Angel Oak Funds Trust (UYLD) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Angel Oak Funds Trust (UYLD) following the 2026 Q2 hedge fund 13F filings?

As of today, UYLD has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), UYLD gained +0.1% vs +3.4% 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.

Angel Oak Funds Trust (UYLD)

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

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.

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	22	13	+9
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

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

17.07%

13F Shares

19M

21M

-7.51%

Total Value

$957M

$1.08B

-11.23%

New Positions

Increased Positions

-6

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

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:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 UYLD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Islay Capital Management, LLC	5.15%	218,490	$11.1M
2	J. Team Financial, Inc.	5.09%	102,729	$5.2M
3	Richard P Slaughter Associates Inc	4.08%	408,015	$20.8M
4	Bulwark Capital Corp	3.67%	127,917	$6.5M
5	Mason & Associates Inc	2.21%	268,513	$13.7M
6	Weaver Consulting Group	1.85%	176,852	$9.0M
7	Precision Wealth Strategies, LLC	1.84%	119,480	$6.1M
8	Able Wealth Management LLC	1.78%	152,189	$7.8M
9	TCFG Investment Advisors, LLC	1.76%	102,687	$5.2M
10	IFC Advisors LLC	1.74%	268,980	$13.7M
11	Heritage Trust Co	1.34%	302,409	$15.4M
12	M Wealth Management, LLC	1.22%	30,401	$1.6M
13	Lewis Asset Management, LLC	1.11%	61,885	$3.2M
14	Castleview Partners, LLC	1.02%	45,487	$2.3M
15	Crescent Grove Advisors, LLC	1.00%	233,432	$12.0M
16	Steel Grove Capital Advisors, LLC	0.99%	207,597	$10.6M
17	Wealth Enhancement Advisory Services, LLC	0.82%	9,761,860	$492.8M
18	Gradient Investments LLC	0.72%	1,016,347	$51.8M
19	TradeWell Securities, LLC.	0.65%	35,708	$1.8M
20	Paladin Wealth, LLC	0.58%	19,453	$992K
21	Midland Wealth Advisors, LLC	0.56%	233,265	$11.9M
22	Sage Mountain Advisors LLC	0.49%	155,404	$7.9M
23	First National Bank of Omaha	0.44%	302,768	$15.5M
24	XY Planning Network, Inc.	0.44%	68,260	$3.5M
25	Copley Financial Group, Inc.	0.43%	13,858	$707K

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 Q2 hedge fund 13F filings?

As of today, UYLD has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), UYLD has gained +0.1% vs +3.4% 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.

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Angel Oak Funds Trust (UYLD)

Smart Money Signals — UYLD

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +73% more funds vs a year ago

More buyers than sellers — 65% buying

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

Mostly new holders — 42% entered in last year

Growing discovery — still being found

Mixed cohorts — 19% veterans, 54% new entrants

Smaller funds dominant — 9% AUM from top-100

Institutional Sentiment Summary — UYLD

Hedge Fund Ownership: UYLD

Market Analysis: UYLD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: UYLD

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

Hedge Fund Positioning: UYLD

Statistics: UYLD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Angel Oak Funds Trust (UYLD)

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