Go Pro
→ SPCX Warning - and Worst News for Stocks in 50 Years (From TradeSmith) (Ad)tc pixel Free CARY Stock Alerts

Angel Oak Income ETF (CARY) Institutional Ownership

Angel Oak Income ETF logo
$20.77 0.00 (0.00%)
As of 07/2/2026 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Angel Oak Income ETF (NASDAQ:CARY)

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$374.94M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$59.01M
Get CARY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Angel Oak Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CARY Institutional Buying and Selling by Quarter

Angel Oak Income ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2026 Noble Wealth Management PBC97,261$2.02M0.9%+30.2%0.185%
6/3/2026NewEdge Advisors LLC110,153$2.29M0.0%+9.0%0.209%
5/22/2026Independent Wealth Advisors LLC26,912$559K0.5%N/A0.051%
5/19/2026Sonoma Allocations LLC108,778$2.26M0.8%+41.8%0.207%
5/19/2026Bank of America Corp DE4,951,934$102.86M0.0%+103,779.5%9.411%
5/19/2026Arkadios Wealth Advisors3,562,484$74.00M1.2%+13.7%6.770%
5/16/2026Excelsior Advisor Network LLC63,300$1.32M0.5%+228.0%0.120%
5/15/2026Everest Financial Group LLC12,260$255K0.0%N/A0.023%
5/7/2026Precision Wealth Strategies LLC229,983$4.78M1.6%+7.8%0.437%
5/7/2026Crescent Grove Advisors LLC543,185$11.34M1.1%+3.7%1.032%
5/6/2026Independent Financial Group LLC116,157$2.41M0.1%N/A0.221%
5/5/2026Bank of New York Mellon Corp946,910$19.67M0.0%-1.7%1.800%
5/5/2026Sanctuary Advisors LLC95,726$1.99M0.0%+27.0%0.182%
5/4/2026Legacy Capital Group California Inc.74,327$1.54M0.6%-9.8%0.141%
5/4/2026IFC Advisors LLC2,971,014$61.72M8.8%N/A5.646%
5/1/2026Fifth Third Bancorp20,675$429K0.0%N/A0.040%
4/30/2026Kestra Advisory Services LLC14,433$300K0.0%-41.5%0.028%
4/28/2026Rareview Capital LLC99,674$2.07M1.2%+20.4%0.199%
4/22/2026Janney Montgomery Scott LLC60,188$1.25M0.0%+11.3%0.122%
4/22/2026Lewis Asset Management LLC96,380$2.00M0.8%+50.9%0.195%
4/20/2026RFG Advisory LLC110,327$2.29M0.0%-10.2%0.223%
3/17/2026Rockefeller Capital Management L.P.99,611$2.07M0.0%+36.8%0.251%
2/23/2026Sonoma Allocations LLC76,717$1.60M0.5%-33.6%0.194%
2/19/2026Axxcess Wealth Management LLC388,632$8.09M0.1%+3.1%0.981%
2/18/2026EP Wealth Advisors LLC26,028$542K0.0%N/A0.066%
2/18/20269823 Capital L.P.67,183$1.40M1.0%N/A0.170%
2/17/2026Camarda Financial Advisors LLC100,056$2.08M0.8%-4.3%0.253%
2/17/2026Equitable Holdings Inc.20,005$417K0.0%N/A0.050%
2/17/2026GeoWealth Management LLC23,580$491K0.0%-10.9%0.060%
2/17/2026Osaic Holdings Inc.1,091,627$22.73M0.0%+5.8%2.755%
2/17/2026Islay Capital Management LLC89,150$1.86M1.1%+227.8%0.225%
2/13/2026Kestra Advisory Services LLC24,651$513K0.0%-69.0%0.062%
2/13/2026CreativeOne Wealth LLC18,300$381K0.0%-4.1%0.046%
2/13/2026Transamerica Financial Advisors LLC106,580$2.22M0.2%+42.3%0.269%
2/13/2026Stifel Financial Corp434,323$9.05M0.0%+11.2%1.096%
2/13/2026Morgan Stanley4,791,541$99.79M0.0%+49.8%12.094%
2/13/2026Arkadios Wealth Advisors3,133,739$65.26M1.3%+7.8%7.909%
2/13/2026Ieq Capital LLC87,278$1.82M0.0%-11.4%0.220%
2/13/2026Wells Fargo & Company MN3,915,782$81.55M0.0%+5.5%9.883%
2/12/2026Beacon Capital Management Inc.367,485$7.65M0.4%-31.8%0.928%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
2/12/2026Commonwealth Equity Services LLC9,777$204K0.0%N/A0.025%
2/11/2026Advocacy Wealth Management LLC13,639$284K0.0%-99.4%0.034%
2/11/2026Omnitrust Wealth Management Inc25,940$540K0.7%N/A0.065%
2/11/2026LPL Financial LLC327,082$6.81M0.0%+12.5%0.826%
