# ANGEL OAK FUNDS TRUST (UYLD)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UYLD/

- Reporting holders: 8
- Reported value: $73.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $52.6M | 1,036,433 | 0.8% | 5 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $9.0M | 176,642 | 1.7% | 4 |
| [FIG FINANCIAL ADVISORY SERVICES INC /ADV](https://holderbook.com/funds/753967-fig-financial-advisory-services-inc-adv/) | $4.7M | 93,444 | 2.9% | 1 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $2.1M | 41,440 | 0.9% | 3 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.9M | 37,869 | 0.2% | 4 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $1.5M | 30,310 | 0.2% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.4M | 27,188 | 0.0% | 9 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $261.2K | 5,149 | 0.1% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $73.5M |
| Q2 2026 | 99 | $1.1B |
| Q1 2026 | 98 | $1.0B |
| Q4 2025 | 85 | $1.1B |
| Q3 2025 | 80 | $981.4M |
| Q2 2025 | 67 | $804.7M |
| Q1 2025 | 59 | $721.6M |
| Q4 2024 | 53 | $684.3M |
| Q3 2024 | 42 | $543.7M |
| Q2 2024 | 36 | $403.5M |
| Q1 2024 | 28 | $351.8M |
| Q4 2023 | 24 | $88.6M |