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 63 institutions that hold shares in the stock, with a total of 16.4 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
|
Aug 04, 2025 Q2 2025 |
2,291,182
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
1,918,050
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,686,315
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 67.34%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
1,053,012
shares
|
$0
6.19% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,030,885
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
777,786
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
675,497
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
599,336
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
561,212
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
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 |
Jul 22, 2025 Q2 2025 |
469,620
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
383,809
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
368,613
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
358,408
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Cg, LLC
Plano, TX |
Jul 22, 2025 Q2 2025 |
316,224
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
303,363
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 102.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
288,647
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 57.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
223,488
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 24.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
219,008
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
198,740
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 103.86%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
183,692
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
154,155
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 14.85%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
149,275
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 276.15%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
143,860
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
131,790
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 13.0%
|