Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ANGEL OAK FUNDS TRUST (UYLD)

79 + Investors. Track Smart Money conviction in UYLD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
11Q ▲
Buyers last Q
68%

Smart Money Signals — UYLD

Based on 79 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added UYLD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
79 hedge funds hold UYLD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +58% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+58% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 68% buying

56 buying26 selling
Last quarter: 56 funds were net buyers (12 opened a brand new position + 44 added to an existing one). Only 26 were sellers (20 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 8 → 17 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 37% entered in last year

■ 19% conviction (2yr+) ■ 44% medium ■ 37% new
Only 15 funds (19%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

14 → 11 → 8 → 17 → 12 new funds/Q
New funds entering each quarter: 11 → 8 → 17 → 12. A growing number of institutions are discovering UYLD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 16% veterans, 54% new entrants

■ 16% veterans ■ 29% 1-2yr ■ 54% new
Of 79 current holders: 13 (16%) held 2+ years, 23 held 1–2 years, 43 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
7 of 79 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: UYLD

How many hedge funds hold UYLD — quarterly history vs. share price
Quarterly hedge fund ownership of UYLD vs. share price

Market Analysis: UYLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UYLD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 1 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: UYLD
2026 Q1 Stats Unlock in 13 days 79 + Investors

Track Smart Money conviction in UYLD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 79 73 8.22%
13F Shares 21M 19M 12.13%
Total Value $1.07B $956M 12.11%
New Positions 12 17 -5
Increased Positions 44 33 +11
Closed Positions 6 5 +1
Reduced Positions 20 17 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UYLD

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

79 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UYLD. Verified SEC 13F-HR filings.

Top 25 institutional holders of UYLD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Richard P Slaughter Associates Inc 7.42% 672,971 $34.3M
2 J. Team Financial, Inc. 5.46% 95,601 $4.9M
3 Bulwark Capital Corp 5.07% 161,225 $8.2M
4 Precision Wealth Strategies, LLC 2.80% 165,111 $8.4M
5 IFC Advisors LLC 2.29% 313,913 $16.0M
6 Able Wealth Management LLC 2.17% 159,097 $8.1M
7 TCFG WEALTH MANAGEMENT, LLC 1.98% 103,664 $5.3M
8 TCFG Investment Advisors, LLC 1.98% 103,664 $5.3M
9 STEEL GROVE CAPITAL ADVISORS, LLC 1.47% 273,229 $13.9M
10 Lewis Asset Management, LLC 1.26% 60,569 $3.1M
11 Crescent Grove Advisors, LLC 1.20% 243,870 $12.5M
12 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.86% 8,365,161 $422.1M
13 Gradient Investments LLC 0.85% 1,077,672 $55.0M
14 TradeWell Securities, LLC. 0.70% 32,542 $1.7M
15 Paladin Wealth, LLC 0.69% 19,684 $1.0M
16 MIDLAND WEALTH ADVISORS, LLC 0.66% 250,427 $12.8M
17 XY Planning Network, Inc. 0.52% 63,626 $3.2M
18 Castleview Partners, LLC 0.49% 18,552 $947K
19 Mason & Associates Inc 0.48% 48,322 $2.5M
20 Mechanics Bank Trust Department 0.33% 46,768 $2.4M
21 PARSONS CAPITAL MANAGEMENT INC/RI 0.22% 95,524 $4.9M
22 INDEPENDENT FINANCIAL GROUP, LLC 0.22% 145,244 $7.4M
23 NORTHBRIDGE FINANCIAL GROUP, LLC 0.18% 8,375 $428K
24 NorthCrest Asset Manangement, LLC 0.16% 101,036 $5.2M
25 FIRETHORN WEALTH PARTNERS, LLC 0.13% 6,721 $343K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ANGEL OAK FUNDS TRUST (UYLD)

What does the Smart Money Trend signal show for UYLD?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added UYLD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UYLD?

More buyers than sellers — 68% buying: Last quarter: 56 funds were net buyers (12 opened a brand new position + 44 added to an existing one). Only 26 were sellers (20 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UYLD holders?

Smaller funds dominant — 6% AUM from top-100: 7 of 79 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held UYLD?

Mostly new holders — 37% entered in last year: Only 15 funds (19%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.