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Angel Oak Income ETF (CARY) Institutional Ownership

$20.61 -0.05 (-0.24%)
Closing price 05/2/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Angel Oak Income ETF (NASDAQ:CARY)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$99.78M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$7.28M
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Skip Chart & View Institutional Buying and Selling Data

CARY Institutional Buying and Selling by Quarter

Angel Oak Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025 Axxcess Wealth Management LLC343,820$7.14M0.2%+1.2%1.580%
4/28/2025 Able Wealth Management LLC39,234$815K0.4%+214.1%0.180%
4/28/2025 Oregon Pacific Wealth Management LLC20,991$436K0.4%+4.2%0.096%
4/24/2025 Crescent Grove Advisors LLC543,985$11.34M1.2%+0.5%2.787%
4/24/2025 Legacy CG LLC317,559$6.59M2.1%N/A1.627%
4/23/2025 Consolidated Portfolio Review Corp16,539$343K0.1%+5.1%0.085%
4/23/2025 Oppenheimer & Co. Inc.132,048$2.74M0.0%+4.9%0.676%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,919$269K0.0%-32.0%0.066%
4/17/2025 Vista Investment Partners LLC9,949$207K0.1%N/A0.051%
4/17/2025 Janney Montgomery Scott LLC97,488$2.02M0.0%+61.3%0.503%
4/14/2025 Farther Finance Advisors LLC7,725$160K0.0%-16.6%0.040%
4/10/2025 Channel Wealth LLC1,207,227$25.06M7.8%+1.9%6.116%
4/10/2025 Firethorn Wealth Partners LLC9,830$204K0.1%-8.6%0.050%
4/9/2025 RFG Advisory LLC65,674$1.36M0.0%+19.1%0.333%
2/17/2025Focus Partners Wealth1,253,129$25.80M0.1%+11.2%7.048%
2/17/2025Citadel Advisors LLC21,409$441K0.0%+15.7%0.120%
2/17/2025Baird Financial Group Inc.579,017$11.92M0.0%+5.8%3.257%
2/17/2025Benjamin Edwards Inc.14,789$305K0.0%+8.7%0.083%
2/17/2025Advocacy Wealth Management Services LLC1,803,975$37.14M2.8%-2.8%10.146%
2/14/2025Jane Street Group LLC70,832$1.46M0.0%+120.7%0.398%
2/14/2025Comerica Bank2,675$55K0.0%N/A0.015%
2/14/2025Stifel Financial Corp183,490$3.78M0.0%+9.3%1.032%
2/13/2025NewEdge Advisors LLC4,750$98K0.0%-34.8%0.027%
2/13/2025Rockefeller Capital Management L.P.20,356$419K0.0%+4.1%0.114%
2/13/2025Heritage Trust Co181,030$3.73M0.4%N/A1.018%
2/13/2025Argent Trust Co11,750$242K0.0%N/A0.066%
2/13/2025Raymond James Financial Inc.149,697$3.08M0.0%N/A0.842%
2/13/2025Wells Fargo & Company MN1,007,716$20.75M0.0%+40.4%5.668%
2/12/2025Huntington National Bank9,953$205K0.0%-30.3%0.056%
2/12/2025Transamerica Financial Advisors Inc.80,779$1.66M0.2%-3.3%0.454%
2/12/2025Mendel Money Management114,474$2.36M1.1%+29.7%0.644%
2/11/2025Congress Wealth Management LLC DE772,211$15.90M0.2%+1.4%4.343%
2/11/2025LPL Financial LLC198,277$4.08M0.0%+232.3%1.115%
2/10/2025 Axxcess Wealth Management LLC339,606$6.99M0.2%+3.6%1.910%
2/10/2025Rareview Capital LLC92,471$1.96M1.5%N/A0.520%
2/7/2025Tortoise Investment Management LLC570,304$11.74M1.2%+2.3%3.208%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,011$391K0.1%-14.4%0.107%
2/6/2025Raymond James Financial Inc.149,697$3.08M0.0%N/A0.844%
2/6/2025Steward Partners Investment Advisory LLC1,453$30K0.0%-71.5%0.008%
2/5/2025 Oppenheimer & Co. Inc.125,865$2.59M0.0%+2.6%0.710%
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2/3/2025 Able Wealth Management LLC12,491$257K0.2%N/A0.070%
1/31/2025Sanctuary Advisors LLC83,065$1.72M0.0%+3.9%0.468%
1/27/2025 Consolidated Portfolio Review Corp15,741$324K0.1%N/A0.090%
1/24/2025 Oregon Pacific Wealth Management LLC20,136$415K0.4%N/A0.116%
1/24/2025 Precision Wealth Strategies LLC198,409$4.09M3.2%+41.0%1.138%
1/21/2025 Crescent Grove Advisors LLC541,504$11.26M1.1%+7.3%3.107%
1/21/2025 Firethorn Wealth Partners LLC10,757$221K0.1%-5.1%0.062%
