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 | 6,915,865 | 344,063 | 0.51% | 0.82% | 1 | -2,845,995 | -29.15% | Q3 2026 | Oct 13, 2026 |
| Focus Partners Wealth | History | No change | 1,066,769 | 54,410 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gradient Investments LLC | History | Added to | 1,036,433 | 52,579 | 0.75% | 0.72% | 3 | +20,086 | 1.98% | Q3 2026 | Oct 08, 2026 |
| UBS Group AG | History | No change | 902,418 | 46,027 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 821,558 | 41,906 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 488,724 | 24,927 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenwich Wealth Management LLC | History | No change | 441,937 | 22,541 | 0.82% | 0.82% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 412,734 | 21,051 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 327,883 | 16,723 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 306,236 | 15,620 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 302,768 | 15,501 | 0.44% | 0.44% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Heritage Trust Co | History | No change | 302,409 | 15,424 | 1.34% | 1.34% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 296,788 | 15,137 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 270,951 | 13,745 | 2.72% | 4.08% | 14 | -137,064 | -33.59% | Q3 2026 | Oct 13, 2026 |
| IFC Advisors LLC | History | No change | 268,980 | 13,719 | 1.74% | 1.74% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mason & Associates Inc | History | No change | 268,513 | 13,695 | 2.21% | 2.21% | 16 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 253,126 | 12,841 | 1.14% | 0.99% | 17 | +45,529 | 21.93% | Q3 2026 | Oct 13, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 250,538 | 12,709 | 5.98% | 5.15% | 18 | +32,048 | 14.67% | Q3 2026 | Oct 20, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 248,527 | 12,607 | 0.58% | 0.56% | 19 | +15,262 | 6.54% | Q3 2026 | Oct 26, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 239,929 | 12,226 | 1.03% | 1.0% | 20 | +6,497 | 2.78% | Q3 2026 | Oct 21, 2026 |
| Vise Technologies, Inc. | History | Added to | 227,921 | 11,562 | 0.1% | 0.11% | 21 | +39,243 | 20.8% | Q3 2026 | Oct 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 210,027 | 10,654 | 0.11% | 0.1% | 22 | +23,441 | 12.56% | Q3 2026 | Oct 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 185,681 | 9,419 | 0.03% | 0.03% | 23 | +2,458 | 1.34% | Q3 2026 | Nov 02, 2026 |
| Weaver Consulting Group | History | Reduced | 176,642 | 8,961 | 1.74% | 1.85% | 24 | -210 | -0.12% | Q3 2026 | Oct 07, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 174,466 | 8,850 | 0.52% | 0.49% | 25 | +19,062 | 12.27% | Q3 2026 | Nov 02, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 172,125 | 8,732 | 0.16% | 0.16% | 26 | -208 | -0.12% | Q3 2026 | Oct 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 148,360 | 7,542 | 0.18% | 0.14% | 27 | +39,883 | 36.77% | Q3 2026 | Oct 09, 2026 |
| Bulwark Capital Corp | History | Added to | 129,188 | 6,553 | 3.47% | 3.67% | 28 | +1,271 | 0.99% | Q3 2026 | Oct 13, 2026 |
| J. Team Financial, Inc. | History | Added to | 122,102 | 6,194 | 5.38% | 5.09% | 29 | +19,373 | 18.86% | Q3 2026 | Nov 03, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 119,480 | 6,094 | 1.84% | 1.84% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Able Wealth Management LLC | History | Reduced | 119,336 | 6,055 | 1.33% | 1.78% | 31 | -32,853 | -21.59% | Q3 2026 | Oct 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 111,390 | 5,650 | 0.1% | 0.11% | 32 | +2,494 | 2.29% | Q3 2026 | Oct 21, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 100,633 | 5,105 | 1.74% | 1.76% | 33 | -2,054 | -2.0% | Q3 2026 | Oct 20, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 93,444 | 4,740 | 2.87% | — | 34 | +93,444 | New | Q3 2026 | Oct 07, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 86,667 | 4,396 | 0.19% | 0.21% | 35 | -2,929 | -3.27% | Q3 2026 | Oct 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 65,707 | 3,351 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mechanics Bank Trust Department | History | Added to | 63,254 | 3,208 | 0.4% | 0.32% | 37 | +11,895 | 23.16% | Q3 2026 | Oct 13, 2026 |
| XY Planning Network, Inc. | History | Reduced | 62,946 | 3,193 | 0.34% | 0.44% | 38 | -5,314 | -7.78% | Q3 2026 | Oct 13, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 59,867 | 3,050 | 1.04% | 1.11% | 39 | -2,018 | -3.26% | Q3 2026 | Oct 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 55,643 | 2,822 | 0.0% | 0.0% | 40 | +19,886 | 55.61% | Q3 2026 | Nov 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 53,449 | 2,711 | 0.02% | 0.05% | 41 | -64,317 | -54.61% | Q3 2026 | Oct 16, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 45,370 | 2,314 | 0.2% | 0.2% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brown Financial Advisors | History | No change | 43,230 | 2,204 | 0.77% | 0.77% | 43 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Castleview Partners, LLC | History | Reduced | 41,440 | 2,102 | 0.92% | 1.02% | 44 | -4,047 | -8.9% | Q3 2026 | Oct 09, 2026 |
