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Angel Oak Income ETF (CARY) Institutional Ownership

Angel Oak Income ETF logo
$20.72 -0.01 (-0.05%)
As of 01:51 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)
69
Total
Institutional Inflows
(last 12 months)
$343.32M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$54.86M
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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
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors51,747$1.08M0.1%+100.5%0.083%
7/10/2026 Wealthcare Advisory Partners LLC274,920$5.71M0.1%+47.1%0.441%
7/9/2026 Vista Investment Partners LLC21,291$442K0.1%+10.1%0.034%
7/8/2026 Sonoma Allocations LLC154,425$3.21M1.2%+42.0%0.248%
7/7/2026 Central Pacific Bank Trust Division130,780$2.72M0.3%N/A0.211%
7/1/2026 Noble Wealth Management PBC97,261$2.02M0.9%+30.2%0.185%
6/3/2026 NewEdge Advisors LLC110,153$2.29M0.0%+9.0%0.209%
5/22/2026 Independent Wealth Advisors LLC26,912$559K0.5%N/A0.051%
5/19/2026 Sonoma 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%
5/19/2026 Arkadios 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%
5/15/2026 Everest Financial Group LLC12,260$255K0.0%N/A0.023%
5/7/2026 Precision Wealth Strategies LLC229,983$4.78M1.6%+7.8%0.437%
5/7/2026 Crescent Grove Advisors LLC543,185$11.34M1.1%+3.7%1.032%
5/6/2026 Independent Financial Group LLC116,157$2.41M0.1%N/A0.221%
5/5/2026 Bank 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%
2/23/2026 Sonoma 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%
2/18/2026 EP 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%
2/17/2026 GeoWealth 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%
2/13/2026 Stifel Financial Corp434,323$9.05M0.0%+11.2%1.096%
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2/13/2026Morgan Stanley4,791,541$99.79M0.0%+49.8%12.094%
2/13/2026 Arkadios Wealth Advisors3,133,739$65.26M1.3%+7.8%7.909%
2/13/2026 Ieq 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%
2/12/2026 Commonwealth Equity Services LLC9,777$204K0.0%N/A0.025%
2/11/2026 Advocacy Wealth Management LLC13,639$284K0.0%-99.4%0.034%
2/11/2026Omnitrust Wealth Management Inc25,940$540K0.7%N/A0.065%
2/11/2026 LPL Financial LLC327,082$6.81M0.0%+12.5%0.826%
2/11/2026 Crescent Grove Advisors LLC523,639$11.00M1.0%-3.1%1.322%
2/10/2026Goldman Sachs Group Inc.14,952$311K0.0%N/A0.038%
2/10/2026 Greenwich Wealth Management LLC390,740$8.14M0.4%+73.5%0.986%
2/10/2026 Heritage Trust Co175,417$3.65M0.4%+11.8%0.443%
2/10/2026 Weaver Consulting Group108,850$2.27M0.6%N/A0.275%
2/9/2026Hantz Financial Services Inc.1,417$30K0.0%N/A0.004%
2/6/2026 Lloyd 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%
2/6/2026 Tortoise Investment Management LLC647,945$13.49M1.2%+5.2%1.635%
2/6/2026 HighTower Advisors LLC30,917$644K0.0%N/A0.078%
2/3/2026 Channel 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%
2/2/2026 Benjamin 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%
1/30/2026 Precision 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%
1/28/2026 Sage 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%
1/26/2026 Legacy 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%
11/17/2025 NewEdge Advisors LLC100,752$2.11M0.0%+92.0%0.293%
11/17/2025 Focus 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%
11/14/2025 Advocacy Wealth Management LLC2,125,626$44.45M1.9%+3.3%6.181%
11/14/2025Comerica Bank9,235$193K0.0%+12.2%0.027%
11/13/2025 GeoWealth Management LLC26,451$553K0.0%-5.7%0.077%
11/13/2025 Tortoise Investment Management LLC616,106$12.88M1.1%+2.8%1.792%
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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%
11/6/2025 Atria Investments Inc133,722$2.80M0.0%-10.4%0.389%
11/6/2025 Stratos Wealth Partners LTD.9,784$205K0.0%N/A0.028%


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 ($1.79M), Morgan Stanley ($1.59M), UBS Group AG ($1.23M), Raymond James Financial Inc. ($912.68K), and Beacon Capital Management Inc. ($539.14K).

Institutional investors have bought a total of 16,496,121 shares in the last 24 months. This purchase volume represents approximately $343.32M in transactions.

Of the 21 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), Oppenheimer & Co. Inc. ($67.16K), Kestra Advisory Services LLC ($65.11K), Belpointe Asset Management LLC ($53.00K), Sonoma Allocations LLC ($38.81K), and Crescent Grove Advisors LLC ($16.63K).

Institutional investors have sold a total of 2,633,491 shares in the last 24 months. This volume of shares sold represents approximately $54.86M in transactions.


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Institutional ownership data for NASDAQ:CARY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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