Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / OAK ULTRASHORT
-
Total 13F shares
-
21,072,658
-
Share change
-
+2,262,651
-
Total reported value
-
$1,078,119,460
-
Price per share
-
$51.14
-
Number of holders
-
82
-
Value change
-
+$115,806,280
-
Number of buys
-
55
-
Number of sells
-
28
Institutional Holders of ANGEL OAK FUNDS TRUST - OAK ULTRASHORT (UYLD) as of Q4 2025
As of 31 Dec 2025,
ANGEL OAK FUNDS TRUST - OAK ULTRASHORT (UYLD) was held by
82 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
21,072,658 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Gradient Investments LLC, Focus Partners Wealth, OSAIC HOLDINGS, INC., UBS Group AG, Richard P Slaughter Associates Inc, WELLS FARGO & COMPANY/MN, Greenwich Wealth Management LLC, Crescent Grove Advisors, LLC, and Heritage Trust Co.
This page lists
82
institutional shareholders reporting positions in this security
for the Q4 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.