Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / OAK ULTRASHORT
-
Total 13F shares
-
15,618,878
-
Share change
-
+1,534,348
-
Total reported value
-
$797,963,901
-
Price per share
-
$51.07
-
Number of holders
-
65
-
Value change
-
+$78,392,264
-
Number of buys
-
42
-
Number of sells
-
20
Institutional Holders of ANGEL OAK FUNDS TRUST - OAK ULTRASHORT (UYLD) as of Q2 2025
As of 30 Jun 2025,
ANGEL OAK FUNDS TRUST - OAK ULTRASHORT (UYLD) was held by
65 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
15,618,878 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Focus Partners Wealth, Richard P Slaughter Associates Inc, UBS Group AG, CW Advisors, LLC, Requisite Capital Management, LLC, Crescent Grove Advisors, LLC, Janney Montgomery Scott LLC, WELLS FARGO & COMPANY/MN, and COUNTRY CLUB BANK.
This page lists
65
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| 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.