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 | 10,912,606 | 558,344 | 0.76% | 0.76% | 1 | +1,133,106 | 11.59% | Q4 2025 | Jan 08, 2026 |
| Gradient Investments LLC | History | Reduced | 1,378,955 | 70,526 | 1.12% | 1.2% | 2 | -28,065 | -1.99% | Q4 2025 | Jan 08, 2026 |
| Focus Partners Wealth | History | Reduced | 1,126,487 | 57,614 | 0.07% | 0.09% | 3 | -4,352 | -0.38% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 804,220 | 41,131 | 0.06% | 0.04% | 4 | +306,470 | 61.57% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 803,675 | 41,103 | 0.01% | 0.01% | 5 | +83,669 | 11.62% | Q4 2025 | Jan 29, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 667,844 | 34,156 | 7.16% | 7.16% | 6 | +17,887 | 2.75% | Q4 2025 | Jan 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 437,826 | 22,392 | 0.0% | 0.0% | 7 | +113,866 | 35.15% | Q4 2025 | Feb 13, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 364,035 | 18,618 | 0.83% | 0.56% | 8 | +145,086 | 66.26% | Q4 2025 | Feb 10, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 348,678 | 17,915 | 1.66% | 1.52% | 9 | +37,755 | 12.14% | Q4 2025 | Feb 11, 2026 |
| Heritage Trust Co | History | Added to | 284,433 | 14,547 | 1.48% | 1.18% | 10 | +67,034 | 30.83% | Q4 2025 | Feb 10, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 273,318 | 13,978 | 1.45% | 0.98% | 11 | +111,348 | 68.75% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 269,625 | 13,790 | 0.03% | 0.03% | 12 | +17,810 | 7.07% | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 258,000 | 13,248 | 0.39% | — | 13 | +258,000 | New | Q4 2025 | Feb 13, 2026 |
| IFC Advisors LLC | History | Reduced | 225,155 | 11,515 | 1.68% | 2.61% | 14 | -53,825 | -19.29% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 205,867 | 10,529 | 0.01% | 0.01% | 15 | +13,390 | 6.96% | Q4 2025 | Feb 13, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 202,870 | 10,375 | 0.54% | 0.52% | 16 | +13,767 | 7.28% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 174,572 | 8,928 | 0.11% | 0.11% | 17 | +4,631 | 2.73% | Q4 2025 | Jan 29, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 152,077 | 7,777 | 4.57% | 4.22% | 18 | +7,806 | 5.41% | Q4 2025 | Feb 17, 2026 |
| Bulwark Capital Corp | History | Added to | 142,951 | 7,311 | 5.2% | 4.43% | 19 | +31,684 | 28.48% | Q4 2025 | Jan 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 134,205 | 6,863 | 0.01% | 0.01% | 20 | +39,679 | 41.98% | Q4 2025 | Feb 12, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 126,372 | 6,463 | 0.34% | 0.32% | 21 | +17,193 | 15.75% | Q4 2025 | Jan 23, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 122,327 | 6,256 | 2.03% | 1.71% | 22 | +19,427 | 18.88% | Q4 2025 | Jan 30, 2026 |
| Weaver Consulting Group | History | New | 111,994 | 5,727 | 1.4% | — | 23 | +111,994 | New | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 106,121 | 5,427 | 0.0% | 0.0% | 24 | +6,270 | 6.28% | Q4 2025 | Feb 11, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 106,114 | 5,427 | 2.12% | 2.17% | 25 | -1,642 | -1.52% | Q4 2025 | Feb 13, 2026 |
| Able Wealth Management LLC | History | Reduced | 98,134 | 5,019 | 1.59% | 2.8% | 26 | -47,344 | -32.54% | Q4 2025 | Jan 27, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 97,033 | 4,962 | 0.27% | 0.26% | 27 | +7,223 | 8.04% | Q4 2025 | Jan 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 90,318 | 4,620 | 0.1% | 0.08% | 28 | +24,887 | 38.04% | Q4 2025 | Jan 08, 2026 |
| J. Team Financial, Inc. | History | Added to | 88,848 | 4,544 | 4.54% | 3.74% | 29 | +16,804 | 23.32% | Q4 2025 | Jan 29, 2026 |
| Vise Technologies, Inc. | History | Added to | 85,821 | 4,389 | 0.09% | 0.07% | 30 | +48,058 | 127.26% | Q4 2025 | Feb 11, 2026 |
| Brown Financial Advisors | History | Added to | 77,114 | 3,943 | 1.44% | 1.33% | 31 | +6,911 | 9.84% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 71,572 | 3,660 | 0.0% | — | 32 | +71,572 | New | Q4 2025 | Feb 18, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 64,680 | 3,308 | 0.04% | 0.02% | 33 | +45,486 | 236.98% | Q4 2025 | Jan 29, 2026 |
| Lewis Asset Management, LLC | History | Added to | 57,655 | 2,948 | 1.2% | 1.08% | 34 | +6,497 | 12.7% | Q4 2025 | Jan 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 48,809 | 2,496 | 0.21% | 0.21% | 35 | +277 | 0.57% | Q4 2025 | Feb 13, 2026 |
| M Wealth Management, LLC | History | Reduced | 48,150 | 2,462 | 2.14% | 2.19% | 36 | -550 | -1.13% | Q4 2025 | Jan 29, 2026 |
| XY Planning Network, Inc. | History | Added to | 46,993 | 2,403 | 0.42% | 0.76% | 37 | +3,493 | 8.03% | Q4 2025 | Jan 26, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 45,303 | 2,317 | 0.3% | 0.34% | 38 | -2,500 | -5.23% | Q4 2025 | Jan 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 40,123 | 2,052 | 0.02% | 0.02% | 39 | -1,851 | -4.41% | Q4 2025 | Feb 02, 2026 |
| TradeWell Securities, LLC. | History | Added to | 31,182 | 1,594 | 0.62% | 0.62% | 40 | +2,194 | 7.57% | Q4 2025 | Feb 09, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 29,047 | 1,485 | 0.57% | 0.59% | 41 | -2,224 | -7.11% | Q4 2025 | Feb 17, 2026 |
