UYLD

Angel Oak Ultrashort Income

-$95.8M

Net Activity

Institutions Holding

98

Popularity Rank

#4488

Avg Weight

0.57%

Total Value

$991.8M

Ownership Trend

98 institutions currently hold UYLD, with 61 net buyers and 32 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

32

Net Buying Institutions

61

Key Holders

Key Holders

Top 5 by Value

WE
Wealth Enhancement Advisory Services, LLC
$422.1M
FP
Focus Partners Wealth
$55.2M
GI
Gradient Investments LLC
$55.0M
UG
UBS Group AG
$50.0M
OH
Osaic Holdings, INC.
$42.4M

Top 5 by Conviction

RP
Richard P Slaughter Associates Inc
7.42%
JT
J. Team Financial, Inc.
5.46%
BC
Bulwark Capital Corp
5.07%
IC
Islay Capital Management, LLC
4.55%
PW
Precision Wealth Strategies, LLC
2.80%
View all 98 holding institutions

Quarterly Activity

Recent Activity

+$345.1M

Total Buy Value

$832.2M

Total Sell Value

New buy18
Trim26
Add43
Sold out6

61

Net Buyers

32

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ANGEL OAK ULTRASHORT INCOME (UYLD)?
Major stakeholders currently include Wealth Enhancement Advisory Services, LLC ($422.1M), Focus Partners Wealth ($55.2M), Gradient Investments LLC ($55.0M). Based on the latest 13F filings, there are a total of 98 tracked investment funds and institutions maintaining positions in UYLD.
What is the overall institutional sentiment toward UYLD recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $95.8M, driven by 61 managers accumulating shares while 32 reduced their exposure.
Which institutions have been selling or reducing their UYLD positions?
In the latest period, 26 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $832.2M.
Are there any notable investors adding UYLD to their portfolios?
Yes, buying activity remains notable. 18 institutions opened new positions in {ticker}, and 43 existing holders added to their shares. The total reported buy value for the quarter amounted to $345.1M.

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