2/11/2026Crescent Grove Advisors LLC523,639$11.00M1.0%-3.1%1.322%
2/10/2026Goldman Sachs Group Inc.14,952$311K0.0%N/A0.038%
2/10/2026Greenwich Wealth Management LLC390,740$8.14M0.4%+73.5%0.986%
2/10/2026Heritage Trust Co175,417$3.65M0.4%+11.8%0.443%
2/10/2026Weaver Consulting Group108,850$2.27M0.6%N/A0.275%
2/9/2026Hantz Financial Services Inc.1,417$30K0.0%N/A0.004%
2/6/2026Lloyd Advisory Services LLC.5,659$118K0.0%N/A0.014%
2/6/2026Axxcess Wealth Management LLC777,264$16.19M0.1%+106.1%1.962%
2/6/2026Tortoise Investment Management LLC647,945$13.49M1.2%+5.2%1.635%
2/6/2026HighTower Advisors LLC30,917$644K0.0%N/A0.078%
2/3/2026Channel Wealth LLC1,152,894$24.01M6.0%+6.6%2.932%
2/3/2026RFG Advisory LLC122,885$2.56M0.0%+17.4%0.313%
2/2/2026Truist Financial Corp95,399$1.99M0.0%+0.6%0.243%
2/2/2026Benjamin Edwards Inc.19,624$409K0.0%+17.5%0.050%
2/2/2026Oppenheimer & Co. Inc.91,241$1.90M0.0%-42.4%0.232%
1/30/2026Precision Wealth Strategies LLC213,337$4.44M1.4%+10.0%0.543%
1/29/2026Rareview Capital LLC82,798$1.72M1.1%+8.1%0.214%
1/29/2026Comerica Bank10,193$212K0.0%+10.4%0.026%
1/29/2026UBS Group AG2,174,367$45.28M0.0%+44.9%5.610%
1/29/2026J. Team Financial Inc.94,104$1.96M2.0%+0.9%0.243%
1/29/2026Sanctuary Advisors LLC75,352$1.57M0.0%+19.3%0.194%
1/29/2026Concurrent Investment Advisors LLC40,406$841K0.0%+96.2%0.104%
1/29/2026Mendel Money Management123,778$2.58M1.1%-1.4%0.319%
1/28/2026Sage Advisory Services Ltd.Co.248,460$5.17M2.8%-4.7%0.641%
1/28/2026Legacy Capital Group California Inc.82,414$1.72M0.4%-2.9%0.213%
1/27/2026Able Wealth Management LLC85,012$1.77M0.6%+17.7%0.219%
1/27/2026Belpointe Asset Management LLC78,786$1.64M0.1%-29.8%0.203%
1/26/2026Legacy CG LLC357,382$7.44M2.1%-1.6%0.999%
1/21/2026MBL Wealth LLC520,038$10.83M0.9%+6.5%1.454%
1/15/2026Lewis Asset Management LLC63,875$1.33M0.5%+168.4%0.180%
1/14/2026Wealthcare Advisory Partners LLC173,579$3.62M0.1%+1,125.8%0.494%
1/8/2026Firethorn Wealth Partners LLC10,344$215K0.1%-25.7%0.030%
1/5/2026 Noble Wealth Management PBC42,551$886K0.4%+41.2%0.122%
11/17/2025NewEdge Advisors LLC100,752$2.11M0.0%+92.0%0.293%
11/17/2025Focus Partners Wealth1,419,626$29.68M0.0%+3.3%4.128%
11/17/2025Bank of America Corp DE5,318$111K0.0%+189.8%0.015%
11/14/2025Raymond James Financial Inc.762,983$15.95M0.0%+78.6%2.219%
11/14/2025Advocacy Wealth Management LLC2,125,626$44.45M1.9%+3.3%6.181%
11/14/2025Comerica Bank9,235$193K0.0%+12.2%0.027%
11/13/2025GeoWealth Management LLC26,451$553K0.0%-5.7%0.077%
11/13/2025Tortoise Investment Management LLC616,106$12.88M1.1%+2.8%1.792%
11/13/2025UBS Group AG1,500,562$31.38M0.0%+59.6%4.363%
11/13/2025CreativeOne Wealth LLC19,090$399K0.0%-4.6%0.056%
11/13/2025Legacy Capital Group California Inc.84,832$1.77M0.5%-0.7%0.247%
11/12/2025Islay Capital Management LLC27,200$569K0.3%+504.4%0.079%
11/12/2025Huntington National Bank11,556$242K0.0%-10.6%0.034%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
11/10/2025Mendel Money Management125,508$2.62M1.1%+0.9%0.365%
11/7/2025Axxcess Wealth Management LLC377,071$7.89M0.2%+2.3%1.096%
11/7/2025Wealthcare Advisory Partners LLC14,161$296K0.0%N/A0.041%
11/6/2025Atria Investments Inc133,722$2.80M0.0%-10.4%0.389%
11/6/2025Stratos Wealth Partners LTD.9,784$205K0.0%N/A0.028%
11/6/2025Sage Advisory Services Ltd.Co.260,805$5.45M2.9%N/A0.758%
11/6/2025Oppenheimer & Co. Inc.158,401$3.31M0.0%+10.1%0.461%
11/6/2025RFG Advisory LLC104,632$2.19M0.0%+8.4%0.304%
11/5/2025Envestnet Asset Management Inc.528,292$11.05M0.0%+47.4%1.544%
11/3/2025AE Wealth Management LLC35,822$749K0.0%+2.6%0.105%


