $920.72M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Wealth Enhancement Advisory Services, Llc is currently the largest disclosed institutional shareholder of UYLD tracked by InsiderSet, reporting ownership valued at approximately $344.06M in its September 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 $351.67M, representing an estimated gain of +2.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% 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
97
Total Reported Value
$920.72M
Largest Holder
Wealth Enhancement Advisory Services, Llc
Largest Position
$344.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
115
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 | 0.51% | 6,915,865 | $344,063,998 | $351,671,735 | +$7,607,737 | +2.21% | |
| Focus Partners Wealth | 0.06% | 1,066,769 | $54,410,589 | $54,245,204 | -$165,385 | -0.30% | |
| Gradient Investments Llc | 0.75% | 1,036,433 | $52,579,080 | $52,702,618 | +$123,538 | +0.23% | |
| Ubs Group Ag | 0.01% | 902,418 | $46,027,830 | $45,887,955 | -$139,875 | -0.30% | |
| Osaic Holdings, Inc. | 0.05% | 821,558 | $41,906,010 | $41,776,224 | -$129,786 | -0.31% | |
| Wells Fargo & Company/Mn | 0.00% | 488,724 | $24,927,375 | $24,851,615 | -$75,760 | -0.30% | |
| Raymond James Financial Inc | 0.01% | 412,734 | $21,051,546 | $20,987,524 | -$64,022 | -0.30% | |
| Lpl Financial Llc | 0.00% | 327,883 | $16,723,658 | $16,672,851 | -$50,807 | -0.30% | |
| Janney Montgomery Scott Llc | 0.03% | 306,236 | $15,620,000 | $15,572,101 | -$47,899 | -0.31% | |
| First National Bank Of Omaha | 0.44% | 302,768 | $15,501,721 | $15,395,753 | -$105,968 | -0.68% | |
| Heritage Trust Co | 1.34% | 302,409 | $15,424,384 | $15,377,498 | -$46,886 | -0.30% | |
| Stifel Financial Corp | 0.01% | 296,788 | $15,137,746 | $15,091,670 | -$46,076 | -0.30% | |
| Richard P Slaughter Associates Inc | 2.75% | 270,951 | $13,745,536 | $13,777,858 | +$32,322 | +0.24% | |
| Ifc Advisors Llc | 1.74% | 268,980 | $13,719,345 | $13,677,633 | -$41,712 | -0.30% | |
| Mason & Associates Inc | 2.21% | 268,513 | $13,695,513 | $13,653,886 | -$41,627 | -0.30% | |
| Steel Grove Capital Advisors, Llc | 1.15% | 253,126 | $12,841,284 | $12,871,457 | +$30,173 | +0.23% | |
| Islay Capital Management, Llc | 5.98% | 250,538 | $12,709,977 | $12,739,857 | +$29,880 | +0.24% | |
| Midland Wealth Advisors, Llc | 0.58% | 248,527 | $12,607,974 | $12,637,598 | +$29,624 | +0.23% | |
| Crescent Grove Advisors, Llc | 1.03% | 239,929 | $12,226,763 | $12,200,390 | -$26,373 | -0.22% | |
| Vise Technologies, Inc. | 0.10% | 227,921 | $11,562,604 | $11,589,783 | +$27,179 | +0.24% | |
| Kestra Private Wealth Services, Llc | 0.11% | 210,027 | $10,654,863 | $10,679,873 | +$25,010 | +0.23% | |
| Kestra Advisory Services, Llc | 0.03% | 185,681 | $9,419,770 | $9,441,879 | +$22,109 | +0.23% | |
| Weaver Consulting Group | 1.74% | 176,642 | $8,961,181 | $8,982,246 | +$21,065 | +0.24% | |
| Sage Mountain Advisors Llc | 0.54% | 174,466 | $8,850,787 | $8,871,596 | +$20,809 | +0.24% | |
| Independent Financial Group, Llc | 0.16% | 172,125 | $8,732,039 | $8,752,556 | +$20,517 | +0.23% | |
| Northcrest Asset Manangement, Llc | 0.18% | 148,360 | $7,542,711 | $7,544,106 | +$1,395 | +0.02% | |
| Bulwark Capital Corp | 3.47% | 129,188 | $6,553,811 | $6,569,210 | +$15,399 | +0.23% | |
| Precision Wealth Strategies, Llc | 1.84% | 119,480 | $6,094,062 | $6,075,558 | -$18,504 | -0.30% | |
| Able Wealth Management Llc | 1.33% | 119,336 | $6,055,730 | $6,068,236 | +$12,506 | +0.21% | |
