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Angel OAK Ultrashort Income (UYLD)

CUSIP: 03463K752 | NYSE | 148 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Wealth Enhancement Advisory Services, LLC6,915,865
0.5% of portfolio›$344.1M
Gradient Investments LLC1,036,433
0.8% of portfolio›$52.6M
Richard P Slaughter Associates Inc270,951
2.7% of portfolio›$13.7M
Steel Grove Capital Advisors, LLC253,126
1.1% of portfolio›$12.8M
Islay Capital Management, LLC250,538
6.0% of portfolio›$12.7M
Midland Wealth Advisors, LLC248,527
0.6% of portfolio›$12.6M
Crescent Grove Advisors, LLC239,929
1.0% of portfolio›$12.2M
Vise Technologies, Inc.227,921
0.1% of portfolio›$11.6M
Kestra Private Wealth Services, LLC210,027
0.1% of portfolio›$10.7M
Kestra Advisory Services, LLC185,681
0.0% of portfolio›$9.4M
Weaver Consulting Group176,642
1.7% of portfolio›$9.0M
Sage Mountain Advisors LLC174,466
0.5% of portfolio›$8.9M
Independent Financial Group, LLC172,125
0.2% of portfolio›$8.7M
NorthCrest Asset Manangement, LLC148,360
0.2% of portfolio›$7.5M
Bulwark Capital Corp129,188
3.5% of portfolio›$6.6M
J. Team Financial, Inc.122,102
5.4% of portfolio›$6.2M
Able Wealth Management LLC119,336
1.3% of portfolio›$6.1M
Wealthcare Advisory Partners LLC111,390
0.1% of portfolio›$5.7M
Tcfg Investment Advisors, LLC100,633
1.7% of portfolio›$5.1M
FIG Financial Advisory Services Inc93,444
2.9% of portfolio›$4.7M
Parsons Capital Management Inc86,667
0.2% of portfolio›$4.4M
Mechanics Bank Trust Department63,254
0.4% of portfolio›$3.2M
XY Planning Network, Inc.62,946
0.3% of portfolio›$3.2M
Lewis Asset Management, LLC59,867
1.0% of portfolio›$3.1M
Commonwealth Equity Services, LLC55,643
0.0% of portfolio›$2.8M
Concurrent Investment Advisors, LLC53,449
0.0% of portfolio›$2.7M
Castleview Partners, LLC41,440
0.9% of portfolio›$2.1M
TradeWell Securities, Llc.40,713
0.7% of portfolio›$2.1M
Wealth Enhancement Trust Services, Inc.37,869
0.2% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.36,240
0.0% of portfolio›$1.8M
Onyx Bridge Wealth Group LLC33,152
0.1% of portfolio›$1.7M
Balefire, LLC30,310
0.2% of portfolio›$1.5M
Diversified Portfolios, Inc.27,785
0.1% of portfolio›$1.4M
Farther Finance Advisors, LLC27,188
0.0% of portfolio›$1.4M
Paladin Wealth, LLC22,383
0.6% of portfolio›$1.1M
M Wealth Management, LLC21,701
0.8% of portfolio›$1.1M
Perigon Wealth Management, LLC12,310
0.0% of portfolio›$624.5K
Partners Wealth Management, LLC10,140
0.1% of portfolio›$516.8K
Riverwater Partners LLC8,599
0.1% of portfolio›$436.2K
Redwood Family Wealth LLC8,561
0.4% of portfolio›$434.3K
RFG Advisory, LLC8,525
0.0% of portfolio›$432.5K
StoneX Group Inc.8,428
0.0% of portfolio›$428.8K
RMR Wealth Builders8,194
0.0% of portfolio›$417.6K
Worth Asset Management, LLC5,149
0.1% of portfolio›$261.2K
Bauman Advisory Group, LLC4,287
0.1% of portfolio›$217.5K
Cassaday & Co Wealth Management LLC249
0.0% of portfolio›$12.6K
Family Capital Trust Co142
0.0% of portfolio›$7.2K
Assetmark, Inc104
0.0% of portfolio›$5.3K
Vermillion Wealth Management, Inc.39
0.0% of portfolio›$2.0K
Golden State Wealth Management, LLC10
0.0% of portfolio›$507
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
6,915,865$344.1M0.5%CoreLowPlymouth, MN2026-10-13
Gradient Investments LLC
1,036,433$52.6M0.8%CoreMediumArden Hills, MN2026-10-08
Richard P Slaughter Associates Inc
270,951$13.7M2.7%ETFMediumAustin, TX2026-10-13
Steel Grove Capital Advisors, LLC
253,126$12.8M1.1%ETFLowMemphis, TN2026-10-13
Islay Capital Management, LLC
250,538$12.7M6.0%ETFMediumLubbock, TX2026-10-20
Midland Wealth Advisors, LLC
248,527$12.6M0.6%ETFLowEffingham, IL2026-10-26
Crescent Grove Advisors, LLC
239,929$12.2M1.0%ETFLowLake Forest, IL2026-10-21
Vise Technologies, Inc.
