UYLD
Angel Oak Ultrashort Income ETF · Financial Services · Asset Management - Bonds
Input momentum (manajer yang sebanding):
keluasan pemegang +21.1% ·
aliran saham -14.8% ·
posisi baru bersih +17.4%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 6.92M | $344.06M | n/a | −1 |
| Q2 2026 | 19 | -2 | 14.19M | $718.37M | +1 | −4 |
| 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 |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $3.02M | 0.0% | New | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 40.88K | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $5,614 | 0.0% | New | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 104 | 0.0% | $5,308 | 0.0% | Held | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| BlackRock | $45,826 | adalah 0.0% |
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 sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.