| Wealthcare Advisory Partners Llc | 0.10% | 111,390 | $5,650,920 | $5,664,182 | +$13,262 | +0.23% | |
| Tcfg Wealth Management, Llc | 1.98% | 103,664 | $5,290,474 | $5,271,314 | -$19,160 | -0.36% | |
| J. Team Financial, Inc. | 5.09% | 102,729 | $5,239,723 | $5,223,770 | -$15,953 | -0.30% | |
| Tcfg Investment Advisors, Llc | 1.74% | 100,633 | $5,105,182 | $5,117,188 | +$12,006 | +0.24% | |
| Parsons Capital Management Inc/Ri | 0.19% | 86,667 | $4,396,687 | $4,407,017 | +$10,330 | +0.23% | |
| Arkadios Wealth Advisors | 0.05% | 65,707 | $3,351,394 | $3,341,201 | -$10,193 | -0.30% | |
| Mechanics Bank Trust Department | 0.40% | 63,254 | $3,208,925 | $3,216,466 | +$7,541 | +0.23% | |
| Xy Planning Network, Inc. | 0.34% | 62,946 | $3,193,301 | $3,200,804 | +$7,503 | +0.23% | |
| Lewis Asset Management, Llc | 1.04% | 59,867 | $3,050,874 | $3,044,237 | -$6,637 | -0.22% | |
| Commonwealth Equity Services, Llc | 0.00% | 55,643 | $2,822,799 | $2,829,447 | +$6,648 | +0.24% | |
| Concurrent Investment Advisors, Llc | 0.02% | 53,449 | $2,711,506 | $2,717,882 | +$6,376 | +0.24% | |
| Transamerica Financial Advisors, Llc | 0.20% | 45,370 | $2,314,279 | $2,307,065 | -$7,215 | -0.31% | |
| Brown Financial Advisors | 0.77% | 43,230 | $2,204,947 | $2,198,246 | -$6,702 | -0.30% | |
| Castleview Partners, Llc | 0.92% | 41,440 | $2,102,289 | $2,107,224 | +$4,935 | +0.23% | |
| Tradewell Securities, Llc. | 0.70% | 40,713 | $2,065,399 | $2,070,256 | +$4,857 | +0.24% | |
| Benjamin Edwards Inc | 0.02% | 39,634 | $2,021,553 | $2,015,389 | -$6,164 | -0.30% | |
| Wealth Enhancement Trust Services, Inc. | 0.21% | 37,869 | $1,921,125 | $1,925,639 | +$4,514 | +0.23% | |
| Onyx Bridge Wealth Group Llc | 0.15% | 33,152 | $1,681,848 | $1,685,779 | +$3,931 | +0.23% | |
| Camarda Financial Advisors, Llc | 0.47% | 30,657 | $1,563,680 | $1,558,908 | -$4,772 | -0.31% | |
| Balefire, Llc | 0.24% | 30,310 | $1,537,661 | $1,541,264 | +$3,603 | +0.23% | |
| Farther Finance Advisors, Llc | 0.01% | 27,188 | $1,379,269 | $1,382,510 | +$3,241 | +0.23% |
Frequently asked questions about UYLD
Who are the largest institutional holders of UYLD?
The largest institutional holders of UYLD reported in the latest SEC Form 13F filings include Wealth Enhancement Advisory Services, Llc, Focus Partners Wealth, Gradient Investments Llc, Ubs Group Ag, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported UYLD position.
What is UYLD institutional ownership?
This page tracks UYLD positions reported by institutional investment managers through SEC Form 13F. ANGEL OAK ULTRASHORT INCOME (UYLD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UYLD?
InsiderSet currently tracks 97 institutional managers reporting UYLD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UYLD shareholders.
How much UYLD stock do institutions own?
Institutional investment managers disclosed approximately $920.72M in UYLD holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UYLD institutional ownership last updated?
The latest UYLD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UYLD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UYLD position after the reporting date.
Are institutions buying or selling UYLD?
Institutional buying and selling can be analyzed by comparing UYLD positions across consecutive 13F reporting periods. InsiderSet's UYLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UYLD ownership changes.
How has UYLD institutional ownership changed over time?
InsiderSet tracks UYLD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.