UYLD
Angel Oak Ultrashort Income ETF · Financial Services · Asset Management - Bonds
Input momentum (manajer yang sebanding):
keluasan pemegang -9.5% ·
aliran saham +14.2% ·
posisi baru bersih -15.8%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
| 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… | 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 ↗ ×2 |
| 4 | Osaic Holdings, Inc. | 821.56K | -1.1% | $41.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 488.72K | +23.0% | $24.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 412.73K | +48.9% | $21.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | LPL Financial LLC | 327.88K | +138.8% | $16.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Stifel Financial Corp | 296.79K | +31.4% | $15.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 35.76K | +126.5% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 20.32K | +37.5% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 15.91K | +28.2% | $811,614 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 12.31K | -21.4% | $628,025 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 5.70K | 0.0% | $290,626 | 0.0% | Held | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 4.89K | +20.6% | $249,516 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 3.28K | +87.2% | $167,092 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Fifth Third Bancorp | 2.90K | Baru | $147,761 | 0.0% | New | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 2.71K | 0.0% | $138,479 | 0.0% | Held | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 2.44K | -22.7% | $124,979 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Assetmark, Inc | 104 | 0.0% | $5,305 | 0.0% | Held | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Fifth Third Bancorp | $147,761 | 0.0% |
Telah keluar
| HighTower Advisors, LLC | $3.02M | adalah 0.0% |
| Jane Street Group, Llc | $2.09M | adalah 0.0% |
| Goldman Sachs Group | $398,532 | adalah 0.0% |
| Royal Bank Of Canada | $25,000 | 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 efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.