Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Angel Oak Funds Trust (UYLD)

96 + 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
↑ +15
Streak
11Q ▲
Buyers last Q
65%

Smart Money Signals — UYLD

Based on 97 hedge funds · latest filing: 2026 Q1 · 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
97 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 — +73% more funds vs a year ago

fund count last 6Q
+41 new funds entered over the past year (+73% 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 — 65% buying

60 buying33 selling
Last quarter: 60 funds were net buyers (22 opened a brand new position + 38 added to an existing one). Only 33 were sellers (26 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new UYLD position: 9 → 17 → 13 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 42% entered in last year

■ 23% conviction (2yr+) ■ 35% medium ■ 42% new
Only 22 funds (23%) 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

13 → 9 → 17 → 13 → 22 new funds/Q
New funds entering each quarter: 9 → 17 → 13 → 22. A growing number of institutions are discovering UYLD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 19% veterans, 54% new entrants

■ 19% veterans ■ 28% 1-2yr ■ 54% new
Of 97 current holders: 18 (19%) held 2+ years, 27 held 1–2 years, 52 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
11 of 96 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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.

Institutional Sentiment Summary — UYLD

In 2026 Q1, 60 hedge funds were net buyers of UYLD (22 opened a new position, 38 added to an existing one), while 33 reduced or exited (26 trimmed, 7 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 97.

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.

Is It Too Late to Buy Angel Oak Funds Trust (UYLD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UYLD has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
UYLD
+0.1%
SPY
+14.9%

UYLD outperformed SPY by -14.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
UYLD
+0.4%
SPY
+1.1%

Since the filing became public, UYLD outperformed SPY by -0.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 4 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: UYLD
96 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 96 82 17.07%
13F Shares 19M 21M -7.51%
Total Value $957M $1.08B -11.23%
New Positions 21 13 +8
Increased Positions 38 44 -6
Closed Positions 7 6 +1
Reduced Positions 26 21 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UYLD

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Institutional Holders (2026 Q1)

96 + investors

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

QUARTER:
Top 25 UYLD holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Islay Capital Management, LLC 4.55% 175,457 $9.0M
5 Precision Wealth Strategies, LLC 2.80% 165,111 $8.4M
6 IFC Advisors LLC 2.29% 313,913 $16.0M
7 Able Wealth Management LLC 2.17% 159,097 $8.1M
8 M Wealth Management, LLC 2.00% 46,651 $2.4M
9 TCFG Investment Advisors, LLC 1.98% 103,664 $5.3M
10 Tcfg Wealth Management, LLC 1.98% 103,664 $5.3M
11 Weaver Consulting Group 1.90% 156,273 $8.0M
12 Heritage Trust Co 1.52% 296,790 $15.1M
13 Steel Grove Capital Advisors, LLC 1.47% 273,229 $13.9M
14 Lewis Asset Management, LLC 1.26% 60,569 $3.1M
15 Crescent Grove Advisors, LLC 1.20% 243,870 $12.5M
16 Wealth Enhancement Advisory Services, LLC 0.86% 8,365,161 $422.1M
17 Gradient Investments LLC 0.85% 1,077,672 $55.0M
18 Brown Financial Advisors 0.84% 43,303 $2.2M
19 Camarda Financial Advisors, LLC 0.77% 28,638 $1.5M
20 TradeWell Securities, LLC. 0.70% 32,542 $1.7M
21 Paladin Wealth, LLC 0.69% 19,684 $1.0M
22 Copley Financial Group, Inc. 0.66% 21,490 $1.1M
23 Midland Wealth Advisors, LLC 0.66% 250,427 $12.8M
24 XY Planning Network, Inc. 0.52% 63,626 $3.2M
25 Castleview Partners, LLC 0.49% 18,552 $947K
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 — 65% buying: Last quarter: 60 funds were net buyers (22 opened a brand new position + 38 added to an existing one). Only 33 were sellers (26 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UYLD holders?

Smaller funds dominant — 9% AUM from top-100: 11 of 96 holders rank in the top 100 by AUM, but together hold only 9% 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 — 42% entered in last year: Only 22 funds (23%) 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.

Is it too late to buy Angel Oak Funds Trust (UYLD) following the 2026 Q1 hedge fund 13F filings?

As of today, UYLD has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.7%. Since the quarter end (March 31, 2026), UYLD has gained +0.1% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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