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 | Reduced | 8,365,161 | 422,090 | 0.86% | 0.76% | 1 | -2,547,445 | -23.34% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Wealth | History | Reduced | 1,080,969 | 55,167 | 0.06% | 0.07% | 2 | -45,518 | -4.04% | Q1 2026 | May 14, 2026 |
| Gradient Investments LLC | History | Reduced | 1,077,672 | 54,998 | 0.85% | 1.12% | 3 | -301,283 | -21.85% | Q1 2026 | Apr 13, 2026 |
| UBS Group AG | History | Added to | 978,905 | 49,958 | 0.01% | 0.01% | 4 | +175,230 | 21.8% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 830,941 | 42,407 | 0.06% | 0.06% | 5 | +26,721 | 3.32% | Q1 2026 | May 15, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 672,971 | 34,345 | 7.42% | 7.16% | 6 | +5,127 | 0.77% | Q1 2026 | Apr 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 397,476 | 20,285 | 0.0% | 0.0% | 7 | -40,350 | -9.22% | Q1 2026 | May 11, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 317,235 | 16,190 | 0.66% | 0.83% | 8 | -46,800 | -12.86% | Q1 2026 | May 12, 2026 |
| IFC Advisors LLC | History | Added to | 313,913 | 16,020 | 2.29% | 1.68% | 9 | +88,758 | 39.42% | Q1 2026 | May 04, 2026 |
| Heritage Trust Co | History | Added to | 296,790 | 15,146 | 1.52% | 1.48% | 10 | +12,357 | 4.34% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 287,576 | 14,731 | 0.45% | 0.39% | 11 | +29,576 | 11.46% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 277,261 | 14,150 | 0.0% | 0.0% | 12 | +205,689 | 287.39% | Q1 2026 | May 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 273,229 | 13,944 | 1.47% | 1.45% | 13 | -89 | -0.03% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 273,164 | 13,941 | 0.03% | 0.03% | 14 | +3,539 | 1.31% | Q1 2026 | Apr 22, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 250,427 | 12,780 | 0.66% | 0.54% | 15 | +47,557 | 23.44% | Q1 2026 | May 07, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 243,870 | 12,500 | 1.2% | 1.66% | 16 | -104,808 | -30.06% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 225,937 | 11,530 | 0.01% | 0.01% | 17 | +20,070 | 9.75% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 184,406 | 9,411 | 0.12% | 0.11% | 18 | +9,834 | 5.63% | Q1 2026 | Apr 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 176,778 | 9,021 | 0.2% | 0.2% | 19 | -765 | -0.43% | Q1 2026 | May 15, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 175,457 | 8,954 | 4.55% | 4.57% | 20 | +23,380 | 15.37% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 169,902 | 8,670 | 0.03% | 0.0% | 21 | +151,708 | 833.84% | Q1 2026 | Apr 30, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 165,111 | 8,426 | 2.8% | 2.03% | 22 | +42,784 | 34.98% | Q1 2026 | May 06, 2026 |
| Bulwark Capital Corp | History | Added to | 161,225 | 8,228 | 5.07% | 5.2% | 23 | +18,274 | 12.78% | Q1 2026 | Apr 07, 2026 |
| Able Wealth Management LLC | History | Added to | 159,097 | 8,119 | 2.17% | 1.59% | 24 | +60,963 | 62.12% | Q1 2026 | Apr 24, 2026 |
| Weaver Consulting Group | History | Added to | 156,273 | 7,975 | 1.9% | 1.4% | 25 | +44,279 | 39.54% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 137,291 | 7,006 | 0.0% | 0.0% | 26 | +31,170 | 29.37% | Q1 2026 | May 06, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 126,240 | 6,442 | 0.45% | 0.34% | 27 | -132 | -0.1% | Q1 2026 | May 11, 2026 |
| TCFG Investment Advisors, LLC | History | New | 103,664 | 5,290 | 1.98% | — | 29 | +103,664 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 103,664 | 5,290 | 1.98% | 2.12% | 28 | -2,450 | -2.31% | Q1 2026 | Apr 23, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 101,036 | 5,160 | 0.16% | 0.1% | 30 | +10,718 | 11.87% | Q1 2026 | Apr 08, 2026 |
| J. Team Financial, Inc. | History | Added to | 95,601 | 4,878 | 5.46% | 4.54% | 31 | +6,753 | 7.6% | Q1 2026 | Apr 22, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 95,524 | 4,875 | 0.22% | 0.27% | 32 | -1,509 | -1.56% | Q1 2026 | Apr 15, 2026 |
