Free Trial
→ Your book attached (From Profits Run) (Ad)tc pixel Free CARY Stock Alerts

Angel Oak Income ETF (CARY) Institutional Ownership

Angel Oak Income ETF logo
$20.80 +0.01 (+0.05%)
As of 04:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$268.89M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$60.54M
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
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%
5/4/2026 Legacy Capital Group California Inc.74,327$1.54M0.6%-9.8%0.141%
5/4/2026 IFC Advisors LLC2,971,014$61.72M8.8%N/A5.646%
5/1/2026 Fifth Third Bancorp20,675$429K0.0%N/A0.040%
4/30/2026 Kestra Advisory Services LLC14,433$300K0.0%-41.5%0.028%
4/28/2026 Rareview Capital LLC99,674$2.07M1.2%+20.4%0.199%
4/22/2026 Janney Montgomery Scott LLC60,188$1.25M0.0%+11.3%0.122%
4/22/2026 Lewis Asset Management LLC96,380$2.00M0.8%+50.9%0.195%
4/20/2026 RFG 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%
2/19/2026 Axxcess 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%
2/13/2026 Kestra 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%
2/12/2026 Beacon Capital Management Inc.367,485$7.65M0.4%-31.8%0.928%
2/12/2026 Commonwealth Equity Services LLC9,777$204K0.0%N/A0.025%
2/11/2026Advocacy Wealth Management LLC13,639$284K0.0%-99.4%0.034%
2/11/2026 Omnitrust 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%
2/9/2026 Hantz Financial Services Inc.1,417$30K0.0%N/A0.004%
2/6/2026Lloyd Advisory Services LLC.5,659$118K0.0%N/A0.014%
2/6/2026 Axxcess 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%
2/3/2026 RFG Advisory LLC122,885$2.56M0.0%+17.4%0.313%
2/2/2026 Truist Financial Corp95,399$1.99M0.0%+0.6%0.243%
2/2/2026Benjamin Edwards Inc.19,624$409K0.0%+17.5%0.050%
2/2/2026 Oppenheimer & 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%
1/29/2026 Rareview 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%
1/29/2026 J. 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%
1/29/2026 Concurrent Investment Advisors LLC40,406$841K0.0%+96.2%0.104%
1/29/2026 Mendel 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%
1/28/2026 Legacy Capital Group California Inc.82,414$1.72M0.4%-2.9%0.213%
1/27/2026 Able Wealth Management LLC85,012$1.77M0.6%+17.7%0.219%
1/27/2026 Belpointe Asset Management LLC78,786$1.64M0.1%-29.8%0.203%
1/26/2026Legacy CG LLC357,382$7.44M2.1%-1.6%0.999%
1/21/2026 MBL Wealth LLC520,038$10.83M0.9%+6.5%1.454%
1/15/2026 Lewis Asset Management LLC63,875$1.33M0.5%+168.4%0.180%
1/14/2026 Wealthcare Advisory Partners LLC173,579$3.62M0.1%+1,125.8%0.494%
1/8/2026 Firethorn 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%
11/13/2025 Legacy 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%
11/10/2025 Mendel Money Management125,508$2.62M1.1%+0.9%0.365%
11/7/2025 Axxcess Wealth Management LLC377,071$7.89M0.2%+2.3%1.096%
11/7/2025 Wealthcare Advisory Partners LLC14,161$296K0.0%N/A0.041%
11/6/2025Atria Investments Inc133,722$2.80M0.0%-10.4%0.389%
11/6/2025 Stratos 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%
11/6/2025 Oppenheimer & Co. Inc.158,401$3.31M0.0%+10.1%0.461%
11/6/2025 RFG Advisory LLC104,632$2.19M0.0%+8.4%0.304%
11/5/2025 Envestnet 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%
11/3/2025 Truist Financial Corp94,811$1.98M0.0%N/A0.277%
11/3/2025 Belpointe Asset Management LLC112,162$2.35M0.1%-14.9%0.328%
10/29/2025Sage Mountain Advisors LLC40,258$842K0.0%-15.2%0.119%
10/29/2025Arkadios Wealth Advisors2,906,625$60.78M1.5%+26.9%8.594%
10/27/2025 Concurrent Investment Advisors LLC20,595$431K0.0%+35.6%0.061%
10/24/2025Sonoma Allocations LLC115,524$2.43M0.9%N/A0.344%
10/24/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors45,875$959K0.1%+104.5%0.137%
10/23/2025Legacy CG LLC363,179$7.59M2.1%+14.8%1.083%
10/23/2025Benjamin Edwards Inc.16,704$349K0.0%N/A0.050%
10/20/2025 Lewis Asset Management LLC23,801$498K0.2%+3.0%0.071%
10/16/2025 Beacon Capital Management Inc.539,144$11.27M0.5%N/A1.633%


CARY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CARY shares?

During the previous two years, 97 institutional investors and hedge funds held shares of Angel Oak Income ETF. The most heavily invested institutionals were Morgan Stanley ($99.79M), Wells Fargo & Company MN ($81.55M), Arkadios Wealth Advisors ($65.26M), IFC Advisors LLC ($61.72M), UBS Group AG ($45.28M), Advocacy Wealth Management Services LLC ($42.81M), and Focus Partners Wealth ($29.68M).Learn more on Angel Oak Income ETF's institutional investors.

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

Of the 89 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: IFC Advisors LLC ($2.97M), Arkadios Wealth Advisors ($1.60M), Morgan Stanley ($1.59M), UBS Group AG ($1.23M), Executive Wealth Management LLC ($1.04M), Raymond James Financial Inc. ($912.68K), and Beacon Capital Management Inc. ($539.14K).

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

Institutional investors have bought a total of 12,910,155 shares in the last 24 months. This purchase volume represents approximately $268.89M in transactions.

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

Of the 29 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).

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

Institutional investors have sold a total of 2,906,820 shares in the last 24 months. This volume of shares sold represents approximately $60.54M in transactions.


Related Companies

This page (NASDAQ:CARY) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel
Invest in SpaceX Before IPO
SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation...
NXT Wave Research | Sponsoredtc pixel
URGENT: $2 Gold Stock With Major Discovery
A $2 gold stock is said to quietly control what may be the largest gold deposit in the world - worth nearly $1...
Paradigm Press | Sponsoredtc pixel