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Angel Oak Income ETF (CARY) Institutional Ownership

$20.61 +0.03 (+0.15%)
Closing price 05/23/2025 03:59 PM Eastern
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$20.62 +0.01 (+0.05%)
As of 05/23/2025 04:04 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)
48
Total
Institutional Inflows
(last 12 months)
$111.78M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$8.62M
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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
5/21/2025 MBL Wealth LLC468,262$9.72M1.0%+3.3%2.011%
5/20/2025 Belpointe Asset Management LLC116,624$2.42M0.1%N/A0.501%
5/20/2025 Focus Partners Wealth1,309,930$27.19M0.1%+4.5%5.624%
5/16/2025 NewEdge Advisors LLC39,892$828K0.0%+739.8%0.183%
5/15/2025 Baird Financial Group Inc.561,212$11.65M0.0%-3.1%2.573%
5/15/2025 Tortoise Investment Management LLC589,651$12.24M1.3%+3.4%2.704%
5/14/2025 Transamerica Financial Advisors LLC77,487$1.61M0.2%-4.1%0.355%
5/14/2025 Comerica Bank1,440$30K0.0%-46.2%0.007%
5/14/2025 CW Advisors LLC777,786$16.15M0.2%+0.7%3.566%
5/13/2025 Raymond James Financial Inc.303,363$6.30M0.0%+102.7%1.391%
5/9/2025 Altfest L J & Co. Inc.368,152$7.64M1.0%+3.2%1.688%
5/9/2025 Heritage Trust Co154,155$3.20M0.4%-14.8%0.707%
5/9/2025 Argent Trust Co13,250$275K0.0%+12.8%0.061%
5/8/2025 Arkadios Wealth Advisors2,253,670$46.79M1.8%+0.9%10.333%
5/7/2025 LPL Financial LLC219,008$4.55M0.0%+10.5%1.004%
5/7/2025 Rareview Capital LLC67,801$1.41M0.9%-26.7%0.311%
5/6/2025 Advocacy Wealth Management Services LLC1,918,050$39.82M2.7%+6.3%8.794%
5/5/2025 Lewis Asset Management LLC16,967$352K0.3%N/A0.078%
5/5/2025 OneAscent Financial Services LLC39,685$824K0.1%N/A0.182%
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%
2/17/2025 Focus Partners Wealth1,253,129$25.80M0.1%+11.2%7.048%
2/17/2025 Citadel Advisors LLC21,409$441K0.0%+15.7%0.120%
2/17/2025 Baird Financial Group Inc.579,017$11.92M0.0%+5.8%3.257%
2/17/2025 Benjamin Edwards Inc.14,789$305K0.0%+8.7%0.083%
2/17/2025 Advocacy Wealth Management Services LLC1,803,975$37.14M2.8%-2.8%10.146%
2/14/2025 Jane Street Group LLC70,832$1.46M0.0%+120.7%0.398%
2/14/2025 Comerica Bank2,675$55K0.0%N/A0.015%
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2/14/2025 Stifel Financial Corp183,490$3.78M0.0%+9.3%1.032%
2/13/2025 NewEdge Advisors LLC4,750$98K0.0%-34.8%0.027%
2/13/2025 Rockefeller Capital Management L.P.20,356$419K0.0%+4.1%0.114%
2/13/2025 Heritage Trust Co181,030$3.73M0.4%N/A1.018%
2/13/2025 Argent Trust Co11,750$242K0.0%N/A0.066%
2/13/2025 Raymond James Financial Inc.149,697$3.08M0.0%N/A0.842%
2/13/2025 Wells Fargo & Company MN1,007,716$20.75M0.0%+40.4%5.668%
2/12/2025 Huntington National Bank9,953$205K0.0%-30.3%0.056%
2/12/2025 Transamerica Financial Advisors Inc.80,779$1.66M0.2%-3.3%0.454%
2/12/2025 Mendel Money Management114,474$2.36M1.1%+29.7%0.644%
2/11/2025 Congress Wealth Management LLC DE772,211$15.90M0.2%+1.4%4.343%
2/11/2025 LPL 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%
2/10/2025 Rareview Capital LLC92,471$1.96M1.5%N/A0.520%
2/7/2025 Tortoise 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%
2/6/2025 Raymond James Financial Inc.149,697$3.08M0.0%N/A0.844%
2/6/2025 Steward 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%
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%
1/15/2025 Arkadios 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%
11/15/2024 Jane Street Group LLC32,099$680K0.0%N/A0.343%
11/15/2024 Stifel Financial Corp167,885$3.56M0.0%-13.5%1.796%
11/14/2024 Fiduciary Trust Co44,500$943K0.0%N/A0.476%
11/13/2024 Transamerica Financial Advisors Inc.83,571$1.77M0.2%-14.3%0.894%
11/7/2024 Islay 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%
11/1/2024 Proficio 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%
11/1/2024 Advocacy 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%
10/24/2024 Arkadios 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%
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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%
8/2/2024 Tortoise Investment Management LLC524,480$10.80M1.2%+28.7%5.609%
7/29/2024 Arkadios 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%
(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, 57 institutional investors and hedge funds held shares of Angel Oak Income ETF. The most heavily invested institutionals were Arkadios Wealth Advisors ($46.79M), Advocacy Wealth Management Services LLC ($39.82M), Focus Partners Wealth ($27.19M), Channel Wealth LLC ($25.06M), Executive Wealth Management LLC ($21.21M), Wells Fargo & Company MN ($20.75M), and CW Advisors LLC ($16.15M).Learn more on CARY's institutional investors.

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

Of the 51 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 ($2.25M), Advocacy Wealth Management Services LLC ($2.00M), Executive Wealth Management LLC ($1.04M), Channel Wealth LLC ($710.52K), Congress Wealth Management LLC DE ($621.62K), Raymond James Financial Inc. ($453.06K), and MBL Wealth LLC ($452.87K).

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

Institutional investors have bought a total of 11,442,466 shares in the last 24 months. This purchase volume represents approximately $235.19M in transactions.

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

Of the 22 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 ($118.68K), Axxcess Wealth Management LLC ($106.02K), Advocacy Wealth Management Services LLC ($84.61K), Worth Asset Management LLC ($34.78K), Heritage Trust Co ($26.88K), and Stifel Financial Corp ($26.28K).

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

Institutional investors have sold a total of 1,047,307 shares in the last 24 months. This volume of shares sold represents approximately $21.63M in transactions.


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This page (NASDAQ:CARY) was last updated on 5/24/2025 by MarketBeat.com Staff
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