| Vise Technologies, Inc. | History | No change | 85,821 | 4,389 | 0.09% | 0.09% | 33 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 79,112 | 4,037 | 0.04% | 0.04% | 34 | +14,432 | 22.31% | Q1 2026 | Apr 20, 2026 |
| XY Planning Network, Inc. | History | Added to | 63,626 | 3,247 | 0.52% | 0.42% | 35 | +16,633 | 35.39% | Q1 2026 | Apr 14, 2026 |
| Lewis Asset Management, LLC | History | Added to | 60,569 | 3,091 | 1.26% | 1.2% | 36 | +2,914 | 5.05% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | New | 59,149 | 3,018 | 0.0% | — | 37 | +59,149 | New | Q1 2026 | May 05, 2026 |
| Mason & Associates Inc | History | New | 48,322 | 2,475 | 0.48% | — | 38 | +48,322 | New | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | Added to | 48,102 | 2,454 | 0.04% | 0.01% | 39 | +37,797 | 366.78% | Q1 2026 | May 18, 2026 |
| Mechanics Bank Trust Department | History | Added to | 46,768 | 2,386 | 0.33% | 0.3% | 40 | +1,465 | 3.23% | Q1 2026 | Apr 09, 2026 |
| M Wealth Management, LLC | History | Reduced | 46,651 | 2,380 | 2.0% | 2.14% | 41 | -1,499 | -3.11% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 46,404 | 2,368 | 0.2% | 0.21% | 42 | -2,405 | -4.93% | Q1 2026 | May 15, 2026 |
| Brown Financial Advisors | History | Reduced | 43,303 | 2,209 | 0.84% | 1.44% | 43 | -33,811 | -43.85% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 41,889 | 2,137 | 0.02% | 0.02% | 44 | +1,766 | 4.4% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 40,877 | 2,086 | 0.0% | — | 45 | +40,877 | New | Q1 2026 | May 12, 2026 |
| TradeWell Securities, LLC. | History | Added to | 32,542 | 1,665 | 0.7% | 0.62% | 46 | +1,360 | 4.36% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 32,215 | 1,644 | 0.0% | 0.0% | 47 | +11,090 | 52.5% | Q1 2026 | Apr 30, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 30,671 | 1,565 | 0.01% | 0.0% | 48 | +12,821 | 71.83% | Q1 2026 | May 14, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 28,638 | 1,461 | 0.77% | 0.57% | 49 | -409 | -1.41% | Q1 2026 | May 14, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 25,216 | 1,286 | 0.31% | 0.34% | 50 | -3,266 | -11.47% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 22,946 | 1,171 | 0.04% | — | 51 | +22,946 | New | Q1 2026 | May 15, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 21,490 | 1,096 | 0.66% | 0.86% | 52 | -5,824 | -21.32% | Q1 2026 | May 15, 2026 |
| Paladin Wealth, LLC | History | Reduced | 19,684 | 1,004 | 0.69% | 0.83% | 53 | -3,981 | -16.82% | Q1 2026 | Apr 16, 2026 |
| Castleview Partners, LLC | History | New | 18,552 | 946 | 0.48% | — | 54 | +18,552 | New | Q1 2026 | May 01, 2026 |
| RMR Wealth Builders | History | New | 17,790 | 911 | 0.07% | — | 55 | +17,790 | New | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 15,790 | 805 | 0.0% | 0.01% | 56 | -118,415 | -88.23% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 15,661 | 799 | 0.0% | 0.0% | 57 | +270 | 1.75% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 14,781 | 754 | 0.0% | 0.0% | 58 | +9,067 | 158.68% | Q1 2026 | May 04, 2026 |
| Balefire, LLC | History | New | 14,652 | 747 | 0.14% | — | 59 | +14,652 | New | Q1 2026 | May 07, 2026 |
| Barnes Wealth Management Group, Inc | History | New | 14,329 | 731 | 0.37% | — | 60 | +14,329 | New | Q1 2026 | May 15, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 13,624 | 695 | 0.06% | 0.06% | 61 | -1,150 | -7.78% | Q1 2026 | May 06, 2026 |
| Perigon Wealth Management, LLC | History | New | 12,639 | 645 | 0.01% | — | 62 | +12,639 | New | Q1 2026 | Apr 10, 2026 |
| RFG Advisory, LLC | History | Added to | 12,614 | 643 | 0.01% | 0.0% | 63 | +8,669 | 219.75% | Q1 2026 | Apr 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,415 | 633 | 0.0% | 0.0% | 64 | +7,591 | 157.36% | Q1 2026 | May 04, 2026 |
