Who Owns ANGEL OAK (UYLD)? -- Institutional Holders (2026-06-30)

106 institutions reported holding $1.09B of ANGEL OAK (UYLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($492.8M), Focus Partners Wealth ($54.4M), Gradient Investments LLC ($51.8M), UBS Group AG ($46.0M), OSAIC HOLDINGS, INC. ($41.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$492.8M9.8MAdded
2Focus Partners Wealth$54.4M1.1MTrimmed
3Gradient Investments LLC$51.8M1.0MTrimmed
4UBS Group AG$46.0M902,418Trimmed
5OSAIC HOLDINGS, INC.$41.9M821,558Trimmed
6WELLS FARGO & COMPANY/MN$24.9M488,724Added
7Greenwich Wealth Management LLC$22.5M441,937Added
8RAYMOND JAMES FINANCIAL INC$21.1M412,734Added
9Richard P Slaughter Associates Inc$20.8M408,015Trimmed
10LPL Financial LLC$16.7M327,883Added
11Janney Montgomery Scott LLC$15.6M306,236Added
12FIRST NATIONAL BANK OF OMAHA$15.5M302,768Added
13Heritage Trust Co$15.4M302,409Added
14STIFEL FINANCIAL CORP$15.1M296,788Added
15IFC Advisors LLC$13.7M268,980Trimmed
16Mason & Associates Inc$13.7M268,513Added
17Crescent Grove Advisors, LLC$12.0M233,432Trimmed
18MIDLAND WEALTH ADVISORS LLC$11.9M233,265Trimmed
19ISLAY CAPITAL MANAGEMENT, LLC$11.1M218,490Added
20STEEL GROVE CAPITAL ADVISORS, LLC$10.6M207,597Trimmed
21Vise Technologies, Inc.$9.6M188,678Added
22KESTRA PRIVATE WEALTH SERVICES, LLC$9.5M186,586Added
23Kestra Advisory Services, LLC$9.3M183,223Added
24Weaver Consulting Group$9.0M176,852Added
25INDEPENDENT FINANCIAL GROUP, LLC$8.8M172,333Trimmed

Source: SEC Form 13F filings · as of 2026-06-30