UYLD
Angel Oak Ultrashort Income ETF · Financial Services · Asset Management - Bonds
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham -1.9% · posisi baru bersih 0.0% — formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasif) | 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 ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 97 pemegang, 19.48M saham, $956.54M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.