1/21/2025 RFG Advisory LLC55,137$1.14M0.0%+36.5%0.316%
1/17/2025 Janney Montgomery Scott LLC60,430$1.24M0.0%N/A0.347%
1/15/2025Arkadios Wealth Advisors2,234,474$46.01M2.5%+10.0%12.820%
1/15/2025 Channel Wealth LLC1,184,185$24.38M7.9%+10.9%6.794%
1/8/2025 Worth Asset Management LLC12,187$251K0.1%-74.1%0.070%
11/25/2024Sanctuary Advisors LLC79,958$1.66M0.0%+44.1%0.855%
11/15/2024Executive Wealth Management LLC1,000,964$21.21M1.7%+4.0%10.705%
11/15/2024Jane Street Group LLC32,099$680K0.0%N/A0.343%
11/15/2024Stifel Financial Corp167,885$3.56M0.0%-13.5%1.796%
11/14/2024Fiduciary Trust Co44,500$943K0.0%N/A0.476%
11/13/2024Transamerica Financial Advisors Inc.83,571$1.77M0.2%-14.3%0.894%
11/7/2024Islay Capital Management LLC4,500$95K0.1%N/A0.048%
11/6/2024 Oppenheimer & Co. Inc.122,683$2.60M0.0%N/A1.312%
11/4/2024 Axxcess Wealth Management LLC327,739$6.95M0.2%-24.4%3.505%
11/1/2024Proficio Capital Partners LLC58,260$1.24M0.1%N/A0.623%
11/1/2024Executive Wealth Management LLC1,000,964$21.21M2.7%+4.0%10.705%
11/1/2024Advocacy Wealth Management Services LLC1,856,576$39.34M3.1%-1.7%19.856%
10/31/2024 Channel Wealth LLC1,067,979$22.63M7.5%+23.1%11.422%
10/30/2024 Crescent Grove Advisors LLC504,584$10.74M1.1%-5.8%5.397%
10/29/2024 Farther Finance Advisors LLC9,160$194K0.0%N/A0.098%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors22,198$470K0.1%+6.1%0.237%
10/24/2024Arkadios Wealth Advisors2,030,608$43.03M2.4%+14.5%21.718%
10/21/2024 Precision Wealth Strategies LLC140,691$2.98M2.8%-8.9%1.505%
10/16/2024 Firethorn Wealth Partners LLC11,331$240K0.1%+9.0%0.121%
10/9/2024 Worth Asset Management LLC46,966$995K0.5%N/A0.502%
9/5/2024Sanctuary Advisors LLC55,473$1.13M0.0%N/A0.593%
8/10/2024 Axxcess Wealth Management LLC433,754$8.94M0.2%+4.1%4.639%
8/8/2024Executive Wealth Management LLC962,120$19.82M3.6%N/A10.290%
8/2/2024Tortoise Investment Management LLC524,480$10.80M1.2%+28.7%5.609%
7/29/2024Arkadios Wealth Advisors1,773,206$36.53M2.5%+15.4%18.965%
7/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors20,912$431K0.1%+49.6%0.224%
7/23/2024 Crescent Grove Advisors LLC535,835$11.10M1.2%+34.8%5.731%
7/19/2024 Vista Investment Partners LLC9,709$200K0.1%-11.5%0.104%
7/19/2024Raymond James & Associates63,371$1.31M0.0%+89.4%0.678%
7/19/2024MBL Wealth LLC437,727$9.02M1.0%+7.2%4.682%
7/10/2024Advocacy Wealth Management Services LLC1,888,587$38.91M3.2%+0.9%20.199%
5/17/2024 Vista Investment Partners LLC10,969$225K0.1%N/A0.117%
5/14/2024 Axxcess Wealth Management LLC416,811$8.56M0.2%+9.9%4.458%
5/8/2024Camarda Financial Advisors LLC85,995$1.77M0.7%-5.5%0.920%
5/7/2024 Concurrent Investment Advisors LLC15,003$308K0.0%-24.1%0.160%
5/1/2024 Precision Wealth Strategies LLC189,990$3.90M3.7%N/A2.050%
4/30/2024 Hartline Investment Corp13,982$287K0.1%N/A0.151%
4/30/2024Arkadios Wealth Advisors1,537,038$31.57M2.4%+9.2%16.581%
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4/29/2024Benjamin Edwards Inc.13,159$270K0.1%N/A0.142%
4/29/2024 Crescent Grove Advisors LLC397,537$8.21M0.9%+22.5%4.288%
4/22/2024MBL Wealth LLC408,413$8.39M1.0%+74.7%4.406%
4/18/2024Congress Wealth Management LLC DE753,129$15.47M0.3%+3.3%8.124%
4/16/2024Bridge Advisory LLC13,469$277K0.1%-74.2%0.691%
4/16/2024Advocacy Wealth Management Services LLC1,871,709$38.45M3.3%N/A95.985%
2/29/2024Tortoise Investment Management LLC14,098$289K0.0%N/A0.723%
2/12/2024Stifel Financial Corp349,686$7.16M0.0%N/A17.933%
2/9/2024Congress Wealth Management LLC DE728,996$14.92M0.3%+237.2%37.384%
2/8/2024Tortoise Investment Management LLC14,098$289K0.0%N/A0.723%
(Data available from 1/1/2016 forward)

CARY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CARY shares?

During the previous two years, 51 institutional investors and hedge funds held shares of Angel Oak Income ETF. The most heavily invested institutionals were Arkadios Wealth Advisors ($46.01M), Advocacy Wealth Management Services LLC ($37.14M), Focus Partners Wealth ($25.80M), Channel Wealth LLC ($25.06M), Executive Wealth Management LLC ($21.21M), Wells Fargo & Company MN ($20.75M), and Congress Wealth Management LLC DE ($15.90M).Learn more on CARY's institutional investors.

Which institutional investors have been buying Angel Oak Income ETF stock?

Of the 45 institutional investors that purchased Angel Oak Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arkadios Wealth Advisors ($2.23M), Advocacy Wealth Management Services LLC ($1.89M), Executive Wealth Management LLC ($1.04M), Channel Wealth LLC ($710.52K), Congress Wealth Management LLC DE ($621.62K), Axxcess Wealth Management LLC ($449.84K), and MBL Wealth LLC ($437.73K).

How much institutional buying is happening at Angel Oak Income ETF?

Institutional investors have bought a total of 10,816,477 shares in the last 24 months. This purchase volume represents approximately $222.20M in transactions.

Which Angel Oak Income ETF major shareholders have been selling company stock?

Of the 17 institutional investors that sold Angel Oak Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bridge Advisory LLC ($538.77K), Crescent Grove Advisors LLC ($127.83K), Axxcess Wealth Management LLC ($106.02K), Advocacy Wealth Management Services LLC ($84.61K), Worth Asset Management LLC ($34.78K), Stifel Financial Corp ($26.28K), and Transamerica Financial Advisors Inc. ($16.76K).

How much institutional selling is happening at Angel Oak Income ETF?

Institutional investors have sold a total of 982,573 shares in the last 24 months. This volume of shares sold represents approximately $20.28M in transactions.


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This page (NASDAQ:CARY) was last updated on 5/3/2025 by MarketBeat.com Staff
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