Who owns Angel Oak Ultrashort Income ETF?
Institutional ownership of UYLD from SEC Form 13F filings across 59 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.
59
13F holders
$842.0M
value, 2026 filers
56%
of shares outstanding (17.0M sh)
7
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 | UBS Group AG | 902,418 | $46.0M | 0.0% | 3% | -7.8% |
| 4 | OSAIC HOLDINGS, INC. | 821,558 | $41.9M | 0.0% | 2.7% | -1.1% |
| 5 | WELLS FARGO & COMPANY/MN | 488,724 | $24.9M | 0.0% | 1.6% | +23.0% |
| 6 | RAYMOND JAMES FINANCIAL INC | 412,734 | $21.1M | 0.0% | 1.4% | +48.9% |
| 7 | Richard P Slaughter Associates Inc | 408,015 | $20.8M | 4.1% | 1.3% | -39.4% |
| 8 | LPL Financial LLC | 327,883 | $16.7M | 0.0% | 1.1% | +138.8% |
| 9 | Janney Montgomery Scott LLC | 306,236 | $15,620 | 0.0% | 1% | +12.1% |
| 10 | STIFEL FINANCIAL CORP | 296,788 | $15.1M | 0.0% | 1% | +31.4% |
| 11 | IFC Advisors LLC | 268,980 | $13.7M | 1.7% | 0.9% | -14.3% |
| 12 | ISLAY CAPITAL MANAGEMENT, LLC | 218,490 | $11.1M | 5.2% | 0.7% | +24.5% |
| 13 | Vise Technologies, Inc. | 188,678 | $9.6M | 0.1% | 0.6% | +119.9% |
| 14 | KESTRA PRIVATE WEALTH SERVICES, LLC | 186,586 | $9.5M | 0.1% | 0.6% | +1.2% |
| 15 | Kestra Advisory Services, LLC | 183,223 | $9.3M | 0.0% | 0.6% | +7.8% |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | 172,333 | $8.8M | 0.2% | 0.6% | -46.5% |
| 17 | Concurrent Investment Advisors, LLC | 117,766 | $6.0M | 0.1% | 0.4% | +48.9% |
| 18 | Wealthcare Advisory Partners LLC | 108,896 | $5.6M | 0.1% | 0.4% | +2031.5% |
| 19 | NorthCrest Asset Manangement, LLC | 108,477 | $5.5M | 0.1% | 0.4% | +7.4% |
| 20 | TCFG Investment Advisors, LLC | 102,687 | $5.2M | 1.8% | 0.3% | -0.9% |
| 21 | PARSONS CAPITAL MANAGEMENT INC/RI | 89,596 | $4.6M | 0.2% | 0.3% | -6.2% |
| 22 | Arkadios Wealth Advisors | 65,707 | $3.4M | 0.1% | 0.2% | +36.6% |
| 23 | Cambridge Investment Research Advisors, Inc. | 58,540 | $2,986 | 0.0% | 0.2% | +81.7% |
| 24 | BENJAMIN EDWARDS INC | 39,634 | $2.0M | 0.0% | 0.1% | -5.4% |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 35,757 | $1.8M | 0.0% | 0.1% | +126.5% |
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.