Who Owns ANGEL OAK FUNDS TRUST (UYLD)? -- Institutional Holders (2026-06-30)
105 institutions reported holding $1.08B of ANGEL OAK FUNDS TRUST (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.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $492.8M | 9.8M | Added |
| 2 | Focus Partners Wealth | $54.4M | 1.1M | Trimmed |
| 3 | Gradient Investments LLC | $51.8M | 1.0M | Trimmed |
| 4 | UBS Group AG | $46.0M | 902,418 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $41.9M | 821,558 | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $24.9M | 488,724 | Added |
| 7 | Greenwich Wealth Management LLC | $22.5M | 441,937 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $21.1M | 412,734 | Added |
| 9 | Richard P Slaughter Associates Inc | $20.8M | 408,015 | Trimmed |
| 10 | LPL Financial LLC | $16.7M | 327,883 | Added |
| 11 | Janney Montgomery Scott LLC | $15.6M | 306,236 | Added |
| 12 | FIRST NATIONAL BANK OF OMAHA | $15.5M | 302,768 | Added |
| 13 | Heritage Trust Co | $15.4M | 302,409 | Added |
| 14 | STIFEL FINANCIAL CORP | $15.1M | 296,788 | Added |
| 15 | IFC Advisors LLC | $13.7M | 268,980 | Trimmed |
| 16 | Mason & Associates Inc | $13.7M | 268,513 | Added |
| 17 | Crescent Grove Advisors, LLC | $12.0M | 233,432 | Trimmed |
| 18 | MIDLAND WEALTH ADVISORS LLC | $11.9M | 233,265 | Trimmed |
| 19 | ISLAY CAPITAL MANAGEMENT, LLC | $11.1M | 218,490 | Added |
| 20 | STEEL GROVE CAPITAL ADVISORS, LLC | $10.6M | 207,597 | Trimmed |
| 21 | Vise Technologies, Inc. | $9.6M | 188,678 | Added |
| 22 | KESTRA PRIVATE WEALTH SERVICES, LLC | $9.5M | 186,586 | Added |
| 23 | Kestra Advisory Services, LLC | $9.3M | 183,223 | Added |
| 24 | Weaver Consulting Group | $9.0M | 176,852 | Added |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC | $8.8M | 172,333 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30