UYLD
Angel Oak Ultrashort Income ETF · Financial Services · Asset Management - Bonds
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -1.9% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -2 | 14.20M | $719.09M | +1 | −3 |
| Q1 2026 | 23 | +4 | 12.48M | $632.02M | +5 | −1 |
| Q4 2025 | 19 | 0 | 14.64M | $749.03M | — | — |
| Q3 2025 | 4 | 0 | 306.00K | $15.65M | — | — |
| Q2 2025 | 2 | 0 | 23.45K | $1.20M | — | — |
| Q1 2025 | 1 | 0 | 8.07K | $412,552 | — | — |
| Q4 2024 | 1 | 0 | 15.25K | $778,741 | — | — |
| Q3 2024 | 1 | 0 | 89.10K | $4.56M | — | — |
| Q2 2024 | 1 | — | 32.25K | $1.64M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 10.91M | — | $558.34M | 0.8% | n/c | 1 | SEC ↗ |
| 2 | Focus Partners Wealth | 1.13M | — | $57.61M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 804.22K | — | $41.13M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 804.22K | — | $41.13M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 803.67K | — | $41.10M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 437.83K | — | $22.39M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 437.83K | — | $22.39M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Stifel Financial Corp | 205.87K | — | $10.53M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 134.21K | — | $6.86M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 106.12K | — | $5.43M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 71.57K | — | $3.66M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 71.57K | — | $3.66M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 71.57K | — | $3.66M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 15.39K | -94.9% | $787,170 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 5.71K | — | $292,242 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 5.06K | — | $258,703 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 4.82K | — | $246,723 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 2.71K | +49.2% | $138,858 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 2.25K | -19.0% | $115,280 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 901 | — | $46,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 901 | — | $46,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passiv) | 896 | -25.6% | $45,826 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 534 | — | $27,311 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 104 | — | $5,319 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 97 Inhaber, 19.48M Anteile, $956.54M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.