| Mattson Financial Services, LLC | History | Added to | 28,482 | 1,456 | 0.34% | 0.34% | 42 | +1,050 | 3.83% | Q4 2025 | Feb 12, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 27,314 | 1,396 | 0.86% | 1.27% | 43 | -9,006 | -24.8% | Q4 2025 | Feb 17, 2026 |
| Paladin Wealth, LLC | History | Added to | 23,665 | 1,210 | 0.83% | 0.82% | 44 | +1,618 | 7.34% | Q4 2025 | Jan 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 21,125 | 1,080 | 0.0% | 0.0% | 45 | +6,007 | 39.73% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 18,194 | 930 | 0.0% | 0.0% | 46 | +1,877 | 11.5% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 17,850 | 912 | 0.0% | 0.0% | 47 | +314 | 1.79% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 15,391 | 787 | 0.0% | 0.0% | 48 | -284,797 | -94.87% | Q4 2025 | Feb 17, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 14,774 | 755 | 0.06% | 0.07% | 49 | +150 | 1.03% | Q4 2025 | Feb 09, 2026 |
| Requisite Capital Management, LLC | History | Reduced | 12,014 | 617 | 0.12% | 0.16% | 50 | -6,371 | -34.65% | Q4 2025 | Feb 05, 2026 |
| Argent Trust Co | History | New | 11,465 | 586 | 0.02% | — | 51 | +11,465 | New | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | New | 10,305 | 527 | 0.01% | — | 52 | +10,305 | New | Q4 2025 | Feb 13, 2026 |
| Riverwater Partners LLC | History | Added to | 9,244 | 472 | 0.18% | 0.2% | 53 | +36 | 0.39% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 8,902 | 455 | 0.0% | 0.0% | 54 | -2,913 | -24.66% | Q4 2025 | Feb 18, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 7,951 | 408 | 0.01% | 0.01% | 55 | +663 | 9.1% | Q4 2025 | Feb 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 7,657 | 391 | 0.05% | — | 56 | +7,657 | New | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 7,499 | 383 | 0.01% | — | 57 | +7,499 | New | Q4 2025 | Feb 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 7,411 | 379 | 0.05% | 0.06% | 58 | -2,813 | -27.51% | Q4 2025 | Feb 13, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 6,646 | 339 | 0.13% | 0.15% | 59 | -971 | -12.75% | Q4 2025 | Jan 08, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 6,155 | 315 | 0.3% | — | 60 | +6,155 | New | Q4 2025 | Feb 13, 2026 |
| Redwood Family Wealth LLC | History | New | 5,771 | 295 | 0.29% | — | 61 | +5,771 | New | Q4 2025 | Mar 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,714 | 292 | 0.0% | 0.0% | 62 | +1,099 | 23.81% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 5,541 | 283 | 0.0% | 0.0% | 63 | -6,137 | -52.55% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 5,328 | 272 | 0.01% | 0.0% | 64 | +837 | 18.64% | Q4 2025 | Jan 14, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 5,063 | 259 | 0.03% | 0.1% | 65 | -9,487 | -65.2% | Q4 2025 | Jan 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,058 | 258 | 0.0% | 0.0% | 66 | +1,176 | 30.29% | Q4 2025 | Mar 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 4,824 | 246 | 0.0% | 0.0% | 67 | -14,850 | -75.48% | Q4 2025 | Feb 10, 2026 |
| Belpointe Asset Management LLC | History | Added to | 4,710 | 240 | 0.01% | 0.01% | 68 | +231 | 5.16% | Q4 2025 | Jan 27, 2026 |
| RFG Advisory, LLC | History | Reduced | 3,945 | 201 | 0.0% | 0.01% | 69 | -3,424 | -46.46% | Q4 2025 | Feb 03, 2026 |
| MORGAN STANLEY | History | Added to | 2,715 | 138 | 0.0% | 0.0% | 70 | +895 | 49.18% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,254 | 115 | 0.0% | 0.0% | 71 | +862 | 61.93% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 901 | 46 | 0.0% | — | 72 | +901 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 896 | 45 | 0.0% | 0.0% | 73 | -309 | -25.64% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | New | 800 | 41 | 0.0% | — | 74 | +800 | New | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 556 | 28 | 0.0% | 0.0% | 75 | +7 | 1.28% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 534 | 27 | 0.0% | — | 76 | +534 | New | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Reduced | 240 | 12 | 0.0% | 0.0% | 77 | -8 | -3.23% | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | New | 195 | 9 | 0.0% | — | 78 | +195 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 104 | 5 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Family Capital Trust Co | History | No change | 80 | 4 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,921 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -27,360 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.1% | — | -16,286 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,792 | -100.0% | Q3 2025 | Nov 03, 2025 |
| A4 Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -4,687 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,020 | -100.0% | Q3 2025 | Oct 17, 2025 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allworth Financial LP | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |