Angel Oak Funds Trust - UYLD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,761,860 | 492,757 | 0.82% | 0.86% | 1 | +1,396,699 | 16.7% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Wealth | History | Reduced | 1,066,769 | 54,410 | 0.06% | 0.06% | 2 | -14,200 | -1.31% | Q2 2026 | Aug 12, 2026 |
| Gradient Investments LLC | History | Reduced | 1,016,347 | 51,838 | 0.72% | 0.85% | 3 | -61,325 | -5.69% | Q2 2026 | Jul 08, 2026 |
| UBS Group AG | History | Reduced | 902,418 | 46,027 | 0.01% | 0.01% | 4 | -76,487 | -7.81% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 821,558 | 41,906 | 0.05% | 0.06% | 5 | -9,383 | -1.13% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 488,724 | 24,927 | 0.0% | 0.0% | 6 | +91,248 | 22.96% | Q2 2026 | Aug 14, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 441,937 | 22,541 | 0.82% | 0.66% | 7 | +124,702 | 39.31% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 412,734 | 21,051 | 0.01% | 0.0% | 8 | +135,473 | 48.86% | Q2 2026 | Aug 14, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 408,015 | 20,810 | 4.08% | 7.42% | 9 | -264,956 | -39.37% | Q2 2026 | Jul 13, 2026 |
| LPL Financial LLC | History | Added to | 327,883 | 16,723 | 0.0% | 0.0% | 10 | +190,592 | 138.82% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 306,236 | 15,620 | 0.03% | 0.03% | 11 | +33,072 | 12.11% | Q2 2026 | Aug 05, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 302,768 | 15,501 | 0.44% | 0.45% | 12 | +15,192 | 5.28% | Q2 2026 | Aug 07, 2026 |
| Heritage Trust Co | History | Added to | 302,409 | 15,424 | 1.34% | 1.52% | 13 | +5,619 | 1.89% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 296,788 | 15,137 | 0.01% | 0.01% | 14 | +70,851 | 31.36% | Q2 2026 | Aug 12, 2026 |
| IFC Advisors LLC | History | Reduced | 268,980 | 13,719 | 1.74% | 2.29% | 15 | -44,933 | -14.31% | Q2 2026 | Aug 05, 2026 |
| Mason & Associates Inc | History | Added to | 268,513 | 13,695 | 2.21% | 0.48% | 16 | +220,191 | 455.67% | Q2 2026 | Jul 23, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 233,432 | 11,952 | 1.0% | 1.2% | 17 | -10,438 | -4.28% | Q2 2026 | Aug 10, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 233,265 | 11,897 | 0.56% | 0.66% | 18 | -17,162 | -6.85% | Q2 2026 | Jul 24, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 218,490 | 11,144 | 5.15% | 4.55% | 19 | +43,033 | 24.53% | Q2 2026 | Aug 13, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 207,597 | 10,588 | 0.99% | 1.47% | 20 | -65,632 | -24.02% | Q2 2026 | Jul 28, 2026 |
| Vise Technologies, Inc. | History | Added to | 188,678 | 9,623 | 0.11% | 0.09% | 21 | +102,857 | 119.85% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 186,586 | 9,516 | 0.1% | 0.12% | 22 | +2,180 | 1.18% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 183,223 | 9,345 | 0.03% | 0.03% | 23 | +13,321 | 7.84% | Q2 2026 | Jul 28, 2026 |
| Weaver Consulting Group | History | Added to | 176,852 | 9,020 | 1.85% | 1.9% | 24 | +20,579 | 13.17% | Q2 2026 | Jul 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 172,333 | 8,789 | 0.16% | 0.2% | 25 | -4,445 | -2.51% | Q2 2026 | Jul 15, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 155,404 | 7,926 | 0.49% | 0.45% | 26 | +29,164 | 23.1% | Q2 2026 | Aug 05, 2026 |
| Able Wealth Management LLC | History | Reduced | 152,189 | 7,762 | 1.78% | 2.17% | 27 | -6,908 | -4.34% | Q2 2026 | Jul 29, 2026 |
| Bulwark Capital Corp | History | Reduced | 127,917 | 6,524 | 3.67% | 5.07% | 28 | -33,308 | -20.66% | Q2 2026 | Jul 06, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 119,480 | 6,094 | 1.84% | 2.8% | 29 | -45,631 | -27.64% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 117,766 | 6,006 | 0.05% | 0.04% | 30 | +38,654 | 48.86% | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 108,896 | 5,554 | 0.11% | 0.01% | 31 | +103,787 | 2031.45% | Q2 2026 | Jul 09, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 108,477 | 5,536 | 0.14% | 0.16% | 32 | +7,441 | 7.36% | Q2 2026 | Jul 15, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 103,664 | 5,290 | 1.98% | 1.98% | 33 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| J. Team Financial, Inc. | History | Added to | 102,729 | 5,239 | 5.09% | 5.46% | 34 | +7,128 | 7.46% | Q2 2026 | Jul 27, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 102,687 | 5,237 | 1.76% | 1.98% | 35 | -977 | -0.94% | Q2 2026 | Jul 17, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 89,596 | 4,569 | 0.21% | 0.22% | 36 | -5,928 | -6.21% | Q2 2026 | Jul 24, 2026 |
