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UYLD · Insider trading · 13F holders · Congress trades

Angel Oak Funds Trust (UYLD)

Who is buying and selling UYLD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
27
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

UYLD at a glance

  • No open-market insider purchases or sales of UYLD were filed in the last 90 days.
  • 27 13F filers hold UYLD among their 50 largest positions, worth $594.5M combined. The biggest bets by portfolio weight are Islay Capital Management, LLC (6.0%), J. Team Financial, Inc. (5.1%) and Bulwark Capital Corp (3.5%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
  • No member of Congress has disclosed a trade in UYLD.

UYLD insider trading

No open-market insider purchases or sales of UYLD were filed in the last 90 days.

Who owns UYLD? Hedge funds and superinvestors

27 13F filers hold UYLD among their 50 largest positions, worth $594.5M combined. The biggest bets by portfolio weight are Islay Capital Management, LLC (6.0%), J. Team Financial, Inc. (5.1%) and Bulwark Capital Corp (3.5%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.

13F filers holding UYLD
Manager% of portfolioValueSharesLast quarter13F
Wealth Enhancement Advisory Services, LLCWealth manager0.5%$344.1M6,915,865-29.2% sharesQ3 2026
Gradient Investments LLCWealth manager0.8%$52.6M1,036,433+2.0% sharesQ3 2026
Greenwich Wealth Management LLCWealth manager0.8%$22.5M441,937+39.3% sharesQ2 2026
Heritage Trust CoBank & trust1.3%$15.4M302,409+1.9% sharesQ2 2026
Richard P Slaughter Associates IncWealth manager2.8%$13.7M270,951-33.6% sharesQ3 2026
IFC Advisors LLCWealth manager1.7%$13.7M268,980-14.3% sharesQ2 2026
Mason & Associates IncWealth manager2.2%$13.7M268,513+455.7% sharesQ2 2026
Steel Grove Capital Advisors, LLCWealth manager1.1%$12.8M253,126+21.9% sharesQ3 2026
Islay Capital Management, LLCWealth manager6.0%$12.7M250,538+14.7% sharesQ3 2026
Midland Wealth Advisors, LLCInstitutional asset manager0.6%$12.6M248,527+6.5% sharesQ3 2026
Crescent Grove Advisors, LLCWealth manager1.0%$12.2M239,929+2.8% sharesQ3 2026
Weaver Consulting GroupWealth manager1.7%$9.0M176,642-0.1% sharesQ3 2026
Sage Mountain Advisors LLCWealth manager0.5%$7.9M155,404+23.1% sharesQ2 2026
Bulwark Capital CorpWealth manager3.5%$6.6M129,188+1.0% sharesQ3 2026
Precision Wealth Strategies, LLCWealth manager1.8%$6.1M119,480-27.6% sharesQ2 2026
Able Wealth Management LLCWealth manager1.3%$6.1M119,336-21.6% sharesQ3 2026
Tcfg Wealth Management, LLCWealth manager2.0%$5.3M103,664-2.3% sharesQ1 2026
J. Team Financial, Inc.Wealth manager5.1%$5.2M102,729+7.5% sharesQ2 2026
TCFG Investment Advisors, LLCWealth manager1.7%$5.1M100,633-2.0% sharesQ3 2026
Fig Financial Advisory Services Inc /advWealth manager2.9%$4.7M93,444—Q3 2026
Lewis Asset Management, LLCWealth manager1.0%$3.1M59,867-3.3% sharesQ3 2026
Brown Financial AdvisorsWealth manager0.8%$2.2M43,230-0.2% sharesQ2 2026
Castleview Partners, LLCWealth manager0.9%$2.1M41,440-8.9% sharesQ3 2026
TradeWell Securities, LLC.Wealth manager0.7%$2.1M40,713+14.0% sharesQ3 2026
Paladin Wealth, LLCWealth manager0.6%$1.1M22,383—Q3 2026
M Wealth Management, LLCWealth manager0.8%$1.1M21,701-28.6% sharesQ3 2026
Copley Financial Group, Inc.Wealth manager0.4%$707K13,858-35.5% sharesQ2 2026

Each manager counts with its latest 13F (Q3 2026: 17, Q2 2026: 9, Q1 2026: 1). Screen UYLD in the grand portfolio →

UYLD stock trades by members of Congress

No member of Congress has disclosed a trade in UYLD.

UYLD questions and answers

Are insiders buying UYLD stock?

No open-market insider purchases or sales of UYLD were filed in the last 90 days.

Which hedge funds own UYLD?

27 13F filers hold UYLD among their 50 largest positions, worth $594.5M combined. The biggest bets by portfolio weight are Islay Capital Management, LLC (6.0%), J. Team Financial, Inc. (5.1%) and Bulwark Capital Corp (3.5%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.

Has Congress traded UYLD?

No member of Congress has disclosed a trade in UYLD.

Who is the largest holder of UYLD?

Among 13F filers, Wealth Enhancement Advisory Services, LLC reports the largest UYLD position, $344.1M (6,915,865 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Islay Capital Management, LLC's: 6.0% of its portfolio.

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