ANGEL OAK FUNDS TRUST (UYLD)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
95
Reporting holders
$1.0B
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $492.8M | 9,761,860 | 0.82% | 10q | +16.7%+$70.5M |
| Focus Partners Wealth | $54.4M | 1,066,769 | 0.06% | 8q | -1.3%-$724.3K |
| Gradient Investments LLC | $51.8M | 1,016,347 | 0.72% | 4q | -5.7%-$3.1M |
| UBS Group AG | $46.0M | 902,418 | 0.01% | 12q | -7.8%-$3.9M |
| OSAIC HOLDINGS, INC. | $41.9M | 821,558 | 0.05% | 12q | -1.1%-$478.6K |
| WELLS FARGO & COMPANY/MN | $24.9M | 488,724 | 0.00% | 9q | -38.5%-$15.6M |
| RAYMOND JAMES FINANCIAL INC | $21.1M | 412,734 | 0.01% | 3q | +48.9%+$6.9M |
| Richard P Slaughter Associates Inc | $20.8M | 408,015 | 4.08% | 10q | -39.4%-$13.5M |
| LPL Financial LLC | $16.7M | 327,883 | 0.00% | 12q | +138.8%+$9.7M |
| FIRST NATIONAL BANK OF OMAHA | $15.5M | 302,768 | 0.44% | 3q | +5.3%+$777.8K |
| Heritage Trust Co | $15.4M | 302,409 | 1.34% | 10q | +1.9%+$286.6K |
| STIFEL FINANCIAL CORP | $15.1M | 296,788 | 0.01% | 13q | +31.4%+$3.6M |
| IFC Advisors LLC | $13.7M | 268,980 | 1.74% | 7q | -14.3%-$2.3M |
| Mason & Associates Inc | $13.7M | 268,513 | 2.21% | 2q | +455.7%+$11.2M |
| Crescent Grove Advisors, LLC | $12.0M | 233,432 | 1.00% | 15q | -4.3%-$534.5K |
| MIDLAND WEALTH ADVISORS, LLC | $11.9M | 233,265 | 0.56% | 10q | -6.9%-$875.3K |
| ISLAY CAPITAL MANAGEMENT, LLC | $11.1M | 218,490 | 5.15% | 13q | +24.5%+$2.2M |
| STEEL GROVE CAPITAL ADVISORS, LLC | $10.6M | 207,597 | 0.99% | 6q | -24.0%-$3.3M |
| Vise Technologies, Inc. | $9.6M | 188,678 | 0.11% | 6q | +119.9%+$5.2M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $9.5M | 186,586 | 0.10% | 8q | +1.2%+$111.2K |
| Kestra Advisory Services, LLC | $9.3M | 183,223 | 0.03% | 4q | +7.8%+$679.4K |
| Weaver Consulting Group | $9.0M | 176,852 | 1.85% | 3q | +13.2%+$1.0M |
| INDEPENDENT FINANCIAL GROUP, LLC | $8.8M | 172,333 | 0.16% | 6q | -2.5%-$226.7K |
| Sage Mountain Advisors LLC | $7.9M | 155,404 | 0.49% | 11q | +23.1%+$1.5M |
| Able Wealth Management LLC | $7.8M | 152,189 | 1.78% | 6q | -4.3%-$352.3K |
| Bulwark Capital Corp | $6.5M | 127,917 | 3.67% | 5q | -20.7%-$1.7M |
| Precision Wealth Strategies, LLC | $6.1M | 119,480 | 1.84% | 10q | -27.6%-$2.3M |
| Concurrent Investment Advisors, LLC | $6.0M | 117,766 | 0.05% | 11q | +48.9%+$2.0M |
| Wealthcare Advisory Partners LLC | $5.6M | 108,896 | 0.11% | 4q | +2031.5%+$5.3M |
| NorthCrest Asset Manangement, LLC | $5.5M | 108,477 | 0.14% | 9q | +7.4%+$379.8K |
| J. Team Financial, Inc. | $5.2M | 102,729 | 5.09% | 4q | +7.5%+$363.6K |
| TCFG Investment Advisors, LLC | $5.2M | 102,687 | 1.76% | 2q | -0.9%-$49.8K |
| PARSONS CAPITAL MANAGEMENT INC/RI | $4.6M | 89,596 | 0.21% | 6q | -6.2%-$302.4K |
| XY Planning Network, Inc. | $3.5M | 68,260 | 0.44% | 6q | +7.3%+$236.4K |
| Arkadios Wealth Advisors | $3.4M | 65,707 | 0.05% | 3q | +36.6%+$897.9K |
