UYLD institutional holders

ANGEL OAK FUNDS TRUST · 13F, 2026Q2

Managers holding99
Shares held21,413,165
Reported value$1.1bn
Quarter flows10 new, 46 added, 34 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC9,761,860$492.8m0.8%
Focus Partners Wealth1,066,769$54.4m0.1%
Gradient Investments LLC1,016,347$51.8m0.7%
UBS Group AG902,418$46.0m0.0%
OSAIC HOLDINGS, INC.821,558$41.9m0.0%
WELLS FARGO & COMPANY/MN488,724$24.9m0.0%
Greenwich Wealth Management LLC441,937$22.5m0.8%
RAYMOND JAMES FINANCIAL INC412,734$21.1m0.0%
Richard P Slaughter Associates Inc408,015$20.8m4.1%
LPL Financial LLC327,883$16.7m0.0%
Janney Montgomery Scott LLC306,236$15.6m0.0%
FIRST NATIONAL BANK OF OMAHA302,768$15.5m0.4%
Heritage Trust Co302,409$15.4m1.3%
STIFEL FINANCIAL CORP296,788$15.1m0.0%
IFC Advisors LLC268,980$13.7m1.7%
Mason & Associates Inc268,513$13.7m2.2%
Crescent Grove Advisors, LLC233,432$12.0m1.0%
MIDLAND WEALTH ADVISORS, LLC233,265$11.9m0.6%
ISLAY CAPITAL MANAGEMENT, LLC218,490$11.1m5.2%
STEEL GROVE CAPITAL ADVISORS, LLC207,597$10.6m1.0%
Vise Technologies, Inc.188,678$9.6m0.1%
KESTRA PRIVATE WEALTH SERVICES, LLC186,586$9.5m0.1%
Kestra Advisory Services, LLC183,223$9.3m0.0%
Weaver Consulting Group176,852$9.0m1.8%
INDEPENDENT FINANCIAL GROUP, LLC172,333$8.8m0.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("UYLD"). UYLD price history · All 13F data

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