| XY Planning Network, Inc. | History | Added to | 68,260 | 3,481 | 0.44% | 0.52% | 37 | +4,634 | 7.28% | Q2 2026 | Jul 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 65,707 | 3,351 | 0.05% | 0.04% | 38 | +17,605 | 36.6% | Q2 2026 | Aug 10, 2026 |
| Lewis Asset Management, LLC | History | Added to | 61,885 | 3,156 | 1.11% | 1.26% | 39 | +1,316 | 2.17% | Q2 2026 | Jul 21, 2026 |
| Mechanics Bank Trust Department | History | Added to | 51,359 | 2,619 | 0.32% | 0.33% | 40 | +4,591 | 9.82% | Q2 2026 | Jul 07, 2026 |
| Castleview Partners, LLC | History | Added to | 45,487 | 2,320 | 1.02% | 0.48% | 41 | +26,935 | 145.19% | Q2 2026 | Jul 20, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 45,370 | 2,314 | 0.2% | 0.2% | 42 | -1,034 | -2.23% | Q2 2026 | Aug 14, 2026 |
| Brown Financial Advisors | History | Reduced | 43,230 | 2,204 | 0.77% | 0.84% | 43 | -73 | -0.17% | Q2 2026 | Aug 26, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 39,634 | 2,021 | 0.02% | 0.02% | 44 | -2,255 | -5.38% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 35,757 | 1,823 | 0.0% | 0.0% | 45 | +19,967 | 126.45% | Q2 2026 | Jul 29, 2026 |
| TradeWell Securities, LLC. | History | Added to | 35,708 | 1,821 | 0.65% | 0.7% | 46 | +3,166 | 9.73% | Q2 2026 | Jul 28, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 30,657 | 1,563 | 0.47% | 0.77% | 47 | +2,019 | 7.05% | Q2 2026 | Aug 14, 2026 |
| M Wealth Management, LLC | History | Reduced | 30,401 | 1,550 | 1.22% | 2.0% | 48 | -16,250 | -34.83% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 29,270 | 1,493 | 0.0% | 0.0% | 49 | -2,945 | -9.14% | Q2 2026 | Jul 27, 2026 |
| Balefire, LLC | History | Added to | 21,765 | 1,110 | 0.18% | 0.14% | 50 | +7,113 | 48.55% | Q2 2026 | Jul 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 20,320 | 1,036 | 0.0% | 0.0% | 51 | +5,539 | 37.47% | Q2 2026 | Aug 07, 2026 |
| Paladin Wealth, LLC | History | Reduced | 19,453 | 992 | 0.58% | 0.69% | 52 | -231 | -1.17% | Q2 2026 | Jul 09, 2026 |
| Farther Finance Advisors, LLC | History | New | 17,964 | 916 | 0.01% | — | 53 | +17,964 | New | Q2 2026 | Jul 17, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 16,785 | 856 | 0.06% | 0.06% | 54 | +3,161 | 23.2% | Q2 2026 | Aug 04, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 16,479 | 842 | 0.18% | 0.31% | 55 | -8,737 | -34.65% | Q2 2026 | Aug 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 15,912 | 811 | 0.0% | 0.0% | 56 | +3,497 | 28.17% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Reduced | 14,139 | 721 | 0.0% | 0.0% | 57 | -45,010 | -76.1% | Q2 2026 | Aug 05, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 13,858 | 706 | 0.43% | 0.66% | 58 | -7,632 | -35.51% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 13,691 | 698 | 0.0% | 0.0% | 59 | +2,982 | 27.85% | Q2 2026 | Aug 17, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 12,938 | 659 | 0.3% | 0.37% | 60 | -1,391 | -9.71% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,313 | 628 | 0.0% | 0.0% | 61 | -3,348 | -21.38% | Q2 2026 | Sep 02, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 12,299 | 627 | 0.01% | 0.01% | 62 | -340 | -2.69% | Q2 2026 | Aug 07, 2026 |
| RMR Wealth Builders | History | Reduced | 12,093 | 619 | 0.04% | 0.07% | 63 | -5,697 | -32.02% | Q2 2026 | Jul 24, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 12,066 | 615 | 0.0% | 0.01% | 64 | -18,605 | -60.66% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 11,694 | 596 | 0.02% | 0.02% | 65 | +1,361 | 13.17% | Q2 2026 | Jul 24, 2026 |
