Angel Oak
UYLD • ARCA
Angel Oak is an exchange-traded fund on ARCA. As of Q3 2025, 76 institutional investors hold shares in this ETF, with total holdings valued at $964.3M. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is the largest holder with a position valued at $500.6M.
Overview
Overview of institutional ownership in UYLD as of Q3 2025
All Institutions
- Institutions
- 76
- Value Held
- $964.3M
- Shares Held
- 18.8M
- Avg Position
- $12.7M
- Median Position
- $1.5M
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $15.4M
- Shares Held
- 300.2K
- Avg Position
- $15.4M
- Median Position
- $15.4M
Biggest Investors
Institutions with the largest positions in UYLD as of Q3 2025
| Institution | Position Value |
|---|---|
$500.6M 0.76% of portfolio | |
 Gradient Investments LLC RIA/Wealth | $72.0M 1.25% of portfolio |
C Colony Group, LLC Institution | $57.8M 0.09% of portfolio |
 UBS Group AG Institution | $36.8M 0.01% of portfolio |
 Richard P Slaughter Associates Inc RIA/Wealth | $33.2M 7.16% of portfolio |
A Advisor Group Holdings, Inc. Institution | $25.5M 0.04% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $16.6M 0.00% of portfolio |
 Crescent Grove Advisors, LLC RIA/Wealth | $16.0M 1.53% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $15.4M 0.01% of portfolio |
 IFC Advisors LLC RIA/Wealth | $14.3M 2.61% of portfolio |
Net Capital Flow
Institutional buying and selling activity for UYLD in Q3 2025
- Traded
- +$216.2M
- Buyers
- 53
- Sellers
- 20
- Total Bought
- +$226.0M
- Total Sold
- −$9.8M
- Avg Position
- $12.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Gradient Investments LLC RIA/Wealth | +$72.0M +1.4M shares |
+$41.9M +818.4K shares | |
A Advisor Group Holdings, Inc. Institution | +$24.6M +481.4K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$14.2M +278.3K shares |
UBS Group AG Institution | +$12.1M +235.9K shares |
IFC Advisors LLC RIA/Wealth | +$6.8M +132.8K shares |
WELLS FARGO & COMPANY/MN Institution | +$5.5M +108.4K shares |
 Able Wealth Management LLC RIA/Wealth | +$5.3M +103.6K shares |
 Greenwich Wealth Management LLC RIA/Wealth | +$3.6M +70.4K shares |
B Brown Financial Advisors RIA/Wealth | +$3.6M +70.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Crescent Grove Advisors, LLC RIA/Wealth | −$2.9M −55.7K shares |
Richard P Slaughter Associates Inc RIA/Wealth | −$2.4M −46.0K shares |
J JANE STREET GROUP, LLC Institution | −$1.5M −28.5K shares |
 Worth Asset Management, LLC RIA/Wealth | −$722.2K −14.1K shares |
 SENTINEL PENSION ADVISORS INC RIA/Wealth | −$477.8K −9.4K shares |
 FIRST TRUST ADVISORS LP ETF Provider | −$397.2K −7.8K shares |
 M Wealth Management, LLC RIA/Wealth | −$240.4K −4.7K shares |
 Concurrent Investment Advisors, LLC RIA/Wealth | −$223.6K −4.4K shares |
 PARSONS CAPITAL MANAGEMENT INC/RI RIA/Wealth | −$215.7K −4.2K shares |
P PATTEN & PATTEN INC/TN Institution | −$206.0K −4.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited UYLD in Q3 2025
- New Positions
- 15
- New Value
- $84.2M
- Exited Positions
- 4
- Exited Value
- $1.3M
New Positions
| Institution | Position Value |
|---|---|
Gradient Investments LLC RIA/Wealth | $72.0M 1.4M shares |
B Brown Financial Advisors RIA/Wealth | $3.6M 70.2K shares |
C Copley Financial Group, Inc. RIA/Wealth | $1.9M 36.3K shares |
 Mattson Financial Services, LLC RIA/Wealth | $1.4M 27.4K shares |
P Paladin Wealth, LLC Institution | $1.1M 22.0K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $1.0M 19.7K shares |
 IEQ CAPITAL, LLC RIA/Wealth | $896.9K 17.5K shares |
 Kestra Advisory Services, LLC RIA/Wealth | $834.5K 16.3K shares |
 Accurate Wealth Management, LLC RIA/Wealth | $745.5K 14.6K shares |
 Foundations Investment Advisors, LLC RIA/Wealth | $245.1K 4.8K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SENTINEL PENSION ADVISORS INC RIA/Wealth | $477.8K 9.4K shares |
FIRST TRUST ADVISORS LP ETF Provider | $397.2K 7.8K shares |
P PATTEN & PATTEN INC/TN Institution | $206.0K 4.0K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $202.2K 4.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in UYLD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with UYLD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Richard P Slaughter Associates Inc RIA/Wealth | 7.16% $33.2M |
 ISLAY CAPITAL MANAGEMENT, LLC RIA/Wealth | 4.28% $7.4M |
Able Wealth Management LLC RIA/Wealth | 2.78% $7.4M |
IFC Advisors LLC RIA/Wealth | 2.61% $14.3M |
M Wealth Management, LLC RIA/Wealth | 2.20% $2.5M |
T TCFG WEALTH MANAGEMENT, LLC Institution | 2.17% $5.5M |
 Precision Wealth Strategies, LLC RIA/Wealth | 1.71% $5.3M |
Crescent Grove Advisors, LLC RIA/Wealth | 1.53% $16.0M |
B Brown Financial Advisors RIA/Wealth | 1.38% $3.6M |
C Copley Financial Group, Inc. RIA/Wealth | 1.27% $1.9M |
Hedge Fund Spotlight
Discover hedge funds investing in UYLD
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Angel Oak
- Market Value
- $15.4M
- Shares Held
- 300.2K
- Portfolio Weight
- 0.01%
- Owned Since
- 2024-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
