DaveManuel.com · Institutional Ownership · Who Owns It
ANGEL OAK FUNDS TRUST (UYLD)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
99
Reporting holders
$1.1B
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +23.0%+$4.7M |
| Greenwich Wealth Management LLC | $22.5M | 441,937 | 0.82% | 6q | +39.3%+$6.4M |
| 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 |
| Janney Montgomery Scott LLC | $15.6M | 306,236 | 0.03% | 9q | +12.1%+$1.7M |
| 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% | 11q | -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 |
| Cambridge Investment Research Advisors, Inc. | $3.0M | 58,540 | 0.00% | 6q | +81.7%+$1.3M |
| 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 |
| Brown Financial Advisors | $2.2M | 43,230 | 0.77% | 4q | HELD |
| 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 |
| 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 |
| Wealth Enhancement Trust Services, Inc. | $403.6K | 7,913 | 0.04% | 3q | +1.7%+$6.8K |
| 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% | 12q | +199.2%+$71.8K |
| Quent Capital, LLC | $92.5K | 1,814 | 0.01% | new | NEW |
| BESSEMER GROUP INC | $41.0K | 800 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $27.7K | 544 | 0.00% | 4q | +126.7%+$15.5K |
| CoreCap Advisors, LLC | $18.6K | 365 | 0.00% | new | NEW |
| Family Capital Trust Co | $7.2K | 142 | 0.00% | 6q | HELD |
| ASSETMARK, INC | $5.3K | 104 | 0.00% | 8q | HELD |
| 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 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 39 | $557.7M | 11,124,522 | 6 | 16 | 12 | 0.0% |
| Q2 2026 | 99 | $1.1B | 21,413,165 | 9 | 46 | 33 | 0.0% |
| Q1 2026 | 99 | $991.8M | 19,525,340 | 18 | 43 | 24 | 0.0% |
| Q4 2025 | 85 | $1.1B | 21,256,340 | 10 | 45 | 21 | 0.0% |
| Q3 2025 | 80 | $981.4M | 19,178,253 | 16 | 35 | 19 | 0.0% |
| Q2 2025 | 67 | $804.7M | 15,750,734 | 7 | 33 | 17 | 0.0% |
| Q1 2025 | 59 | $721.6M | 14,119,468 | 12 | 28 | 16 | 0.0% |
| Q4 2024 | 54 | $688.8M | 13,486,248 | 13 | 27 | 10 | 0.0% |
| Q3 2024 | 43 | $547.0M | 10,688,645 | 10 | 23 | 7 | 0.0% |
| Q2 2024 | 37 | $406.2M | 7,980,669 | 9 | 19 | 6 | 0.0% |
| Q1 2024 | 29 | $353.1M | 6,940,399 | 6 | 18 | 5 | 0.0% |
| Q4 2023 | 25 | $89.7M | 1,771,425 | 9 | 10 | 4 | 0.0% |
| Q3 2023 | 16 | $69.8M | 1,378,228 | 6 | 5 | 2 | 0.0% |
| Q2 2023 | 11 | $68.0M | 1,347,356 | 6 | 4 | 0 | 0.0% |
| Q1 2023 | 6 | $29.2M | 576,672 | 3 | 2 | 1 | 0.0% |
| Q4 2022 | 4 | $27.1M | 539,570 | 4 | 0 | 0 | 0.0% |