UYLD
Angel Oak Ultrashort Income ETF · Financial Services · Asset Management - Bonds
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow +13.8% ·
net new positions -10.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 9.76M | +16.7% | $492.76M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 2 | Focus Partners Wealth | 1.07M | -1.3% | $54.41M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | UBS Group AG | 902.42K | -7.8% | $46.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | UBS Group AG | 902.42K | -7.8% | $46.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 821.56K | -1.1% | $41.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 821.56K | -1.1% | $41.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 821.56K | -1.1% | $41.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 488.72K | +23.0% | $24.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 488.72K | +23.0% | $24.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 412.73K | +48.9% | $21.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 412.73K | +48.9% | $21.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 412.73K | +48.9% | $21.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 327.88K | +138.8% | $16.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 296.79K | +31.4% | $15.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 35.76K | +126.5% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 20.32K | +37.5% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 15.91K | +28.2% | $811,614 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 14.14K | -76.1% | $721,159 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 12.31K | -21.4% | $628,025 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 5.70K | 0.0% | $290,626 | 0.0% | Held | 3 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 4.89K | +20.6% | $249,516 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 3.28K | +87.2% | $167,092 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Fifth Third Bancorp | 2.90K | New | $147,761 | 0.0% | New | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.71K | 0.0% | $138,479 | 0.0% | Held | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 2.44K | -22.7% | $124,979 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Assetmark, Inc | 104 | 0.0% | $5,305 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $147,761 | 0.0% |
Exited
| Jane Street Group, Llc | $2.09M | was 0.0% |
| Goldman Sachs Group | $398,532 | was 0.0% |
| Royal Bank Of Canada | $25,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 97 holders, 19.48M shares, $956.54M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.