Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
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Equity / OAK ULTRASHORT
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Number of holders
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53
-
Total 13F shares, excl. options
-
12,294,798
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Shares change
-
+1,621,764
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Total reported value, excl. options
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$627,989,231
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Value change
-
+$82,906,290
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Number of buys
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38
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Number of sells
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16
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Price
-
$51.06
Institutional Holders of ANGEL OAK FUNDS TRUST - OAK ULTRASHORT (UYLD) as of Q4 2024
As of 31 Dec 2024 ANGEL OAK FUNDS TRUST - OAK ULTRASHORT (UYLD) had 59 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 12,294,798 shares of stock of the company.
Largest 10 holders included WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Focus Partners Wealth, Richard P Slaughter Associates Inc, UBS Group AG, Congress Wealth Management LLC / DE /, Crescent Grove Advisors, LLC, Requisite Capital Management, LLC, Janney Montgomery Scott LLC, KESTRA PRIVATE WEALTH SERVICES, LLC, and WELLS FARGO & COMPANY/MN.
This table shows 59 institutional shareholders of the security as of 31 Dec 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.