ANGEL OAK FUNDS TRUST - OAK ULTRASHORT (UYLD) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2022 to Q4 2025

Type / Class
Equity / OAK ULTRASHORT
Symbol
UYLD
Price per share
$51.30
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
21,072,658
Total reported value
$1,078,119,460
% of total 13F portfolios
0.01%
Share change
+2,262,651
Value change
+$115,806,280
Number of holders
82
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 82 institutional investors reported holding 21,072,658 shares of ANGEL OAK FUNDS TRUST - OAK ULTRASHORT (UYLD).

Institutional Holders of ANGEL OAK FUNDS TRUST - OAK ULTRASHORT (UYLD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 21,072,658 $1,078,119,460 +$115,806,280 $51.14 82
2025 Q3 19,025,898 $973,647,522 +$192,776,070 $51.14 78
2025 Q2 15,618,878 $797,963,901 +$78,392,264 $51.07 65
2025 Q1 13,996,218 $715,289,259 +$86,996,224 $51.09 58
2024 Q4 12,300,684 $628,288,875 +$83,206,896 $51.06 53
2024 Q3 10,623,958 $543,672,541 +$189,719,949 $51.17 42
2024 Q2 7,928,983 $403,545,141 +$51,600,640 $50.89 36
2024 Q1 6,915,144 $351,840,128 +$262,744,441 $50.88 28
2023 Q4 1,750,727 $88,611,632 +$16,206,636 $50.58 24
2023 Q3 1,378,228 $69,814,843 +$1,568,466 $50.66 16
2023 Q2 1,347,344 $67,953,440 +$37,652,681 $50.44 11
2023 Q1 576,672 $29,191,010 +$1,879,747 $50.62 6
2022 Q4 539,570 $27,096,973 +$27,096,973 $50.21 4