Who owns Angel Oak Ultrashort Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of UYLD from SEC Form 13F filings across 99 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 99 institutions disclosed 21.4M shares of Angel Oak Ultrashort Income ETF worth $1.09B — about 70.6% of shares outstanding; the largest disclosed holder is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
99
13F holders
$1.09B
value, 2026 filers
70.6%
of shares outstanding (21.4M sh)
10
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of UYLD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9.8M | $492.8M | 0.8% | 32.2% | +16.7% |
| 2 | Focus Partners Wealth | 1.1M | $54.4M | 0.1% | 3.5% | -1.3% |
| 3 | Gradient Investments LLC | 1.0M | $51.8M | 0.7% | 3.4% | -5.7% |
| 4 | UBS Group AG | 902,418 | $46.0M | 0.0% | 3% | -7.8% |
| 5 | OSAIC HOLDINGS, INC. | 821,558 | $41.9M | 0.0% | 2.7% | -1.1% |
| 6 | WELLS FARGO & COMPANY/MN | 488,724 | $24.9M | 0.0% | 1.6% | +23.0% |
| 7 | Greenwich Wealth Management LLC | 441,937 | $22.5M | 0.8% | 1.5% | +39.3% |
| 8 | RAYMOND JAMES FINANCIAL INC | 412,734 | $21.1M | 0.0% | 1.4% | +48.9% |
| 9 | Richard P Slaughter Associates Inc | 408,015 | $20.8M | 4.1% | 1.3% | -39.4% |
| 10 | LPL Financial LLC | 327,883 | $16.7M | 0.0% | 1.1% | +138.8% |
| 11 | Janney Montgomery Scott LLC | 306,236 | $15.6M | 0.0% | 1% | +12.1% |
| 12 | FIRST NATIONAL BANK OF OMAHA | 302,768 | $15.5M | 0.4% | 1% | +5.3% |
| 13 | Heritage Trust Co | 302,409 | $15.4M | 1.3% | 1% | +1.9% |
| 14 | STIFEL FINANCIAL CORP | 296,788 | $15.1M | 0.0% | 1% | +31.4% |
| 15 | IFC Advisors LLC | 268,980 | $13.7M | 1.7% | 0.9% | -14.3% |
| 16 | Mason & Associates Inc | 268,513 | $13.7M | 2.2% | 0.9% | +455.7% |
| 17 | Crescent Grove Advisors, LLC | 233,432 | $12.0M | 1.0% | 0.8% | -4.3% |
| 18 | MIDLAND WEALTH ADVISORS, LLC | 233,265 | $11.9M | 0.6% | 0.8% | -6.9% |
| 19 | ISLAY CAPITAL MANAGEMENT, LLC | 218,490 | $11.1M | 5.2% | 0.7% | +24.5% |
| 20 | STEEL GROVE CAPITAL ADVISORS, LLC | 207,597 | $10.6M | 1.0% | 0.7% | -24.0% |
| 21 | Vise Technologies, Inc. | 188,678 | $9.6M | 0.1% | 0.6% | +119.9% |
| 22 | KESTRA PRIVATE WEALTH SERVICES, LLC | 186,586 | $9.5M | 0.1% | 0.6% | +1.2% |
| 23 | Kestra Advisory Services, LLC | 183,223 | $9.3M | 0.0% | 0.6% | +7.8% |
| 24 | Weaver Consulting Group | 176,852 | $9.0M | 1.8% | 0.6% | +13.2% |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC | 172,333 | $8.8M | 0.2% | 0.6% | -2.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.