| Lewis Asset Management, LLC | $3.2M | 61,885 | 1.11% | 11q | +2.2%+$67.1K |
| Mechanics Bank Trust Department | $2.6M | 51,359 | 0.32% | 11q | +9.8%+$234.2K |
| Castleview Partners, LLC | $2.3M | 45,487 | 1.02% | 2q | +145.2%+$1.4M |
| Transamerica Financial Advisors, LLC | $2.3M | 45,370 | 0.20% | 12q | -2.2%-$52.7K |
| BENJAMIN EDWARDS INC | $2.0M | 39,634 | 0.02% | 11q | -5.4%-$115.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 35,757 | 0.00% | 11q | +126.5%+$1.0M |
| TradeWell Securities, LLC. | $1.8M | 35,708 | 0.65% | 7q | +9.7%+$161.5K |
| Camarda Financial Advisors, LLC | $1.6M | 30,657 | 0.47% | 12q | +7.1%+$103.0K |
| M Wealth Management, LLC | $1.6M | 30,401 | 1.22% | 5q | -34.8%-$828.8K |
| Balefire, LLC | $1.1M | 21,765 | 0.18% | 2q | +48.5%+$362.8K |
| MML INVESTORS SERVICES, LLC | $1.0M | 20,320 | 0.00% | 4q | +37.5%+$282.5K |
| Paladin Wealth, LLC | $992.2K | 19,453 | 0.58% | 4q | -1.2%-$11.8K |
| Farther Finance Advisors, LLC | $916.3K | 17,964 | 0.01% | 8q | HELD |
| Diversified Portfolios, Inc. | $856.1K | 16,785 | 0.06% | 6q | +23.2%+$161.2K |
| Mattson Financial Services, LLC | $842.2K | 16,479 | 0.18% | 4q | -34.6%-$446.5K |
| ENVESTNET ASSET MANAGEMENT INC | $811.6K | 15,912 | 0.00% | 4q | +28.2%+$178.4K |
| Wealth Enhancement Trust Services, Inc. | $795.2K | 15,570 | 0.05% | 3q | +100.2%+$397.9K |
| HighTower Advisors, LLC | $721.2K | 14,139 | 0.00% | 2q | -76.1%-$2.3M |
| Copley Financial Group, Inc. | $706.8K | 13,858 | 0.43% | 4q | -35.5%-$389.3K |
| Equitable Holdings, Inc. | $698.3K | 13,691 | 0.00% | 2q | +27.8%+$152.1K |
| Barnes Wealth Management Group, Inc | $659.9K | 12,938 | 0.31% | 2q | -9.7%-$70.9K |
| CITADEL ADVISORS LLC | $628.0K | 12,313 | 0.00% | 9q | -21.4%-$170.8K |
| Perigon Wealth Management, LLC | $627.3K | 12,299 | 0.01% | 2q | -2.7%-$17.3K |
| RMR Wealth Builders | $619.2K | 12,093 | 0.04% | 2q | -32.0%-$291.7K |
| IEQ CAPITAL, LLC | $615.4K | 12,066 | 0.00% | 4q | -60.7%-$949.0K |
| EverSource Wealth Advisors, LLC | $596.5K | 11,694 | 0.02% | 3q | +13.2%+$69.4K |
| Requisite Capital Management, LLC | $583.1K | 11,388 | 0.10% | 13q | HELD |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $546.3K | 10,711 | 0.06% | 5q | +68.4%+$222.0K |
| Snowden Capital Advisors LLC | $533.9K | 10,426 | 0.01% | 7q | -0.8%-$4.3K |
| Brookwood Investment Group LLC | $516.7K | 10,130 | 0.06% | 2q | +37.4%+$140.5K |
| Stratos Wealth Partners, LTD. | $505.0K | 9,900 | 0.01% | 2q | +147.3%+$300.7K |
| Argent Trust Co | $495.2K | 9,708 | 0.01% | 3q | -15.3%-$89.6K |
| NORTHBRIDGE FINANCIAL GROUP, LLC | $493.2K | 9,670 | 0.19% | 2q | +15.5%+$66.1K |
| OneAscent Financial Services LLC | $483.0K | 9,470 | 0.02% | 2q | +2.1%+$10.0K |
| RFG Advisory, LLC | $467.2K | 9,161 | 0.01% | 7q | -27.4%-$176.1K |
| Redwood Family Wealth LLC | $450.6K | 8,834 | 0.40% | 3q | +50.2%+$150.5K |
