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Get Institutions for : 
Angel Oak Ultrashort Income Etf (UYLD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 24    6
Total shares held : 
 1,740,229  
% of shares held : 
 84.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 320,328  
% of shares held change : 
   15.55%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 196,428
 11.29%
 
Increased Positions :
10
 294,194
 16.91%
 
Unchanged Positions :
2
 41,673
 2.39%
 
Decreased Positions :
4
-154,283
-8.87%
 
Closed Positions :
2
-16,011
-0.92%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 26 *New 2024-03-31 4,772,916 $242,822,000 4,772,916
   Gratus Capital LLC 5 - 2024-03-31 1,047,387 $53,286,000 48,630
   Requisite Capital Management LLC 11 - 2024-03-31 130,116 $6,650,000 1,146
   CAMARDA FINANCIAL ADVISORS, LLC 13 - 2024-03-31 104,821 $5,333,000 33,146
   STIFEL FINANCIAL CORP 1142 - 2024-03-31 97,579 $4,964,000 44,829
   Congress Wealth Management LLC / DE / 237 - 2024-03-31 87,706 $4,462,000 27,400
   Sage Mountain Advisors LLC 37 - 2024-03-31 72,451 $3,686,000 49,851
   Heritage Trust Co 65 - 2024-03-31 65,956 $3,356,000 18,643
   UBS Group AG 2528 - 2024-03-31 65,765 $3,346,000 29,171
   LPL FINANCIAL CORP 2144 - 2024-03-31 60,113 $3,058,000 33,390
   MECHANICS BANK TRUST DEPARTMENT 60 - 2024-03-31 59,950 $3,050,000 42,500
   BENJAMIN F. EDWARDS & COMPANY INC. 298 - 2024-03-31 55,210 $2,809,000 -4,876
   Precision Wealth Strategies LLC 8 *New 2024-03-31 54,705 $2,783,000 54,705
   TRANSAMERICA FINANCIAL ADVISORS, INC. 92 - 2024-03-31 54,502 $2,773,000 48,510
   Lewis Asset Management LLC 11 - 2024-03-31 43,267 $2,201,000 1,594
   Secure Asset Management LLC 62 - 2024-03-31 29,354 $1,493,000 1,804
   ISLAY CAPITAL MANAGEMENT LLC 28 - 2024-03-31 25,050 $1,274,000 7,550
   Goss Wealth Management LLC 875 - 2024-03-31 24,646 $1,254,000 -25,721
   COMMONWEALTH EQUITY SERVICES LLC. 2394 - 2024-03-31 15,591 $793,000 387
   SENTINEL PENSION ADVISORS INC 59 - 2024-03-31 12,023 $612,000 -23,404
   Concurrent Investment Advisors LLC 545 - 2024-03-31 9,896 $503,000 -602
   Advisor Group Holdings Inc. 3191 - 2024-03-31 7,013 $357,000 6,882
   Crescent Grove Advisors LLC 226 - 2024-03-31 6,431 $329,000 -1,606
   Richard P Slaughter Associates Inc 125 *New 2024-03-31 5,261 $268,000 5,261
   MIDLAND WEALTH ADVISORS LLC 178 *New 2024-03-31 4,616 $235,000 4,616
   BENJAMIN EDWARDS INC 412 - 2024-03-31 1,905 $97,000 423
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2090 *New 2024-03-31 897 $46,000 897
   CWM LLC 4178 *New 2024-03-31 17 $1,000 17
   JANE STREET GROUP LLC 5551 *Closed 2024-03-31 0 $0 -8,899
   PROEQUITIES INC. 5249 - 2024-03-31 0 $0 0
   BANK OF MONTREAL /CAN/ 3510 *Closed 2024-03-31 0 $0 -4,743
   IFP Advisors Inc 3108 *Closed 2023-12-31 0 $0 -1,332
   Kozak & Associates Inc. 451 *New 2024-03-31 0 $0 0
  33 Records found
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  Page 1 of 1
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