13FBOX
ANGEL OAK ULTRASHORT INCOME ETF · 13F 机构持仓分析
期权收益计算器 机构排行
A

ANGEL OAK ULTRASHORT INCOME ETF

UYLD
持有机构数
100
机构合计市值 (Q2 2026)
$10.86亿
机构合计股数 (Q2 2026)
2,138.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+299.8万股
57 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-96.2万股
45 · 9 清仓 · ≈
⚖️ 净额
+203.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$10.86亿
持有机构数
100
新买入
12
加仓
45
减仓
36
清仓
9
持股不变
7
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.81%0.92%#18$4.93亿976.2万股$4.22亿836.5万股+139.7万股+16.70%加仓
Focus Partners财富Focus Partners Wealth
0.06%0.06%#49$5,441.1万106.7万股$5,516.7万108.1万股-1.4万股-1.31%减仓
梯度投资Gradient Investments LLC
0.72%0.85%#20$5,183.9万101.6万股$5,499.9万107.8万股-6.1万股-5.69%减仓
瑞银集团UBS Group AG
0.01%0.01%#68$4,602.8万90.2万股$4,995.8万97.9万股-7.6万股-7.81%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.05%0.06%#53$4,190.6万82.2万股$4,240.7万83.1万股-9,383股-1.13%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#73$2,492.7万48.9万股$2,028.5万39.7万股+9.1万股+22.96%加仓
Greenwich Wealth Management LLC
0.82%0.66%#17$2,254.1万44.2万股$1,619.0万31.7万股+12.5万股+39.31%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%<0.01%#69$2,105.2万41.3万股$1,415.0万27.7万股+13.5万股+48.86%加仓
Richard P Slaughter Associates Inc
4.08%7.42%#3$2,081.1万40.8万股$3,434.5万67.3万股-26.5万股-39.37%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#74$1,672.4万32.8万股$700.7万13.7万股+19.1万股+138.82%加仓
Janney Montgomery Scott LLC
0.03%0.03%#55$1,562.0万30.6万股$1,394.1万27.3万股+3.3万股+12.11%加仓
FIRST NATIONAL BANK OF OMAHA
0.44%0.45%#26$1,550.2万30.3万股$1,473.1万28.8万股+1.5万股+5.28%加仓
Heritage Trust Co
1.34%1.52%#11$1,542.4万30.2万股$1,514.7万29.7万股+5,619股+1.89%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#62$1,513.8万29.7万股$1,153.1万22.6万股+7.1万股+31.36%加仓
IFC Advisors LLC
1.74%2.29%#10$1,371.9万26.9万股$1,602.1万31.4万股-4.5万股-14.31%减仓
Mason & Associates Inc
2.21%0.48%#5$1,369.6万26.9万股$247.5万4.8万股+22.0万股+455.67%加仓
Crescent Grove Advisors, LLC
1%1.2%#15$1,195.3万23.3万股$1,250.0万24.4万股-1.0万股-4.28%减仓
MIDLAND WEALTH ADVISORS, LLC
0.56%0.66%#23$1,189.8万23.3万股$1,278.1万25.0万股-1.7万股-6.85%减仓
ISLAY CAPITAL MANAGEMENT, LLC
5.15%4.55%#1$1,114.4万21.8万股$895.4万17.5万股+4.3万股+24.53%加仓
STEEL GROVE CAPITAL ADVISORS, LLC
0.99%1.47%#16$1,058.8万20.8万股$1,394.4万27.3万股-6.6万股-24.02%减仓
Vise科技Vise Technologies, Inc.
0.11%0.09%#40$962.4万18.9万股$438.9万8.6万股+10.3万股+119.85%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.1%0.12%#42$951.7万18.7万股$941.1万18.4万股+2,180股+1.18%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.03%0.03%#56$934.5万18.3万股$867.1万17.0万股+1.3万股+7.84%加仓
Weaver Consulting Group
1.85%1.9%#6$902.0万17.7万股$797.5万15.6万股+2.1万股+13.17%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.16%#37$879.0万17.2万股$00股+17.2万股新买入
Sage Mountain Advisors LLC
0.49%0.45%#24$792.6万15.5万股$644.3万12.6万股+2.9万股+23.10%加仓
Able Wealth Management LLC
1.78%2.17%#8$776.3万15.2万股$812.0万15.9万股-6,908股-4.34%减仓
Bulwark Capital Corp
3.67%5.07%#4$652.4万12.8万股$822.8万16.1万股-3.3万股-20.66%减仓
Precision Wealth Strategies, LLC
1.84%2.8%#7$609.4万11.9万股$842.6万16.5万股-4.6万股-27.64%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.05%0.04%#50$600.7万11.8万股$403.7万7.9万股+3.9万股+48.86%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.11%0.01%#41$555.4万10.9万股$26.1万5,109股+10.4万股+2,031.45%加仓
NorthCrest Asset Manangement, LLC
0.14%0.16%#38$553.7万10.8万股$516.0万10.1万股+7,441股+7.36%加仓
J. Team Financial, Inc.
5.09%5.46%#2$524.0万10.3万股$487.9万9.6万股+7,128股+7.46%加仓
TCFG Investment Advisors, LLC
1.76%1.98%#9$523.8万10.3万股$529.0万10.4万股-977股-0.94%减仓
PARSONS CAPITAL MANAGEMENT INC/RI
0.21%0.22%#32$457.0万9.0万股$487.5万9.6万股-5,928股-6.21%减仓
XY Planning Network, Inc.
0.44%0.52%#27$348.2万6.8万股$324.7万6.4万股+4,634股+7.28%加仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.05%0.04%#51$335.1万6.6万股$245.5万4.8万股+1.8万股+36.60%加仓
Lewis Asset Management, LLC
1.11%1.26%#13$315.6万6.2万股$309.1万6.1万股+1,316股+2.17%加仓
Mechanics Bank Trust Department
0.32%0.33%#30$262.0万5.1万股$238.7万4.7万股+4,591股+9.82%加仓
Castleview Partners, LLC
1.02%0.49%#14$232.0万4.5万股$94.7万1.9万股+2.7万股+145.19%加仓
Transamerica Financial Advisors, LLC
0.2%0.2%#33$231.4万4.5万股$236.8万4.6万股-1,034股-2.23%减仓
Brown Financial Advisors
0.77%0.84%#19$220.5万4.3万股$221.0万4.3万股-73股-0.17%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.02%0.02%#59$202.2万4.0万股$213.8万4.2万股-2,255股-5.38%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#77$182.4万3.6万股$80.6万1.6万股+2.0万股+126.45%加仓
TradeWell Securities, LLC.
0.65%0.7%#21$182.1万3.6万股$166.5万3.3万股+3,166股+9.73%加仓
Camarda Financial Advisors, LLC
0.47%0.77%#25$156.4万3.1万股$146.2万2.9万股+2,019股+7.05%加仓
M Wealth Management, LLC
1.22%2%#12$155.1万3.0万股$238.1万4.7万股-1.6万股-34.83%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#75$149.3万2.9万股$164.4万3.2万股-2,945股-9.14%减仓
Balefire, LLC
0.18%0.14%#35$111.0万2.2万股$74.8万1.5万股+7,113股+48.55%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#78$103.6万2.0万股$75.4万1.5万股+5,539股+37.47%加仓

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