| Argent Trust Co | History | No change | 11,465 | 585 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Requisite Capital Management, LLC | History | Reduced | 11,388 | 583 | 0.11% | 0.12% | 66 | -626 | -5.21% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | New | 10,709 | 546 | 0.0% | — | 67 | +10,709 | New | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 10,509 | 538 | 0.01% | 0.01% | 68 | +2,558 | 32.17% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10,333 | 527 | 0.02% | 0.01% | 69 | +2,834 | 37.79% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | New | 9,274 | 473 | 0.03% | — | 70 | +9,274 | New | Q1 2026 | Apr 21, 2026 |
| Riverwater Partners LLC | History | No change | 9,244 | 471 | 0.16% | 0.18% | 71 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 8,375 | 427 | 0.18% | — | 72 | +8,375 | New | Q1 2026 | Apr 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 7,809 | 398 | 0.0% | — | 73 | +7,809 | New | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 7,779 | 397 | 0.05% | 0.05% | 74 | +122 | 1.59% | Q1 2026 | Apr 08, 2026 |
| Brookwood Investment Group LLC | History | New | 7,375 | 376 | 0.05% | — | 75 | +7,375 | New | Q1 2026 | May 04, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 6,721 | 343 | 0.13% | 0.13% | 76 | +75 | 1.13% | Q1 2026 | Apr 09, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 6,359 | 324 | 0.04% | 0.05% | 77 | -1,052 | -14.2% | Q1 2026 | May 05, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 6,155 | 315 | 0.3% | 0.3% | 78 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Redwood Family Wealth LLC | History | Added to | 5,883 | 300 | 0.29% | 0.29% | 79 | +112 | 1.94% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,698 | 290 | 0.0% | 0.0% | 80 | +5,164 | 967.04% | Q1 2026 | May 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,541 | 282 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Belpointe Asset Management LLC | History | Added to | 5,335 | 272 | 0.01% | 0.01% | 82 | +625 | 13.27% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 5,109 | 260 | 0.01% | 0.01% | 83 | -219 | -4.11% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,057 | 207 | 0.0% | — | 84 | +4,057 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 4,004 | 204 | 0.0% | — | 85 | +4,004 | New | Q1 2026 | Apr 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,156 | 161 | 0.0% | 0.0% | 86 | +902 | 40.02% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | No change | 2,715 | 138 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,750 | 89 | 0.0% | 0.0% | 88 | -3,308 | -65.4% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | No change | 800 | 41 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 707 | 36 | 0.0% | 0.0% | 90 | -8,195 | -92.06% | Q1 2026 | Jun 02, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 491 | 25 | 0.0% | 0.0% | 91 | -410 | -45.5% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Added to | 372 | 19 | 0.01% | 0.01% | 92 | +4 | 1.09% | Q1 2026 | May 21, 2026 |
| AE Wealth Management LLC | History | No change | 240 | 12 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Family Capital Trust Co | History | Added to | 142 | 7 | 0.0% | 0.0% | 94 | +62 | 77.5% | Q1 2026 | Apr 29, 2026 |
| Pacific Center for Financial Services | History | New | 133 | 6 | 0.0% | — | 95 | +133 | New | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | New | 110 | 5 | 0.0% | — | 97 | +110 | New | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | No change | 104 | 5 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Accurate Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,063 | -100.0% | Q1 2026 | Apr 22, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -896 | -100.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -556 | -100.0% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |