Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / OAK ULTRASHORT
-
Number of holders
-
16
-
Total 13F shares, excl. options
-
1,378,228
-
Shares change
-
+30,884
-
Total reported value, excl. options
-
$69,814,843
-
Value change
-
+$1,568,466
-
Number of buys
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11
-
Number of sells
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-4
-
Price
-
$50.66
Significant Holders of ANGEL OAK FUNDS TRUST - OAK ULTRASHORT (UYLD) as of Q3 2023
17 filings reported holding UYLD - ANGEL OAK FUNDS TRUST - OAK ULTRASHORT as of Q3 2023.
ANGEL OAK FUNDS TRUST - OAK ULTRASHORT (UYLD) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,378,228 shares
.
Largest 10 shareholders include Gratus Capital LLC (1,126,253 shares), Congress Wealth Management LLC / DE / (46,227 shares), Requisite Capital Management, LLC (44,977 shares), Camarda Financial Advisors, LLC (36,511 shares), JANE STREET GROUP, LLC (33,285 shares), SENTINEL PENSION ADVISORS INC (24,183 shares), GTS SECURITIES LLC (14,679 shares), NewEdge Advisors, LLC (10,438 shares), Crescent Grove Advisors, LLC (10,267 shares), and ISLAY CAPITAL MANAGEMENT, LLC (10,000 shares).
This table shows the top 16 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.