UYLD
Angel Oak Ultrashort Income ETF · Financial Services · Asset Management - Bonds
Input di momentum (manager comparabili):
ampiezza dei detentori +21.1% ·
flusso azionario -14.8% ·
nuove posizioni nette +17.4%
— formula
Frammentazione della proprietà — più detentori, quota aggregata minore
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 5 | Osaic Holdings, Inc. | 830.94K | +3.3% | $42.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 830.94K | +3.3% | $42.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 397.48K | -9.2% | $20.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 397.48K | -9.2% | $20.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 277.26K | +287.4% | $14.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 277.26K | +287.4% | $14.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 277.26K | +287.4% | $14.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 225.94K | +9.8% | $11.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 137.29K | +29.4% | $7.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 59.15K | Nuovo | $3.02M | 0.0% | New | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 40.88K | Nuovo | $2.09M | 0.0% | New | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 15.79K | -88.2% | $805,840 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 15.66K | +1.8% | $799,259 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 14.78K | +158.7% | $754,346 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 12.41K | +157.4% | $633,596 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 7.81K | Nuovo | $398,532 | 0.0% | New | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 5.70K | +967.0% | $290,797 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 4.06K | Nuovo | $207,049 | 0.0% | New | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 3.16K | +40.0% | $161,666 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.71K | 0.0% | $138,560 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 1.75K | -65.4% | $89,311 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 491 | -45.5% | $25,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cwm, Llc | 110 | Nuovo | $5,614 | 0.0% | New | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 104 | 0.0% | $5,308 | 0.0% | Held | 2 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| 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% |
Uscito
| BlackRock | $45,826 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 97 detentori, 19.48M azioni, $956.54M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.