UYLD
Angel Oak Ultrashort Income ETF · Financial Services · Asset Management - Bonds
मोमेंटम इनपुट (तुलनीय प्रबंधक):
धारक व्यापकता +21.1% ·
शेयर प्रवाह -14.8% ·
नई शुद्ध पोजीशन +17.4%
· सूत्र
Ownership fragmentation: अधिक धारक, छोटी aggregate stake
सभी स्वामित्व आँकड़े: केवल ट्रैक किए गए 13F मैनेजर, सामान्य-स्टॉक पोजीशन, रिपोर्टिंग अवधि Q1 2026
| तिमाही | होल्डर | Δ | शेयर | रिपोर्ट किया गया मूल्य | नया | एग्जिट |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 6.92M | $344.07M | n/a | n/a |
| 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 | n/a | n/a |
| Q3 2025 | 4 | 0 | 306.00K | $15.65M | n/a | n/a |
| Q2 2025 | 2 | 0 | 23.45K | $1.20M | n/a | n/a |
| Q1 2025 | 1 | 0 | 8.07K | $412,552 | n/a | n/a |
| Q4 2024 | 1 | 0 | 15.25K | $778,741 | n/a | n/a |
| Q3 2024 | 1 | 0 | 89.10K | $4.56M | n/a | n/a |
| Q2 2024 | 1 | n/a | 32.25K | $1.64M | n/a | n/a |
| # | मैनेजर | शेयर | Δ शेयर | वैल्यू | उनका वेट | होल्ड किया गया | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 8.37M | -23.3% | $422.09M | 0.9% | ▼ Trim | 2 | SEC ↗ |
| 2 | Focus Partners Wealth | 1.08M | -4.0% | $55.17M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | UBS Group AG | 978.90K | +21.8% | $49.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 830.94K | +3.3% | $42.41M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 397.48K | -9.2% | $20.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 277.26K | +287.4% | $14.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Stifel Financial Corp | 225.94K | +9.8% | $11.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 137.29K | +29.4% | $7.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 59.15K | नया | $3.02M | 0.0% | New | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 40.88K | नया | $2.09M | 0.0% | New | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 15.79K | -88.2% | $805,840 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 15.66K | +1.8% | $799,259 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 14.78K | +158.7% | $754,346 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 12.41K | +157.4% | $633,596 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 7.81K | नया | $398,532 | 0.0% | New | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 5.70K | +967.0% | $290,797 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 4.06K | नया | $207,049 | 0.0% | New | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 3.16K | +40.0% | $161,666 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 2.71K | 0.0% | $138,560 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 1.75K | -65.4% | $89,311 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 491 | -45.5% | $25,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Cwm, Llc | 110 | नया | $5,614 | 0.0% | New | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 104 | 0.0% | $5,308 | 0.0% | Held | 2 | SEC ↗ |
"Their weight" = प्रबंधक के रिपोर्ट किए गए 13F इक्विटी मूल्य में उस पोज़िशन की हिस्सेदारी: conviction का माप। ✦ = curated manager।
नए खरीदार
| HighTower Advisors, LLC | $3.02M | 0.0% |
| Jane Street Group, Llc | $2.09M | 0.0% |
| Goldman Sachs Group | $398,532 | 0.0% |
| AQR Capital Management | $207,049 | 0.0% |
| Cwm, Llc | $5,614 | 0.0% |
बाहर निकला
| BlackRock | $45,826 | था 0.0% |
पूर्ण-बाज़ार संदर्भ: सभी 13F फाइलरों में (SEC संरचित डेटा, Q1 2026): 97 धारक, 19.48M शेयर, $956.54M रिपोर्ट किया गया. यह ट्रैक किए गए यूनिवर्स के उपरोक्त आंकड़ों से भिन्न, पुरानी अवधि है और दोनों को कभी मिश्रित नहीं किया जाता।
इस सिक्योरिटी के ट्रैक किए गए धारक और क्या सबसे अधिक सामान्यतः रखते हैं: साझा स्वामित्व की गिनती, मौलिक संबंध नहीं।