Institutional Ownership Angel Oak Fds Tr Income Etf(De (CARY)
This table provides information about the institutional ownership of Angel Oak Fds Tr Income Etf(De (CARY). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 14.4 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,253,670
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
1,918,050
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
1,207,227
shares
|
$0
7.79% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,030,885
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,007,716
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 40.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
772,211
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
653,332
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 112.11%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
579,017
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
570,304
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
543,985
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 21, 2025 Q4 2024 |
453,120
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
368,152
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
343,820
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Legacy Cg, LLC
Plano, TX |
Apr 24, 2025 Q1 2025 |
317,559
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
219,008
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Precision Wealth Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
198,039
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
183,490
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
161,058
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 17.69%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
154,155
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 14.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
149,697
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
132,048
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
114,712
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
101,005
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 59.39%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
97,488
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 61.32%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
92,212
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.22%
|