| Riverwater Partners LLC | $443.7K | 8,699 | 0.13% | 7q | -5.9%-$27.8K |
| EP Wealth Advisors, LLC | $313.9K | 6,155 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $290.6K | 5,698 | 0.00% | 3q | HELD |
| Wealthspire Advisors, LLC | $282.6K | 5,541 | 0.00% | 7q | HELD |
| Simplicity Wealth,LLC | $253.2K | 4,964 | 0.01% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $249.5K | 4,892 | 0.00% | 2q | +20.6%+$42.6K |
| Worth Asset Management, LLC | $247.0K | 4,843 | 0.08% | new | NEW |
| Private Advisor Group, LLC | $224.4K | 4,400 | 0.00% | new | NEW |
| TECTONIC ADVISORS LLC | $209.4K | 4,105 | 0.01% | new | NEW |
| FIRETHORN WEALTH PARTNERS, LLC | $203.5K | 3,989 | 0.07% | 5q | -40.6%-$139.3K |
| Rockefeller Capital Management L.P. | $167.1K | 3,276 | 0.00% | 4q | +87.2%+$77.8K |
| FIFTH THIRD BANCORP | $147.8K | 2,897 | 0.00% | new | NEW |
| MORGAN STANLEY | $138.5K | 2,715 | 0.00% | 8q | HELD |
| JPMORGAN CHASE & CO | $125.0K | 2,441 | 0.00% | 7q | -22.7%-$36.6K |
| NewEdge Advisors, LLC | $107.9K | 2,115 | 0.00% | new | NEW |
| Quent Capital, LLC | $92.5K | 1,814 | 0.01% | new | NEW |
| AE Wealth Management LLC | $27.7K | 544 | 0.00% | 4q | +126.7%+$15.5K |
| Greenwich Wealth Management LLC | $22.5K | 441,937 | 0.82% | 6q | +39.3%+$6.4K |
| CoreCap Advisors, LLC | $18.6K | 365 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $15.6K | 306,236 | 0.03% | 9q | +12.1%+$1.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $15.3K | 300 | 0.00% | new | NEW |
| Family Capital Trust Co | $11.3K | 222 | 0.00% | 6q | +56.3%+$4.1K |
| ASSETMARK, INC | $5.3K | 104 | 0.00% | 8q | HELD |
| Cambridge Investment Research Advisors, Inc. | $3.0K | 58,540 | 0.00% | 6q | +81.7%+$1.3K |
| FWL INVESTMENT MANAGEMENT, LLC | $1.9K | 38 | 0.00% | 8q | HELD |
| Golden State Wealth Management, LLC | $510 | 10 | 0.00% | new | NEW |
| Allworth Financial LP | $358 | 7 | 0.00% | 3q | HELD |
| BESSEMER GROUP INC | $41 | 800 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 95 | $1.0B | 20,570,459 | 11 | 42 | 34 | 0.0% |
| Q1 2026 | 93 | $979.1M | 19,275,749 | 17 | 42 | 21 | 0.0% |
| Q4 2025 | 81 | $1.1B | 20,600,755 | 9 | 42 | 21 | 0.0% |
| Q3 2025 | 75 | $950.4M | 18,570,485 | 16 | 31 | 18 | 0.0% |
| Q2 2025 | 62 | $779.3M | 15,252,656 | 6 | 30 | 17 | 0.0% |
| Q1 2025 | 53 | $700.3M | 13,702,194 | 9 | 25 | 15 | 0.0% |
| Q4 2024 | 49 | $670.1M | 13,119,556 | 13 | 24 | 8 | 0.0% |
| Q3 2024 | 37 | $527.7M | 10,311,113 | 9 | 19 | 7 | 0.0% |
| Q2 2024 | 30 | $392.3M | 7,708,365 | 7 | 17 | 4 | 0.0% |
| Q1 2024 | 23 | $345.4M | 6,787,919 | 5 | 14 | 4 | 0.0% |
| Q4 2023 | 20 | $84.4M | 1,667,963 | 5 | 9 | 4 | 0.0% |
| Q3 2023 | 15 | $69.5M | 1,372,773 | 5 | 5 | 2 | 0.0% |
| Q2 2023 | 10 | $67.2M | 1,331,753 | 5 | 4 | 0 | 0.0% |
| Q1 2023 | 6 | $29.2M | 576,672 | 3 | 2 | 1 | 0.0% |
| Q4 2022 | 4 | $27.0M | 539,570 | 4 | 0 | 0 | 0.0% |