CARY Institutional Ownership - Frequently Asked Questions

During the previous two years, 101 institutional investors and hedge funds held shares of Angel Oak Income ETF. The most heavily invested institutionals were Bank of America Corp DE ($102.86M), Morgan Stanley ($99.79M), Wells Fargo & Company MN ($81.55M), Arkadios Wealth Advisors ($74.00M), IFC Advisors LLC ($61.72M), UBS Group AG ($45.28M), and Advocacy Wealth Management Services LLC ($42.81M).Learn more on Angel Oak Income ETF's institutional investors.

Of the 93 institutional investors that purchased Angel Oak Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($4.95M), IFC Advisors LLC ($2.97M), Arkadios Wealth Advisors ($2.03M), Morgan Stanley ($1.59M), UBS Group AG ($1.23M), Executive Wealth Management LLC ($1.04M), and Raymond James Financial Inc. ($912.68K).

Institutional investors have bought a total of 18,015,956 shares in the last 24 months. This purchase volume represents approximately $374.94M in transactions.

Of the 26 institutional investors that sold Angel Oak Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advocacy Wealth Management LLC ($2.11M), Beacon Capital Management Inc. ($171.66K), Channel Wealth LLC ($154.22K), Oppenheimer & Co. Inc. ($67.16K), Kestra Advisory Services LLC ($65.11K), Belpointe Asset Management LLC ($53.00K), and Crescent Grove Advisors LLC ($39.02K).

Institutional investors have sold a total of 2,832,943 shares in the last 24 months. This volume of shares sold represents approximately $59.01M in transactions.


Related Companies

This page (NASDAQ:CARY) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel