Who Owns UYLD?
Angel Oak Ultrashort Income ETF — Institutional Ownership & 13F Holdings
$51.05
-0.15 (-0.29%)
Market Cap
$1.4B
Shares Outstanding
27,135,902
Institutional Holders
58
Total Inst. Value
$696.7M
% of Float Held
—
QoQ Holder Change
+38
Institutional data as of Q1 2025
New Positions
19
Closed Positions
8
Increased
24
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $412.8M | 8,079,980 |
| 2 | Focus Partners Wealth | $55.5M | 1,087,285 |
| 3 | Richard P Slaughter Associates IncNew | $35.5M | 694,431 |
| 4 | UBS Group AG | $27.4M | 536,482 |
| 5 | Crescent Grove Advisors, LLC | $23.4M | 455,291 |
| 6 | CW Advisors, LLC | $20.3M | 398,294 |
| 7 | Requisite Capital Management, LLC | $15.0M | 292,491 |
| 8 | Janney Montgomery Scott LLCNew | $10.0M | 195,604 |
| 9 | WELLS FARGO & COMPANY/MN | $8.7M | 170,667 |
| 10 | KESTRA PRIVATE WEALTH SERVICES, LLC | $8.5M | 166,259 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +1.6M | $412.8M |
| Richard P Slaughter Associates IncNew | +694K | $35.5M |
| UBS Group AG | +136K | $27.4M |
| Crescent Grove Advisors, LLC | +196K | $23.4M |
| CW Advisors, LLC | +30K | $20.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BENJAMIN EDWARDS INC | -16K | $2.0M |
| Focus Partners Wealth | -9K | $55.5M |
| SENTINEL PENSION ADVISORS, LLC | -9K | $521K |
| CITADEL ADVISORS LLC | -7K | $413K |
| Camarda Financial Advisors, LLC | -4K | $2.9M |
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Frequently Asked Questions
How many institutional investors hold UYLD?
As of Q1 2025, 58 institutional investors report holding UYLD (Angel Oak Ultrashort Income ETF) in their 13F filings.
Which hedge fund owns the most UYLD?
The largest institutional holder of UYLD is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $412.8M in shares.
Are institutions buying or selling UYLD?
This quarter, 19 institutions opened new positions in UYLD and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.