Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / OAK ULTRASHORT
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
7,928,983
-
Shares change
-
+1,013,829
-
Total reported value, excl. options
-
$403,545,141
-
Value change
-
+$51,600,640
-
Number of buys
-
28
-
Number of sells
-
8
-
Price
-
$50.89
Institutional Holders of ANGEL OAK FUNDS TRUST - OAK ULTRASHORT (UYLD) as of Q2 2024
As of 30 Jun 2024 ANGEL OAK FUNDS TRUST - OAK ULTRASHORT (UYLD) had 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 7,928,983 shares of stock of the company.
Largest 10 holders included WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Gratus Capital, LLC, Congress Wealth Management LLC / DE /, Requisite Capital Management, LLC, UBS Group AG, STIFEL FINANCIAL CORP, Camarda Financial Advisors, LLC, Janney Montgomery Scott LLC, Heritage Trust Co, and MIDLAND WEALTH ADVISORS LLC.
This table shows 38 institutional shareholders of the security as of 30 Jun 2024.
| 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.