CUSIP 03463K752OAK ULTRASHORTUYLDQ4 2025
Aggregate 13F value by quarter
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82 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | 10.91M | $558.34M | +1.13M | Added |
| 2 | Gradient Investments LLC | 1.38M | $70.53M | −28.1K | Reduced |
| 3 | Focus Partners Wealth | 1.13M | $57.61M | −4.4K | Reduced |
| 4 | Osaic Holdings, Inc. | 804.2K | $41.13M |
| +306.5K |
| Added |
| 5 | Ubs Group AG | 803.7K | $41.10M | +83.7K | Added |
| 6 | Richard P Slaughter Associates Inc | 667.8K | $34.16M | +17.9K | Added |
| 7 | Wells Fargo & Company/Mn | 437.8K | $22.39M | +113.9K | Added |
| 8 | Crescent Grove Advisors, LLC | 348.7K | $17.92M | +37.8K | Added |
| 9 | Heritage Trust Co | 284.4K | $14.55M | +67.0K | Added |
| 10 | Steel Grove Capital Advisors, LLC | 273.3K | $13.98M | +111.3K | Added |
See every fund holding Angel Oak Funds Trust, with full quarter-over-quarter share changes.
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