UYLD — Angel Oak Funds Trust Institutional Holders · Q3 2026
Who owns Angel Oak Funds Trust (UYLD)? 9 institutions reported holding $73.48M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($52.6M), Weaver Consulting Group ($9.0M), Fig Financial Advisory Services Inc ($4.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $52.6M | 1.0M | Added |
| 2 | Weaver Consulting Group | $9.0M | 176,642 | Trimmed |
| 3 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $4.7M | 93,444 | New |
| 4 | Castleview Partners, LLC | $2.1M | 41,440 | Trimmed |
| 5 | Wealth Enhancement Trust Services, Inc. | $1.9M | 37,869 | Added |
| 6 | Balefire, LLC | $1.5M | 30,310 | Added |
| 7 | Farther Finance Advisors, LLC | $1.4M | 27,188 | Added |
| 8 | Worth Asset Management, LLC | $261,213 | 5,149 | Added |
| 9 | CoreCap Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30