| Requisite Capital Management, LLC | History | No change | 11,388 | 583 | 0.1% | 0.11% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 10,711 | 546 | 0.06% | 0.04% | 67 | +4,352 | 68.44% | Q2 2026 | Jul 09, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 10,426 | 533 | 0.01% | 0.01% | 68 | -83 | -0.79% | Q2 2026 | Aug 13, 2026 |
| Brookwood Investment Group LLC | History | Added to | 10,130 | 516 | 0.06% | 0.05% | 69 | +2,755 | 37.36% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 9,900 | 504 | 0.01% | 0.0% | 70 | +5,896 | 147.25% | Q2 2026 | Aug 11, 2026 |
| Argent Trust Co | History | Reduced | 9,708 | 495 | 0.01% | 0.02% | 71 | -1,757 | -15.32% | Q2 2026 | Aug 06, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 9,670 | 493 | 0.19% | 0.18% | 72 | +1,295 | 15.46% | Q2 2026 | Jul 09, 2026 |
| OneAscent Financial Services LLC | History | Added to | 9,470 | 483 | 0.02% | 0.03% | 73 | +196 | 2.11% | Q2 2026 | Aug 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 9,161 | 467 | 0.01% | 0.01% | 74 | -3,453 | -27.37% | Q2 2026 | Jul 15, 2026 |
| Redwood Family Wealth LLC | History | Added to | 8,834 | 450 | 0.39% | 0.29% | 75 | +2,951 | 50.16% | Q2 2026 | Aug 04, 2026 |
| Riverwater Partners LLC | History | Reduced | 8,699 | 443 | 0.13% | 0.16% | 76 | -545 | -5.9% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 7,913 | 403 | 0.04% | 0.05% | 77 | +134 | 1.72% | Q2 2026 | Jul 22, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,155 | 313 | 0.0% | — | 78 | +6,155 | New | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,698 | 290 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,541 | 282 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Simplicity Wealth,LLC | History | New | 4,964 | 253 | 0.01% | — | 81 | +4,964 | New | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,892 | 249 | 0.0% | 0.0% | 82 | +835 | 20.58% | Q2 2026 | Aug 14, 2026 |
| Worth Asset Management, LLC | History | New | 4,843 | 247 | 0.08% | — | 83 | +4,843 | New | Q2 2026 | Jul 08, 2026 |
| Private Advisor Group, LLC | History | New | 4,400 | 224 | 0.0% | — | 84 | +4,400 | New | Q2 2026 | Jul 27, 2026 |
| TECTONIC ADVISORS LLC | History | New | 4,105 | 209 | 0.01% | — | 85 | +4,105 | New | Q2 2026 | Jul 15, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 3,989 | 203 | 0.07% | 0.13% | 86 | -2,732 | -40.65% | Q2 2026 | Jul 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,276 | 167 | 0.0% | 0.0% | 87 | +1,526 | 87.2% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,897 | 147 | 0.0% | — | 88 | +2,897 | New | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 2,715 | 138 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,441 | 124 | 0.0% | 0.0% | 90 | -715 | -22.66% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,115 | 107 | 0.0% | 0.0% | 91 | +1,408 | 199.15% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | New | 1,814 | 92 | 0.01% | — | 92 | +1,814 | New | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 800 | 41 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Added to | 544 | 27 | 0.0% | 0.0% | 94 | +304 | 126.67% | Q2 2026 | Aug 03, 2026 |
| CoreCap Advisors, LLC | History | New | 365 | 18 | 0.0% | — | 95 | +365 | New | Q2 2026 | Jul 06, 2026 |
| Family Capital Trust Co | History | No change | 142 | 7 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ASSETMARK, INC | History | No change | 104 | 5 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CWM, LLC | History | No change | 110 | 5 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,877 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -22,946 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,809 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,335 | -100.0% | Q2 2026 | Jul 31, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -491 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -372 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Pacific Center for Financial Services | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Golden State Wealth Management, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |