Who Owns Angel Oak Ultrashort Income ETF (UYLD)?Hedge Fund & Institutional Holders

$51.20+0.03 (+0.05%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+10 / -4

Price History

$51.02$51.12$51.22$51.31$51.41Aug 24Jun 25Mar 26

UYLD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
OSAIC HOLDINGS, INC.Increased+306K+$14.5B
IFC Advisors LLCNew Position+225K+$11.5B
Sage Mountain Advisors LLCNew Position+126K+$6.5B
Precision Wealth Strategies, LLCNew Position+122K+$6.3B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+134K+$6.0B
Weaver Consulting GroupNew Position+112K+$5.7B
WELLS FARGO & COMPANY/MNIncreased+114K+$5.4B
PARSONS CAPITAL MANAGEMENT INC/RINew Position+97K+$5.0B
UBS Group AGIncreased+84K+$4.3B
Lewis Asset Management, LLCNew Position+58K+$2.9B
M Wealth Management, LLCNew Position+48K+$2.5B
Vise Technologies, Inc.Increased+48K+$2.1B
RAYMOND JAMES FINANCIAL INCNew Position+72K+$2.0B
Bulwark Capital CorpIncreased+32K+$1.6B
Mattson Financial Services, LLCNew Position+28K+$1.5B

UYLD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCDecreased-285K-$15.4B
Able Wealth Management LLCDecreased-47K-$2.4B
JANE STREET GROUP, LLCClosed Position-36K-$1.8B
Gradient Investments LLCDecreased-28K-$1.4B
Focus Partners WealthDecreased-4K-$836.7M
Consolidated Portfolio Review CorpClosed Position-16K-$832.9M
NewEdge Advisors, LLCDecreased-3K-$604.3M
Wealthspire Advisors, LLCDecreased-6K-$597.3M
Copley Financial Group, Inc.Decreased-9K-$461.6M
RFG Advisory, LLCDecreased-3K-$376.7M
Camarda Financial Advisors, LLCDecreased-2K-$114.3M
TCFG WEALTH MANAGEMENT, LLCDecreased-2K-$84.2M
FIRETHORN WEALTH PARTNERS, LLCDecreased-971-$50.6M
COUNTRY CLUB BANKClosed Position-230K-$11.8M
COMERICA BANKClosed Position-134-$6.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Gradient Investments LLC1,378,955$70.5B1119.50%Share
2Focus Partners Wealth1,126,487$57.0B64.96%Share
3UBS Group AG803,675$41.1B6.67%Share
4OSAIC HOLDINGS, INC.771,505$39.0B56.99%Share
5Richard P Slaughter Associates Inc667,844$34.2B7.16%Share
6WELLS FARGO & COMPANY/MN356,518$18.0B3.28%Share
7IFC Advisors LLC225,155$11.5B1.68%Share
8STIFEL FINANCIAL CORP205,867$10.0B9.00%Share
9ISLAY CAPITAL MANAGEMENT, LLC152,077$7.8B4.57%Share
10Bulwark Capital Corp142,951$7.3B5.20%Share
11Sage Mountain Advisors LLC126,372$6.5B0.34%Share
12Precision Wealth Strategies, LLC122,327$6.3B2.03%Share
13COMMONWEALTH EQUITY SERVICES, LLC134,205$6.0B8.00%Share
14Weaver Consulting Group111,994$5.7B1.40%Share
15TCFG WEALTH MANAGEMENT, LLC106,114$5.4B2.12%Share
16Able Wealth Management LLC98,134$5.0B1.59%Share
17PARSONS CAPITAL MANAGEMENT INC/RI97,033$5.0B0.27%Share
18Vise Technologies, Inc.85,821$4.0B78.37%Share
19WELLS FARGO & COMPANY/MN81,308$4.0B0.73%Share
20Brown Financial Advisors77,114$3.9B1.44%Share
21Lewis Asset Management, LLC57,655$2.9B1.20%Share
22M Wealth Management, LLC48,150$2.5B2.14%Share
23XY Planning Network, Inc.46,993$2.4B0.42%Share
24RAYMOND JAMES FINANCIAL INC56,628$2.0B0.62%Share
25TradeWell Securities, LLC.31,182$1.6B0.62%Share
26Camarda Financial Advisors, LLC29,047$1.5B0.57%Share
27Mattson Financial Services, LLC28,482$1.5B0.34%Share
28Copley Financial Group, Inc.27,314$1.4B0.86%Share
29Paladin Wealth, LLC23,665$1.2B0.83%Share
30OSAIC HOLDINGS, INC.32,715$1.0B1.46%Share
31WEALTH ENHANCEMENT ADVISORY SERVICES, LLC10,912,606$558.3M0.76%Share
32FIRETHORN WEALTH PARTNERS, LLC6,646$339.0M0.13%Share
33Wealthcare Advisory Partners LLC5,328$272.0M5.34%Share
34Accurate Wealth Management, LLC5,063$259.0M0.03%Share
35Belpointe Asset Management LLC4,710$240.0M0.01%Share
36Greenwich Wealth Management LLC364,035$18.6M0.83%Share
37Crescent Grove Advisors, LLC348,678$17.0M1.58%Share
38STEEL GROVE CAPITAL ADVISORS, LLC273,318$14.0M1.45%Share
39Heritage Trust Co269,747$13.8M1.40%Share
40Janney Montgomery Scott LLC269,625$13.0M0.03%Share
41MIDLAND WEALTH ADVISORS, LLC202,870$10.4M0.54%Share
42KESTRA PRIVATE WEALTH SERVICES, LLC174,572$8.9M0.11%Share
43LPL Financial LLC106,121$5.0M0.00%Share
44ASSETMARK, INC104$5.0M0.01%Share
45NorthCrest Asset Manangement, LLC90,318$4.6M0.10%Share
46Family Capital Trust Co80$4.0M0.00%Share
47J. Team Financial, Inc.72,044$3.7M3.74%Share
48Transamerica Financial Advisors, LLC48,809$2.5M0.21%Share
49Mechanics Bank Trust Department40,803$2.1M0.27%Share
50BENJAMIN EDWARDS INC35,909$1.8M0.02%Share

UYLD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202580$367.9B+27
Q3 202553$318.8B-5
Q2 202558$663.1B+0
Q1 202558$599.1B+11
Q4 202447$12.5T+17
Q3 202430$34.9T+4
Q2 202426$16.6T+6
Q1 202420$4.7T—

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As of Q4 2025, 50 institutional investors hold UYLD (Angel Oak Ultrashort Income ETF). The largest holder is Gradient Investments LLC with $70.5B in shares. This quarter, 10 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own UYLD?

As of Q4 2025, 50 institutional investors report holding UYLD (Angel Oak Ultrashort Income ETF) in their 13F filings.

Who is the largest institutional holder of UYLD?

The largest institutional holder of UYLD is Gradient Investments LLC with $70.5B in shares.

Is institutional ownership of UYLD increasing or decreasing?

This quarter, 10 institutions opened new positions in UYLD and 4 closed their positions.