227,921$11.6M0.1%IndexLowNew York, NY2026-10-29
Kestra Private Wealth Services, LLC
210,027$10.7M0.1%GrowthLowAustin, TX2026-10-30
Kestra Advisory Services, LLC
185,681$9.4M0.0%CoreLowAustin, TX2026-11-02
Weaver Consulting Group
176,642$9.0M1.7%ETFLowHuntington Beach, CA2026-10-07
Sage Mountain Advisors LLC
174,466$8.9M0.5%ETFLowAtlanta, GA2026-11-02
Independent Financial Group, LLC
172,125$8.7M0.2%GrowthLowSan Diego, CA2026-10-13
NorthCrest Asset Manangement, LLC
148,360$7.5M0.2%GrowthLowPlymouth, MN2026-10-13
Bulwark Capital Corp
129,188$6.6M3.5%ETFMediumFernandina Beach, FL2026-10-13
J. Team Financial, Inc.
122,102$6.2M5.4%CoreMediumAbilene, TX2026-11-03
Able Wealth Management LLC
119,336$6.1M1.3%ETFMediumToms River, NJ2026-10-13
Wealthcare Advisory Partners LLC
111,390$5.7M0.1%ETFLowWest Chester, PA2026-10-21
Tcfg Investment Advisors, LLC
100,633$5.1M1.7%GrowthMediumLaguna Niguel, CA2026-10-20
FIG Financial Advisory Services Inc
93,444$4.7M2.9%CoreVery HighOklahoma City, OK2026-10-07
Parsons Capital Management Inc
86,667$4.4M0.2%CoreLowProvidence, RI2026-10-28
Mechanics Bank Trust Department
63,254$3.2M0.4%CoreLowWalnut Creek, CA2026-10-13
XY Planning Network, Inc.
62,946$3.2M0.3%ETFLowBozeman, MT2026-10-14
Lewis Asset Management, LLC
59,867$3.1M1.0%GrowthLowLafayette, CA2026-10-14
Commonwealth Equity Services, LLC
55,643$2.8M0.0%ETFLowWaltham, MA2026-11-02
Concurrent Investment Advisors, LLC
53,449$2.7M0.0%GrowthMediumTampa, FL2026-10-16
Castleview Partners, LLC
41,440$2.1M0.9%CoreMediumDallas, TX2026-10-09
TradeWell Securities, Llc.
40,713$2.1M0.7%GrowthVery LowFort Wayne, IN2026-10-21
Wealth Enhancement Trust Services, Inc.
37,869$1.9M0.2%GrowthMediumSioux Falls, SD2026-10-07
Cambridge Investment Research Advisors, Inc.
36,240$1.8M0.0%ETFLowFairfield, IA2026-11-02
Onyx Bridge Wealth Group LLC
33,152$1.7M0.1%ETFMediumTarrytown, NY2026-10-16
Balefire, LLC
30,310$1.5M0.2%ETFMediumDallas, TX2026-10-09
Diversified Portfolios, Inc.
27,785$1.4M0.1%ETFLowBloomfield Hills, MI2026-11-04
Farther Finance Advisors, LLC
27,188$1.4M0.0%IndexLowSan Francisco, CA2026-10-08
Paladin Wealth, LLC
22,383$1.1M0.6%CoreLowArden Hills, MN2026-10-23
M Wealth Management, LLC
21,701$1.1M0.8%ETFVery LowSan Diego, CA2026-10-14
Perigon Wealth Management, LLC
12,310$624.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Partners Wealth Management, LLC
10,140$516.8K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Riverwater Partners LLC
8,599$436.2K0.1%ValueMediumMilwaukee, WI2026-11-03
Redwood Family Wealth LLC
8,561$434.3K0.4%GrowthLowPlano, TX2026-10-20
RFG Advisory, LLC
8,525$432.5K0.0%ETFMediumBirmingham, AL2026-11-03
StoneX Group Inc.
8,428$428.8K0.0%ETFMediumNew York, NY2026-11-03
RMR Wealth Builders
8,194$417.6K0.0%ETFLowMontclair, NJ2026-10-22
Worth Asset Management, LLC
5,149$261.2K0.1%ETFHighDallas, TX2026-10-07
Bauman Advisory Group, LLC
4,287$217.5K0.1%ETFMediumLas Vegas, NV2026-10-29
Cassaday & Co Wealth Management LLC
249$12.6K0.0%ETFVery LowMclean, VA2026-10-27
Family Capital Trust Co
142$7.2K0.0%CoreLowPeabody, MA2026-10-22
Assetmark, Inc
104$5.3K0.0%ETFLowConcord, CA2026-10-21
Vermillion Wealth Management, Inc.
39$2.0K0.0%ValueLowRosemount, MN2026-10-26
Golden State Wealth Management, LLC
10$5070.0%ETFMediumSanta Ana, CA2026-11-02