Stock ownership · SEC 13F · Q3 2025

ANGEL OAK ULTRASHORT INCOME

Who owns ANGEL OAK ULTRASHORT INCOME (CUSIP 03463K752)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$5.6M
Reported value
2
Institutions
100%
Top-5 share

The verdict

As of Q3 2025, 2 institutions report $5.6M in ANGEL OAK ULTRASHORT INCOME positions, ownership that is dominated by its top few institutional owners.

2
institutions hold it
$5.6M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 03463K752 · Q3 2025 $6M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-SHORT

  • VALUE-TRACE $5.6M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-SHORT 1Q history

Read with: Ownership concentration guide - ANGEL OAK ULTRASHORT INCOME's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Top Institutional Holders

# Institution Shares Value Share of reported
1 TCFG WEALTH MANAGEMENT, LLC 107,756 $5.5M 98.7%
2 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 1,392 $71K 1.3%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ANGEL OAK ULTRASHORT INCOME's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
98.7%
Shared-other discretion (OTR)
1.3%

Latest Quarter Activity · Q3 2025

New positions (2)

TCFG WEALTH MANAGEMENT, LLC $5.5M
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $71K

Frequently Asked Questions

How many institutions hold ANGEL OAK ULTRASHORT INCOME?▼
ANGEL OAK ULTRASHORT INCOME is held by 2 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of ANGEL OAK ULTRASHORT INCOME?▼
Institutions report $5.6M of ANGEL OAK ULTRASHORT INCOME as of Q3 2025.
How concentrated is ownership of ANGEL OAK ULTRASHORT INCOME?▼
The top five institutional holders account for 100% of the reported institutional value in ANGEL OAK ULTRASHORT INCOME, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of ANGEL OAK ULTRASHORT INCOME?▼
TCFG WEALTH MANAGEMENT, LLC is the largest reported holder of ANGEL OAK ULTRASHORT INCOME with $5.5M across 107,756 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.