| TradeWell Securities, LLC. | History | Added to | 40,713 | 2,065 | 0.7% | 0.65% | 45 | +5,005 | 14.02% | Q3 2026 | Oct 21, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 39,634 | 2,021 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 37,869 | 1,921 | 0.21% | 0.04% | 47 | +29,956 | 378.57% | Q3 2026 | Oct 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 36,240 | 1,838 | 0.0% | 0.0% | 48 | +6,970 | 23.81% | Q3 2026 | Nov 02, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 33,152 | 1,681 | 0.15% | — | 49 | +33,152 | New | Q3 2026 | Oct 16, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 30,657 | 1,563 | 0.47% | 0.47% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balefire, LLC | History | Added to | 30,310 | 1,537 | 0.24% | 0.18% | 51 | +8,545 | 39.26% | Q3 2026 | Oct 09, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 27,785 | 1,409 | 0.1% | 0.06% | 52 | +11,000 | 65.53% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 27,188 | 1,379 | 0.01% | 0.01% | 53 | +9,224 | 51.35% | Q3 2026 | Oct 08, 2026 |
| Paladin Wealth, LLC | History | Added to | 22,383 | 1,135 | 0.61% | 0.58% | 54 | +2,930 | 15.06% | Q3 2026 | Oct 23, 2026 |
| M Wealth Management, LLC | History | Reduced | 21,701 | 1,100 | 0.85% | 1.22% | 55 | -8,700 | -28.62% | Q3 2026 | Oct 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 20,320 | 1,036 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mattson Financial Services, LLC | History | No change | 16,479 | 842 | 0.18% | 0.18% | 57 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 15,912 | 811 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HighTower Advisors, LLC | History | No change | 14,139 | 721 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Copley Financial Group, Inc. | History | No change | 13,858 | 706 | 0.43% | 0.43% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 13,691 | 698 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 12,938 | 659 | 0.3% | 0.3% | 62 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 12,313 | 628 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 12,310 | 624 | 0.01% | 0.01% | 64 | +11 | 0.09% | Q3 2026 | Oct 22, 2026 |
| IEQ CAPITAL, LLC | History | No change | 12,066 | 615 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Requisite Capital Management, LLC | History | No change | 11,388 | 583 | 0.1% | 0.1% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 10,711 | 546 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Snowden Capital Advisors LLC | History | No change | 10,426 | 533 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 10,140 | 516 | 0.05% | — | 70 | +10,140 | New | Q3 2026 | Oct 28, 2026 |
| Brookwood Investment Group LLC | History | No change | 10,130 | 516 | 0.06% | 0.06% | 69 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 9,900 | 504 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Argent Trust Co | History | No change | 9,708 | 495 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 9,670 | 493 | 0.19% | 0.19% | 73 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OneAscent Financial Services LLC | History | No change | 9,470 | 483 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Riverwater Partners LLC | History | Reduced | 8,599 | 436 | 0.12% | 0.13% | 75 | -100 | -1.15% | Q3 2026 | Nov 03, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 8,561 | 434 | 0.38% | 0.39% | 76 | -273 | -3.09% | Q3 2026 | Oct 20, 2026 |
| RFG Advisory, LLC | History | Reduced | 8,525 | 432 | 0.01% | 0.01% | 77 | -636 | -6.94% | Q3 2026 | Nov 03, 2026 |
| StoneX Group Inc. | History | New | 8,428 | 428 | 0.02% | — | 78 | +8,428 | New | Q3 2026 | Nov 03, 2026 |
| RMR Wealth Builders | History | Reduced | 8,194 | 417 | 0.02% | 0.04% | 79 | -3,899 | -32.24% | Q3 2026 | Oct 22, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,155 | 313 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,698 | 290 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,541 | 282 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Worth Asset Management, LLC | History | Added to | 5,149 | 261 | 0.08% | 0.08% | 83 | +306 | 6.32% | Q3 2026 | Oct 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,892 | 249 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 4,400 | 224 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bauman Advisory Group, LLC | History | New | 4,287 | 217 | 0.11% | — | 86 | +4,287 | New | Q3 2026 | Oct 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,276 | 167 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,897 | 147 | 0.0% | 0.0% | 88 | 0 | 0.0% | 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 | No change | 2,441 | 124 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,115 | 107 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | No change | 1,814 | 92 | 0.01% | 0.01% | 92 | 0 | 0.0% | 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 | No change | 544 | 27 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 249 | 12 | 0.0% | — | 95 | +249 | New | Q3 2026 | Oct 27, 2026 |
| Family Capital Trust Co | History | No change | 142 | 7 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| ASSETMARK, INC | History | No change | 104 | 5 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 39 | 1 | 0.0% | — | 99 | +39 | New | Q3 2026 | Oct 26, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,694 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,964 | -100.0% | Q3 2026 | Oct 23, 2026 |
| TECTONIC ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,105 | -100.0% | Q3 2026 | Oct 22, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,989 | -100.0% | Q3 2026 | Oct 14, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -365 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |