UYLD — ANGEL OAK ULTRASHORT INCOME
As of Q2 2026, 6 SEC-registered investment managers reported holding UYLD (ANGEL OAK ULTRASHORT INCOME) in their latest 13F filings, with a combined reported value of $72.10M across 1.41M shares. That is +0.5% by share count (+6.88K shares) versus the previous quarter, while reported value moved +0.4%. Ownership is concentrated: the five largest holders account for 99.8% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes, 2 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 902.42K | $46.03M | 0.01% | Reduce |
| Wells Fargo & Co history | 488.72K | $24.93M | 0.00% | Add |
| Citadel Advisors history | 12.31K | $628.02K | 0.00% | Reduce |
| AQR Capital Management history | 4.89K | $249.52K | 0.00% | Add |
| Morgan Stanley history | 2.71K | $138.48K | 0.00% | Hold |
| JPMorgan Chase & Co history | 2.44K | $124.98K | 0.00% | New |
Q1 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 978.90K | $49.96M | 0.01% | Add |
| Wells Fargo & Co history | 397.48K | $20.29M | 0.00% | Reduce |
| Citadel Advisors history | 15.66K | $799.26K | 0.00% | Add |
| Goldman Sachs Group history | 7.81K | $398.53K | 0.00% | New |
| AQR Capital Management history | 4.06K | $207.05K | 0.00% | New |
| Morgan Stanley history | 2.71K | $138.56K | 0.00% | Hold |
Q4 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 803.67K | $41.10M | 0.01% | Add |
| Wells Fargo & Co history | 437.83K | $22.39M | 0.00% | Add |
| Citadel Advisors history | 15.39K | $787.17K | 0.00% | Reduce |
| Morgan Stanley history | 2.71K | $138.86K | 0.00% | Add |
| JPMorgan Chase & Co history | 2.25K | $115.28K | 0.00% | Add |
| BlackRock Inc history | 896 | $45.83K | 0.00% | Reduce |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 720.01K | $36.82M | 0.01% | Add |
| Wells Fargo & Co history | 323.96K | $16.57M | 0.00% | Add |
| Citadel Advisors history | 300.19K | $15.35M | 0.00% | Add |
| Morgan Stanley history | 1.82K | $93.08K | 0.00% | Hold |
| JPMorgan Chase & Co history | 1.39K | $71.19K | 0.00% | Add |
| BlackRock Inc history | 1.21K | $61.63K | 0.00% | Reduce |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 484.12K | $24.72M | 0.00% | Reduce |
| Wells Fargo & Co history | 215.52K | $11.01M | 0.00% | Add |
| Citadel Advisors history | 21.85K | $1.12M | 0.00% | Add |
| Morgan Stanley history | 1.82K | $92.95K | 0.00% | Add |
| BlackRock Inc history | 1.60K | $81.51K | 0.00% | Hold |
| JPMorgan Chase & Co history | 3 | $153 | 0.00% | Add |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 536.48K | $27.41M | 0.01% | Add |
| Wells Fargo & Co history | 170.67K | $8.72M | 0.00% | Add |
| Citadel Advisors history | 8.07K | $412.55K | 0.00% | Reduce |
| BlackRock Inc history | 1.60K | $81.54K | 0.00% | Hold |
| Morgan Stanley history | 1.08K | $55.18K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 2 | $102 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.44K sh · $124.98K
Fully Exited (vs previous quarter)
- Goldman Sachs Group sold 7.81K sh · $398.53K
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 902.42K | 978.90K | 803.67K | 720.01K | 484.12K | 536.48K | 400.34K | 391.15K | 134.05K | 65.77K | 36.59K | 143 | 699 |
| Wells Fargo & Co | 488.72K | 397.48K | 437.83K | 323.96K | 215.52K | 170.67K | 142.51K | 15.18K | 149 | — | — | — | — |
| Citadel Advisors | 12.31K | 15.66K | 15.39K | 300.19K | 21.85K | 8.07K | 15.25K | 89.10K | 32.25K | — | — | — | — |
| AQR Capital Management | 4.89K | 4.06K | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 2.71K | 2.71K | 2.71K | 1.82K | 1.82K | 1.08K | 1.11K | 1.08K | — | — | — | — | — |
| JPMorgan Chase & Co | 2.44K | — | 2.25K | 1.39K | 3 | 2 | 260 | — | — | — | — | — | 655 |
| BlackRock Inc | — | — | 896 | 1.21K | 1.60K | 1.60K | 1.60K | — | — | — | — | — | — |
| Goldman Sachs Group | — | 7.81K | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | — | — | — | — | — | — | 130 | — | — | — | — | — | — |
| PNC Financial Services | — | — | — | — | — | — | — | 30 | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details